waypoint wealth counsel

Q3 2023 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
9/30/2023
Value ($000)
$106,097
Num holdings
137
Date filed
4/3/2024
Form type
13F-HR
Prev filing
4/2/2024
Next filing
4/3/2024
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