StockDriftsStockDriftsTop 50 Waypoint Wealth Partners Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 25.96% | 1.06M | $106.8M | -1.97%(-21.28K) | $71.09 | 2025-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 21.29% | 2.44M | $87.6M | +4.55%(+106.47K) | $24.43 | 2025-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 16.45% | 914.4K | $67.7M | -3.00%(-28.23K) | $47.20 | 2025-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 7.32% | 439.4K | $30.1M | -3.29%(-14.96K) | $45.50 | 2025-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.94% | 388.6K | $12.1M | -6.01%(-24.86K) | $21.65 | 2025-06-30 | |
| RBRK | RUBRIK INC. | 2.83% | 129.9K | $11.6M | new | — | 2025-06-30 | |
| UPS | UNITED PARCEL SERVICE INC | 2.01% | 81.9K | $8.3M | +0.00%(+0) | — | 2025-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 1.83% | 191.5K | $7.5M | +50.94%(+64.62K) | $35.54 | 2025-06-30 | |
| ESGU | ISHARES TR | 1.52% | 46.2K | $6.3M | -21.18%(-12.41K) | $84.05 | 2025-06-30 | |
| IEFA | ISHARES TR | 1.16% | 57.4K | $4.8M | -0.12%(-69) | $53.66 | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.22% | +54.81% |
| Top 20 Holdings Unweighted | +17.14% | +54.51% |
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