Waypoint Wealth Partners Inc.
Q4 2024 13F Holdings
- Locationmill valley, CA
- Num holdings
68
- Value ($000)
$366,666
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001817306
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $104.69 M | 29 % | 1,080,074 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $79.74 M | 22 % | 2,305,394 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $56.36 M | 15 % | 918,324 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $25.88 M | 7 % | 440,144 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.84 M | 3 % | 419,474 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $10.32 M | 3 % | 81,858 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $5.97 M | 2 % | 46,348 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $4.78 M | 1 % | 126,132 | ||
ABNB AIRBNB INC | COM CL A | 009066101 | $4.66 M | 1 % | 35,475 | ||
AAPL APPLE INC | COM | 037833100 | $4.48 M | 1 % | 17,890 |
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