waypoint wealth counsel

data from 30/09/2025

Capitalization

$ 253.222 M 25.51 %

Average holding period

4 ans

Performance

$ 69.141 M 49.51 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in waypoint wealth counsel

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VOO VANGUARD INDEX FDS 9.21% 23.315 M $ 38072 2022/12/31 1.710 M $ 7.81 %
2025/09/30 SPY SPDR S&P 500 ETF TR 4.42% 11.196 M $ 16806 2022/12/31 807.642 K $ 7.82 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 4.21% 10.671 M $ 75708 2022/12/31 561.631 K $ 5.73 %
2025/09/30 GLD SPDR GOLD TR 3.97% 10.048 M $ 28267 2022/12/31 1.461 M $ 16.61 %
2025/09/30 MSFT MICROSOFT CORP 3.76% 9.514 M $ 18368 2022/12/31 372.965 K $ 4.13 %
2025/09/30 IVV ISHARES TR 3.66% 9.278 M $ 13863 2022/12/31 666.177 K $ 7.80 %
2025/09/30 AAPL APPLE INC 3.47% 8.789 M $ 34518 2022/12/31 1.628 M $ 24.11 %
2025/09/30 KO COCA COLA CO 3.32% 8.405 M $ 126735 2022/12/31 -562.202 K $ -6.26 %
2025/09/30 IAU ISHARES GOLD TR 2.32% 5.886 M $ 80884 2022/12/31 836.245 K $ 16.69 %
2025/09/30 NVDA NVIDIA CORPORATION 2.14% 5.431 M $ 29109 2023/03/31 782.022 K $ 18.10 %
2025/09/30 IWM ISHARES TR 1.95% 4.932 M $ 20385 2022/12/31 511.466 K $ 12.13 %
2025/09/30 JAAA JANUS DETROIT STR TR 1.60% 4.048 M $ 79722 2022/12/31 2.213 K $ 0.06 %
2025/09/30 VB VANGUARD INDEX FDS 1.59% 4.035 M $ 15869 2022/12/31 273.720 K $ 7.30 %
2025/09/30 IVW ISHARES TR 1.37% 3.459 M $ 28656 2022/12/31 291.136 K $ 9.65 %
2025/09/30 AMZN AMAZON COM INC 1.32% 3.342 M $ 15220 2022/12/31 2.686 K $ 0.08 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 1.04% 2.635 M $ 102487 2022/12/31 188.056 K $ 7.89 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.89% 2.254 M $ 10445 2022/12/31 115.414 K $ 5.43 %
2025/09/30 QQQ INVESCO QQQ TR 0.84% 2.127 M $ 3543 2022/12/31 173.478 K $ 8.83 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.80% 2.029 M $ 74331 2022/12/31 63.052 K $ 3.02 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.79% 2.007 M $ 8182 2022/12/31 98.547 K $ 5.16 %
2025/09/30 AVGO BROADCOM INC 0.79% 1.992 M $ 6037 2023/12/31 316.715 K $ 19.68 %
2025/09/30 GOOG ALPHABET INC 0.75% 1.910 M $ 7843 2022/12/31 499.904 K $ 37.30 %
2025/09/30 GOOGL ALPHABET INC 0.75% 1.890 M $ 7774 2022/12/31 512.759 K $ 37.95 %
2025/09/30 IJH ISHARES TR 0.74% 1.871 M $ 28671 2022/12/31 93.017 K $ 5.22 %
2025/09/30 VO VANGUARD INDEX FDS 0.73% 1.842 M $ 6269 2022/12/31 87.340 K $ 4.97 %
2025/09/30 IWV ISHARES TR 0.73% 1.836 M $ 4845 2022/12/31 135.034 K $ 7.96 %
2025/09/30 IEF ISHARES TR 0.72% 1.825 M $ 18922 2023/09/30 12.999 K $ 0.72 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.67% 1.705 M $ 5405 2022/12/31 157.432 K $ 8.80 %
2025/09/30 JBBB JANUS DETROIT STR TR 0.62% 1.571 M $ 32610 2022/12/31 -1.267 K $ -0.08 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.60% 1.518 M $ 1640 2022/12/31 -118.716 K $ -6.50 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.60% 1.508 M $ 2 2025/03/31 50.800 K $ 3.49 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.58% 1.461 M $ 2907 2022/12/31 45.700 K $ 3.49 %
