| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 26.6% |
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 30.8% |
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 13.3% |
| UNITED PARCEL SERVICE INC | 15 | Q2 2024 | 10.8% |
| ISHARES TR | 15 | Q2 2024 | 5.1% |
| ISHARES TR | 15 | Q2 2024 | 3.6% |
| ISHARES TR | 15 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 1.2% |
| APPLE INC | 15 | Q2 2024 | 1.7% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 1.3% |
View Waypoint Wealth Partners Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-05 |
View Waypoint Wealth Partners Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.