0001172661-22-002241.txt : 20221026 0001172661-22-002241.hdr.sgml : 20221026 20221026161603 ACCESSION NUMBER: 0001172661-22-002241 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221026 DATE AS OF CHANGE: 20221026 EFFECTIVENESS DATE: 20221026 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: 221333429 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 09-30-2022 09-30-2022 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 10-26-2022 0 62 237150 INFORMATION TABLE 2 infotable.xml 1STDIBS COM INC COM 320551104 251 39930 SH SOLE 0 0 39930 ACCOLADE INC COM 00437E102 496 43400 SH SOLE 0 0 43400 AIRBNB INC COM CL A 009066101 8000 76163 SH SOLE 0 0 76163 ALPHABET INC CAP STK CL A 02079K305 329 3437 SH SOLE 0 0 3437 ALPHABET INC CAP STK CL C 02079K107 1201 12492 SH SOLE 0 0 12492 AMAZON COM INC COM 023135106 274 2428 SH SOLE 0 0 2428 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 40524 888300 SH SOLE 0 0 888300 AMERICAN CENTY ETF TR US EQT ETF 025072885 39701 636739 SH SOLE 0 0 636739 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 19031 414357 SH SOLE 0 0 414357 APPLE INC COM 037833100 870 6298 SH SOLE 0 0 6298 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 263 984 SH SOLE 0 0 984 COSTCO WHSL CORP NEW COM 22160K105 343 726 SH SOLE 0 0 726 CSX CORP COM 126408103 427 16020 SH SOLE 0 0 16020 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 55260 2484702 SH SOLE 0 0 2484702 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 3911 191345 SH SOLE 0 0 191345 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 608 28175 SH SOLE 0 0 28175 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 4528 236344 SH SOLE 0 0 236344 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1351 71510 SH SOLE 0 0 71510 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1982 78800 SH SOLE 0 0 78800 DOORDASH INC CL A 25809K105 202 4086 SH SOLE 0 0 4086 EVENTBRITE INC COM CL A 29975E109 215 35415 SH SOLE 0 0 35415 EXXON MOBIL CORP COM 30231G102 526 6023 SH SOLE 0 0 6023 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 885 9730 SH SOLE 0 0 9730 HERITAGE COMM CORP COM 426927109 259 22801 SH SOLE 0 0 22801 HOME DEPOT INC COM 437076102 204 738 SH SOLE 0 0 738 HUBSPOT INC COM 443573100 209 775 SH SOLE 0 0 775 ISHARES TR GLOBAL REIT ETF 46434V647 881 41443 SH SOLE 0 0 41443 ISHARES TR CORE MSCI INTL 46435G326 284 5879 SH SOLE 0 0 5879 ISHARES TR MSCI USA QLT FCT 46432F339 1271 12231 SH SOLE 0 0 12231 ISHARES TR NATIONAL MUN ETF 464288414 431 4200 SH SOLE 0 0 4200 ISHARES TR RUSSELL 3000 ETF 464287689 392 1895 SH SOLE 0 0 1895 ISHARES TR ESG AW MSCI EAFE 46435G516 3823 68104 SH SOLE 0 0 68104 ISHARES TR ESG AWR MSCI USA 46435G425 11999 151104 SH SOLE 0 0 151104 ISHARES TR CORE US AGGBD ET 464287226 1471 15268 SH SOLE 0 0 15268 ISHARES TR CORE MSCI EAFE 46432F842 3426 65046 SH SOLE 0 0 65046 ISHARES TR CALIF MUN BD ETF 464288356 4073 75115 SH SOLE 0 0 75115 JOHNSON & JOHNSON COM 478160104 500 3063 SH SOLE 0 0 3063 LYFT INC CL A COM 55087P104 505 38361 SH SOLE 0 0 38361 NEXTDOOR HOLDINGS INC COM CL A 65345M108 2404 861820 SH SOLE 0 0 861820 NORFOLK SOUTHN CORP COM 655844108 410 1957 SH SOLE 0 0 1957 ORACLE CORP COM 68389X105 248 4063 SH SOLE 0 0 4063 PLANET LABS PBC COM CL A 72703X106 72 13301 SH SOLE 0 0 13301 REMITLY GLOBAL INC COM 75960P104 276 24850 SH SOLE 0 0 24850 ROBLOX CORP CL A 771049103 384 10715 SH SOLE 0 0 10715 SALESFORCE INC COM 79466L302 222 1545 SH SOLE 0 0 1545 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1079 25704 SH SOLE 0 0 25704 SPDR S&P 500 ETF TR TR UNIT 78462F103 529 1482 SH SOLE 0 0 1482 SPOTIFY TECHNOLOGY S A SHS L8681T102 207 2400 SH SOLE 0 0 2400 SQUARESPACE INC CLASS A 85225A107 258 12083 SH SOLE 0 0 12083 SUMO LOGIC INC COM 86646P103 124 16562 SH SOLE 0 0 16562 TELADOC HEALTH INC COM 87918A105 204 8033 SH SOLE 0 0 8033 TESLA INC COM 88160R101 802 3022 SH SOLE 0 0 3022 UBER TECHNOLOGIES INC COM 90353T100 293 11050 SH SOLE 0 0 11050 UNITED PARCEL SERVICE INC CL B 911312106 13224 81865 SH SOLE 0 0 81865 UPWORK INC COM 91688F104 197 14475 SH SOLE 0 0 14475 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 641 8564 SH SOLE 0 0 8564 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 747 9316 SH SOLE 0 0 9316 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1617 9011 SH SOLE 0 0 9011 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 519 6577 SH SOLE 0 0 6577 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 216 1600 SH SOLE 0 0 1600 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1323 36398 SH SOLE 0 0 36398 VISA INC COM CL A 92826C839 248 1396 SH SOLE 0 0 1396