Titelia

Holdings of Great Point Wealth Advisors, LLC

57 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.7 % of the equity sleeve

Sector breakdown

  • Technology 1.8 %
  • Communication 0.4 %
  • Financials 0.3 %
  • Funds 0.2 %
  • Health care 0.1 %
  • Consumer discretionary 0.1 %
  • Industrials 0.1 %
  • Unattributed 97.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US57519.6M $100.00 %

Positions

RankCompanySharesValueWeight
1Avantis US Equity ETF 1,144,864127.3M $
2Dimensional ETF Trust 1,226,44147.8M $
3JPMorgan Ultra-Short Income ETF 723,01036.6M $
4Dimensional ETF Trust 1,073,67836.4M $
5American Century ETF Trust 215,01123.8M $
6Hartford Total Return Bond ETF 655,90622.1M $
7PIMCO Multisector Bond Active 788,91420.7M $
8Bright Horizons Family Solutions Inc 250,39020.6M $
9Janus Detroit Street Trust 383,27419.3M $
10State Street SPDR Portfolio Short Term Treasury ETF 628,11618.3M $
11Avantis International Small Cap Value ETF 179,40117.9M $
12SPDR Series Trust 84,48114.5M $
13Goldman Sachs ActiveBeta International Equity ETF 286,63412.4M $
14Vanguard Total Stock Market ETF 37,53512M $
15Fidelity Wise Origin Bitcoin Fund 164,2979.7M $
16JPMorgan Ultra-Short Municipal Income ETF 162,9558.3M $
17Avantis International Equity ETF 80,8586.9M $
18WisdomTree International SmallCap Dividend Fund 69,6935.7M $
19Avantis Emerging Markets Equity ETF 66,9835.4M $
20Apple Inc 17,2604.4M $
21State Street SPDR Portfolio Emerging Markets ETF 91,8024.3M $
22iShares Trust 36,5224.1M $
23Microsoft Corp 10,4483.9M $
24Vanguard Small-Cap ETF 14,2043.7M $
25WisdomTree Trust 48,8573.3M $
26Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 44,9852.7M $
27Dimensional U S Small Cap ETF 37,7232.7M $
28iShares Core S&P Total U.S. Stock Market ETF 18,4202.6M $
29iShares Trust 12,0012.5M $
30Vanguard Large-Cap ETF 7,0162.1M $
31Alphabet Inc 6,8412M $
32Rocket Cos Inc 121,8521.7M $
33iShares MSCI EAFE Small-Cap ETF 19,9981.6M $
34JPMorgan Chase & Co 4,9801.5M $
35iShares Core MSCI EAFE ETF 14,3801.3M $
36Vanguard International Equity Index Funds 22,4131.2M $
37iShares Core S&P Small-Cap ETF 8,1871M $
38Vanguard FTSE Developed Markets ETF 9,342598.6K $
39Dimensional International Smal 13,713540.8K $
40Invesco QQQ Trust Series 1 895516.6K $
41Grayscale Bitcoin Mini Trust E 16,712501.2K $
42Johnson & Johnson 1,901464.7K $
43iShares Core 80/20 Aggressive 5,148455.5K $
44State Street SPDR S&P 500 ETF Trust 684444.5K $
45NVIDIA Corp 2,448426.9K $
46Amazon.com Inc 2,008418.2K $
47Avantis Core Fixed Income ETF 9,265384.9K $
48iShares Trust 2,704374.1K $
49Broadcom Inc 1,097339.4K $
50Vanguard Growth ETF 661288.7K $
51iShares Core MSCI Emerging Markets ETF 4,087285.1K $
52Alphabet Inc 977280.9K $
53Caterpillar Inc 394278.9K $
54Grayscale Ethereum Staking Min 12,806254.3K $
55Home Depot Inc/The 742244K $
56CVS Health Corp 3,106223.1K $
57Applied Materials Inc 597204.1K $