0001085146-21-000357.txt : 20210129 0001085146-21-000357.hdr.sgml : 20210129 20210129112706 ACCESSION NUMBER: 0001085146-21-000357 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210129 EFFECTIVENESS DATE: 20210129 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: 21569422 BUSINESS ADDRESS: STREET 1: 595 MARKET ST STREET 2: SUITE 2550 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 8777684802 MAIL ADDRESS: STREET 1: 595 MARKET ST STREET 2: SUITE 2550 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001817306 XXXXXXXX 12-31-2020 12-31-2020 false Waypoint Wealth Partners Inc.

595 MARKET ST SUITE 2550 SAN FRANCISCO CA 94105

13F HOLDINGS REPORT 028-20491 N Courtney Hutchinson 877-768-4802 /s/Courtney Hutchinson San Francisco CA 01-28-2021 0 35 127524 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 249 142 SH SOLE 0 0 142 ALPHABET INC CAP STK CL C 02079K107 701 400 SH SOLE 0 0 400 AMAZON COM INC COM 023135106 231 71 SH SOLE 0 0 71 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 16963 274597 SH SOLE 0 0 274597 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 39282 686876 SH SOLE 0 0 686876 AMERICAN CENTY ETF TR US EQT ETF 025072885 24846 394386 SH SOLE 0 0 394386 APPLE INC COM 037833100 2226 16774 SH SOLE 0 0 16774 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 295 1274 SH SOLE 0 0 1274 COSTCO WHSL CORP NEW COM 22160K105 271 720 SH SOLE 0 0 720 CSX CORP COM 126408103 485 5340 SH SOLE 0 0 5340 EVENTBRITE INC COM CL A 29975E109 652 36000 SH SOLE 0 0 36000 HERITAGE COMM CORP COM 426927109 202 22801 SH SOLE 0 0 22801 HOME DEPOT INC COM 437076102 230 866 SH SOLE 0 0 866 ISHARES INC ESG AWR MSCI EM 46434G863 277 6590 SH SOLE 0 0 6590 ISHARES TR 1 3 YR TREAS BD 464287457 214 2479 SH SOLE 0 0 2479 ISHARES TR CORE MSCI EAFE 46432F842 4605 66649 SH SOLE 0 0 66649 ISHARES TR ESG AW MSCI EAFE 46435G516 4489 61465 SH SOLE 0 0 61465 ISHARES TR ESG AWR MSCI USA 46435G425 5710 66368 SH SOLE 0 0 66368 ISHARES TR GLOBAL REIT ETF 46434V647 1200 50129 SH SOLE 0 0 50129 ISHARES TR ISHS 1-5YR INVS 464288646 1067 19332 SH SOLE 0 0 19332 ISHARES TR MSCI USA QLT FCT 46432F339 1438 12370 SH SOLE 0 0 12370 ISHARES TR RUSSELL 3000 ETF 464287689 424 1895 SH SOLE 0 0 1895 JOHNSON & JOHNSON COM 478160104 413 2624 SH SOLE 0 0 2624 NORFOLK SOUTHN CORP COM 655844108 464 1954 SH SOLE 0 0 1954 OKTA INC CL A 679295105 313 1232 SH SOLE 0 0 1232 SALESFORCE COM INC COM 79466L302 344 1545 SH SOLE 0 0 1545 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 970 10660 SH SOLE 0 0 10660 SPDR S&P 500 ETF TR TR UNIT 78462F103 396 1058 SH SOLE 0 0 1058 TESLA INC COM 88160R101 1411 2000 SH SOLE 0 0 2000 UNITED PARCEL SERVICE INC CL B 911312106 13785 81858 SH SOLE 0 0 81858 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 837 9857 SH SOLE 0 0 9857 VANGUARD INDEX FDS TOTAL STK MKT 922908769 359 1845 SH SOLE 0 0 1845 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 542 5851 SH SOLE 0 0 5851 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1285 27229 SH SOLE 0 0 27229 VISA INC COM CL A 92826C839 348 1592 SH SOLE 0 0 1592