Instuitional Investor - Waypoint Wealth Partners Inc.
Fund Profile
Filing Period:
Fund Name: | Waypoint Wealth Partners Inc. |
Portfolio Value | $322,381,225 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | American Centy Etf Tr | 901,068 | $73,482,125 | 22.79% | |
2. | Dimensional Etf Trust | 2,429,274 | $71,007,685 | 22.02% | |
3. | American Centy Etf Tr | 938,231 | $56,697,302 | 17.58% | |
4. | American Centy Etf Tr | 441,623 | $24,903,132 | 7.72% | |
5. | UPS | 81,858 | $12,870,534 | 3.99% |