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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Great Point Wealth Advisors, LLC

Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0001760304-25-000003

Total Value
$462.2M
Positions
56
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (56)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250728851,136,946$105.0M22.73%
2DIMENSIONAL ETF TRUST25434V2031,318,115$41.2M8.91%
3J P MORGAN EXCHANGE TRADED F46641Q837619,005$31.3M6.78%
4DIMENSIONAL ETF TRUST25434V3021,085,740$28.1M6.08%
5BRIGHT HORIZONS FAM SOL IN D109194100201,533$25.6M5.54%
6HARTFORD FDS EXCHANGE TRADED41653L305532,731$18.0M3.90%
7FIRST TR EXCHNG TRADED FD VI33740F888699,400$17.3M3.75%
8AMERICAN CENTY ETF TR025072877197,174$17.2M3.72%
9JANUS DETROIT STR TR47103U845332,515$16.9M3.65%
10SPDR SER TR78468R81296,974$15.2M3.29%
11SPDR SER TR78468R101515,626$15.1M3.26%
12AMERICAN CENTY ETF TR025072802209,508$14.6M3.16%
13DIMENSIONAL ETF TRUST25434V104319,687$12.3M2.66%
14GOLDMAN SACHS ETF TRNVGLF317,535$11.3M2.45%
15VANGUARD INDEX FDS92290876938,706$10.6M2.30%
16J P MORGAN EXCHANGE TRADED F46641Q654156,687$8.0M1.72%
17AMERICAN CENTY ETF TR02507270386,424$5.7M1.24%
18AMERICAN CENTY ETF TR02507218290,842$5.3M1.14%
19WISDOMTREE TRWT78,914$5.2M1.13%
20MICROSOFT CORPMSFT12,365$4.6M1.00%
21AMERICAN CENTY ETF TR02507260469,684$4.2M0.91%
22APPLE INCAAPL18,539$4.1M0.89%
23SPDR INDEX SHS FDS78463X509102,242$4.0M0.87%
24WISDOMTREE TRWT75,918$3.7M0.79%
25WISDOMTREE TRWT59,905$3.6M0.77%
26ISHARES TR46428730936,492$3.4M0.73%
27VANGUARD INDEX FDS92290875114,231$3.2M0.68%
28ISHARES TR46428715019,784$2.4M0.52%
29DIMENSIONAL ETF TRUST25434V50039,094$2.3M0.51%
30ISHARES TR46428740811,996$2.3M0.49%
31VANGUARD INTL EQUITY INDEX F92204285849,991$2.3M0.49%
32VANGUARD INDEX FDS9229086377,110$1.8M0.40%
33ON HLDG AGH5919C10437,946$1.7M0.36%
34ALPHABET INCGOOG9,650$1.5M0.33%
35ISHARES TR46428780413,832$1.4M0.31%
36JPMORGAN CHASE & CO.VYLD5,665$1.4M0.30%
37ISHARES TR46432F84217,669$1.3M0.29%
38ISHARES TR46428827319,998$1.3M0.27%
39UNITED RENTALS INCURI1,392$872,4990.19%
40AMAZON COM INCAMZN3,499$665,7200.14%
41PIMCO ETF TR72201R58525,181$663,5230.14%
42DIMENSIONAL ETF TRUST25434V78121,296$620,1420.13%
43VANGUARD TAX-MANAGED FDS92194385811,779$598,7010.13%
44REDFIN CORP75737F10860,000$552,6000.12%
45ISHARES TR4642898596,897$527,6210.11%
46HOME DEPOT INCHD1,055$386,7070.08%
47AMERICAN CENTY ETF TR0250725629,266$383,5080.08%
48SPDR S&P 500 ETF TRSPY668$373,6730.08%
49VANGUARD INDEX FDS9229087441,955$337,7040.07%
50JOHNSON & JOHNSONJNJ1,891$313,6030.07%
51ISHARES INC46434G1034,973$268,3920.06%
52NVIDIA CORPORATIONNVDA2,392$259,2360.06%
53AMERICAN CENTY ETF TR0250722323,552$252,8600.05%
54CVS HEALTH CORPCVS3,106$210,4320.05%
55VANGUARD INDEX FDS922908736564$209,1420.05%
56CISCO SYS INCCSCO3,296$203,3840.04%