2025/09/30 DVY ISHARES TR 0.57% 1.451 M $ 10209 2022/12/31 94.581 K $ 6.99 %
2025/09/30 HD HOME DEPOT INC 0.55% 1.382 M $ 3411 2022/12/31 136.698 K $ 10.52 %
2025/09/30 WMT WALMART INC 0.54% 1.380 M $ 13389 2023/03/31 34.261 K $ 5.40 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.53% 1.341 M $ 7230 2022/12/31 209.643 K $ 21.39 %
2025/09/30 META META PLATFORMS INC 0.52% 1.320 M $ 1797 2023/06/30 -6.273 K $ -0.50 %
2025/09/30 TSLA TESLA INC 0.52% 1.305 M $ 2935 2023/09/30 344.205 K $ 40.00 %
2025/09/30 VIOO VANGUARD ADMIRAL FDS INC 0.50% 1.260 M $ 11403 2022/12/31 105.345 K $ 9.13 %
2025/09/30 RBLX ROBLOX CORP 0.47% 1.177 M $ 8500 2025/03/31 261.528 K $ 31.67 %
2025/09/30 DFAX DIMENSIONAL ETF TRUST 0.44% 1.127 M $ 35901 2023/03/31 71.568 K $ 6.84 %
2025/09/30 XOM EXXON MOBIL CORP 0.42% 1.055 M $ 9361 2022/12/31 44.149 K $ 4.59 %
2025/09/30 PEP PEPSICO INC 0.39% 993.473 K $ 7074 2025/06/30 24.225 K $ 6.36 %
2025/09/30 CSCO CISCO SYS INC 0.38% 968.871 K $ 14161 2022/12/31 -13.499 K $ -1.38 %
2025/09/30 INTC INTEL CORP 0.37% 932.778 K $ 27803 2025/06/30 154.360 K $ 49.78 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.37% 929.978 K $ 5098 2025/06/30 148.303 K $ 33.82 %
2025/09/30 VRSN VERISIGN INC 0.35% 889.320 K $ 3181 2025/03/31 -19.567 K $ -3.20 %
2025/09/30 MRK MERCK & CO INC 0.33% 827.886 K $ 9864 2022/12/31 42.018 K $ 6.03 %
2025/09/30 ASTS AST SPACEMOBILE INC 0.33% 823.107 K $ 16771 2023/12/31 39.353 K $ 5.03 %
2025/09/30 ANET ARISTA NETWORKS INC 0.32% 801.260 K $ 5499 2025/03/31 230.627 K $ 42.42 %
2025/09/30 IWF ISHARES TR 0.31% 788.545 K $ 1683 2022/12/31 75.957 K $ 10.32 %
2025/09/30 SNOW SNOWFLAKE INC 0.31% 788.073 K $ 3494 2025/03/31 5.519 K $ 0.80 %
2025/09/30 DFUS DIMENSIONAL ETF TRUST 0.30% 752.942 K $ 10394 2022/12/31 56.335 K $ 8.09 %
2025/09/30 NFLX NETFLIX INC 0.30% 746.928 K $ 623 2024/03/31 -87.911 K $ -10.47 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.28% 716.924 K $ 3354 2025/06/30 102.353 K $ 26.72 %
2025/09/30 ABBV ABBVIE INC 0.28% 716.045 K $ 3093 2022/12/31 134.729 K $ 24.74 %
2025/09/30 PCG PG&E CORP 0.28% 708.580 K $ 46988 2025/09/30 0.000 $ 0.00 %
2025/09/30 EGP EASTGROUP PPTYS INC 0.27% 695.490 K $ 4109 2022/12/31 8.784 K $ 1.28 %
2025/09/30 ADBE ADOBE INC 0.27% 677.281 K $ 1920 2025/03/31 -34.471 K $ -8.82 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.27% 676.177 K $ 12552 2024/09/30 22.425 K $ 2.86 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.26% 670.505 K $ 3337 2025/06/30 35.375 K $ 7.78 %
2025/09/30 VUG VANGUARD INDEX FDS 0.26% 668.859 K $ 1395 2022/12/31 55.097 K $ 9.40 %
2025/09/30 USMV ISHARES TR 0.26% 668.027 K $ 7022 2022/12/31 8.884 K $ 1.35 %
2025/09/30 FIX COMFORT SYS USA INC 0.26% 662.620 K $ 803 2025/06/30 190.720 K $ 53.89 %
2025/09/30 CB CHUBB LIMITED 0.26% 658.807 K $ 2334 2025/06/30 -10.129 K $ -2.58 %
