Great Point Wealth Advisors, LLC
- SEC CIK
- 0001760304
- 最新申報
- 2026/7/23
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位。
- 持股檔數
- 64
- 2025 年第 2 季沒有申報
- 總值
- $5.32 億
- 2025 年第 2 季沒有申報
Great Point Wealth Advisors, LLC 沒有申報 2025 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 1,125,366 | $1.22 億 | 23.0% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,263,507 | $4,593 萬 | 8.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 687,491 | $3,488 萬 | 6.6% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,097,706 | $3,461 萬 | 6.5% | – | – | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 265,520 | $2,883 萬 | 5.4% | – | – | 歷史 |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 607,823 | $2,084 萬 | 3.9% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 202,450 | $2,015 萬 | 3.8% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 376,309 | $1,911 萬 | 3.6% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 589,064 | $1,727 萬 | 3.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 192,318 | $1,712 萬 | 3.2% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 626,139 | $1,681 萬 | 3.2% | – | – | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 88,904 | $1,522 萬 | 2.9% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 312,856 | $1,432 萬 | 2.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 37,928 | $1,245 萬 | 2.3% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 295,368 | $1,214 萬 | 2.3% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 91,167 | $909.9 萬 | 1.7% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 138,940 | $709.1 萬 | 1.3% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 82,380 | $650.0 萬 | 1.2% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 75,767 | $602.4 萬 | 1.1% | – | – | – |
| American Centy ETF Tr025072182 | AVANTIS MODERAT | 90,861 | $591.2 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,551 | $546.5 萬 | 1.0% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 69,267 | $520.3 萬 | 1.0% | – | – | – |
| AAPLApple Inc. | Stock | 17,318 | $441.0 萬 | 0.8% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 36,522 | $440.9 萬 | 0.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 92,894 | $434.8 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 57,782 | $380.8 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,243 | $362.2 萬 | 0.7% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 53,436 | $305.1 萬 | 0.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 19,275 | $280.7 萬 | 0.5% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 38,419 | $263.0 萬 | 0.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 12,001 | $247.8 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,425 | $224.4 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,110 | $218.9 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,032 | $171.3 萬 | 0.3% | – | – | 歷史 |
| ONONOn Holding AG | Stock | 37,946 | $160.7 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,037 | $158.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 19,998 | $153.4 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,377 | $134.3 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,470 | $112.5 萬 | 0.2% | – | – | – |
| RKTRocket Companies, Inc. | Stock | 47,556 | $92.2 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,584 | $78.7 萬 | 0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 704 | $67.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,084 | $60.4 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 845 | $50.7 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 14,053 | $50.2 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,680 | $50.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,517 | $48.6 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 703 | $46.8 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 9,266 | $39.0 萬 | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,145 | $37.8 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,876 | $34.8 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 781 | $31.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 644 | $30.9 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,580 | $30.2 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 310 | $28.7 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 3,427 | $28.6 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,077 | $26.2 萬 | <0.1% | – | – | 歷史 |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 5,465 | $26.2 萬 | <0.1% | – | – | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 6,388 | $25.0 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,528 | $24.7 萬 | <0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 3,106 | $23.4 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 307 | $22.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 527 | $21.2 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 485 | $21.1 萬 | <0.1% | – | – | – |