Waypoint Capital Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Minneapolis, MN
CIK
0001905662
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 117 343,842 AVDE, AVUS, AVEM, DFIC 13F-HR 1/22/2024 000190566224000001
Q3 2023 115 297,939 AVDE, AVUS, AMERICAN CENTY ETF TR, AVEM 13F-HR 10/25/2023 000190566223000005
Q2 2023 132 320,442 AVDE, AVUS, AVEM, AMERICAN CENTY ETF TR 13F-HR 7/13/2023 000190566223000004
Q1 2023 133 307,056 AVDE, RXDX, AVUS, AMERICAN CENTY ETF TR 13F-HR 4/13/2023 000190566223000003
Q4 2022 129 288,522 AVDE, RXDX, AVUS, AMERICAN CENTY ETF TR 13F-HR 1/23/2023 000190566223000001
Q3 2022 111 229,483 AVDE, RXDX, AVUS, GIS 13F-HR 10/17/2022 000190566222000005
Q2 2022 111 220,333 AVDE, SCHV, VEU, AVEM 13F-HR 7/18/2022 000190566222000004
Q1 2022 119 170,114 VEU, GIS, AAPL, RXDX 13F-HR 4/19/2022 000190566222000002
Q4 2021 97 145,664 VEU, GIS, AAPL, OEF 13F-HR 2/7/2022 000190566222000001