Waypoint Wealth Partners Inc.
Q1 2025 13F Holdings
- Locationmill valley, CA
- Num holdings
70
- Value ($000)
$361,729
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $99.83M | 28 % | 1,080,650 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $77.13M | 21 % | 2,337,988 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $62.47M | 17 % | 942,590 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $27.34M | 8 % | 454,338 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $11.48M | 3 % | 413,478 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $9.00M | 3 % | 81,858 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $7.15M | 2 % | 58,618 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $4.54M | 1 % | 126,852 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.35M | 1 % | 57,468 | ||
ABNB AIRBNB INC | COM CL A | 009066101 | $4.12M | 1 % | 34,458 |
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