Great Point Wealth Advisors, LLC Portfolio Holdings by Sector

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUS DFAI JPST DFAE AVUV JAAA QUS SPTS 38 stocks	$396,450 86.3% of portfolio	9	22	1	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical BFAM 1 stocks	$28,222 6.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$11,470 2.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$5,427 1.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,593 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$3,529 0.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$2,419 0.53% of portfolio	1	1	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$1,998 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,225 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate RDFN 1 stocks	$752 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$691 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$538 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$453 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$371 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$295 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$289 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$242 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$222 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$200 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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