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 false false 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 877-768-4802 /s/Courtney Hutchinson San Francisco CA 05-03-2022 0 50 273585 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIRBNB INC COM CL A 009066101 13081 76158 SH SOLE 0 0 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 SOLE 0 0 357129 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 48041 796218 SH SOLE 0 0 796218 AMERICAN CENTY ETF TR US EQT ETF 025072885 52130 676135 SH SOLE 0 0 676135 APPLE INC COM 037833100 1342 7685 SH SOLE 0 0 7685 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 333 945 SH SOLE 0 0 945 CISCO SYS INC COM 17275R102 276 4942 SH SOLE 0 0 4942 COINBASE GLOBAL INC COM CL A 19260Q107 553 2914 SH SOLE 0 0 2914 CONSOLIDATED EDISON INC COM 209115104 217 2296 SH SOLE 0 0 2296 COSTCO WHSL CORP NEW COM 22160K105 417 725 SH SOLE 0 0 725 CSX CORP COM 126408103 600 16023 SH SOLE 0 0 16023 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6322 240936 SH SOLE 0 0 240936 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 8490 301600 SH SOLE 0 0 301600 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 60811 2204887 SH SOLE 0 0 2204887 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1784 71510 SH SOLE 0 0 71510 EVENTBRITE INC COM CL A 29975E109 523 35415 SH SOLE 0 0 35415 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1198 9730 SH SOLE 0 0 9730 HERITAGE COMM CORP COM 426927109 257 22801 SH SOLE 0 0 22801 HOME DEPOT INC COM 437076102 221 738 SH SOLE 0 0 738 ISHARES INC CORE MSCI EMKT 46434G103 282 5079 SH SOLE 0 0 5079 ISHARES INC ESG AWR MSCI EM 46434G863 242 6590 SH SOLE 0 0 6590 ISHARES TR CORE MSCI EAFE 46432F842 4646 66842 SH SOLE 0 0 66842 ISHARES TR CORE US AGGBD ET 464287226 3547 33118 SH SOLE 0 0 33118 ISHARES TR ESG AW MSCI EAFE 46435G516 4498 61002 SH SOLE 0 0 61002 ISHARES TR ESG AWR MSCI USA 46435G425 6447 63609 SH SOLE 0 0 63609 ISHARES TR GLOBAL REIT ETF 46434V647 1495 51170 SH SOLE 0 0 51170 ISHARES TR MSCI USA QLT FCT 46432F339 1647 12231 SH SOLE 0 0 12231 ISHARES TR RUSSELL 3000 ETF 464287689 497 1895 SH SOLE 0 0 1895 JOHNSON & JOHNSON COM 478160104 438 2472 SH SOLE 0 0 2472 LYFT INC CL A COM 55087P104 332 8657 SH SOLE 0 0 8657 NORFOLK SOUTHN CORP COM 655844108 557 1954 SH SOLE 0 0 1954 NVIDIA CORPORATION COM 67066G104 268 984 SH SOLE 0 0 984 PIMCO ETF TR ACTIVE BD ETF 72201R775 289 2843 SH SOLE 0 0 2843 PLANET LABS PBC COM CL A 72703X106 68 13301 SH SOLE 0 0 13301 SALESFORCE COM INC COM 79466L302 330 1553 SH SOLE 0 0 1553 SCHWAB CHARLES CORP COM 808513105 228 2709 SH SOLE 0 0 2709 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1340 25102 SH SOLE 0 0 25102 SPDR S&P 500 ETF TR TR UNIT 78462F103 1056 2338 SH SOLE 0 0 2338 SUMO LOGIC INC COM 86646P103 193 16562 SH SOLE 0 0 16562 TESLA INC COM 88160R101 1084 1006 SH SOLE 0 0 1006 UNITED PARCEL SERVICE INC CL B 911312106 17557 81865 SH SOLE 0 0 81865 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1020 9410 SH SOLE 0 0 9410 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1859 8164 SH SOLE 0 0 8164 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 679 6700 SH SOLE 0 0 6700 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 368 7138 SH SOLE 0 0 7138 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1923 40041 SH SOLE 0 0 40041 VISA INC COM CL A 92826C839 339 1530 SH SOLE 0 0 1530