Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Waypoint Wealth Counsel > Profile

Instuitional Investor - Waypoint Wealth Counsel

Fund Profile
Filing Period:
Fund Name: Waypoint Wealth Counsel
Portfolio Value $153,336,047
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 34,728 $18,711,562 12.2%
2.
Vanguard Whitehall Funds
 73,856 $9,423,242 6.14%
3.
Spdr S & P 500 Etf Trust
 SPY 15,486 $9,076,222 5.91%
4.
Janus Detroit Str Tr
 170,522 $8,647,156 5.63%
5.
Ishares Trust
 IEF 13,532 $7,965,815 5.19%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)