Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREAT POINT WEALTH ADVISORS LLC | 01-22-2024 | 12-31-2023 | 61 | 384,543,083 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 1 | $68,384,713 | 838,562 | 0.02 | 0.01 | 227,461 | 37.22 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 2 | $22,068,613 | 675,708 | 0.01 | 0.01 | -13,751 | -1.99 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $21,828,872 | 92,020 | 0.01 | 0.01 | -5,549 | -5.69 | 12-31-2023 |
| ISHARES TR | 1 3 YR TREAS BD | 4 | $19,979,644 | 243,535 | 0.01 | 0.01 | 19,610 | 8.76 | 12-31-2023 |
