waypoint wealth counsel

Q1 2024 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
3/31/2024
Value ($000)
$129,723
Num holdings
148
Date filed
4/12/2024
Form type
13F-HR
Prev filing
4/3/2024
Next filing
7/19/2024
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