waypoint wealth counsel

Q4 2022 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
12/31/2022
Value ($000)
$124,125
Num holdings
138
Date filed
3/22/2024
Form type
13F-HR
Prev filing
Next filing
4/4/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 BROAD RUN INVESTMENT MANAGEMENT, LLC
2 VANGUARD PERSONALIZED INDEXING MANAGEMENT
3 REDWOOD INVESTMENTS, LLC