waypoint wealth counsel
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationatlanta, GA
- CIK0001807909
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
99 | $153.34M | VOO, VYM, SPY, JAAA | 13F-HR | Jan 22, 2025 | 000180790925000001 | ||
103 | $148.58M | VOO, VYM, SPY, IVV | 13F-HR | Oct 4, 2024 | 000180790924000010 | ||
89 | $130.72M | VOO, VYM, SPY, IVV | 13F-HR | Jul 19, 2024 | 000180790924000008 | ||
96 | $129.72M | VOO, VYM, SPY, IVV | 13F-HR | Apr 12, 2024 | 000180790924000007 | ||
98 | $117.38M | VOO, VYM, JAAA, IVV | 13F-HR | Apr 3, 2024 | 000180790924000005 | ||
91 | $106.10M | VOO, JAAA, VYM, IVV | 13F-HR | Apr 3, 2024 | 000180790924000004 | ||
90 | $111.81M | VOO, JAAA, VYM, IVV | 13F-HR | Apr 2, 2024 | 000180790924000003 | ||
92 | $128.97M | VOO, AAPL, JAAA, VYM | 13F-HR | Apr 4, 2024 | 000180790924000006 | ||
94 | $124.13M | VOO, AAPL, JAAA, VYM | 13F-HR | Mar 22, 2024 | 000180790924000002 |