Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 7.8% |
APPLE INC | 8 | Q3 2023 | 6.3% |
GENERAL MLS INC | 8 | Q3 2023 | 7.0% |
ISHARES TR | 8 | Q3 2023 | 5.7% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.9% |
VIASAT INC | 8 | Q3 2023 | 4.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 3.8% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 2.1% |
MICROSOFT CORP | 8 | Q3 2023 | 2.0% |
ISHARES TR | 8 | Q3 2023 | 2.4% |
View Waypoint Capital Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-19 |
13F-HR | 2022-02-07 |
View Waypoint Capital Advisors, LLC'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.