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Home > Institutional Investor > Waypoint Wealth Partners Inc. > 13F Holdings

Instuitional Investor - Waypoint Wealth Partners Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 1,080,074 $104,691,544 28.55%
2.
Dimensional Etf Trust
 2,305,394 $79,743,570 21.74%
3.
American Centy Etf Tr
 918,324 $56,357,530 15.37%
4.
American Centy Etf Tr
 440,144 $25,876,075 7.05%
5.
Dimensional Etf Trust
 419,474 $10,841,301 2.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)