0001085146-22-001832.txt : 20220509
0001085146-22-001832.hdr.sgml : 20220509
20220506200006
ACCESSION NUMBER: 0001085146-22-001832
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220509
DATE AS OF CHANGE: 20220506
EFFECTIVENESS DATE: 20220509
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: 22902952
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
13F-HR
LIVE
false
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0001817306
XXXXXXXX
03-31-2022
03-31-2022
false
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
05-03-2022
0
50
273585
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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COM CL A
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13081
76158
SH
SOLE
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76158
ALPHABET INC
CAP STK CL A
02079K305
579
208
SH
SOLE
0
0
208
ALPHABET INC
CAP STK CL C
02079K107
1570
562
SH
SOLE
0
0
562
AMAZON COM INC
COM
023135106
440
135
SH
SOLE
0
0
135
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
21171
357129
SH
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AMERICAN CENTY ETF TR
INTL EQT ETF
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0
0
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AMERICAN CENTY ETF TR
US EQT ETF
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SH
SOLE
0
0
676135
APPLE INC
COM
037833100
1342
7685
SH
SOLE
0
0
7685
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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333
945
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SOLE
0
0
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CISCO SYS INC
COM
17275R102
276
4942
SH
SOLE
0
0
4942
COINBASE GLOBAL INC
COM CL A
19260Q107
553
2914
SH
SOLE
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0
2914
CONSOLIDATED EDISON INC
COM
209115104
217
2296
SH
SOLE
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COSTCO WHSL CORP NEW
COM
22160K105
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725
SH
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CSX CORP
COM
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16023
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EVENTBRITE INC
COM CL A
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FIDELITY COVINGTON TRUST
MSCI INFO TECH I
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HERITAGE COMM CORP
COM
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HOME DEPOT INC
COM
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ISHARES INC
CORE MSCI EMKT
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282
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ISHARES INC
ESG AWR MSCI EM
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ISHARES TR
CORE MSCI EAFE
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GLOBAL REIT ETF
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MSCI USA QLT FCT
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ISHARES TR
RUSSELL 3000 ETF
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JOHNSON & JOHNSON
COM
478160104
438
2472
SH
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LYFT INC
CL A COM
55087P104
332
8657
SH
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NORFOLK SOUTHN CORP
COM
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557
1954
SH
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NVIDIA CORPORATION
COM
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PIMCO ETF TR
ACTIVE BD ETF
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PLANET LABS PBC
COM CL A
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68
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SH
SOLE
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SALESFORCE COM INC
COM
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330
1553
SH
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SCHWAB CHARLES CORP
COM
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228
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SCHWAB STRATEGIC TR
US BRD MKT ETF
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SPDR S&P 500 ETF TR
TR UNIT
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SH
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SUMO LOGIC INC
COM
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SH
SOLE
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TESLA INC
COM
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SH
SOLE
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UNITED PARCEL SERVICE INC
CL B
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SH
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REAL ESTATE ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
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VANGUARD MUN BD FDS
TAX EXEMPT BD
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VANGUARD TAX-MANAGED INTL FD
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VISA INC
COM CL A
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