Great Point Wealth Advisors, LLC

Key Holdings

The top ten holdings command a significant portion of the portfolio, reflecting a high-conviction approach to asset allocation. The three largest positions—DFAI, JPST, and DFAE—collectively represent roughly 45% of the total assets under management.

• DFAI (Dimensional ETF Trust): At $45.93M (17.90%), this is the largest position. Dimensional funds are known for factor-based investing (such as value and size premiums), suggesting the manager seeks to capture specific market risk premiums rather than just broad market exposure.
• JPST (JPMorgan Ultra-Short Income ETF): The second-largest holding at $34.88M (13.59%), JPST is a low-duration, income-generating ETF. This substantial allocation indicates a defensive posture regarding interest rate risk and a focus on capital preservation and liquidity within the income sleeve of the portfolio.
• DFAE (Dimensional ETF Trust): Holding $34.61M (13.49%), this position reinforces the firm's reliance on Dimensional’s systematic investment strategies, likely providing international or specific factor exposure complementing DFAI.