2025/09/30 MOH MOLINA HEALTHCARE INC 0.26% 654.644 K $ 3421 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZS ZSCALER INC 0.26% 651.462 K $ 2174 2025/06/30 -11.224 K $ -4.55 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.26% 649.893 K $ 3426 2023/12/31 27.255 K $ 4.38 %
2025/09/30 FTI TECHNIPFMC PLC 0.26% 647.493 K $ 16413 2025/06/30 47.299 K $ 14.55 %
2025/09/30 GE GE AEROSPACE 0.24% 609.462 K $ 2026 2025/03/31 76.089 K $ 16.87 %
2025/09/30 ABNB AIRBNB INC 0.24% 607.586 K $ 5004 2025/03/31 -22.222 K $ -8.25 %
2025/09/30 EIX EDISON INTL 0.24% 606.312 K $ 10968 2025/06/30 25.645 K $ 7.13 %
2025/09/30 CEF SPROTT ASSET MANAGEMENT LP 0.24% 605.019 K $ 16490 2022/12/31 108.669 K $ 21.89 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.24% 603.662 K $ 1748 2022/12/31 35.963 K $ 10.68 %
2025/09/30 TPR TAPESTRY INC 0.24% 601.741 K $ 5315 2025/06/30 115.107 K $ 28.93 %
2025/09/30 FDX FEDEX CORP 0.24% 600.690 K $ 2547 2025/06/30 7.998 K $ 3.74 %
2025/09/30 GEV GE VERNOVA INC 0.24% 598.304 K $ 973 2025/06/30 70.915 K $ 16.21 %
2025/09/30 DASH DOORDASH INC 0.24% 595.931 K $ 2191 2025/06/30 53.406 K $ 10.34 %
2025/09/30 GM GENERAL MTRS CO 0.23% 585.761 K $ 9607 2025/03/31 95.726 K $ 23.90 %
2025/09/30 BBY BEST BUY INC 0.23% 569.730 K $ 7534 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.22% 555.217 K $ 1974 2025/06/30 71.124 K $ 28.63 %
2025/09/30 VEEV VEEVA SYS INC 0.22% 554.710 K $ 1862 2025/06/30 9.026 K $ 3.45 %
2025/09/30 INCY INCYTE CORP 0.22% 554.234 K $ 6535 2025/06/30 91.019 K $ 24.54 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.22% 551.153 K $ 3294 2025/09/30 0.000 $ 0.00 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 0.22% 548.776 K $ 976 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.22% 548.597 K $ 719 2023/06/30 -10.397 K $ -2.12 %
2025/09/30 MEDP MEDPACE HLDGS INC 0.21% 537.298 K $ 1045 2025/09/30 0.000 $ 0.00 %
2025/09/30 EVEREST GROUP LTD 0.21% 530.603 K $ 1515 2025/09/30 0.000 $ 0.00 %
2025/09/30 MDT MEDTRONIC PLC 0.21% 527.722 K $ 5541 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.21% 523.164 K $ 22473 2022/12/31 27.943 K $ 5.34 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.21% 523.048 K $ 9217 2025/06/30 65.775 K $ 15.39 %
2025/09/30 NOBL PROSHARES TR 0.21% 522.173 K $ 5066 2022/12/31 11.942 K $ 2.35 %
2025/09/30 PSX PHILLIPS 66 0.20% 516.740 K $ 3799 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEM NEWMONT CORP 0.20% 513.476 K $ 6090 2025/06/30 109.592 K $ 44.71 %
2025/09/30 NEU NEWMARKET CORP 0.20% 512.662 K $ 619 2023/12/31 53.978 K $ 19.88 %
2025/09/30 LYFT LYFT INC 0.20% 508.277 K $ 23093 2025/06/30 144.443 K $ 39.66 %
2025/09/30 ADT ADT INC DEL 0.20% 502.733 K $ 57719 2025/06/30 3.428 K $ 2.83 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.19% 484.938 K $ 1422 2025/09/30 0.000 $ 0.00 %
2025/09/30 QCOM QUALCOMM INC 0.19% 476.211 K $ 2863 2022/12/31 19.894 K $ 4.46 %
2025/09/30 BMRN BIOMARIN PHARMACEUTICAL INC 0.19% 475.092 K $ 8772 2025/06/30 -3.527 K $ -1.47 %