0001085146-22-000662.txt : 20220209
0001085146-22-000662.hdr.sgml : 20220209
20220208174525
ACCESSION NUMBER: 0001085146-22-000662
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220209
DATE AS OF CHANGE: 20220208
EFFECTIVENESS DATE: 20220209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Waypoint Wealth Partners Inc.
CENTRAL INDEX KEY: 0001817306
IRS NUMBER: 811046879
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20491
FILM NUMBER: 22603055
BUSINESS ADDRESS:
STREET 1: 415 MISSION STREET
STREET 2: 37TH FLOOR
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94105
BUSINESS PHONE: 8777684802
MAIL ADDRESS:
STREET 1: 415 MISSION STREET
STREET 2: 37TH FLOOR
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94105
13F-HR
1
primary_doc.xml
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0001817306
XXXXXXXX
12-31-2021
12-31-2021
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Waypoint Wealth Partners Inc.
415 MISSION STREET
37TH FLOOR
SAN FRANCISCO
CA
94105
13F HOLDINGS REPORT
028-20491
N
Courtney Hutchinson
CCO
877-768-4802
/s/Courtney Hutchinson
San Francisco
CA
02-08-2022
0
50
292216
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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12680
76158
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ALPHABET INC
CAP STK CL A
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325
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SOLE
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0
325
ALPHABET INC
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582
SH
SOLE
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0
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AMAZON COM INC
COM
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507
152
SH
SOLE
0
0
152
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
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AMERICAN CENTY ETF TR
US EQT ETF
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APPLE INC
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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995
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SOLE
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CISCO SYS INC
COM
17275R102
311
4904
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COINBASE GLOBAL INC
COM CL A
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COSTCO WHSL CORP NEW
COM
22160K105
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802
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CSX CORP
COM
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EVENTBRITE INC
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HERITAGE COMM CORP
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HOME DEPOT INC
COM
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ISHARES INC
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JOHNSON & JOHNSON
COM
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LYFT INC
CL A COM
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SOLE
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META PLATFORMS INC
CL A
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429
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MICROSOFT CORP
COM
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NORFOLK SOUTHN CORP
COM
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OKTA INC
CL A
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PIMCO ETF TR
ACTIVE BD ETF
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ROBLOX CORP
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SALESFORCE COM INC
COM
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SCHWAB CHARLES CORP
COM
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SPDR S&P 500 ETF TR
TR UNIT
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SUMO LOGIC INC
COM
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TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
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TESLA INC
COM
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UNITED PARCEL SERVICE INC
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REAL ESTATE ETF
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TOTAL STK MKT
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VANGUARD TAX-MANAGED INTL FD
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VISA INC
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