0001085146-21-002229.txt : 20210806 0001085146-21-002229.hdr.sgml : 20210806 20210805183133 ACCESSION NUMBER: 0001085146-21-002229 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210806 DATE AS OF CHANGE: 20210805 EFFECTIVENESS DATE: 20210806 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: 211149963 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 false false 0001817306 XXXXXXXX 06-30-2021 06-30-2021 false Waypoint Wealth Partners Inc.

415 MISSION STREET 37TH FLOOR SAN FRANCISCO CA 94105

13F HOLDINGS REPORT 028-20491 N Courtney Hutchinson 877-768-4802 /s/Courtney Hutchinson San Francisco CA 08-03-2021 0 40 257974 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIRBNB INC COM CL A 009066101 38177 249298 SH SOLE 0 0 249298 ALPHABET INC CAP STK CL A 02079K305 347 142 SH SOLE 0 0 142 ALPHABET INC CAP STK CL C 02079K107 1395 557 SH SOLE 0 0 557 AMAZON COM INC COM 023135106 244 71 SH SOLE 0 0 71 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 21742 312585 SH SOLE 0 0 312585 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 48338 766414 SH SOLE 0 0 766414 AMERICAN CENTY ETF TR US EQT ETF 025072885 37984 511840 SH SOLE 0 0 511840 APPLE INC COM 037833100 1738 12689 SH SOLE 0 0 12689 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 344 1237 SH SOLE 0 0 1237 CISCO SYS INC COM 17275R102 249 4697 SH SOLE 0 0 4697 COSTCO WHSL CORP NEW COM 22160K105 285 720 SH SOLE 0 0 720 CSX CORP COM 126408103 514 16020 SH SOLE 0 0 16020 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 57133 2117610 SH SOLE 0 0 2117610 EVENTBRITE INC COM CL A 29975E109 684 36000 SH SOLE 0 0 36000 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1146 9730 SH SOLE 0 0 9730 HERITAGE COMM CORP COM 426927109 254 22801 SH SOLE 0 0 22801 HOME DEPOT INC COM 437076102 233 731 SH SOLE 0 0 731 ISHARES INC ESG AWR MSCI EM 46434G863 298 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 4989 66649 SH SOLE 0 0 66649 ISHARES TR ESG AW MSCI EAFE 46435G516 4821 61005 SH SOLE 0 0 61005 ISHARES TR ESG AWR MSCI USA 46435G425 6527 66285 SH SOLE 0 0 66285 ISHARES TR GLOBAL REIT ETF 46434V647 1143 41249 SH SOLE 0 0 41249 ISHARES TR MSCI USA QLT FCT 46432F339 1644 12370 SH SOLE 0 0 12370 ISHARES TR RUSSELL 3000 ETF 464287689 485 1895 SH SOLE 0 0 1895 JOHNSON & JOHNSON COM 478160104 432 2624 SH SOLE 0 0 2624 LYFT INC CL A COM 55087P104 302 5000 SH SOLE 0 0 5000 NORFOLK SOUTHN CORP COM 655844108 519 1954 SH SOLE 0 0 1954 OKTA INC CL A 679295105 301 1232 SH SOLE 0 0 1232 PIMCO ETF TR ACTIVE BD ETF 72201R775 307 2767 SH SOLE 0 0 2767 SALESFORCE COM INC COM 79466L302 377 1545 SH SOLE 0 0 1545 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1112 10660 SH SOLE 0 0 10660 SPDR S&P 500 ETF TR TR UNIT 78462F103 446 1042 SH SOLE 0 0 1042 TESLA INC COM 88160R101 680 1000 SH SOLE 0 0 1000 UNITED PARCEL SERVICE INC CL B 911312106 17024 81858 SH SOLE 0 0 81858 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 946 9290 SH SOLE 0 0 9290 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1771 7950 SH SOLE 0 0 7950 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 652 6292 SH SOLE 0 0 6292 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1805 35034 SH SOLE 0 0 35034 VISA INC COM CL A 92826C839 372 1592 SH SOLE 0 0 1592