StockDriftsStockDriftsTop 50 Waypoint Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 8.07% | 565.0K | $37.9M | -10.00%(-62.76K) | — | 2024-09-30 | |
| APGE | APOGEE THERAPEUTICS INC | 7.84% | 627.1K | $36.8M | new | — | 2024-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.71% | 153.6K | $26.8M | +9.79%(+13.70K) | — | 2024-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.14% | 62.9K | $24.1M | +7.51%(+4.39K) | — | 2024-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.65% | 229.5K | $21.8M | -14.70%(-39.54K) | — | 2024-09-30 | |
| AVLC | AMERICAN CENTY ETF TR | 3.39% | 240.8K | $15.9M | +173.26%(+152.68K) | — | 2024-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.23% | 539.3K | $15.2M | +2.41%(+12.68K) | — | 2024-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.15% | 229.1K | $14.8M | -16.88%(-46.55K) | — | 2024-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.74% | 244.0K | $12.9M | -1.39%(-3.45K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 2.51% | 50.7K | $11.8M | +1.05%(+525) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Waypoint Capital Advisors, Llc, compare funds side by side, and get alerts the moment positions change.