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| Name: |
Great Point Wealth Advisors LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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Filing Period: |
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| Holdings
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10 |
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Unchanged Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BFAM |
Bright Horizons Family Solu... |
5 |
- |
$112.71 |
$22,846,000 |
201,533 |
5.33% |
3,854,000 |
0 |
0.316 |
Personal Services |
|
|
VB |
Vanguard Small Cap VIPERS |
26 |
- |
$222.90 |
$3,244,000 |
14,192 |
0.76% |
216,000 |
0 |
0.008 |
Closed - End Fund - E... |
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IVW |
ishares tr S&P 500 BARRA GR |
27 |
- |
$84.75 |
$3,081,000 |
36,492 |
0.72% |
340,000 |
0 |
0.007 |
Closed - End Fund - E... |
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ONON |
On Holding AG |
30 |
- |
$30.69 |
$2,499,000 |
70,625 |
0.58% |
594,000 |
0 |
0.024 |
N/A |
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GOOG |
Alphabet Inc |
31 |
- |
$170.90 |
$2,464,000 |
16,180 |
0.57% |
184,000 |
0 |
0 |
Search Engines & Info... |
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URI |
United Rentals Inc |
33 |
- |
$696.67 |
$2,251,000 |
3,122 |
0.52% |
461,000 |
0 |
0.004 |
Rental & Leasing Serv... |
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IVE |
iShares S&P 500/BARRA Value |
34 |
- |
$184.16 |
$2,211,000 |
11,837 |
0.52% |
153,000 |
0 |
0.008 |
Closed - End Fund - E... |
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JPM |
JP Morgan Chase & Co |
40 |
- |
$198.73 |
$1,130,000 |
5,642 |
0.26% |
170,000 |
0 |
0 |
Domestic Money Center... |
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CVS |
CVS/Caremark Corp |
51 |
- |
$56.47 |
$282,000 |
3,536 |
0.07% |
3,000 |
0 |
0 |
Drug Stores |
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AMD |
Advanced Micro Devices Inc |
52 |
- |
$150.56 |
$276,000 |
1,528 |
0.06% |
51,000 |
0 |
0 |
Semiconductor- Broad... |
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