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Home > Institutional Investor > Waypoint Wealth Counsel > Profile

Instuitional Investor - Waypoint Wealth Counsel

Fund Profile
Filing Period:
Fund Name: Waypoint Wealth Counsel
Portfolio Value $159,327,001
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 36,765 $18,894,116 11.86%
2.
Janus Detroit Str Tr
 186,309 $9,447,750 5.93%
3.
Vanguard Whitehall Funds
 72,556 $9,356,864 5.87%
4.
Spdr S & P 500 Etf Trust
 SPY 15,432 $8,632,467 5.42%
5.
Spdr Gold Trust
 GLD 28,752 $8,284,621 5.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)