Waypoint Wealth Partners Inc

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Top Sells
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Exits
Nextdoor Holdings, Inc.
KIND
$1.36M0.16604,229-16.85%-$275,492.400.55
Berkshire Hathaway Inc
BRK.B
$364,591.000.06867-25.45%-$124,473.980.15
Accolade, Inc.
ACCD
$454,832.000.0643,4000%+$00.19
Greif, Inc.
GEF
$521,400.000.027,5000%+$00.21
Remitly Global, Inc.
RELY
$515,389.000.0124,8500%+$00.21
Airbnb, Inc.
ABNB
$12.56M0.0176,1580%+$05.1
United Parcel Service, Inc.
UPS
$12.17M0.0181,8580%+$04.94
Squarespace, Inc.
SQSP
$440,305.000.0112,0830%+$00.18
HubSpot, Inc.
HUBS
$485,584.00<0.017750%+$00.2
Spotify Technology S.A.
SPOT
$633,360.00<0.012,4000%+$00.26
Shopify Inc.
SHOP
$551,766.00<0.017,1500%+$00.22
DoorDash, Inc.
DASH
$562,036.00<0.014,0810%+$00.23
CSX Corporation
CSX
$589,228.00<0.0115,895-2.08%-$12,529.670.24
Roblox Corporation
RBLX
$318,040.00<0.018,330-75.63%-$986,840.320.13
Uber Technologies, Inc.
UBER
$857,284.00<0.0111,135+0.77%+$6,544.150.35
Norfolk Southern Corporation
NSC
$432,005.00<0.011,695-2.25%-$9,939.940.18
Avantis Real Estate ETF
AVRE
$1.59M<0.0137,7170%+$00.65
iShares ESG Aware MSCI EAFE ETF
ESGD
$3.41M<0.0142,6450%+$01.38
Vanguard High Dividend Yield Index Fund
VYM
$429,152.00<0.013,5470%+$00.17
Avantis Emerging Markets Equity ETF
AVEM
$26M<0.01448,660+1.59%+$407,864.5910.56
Johnson & Johnson
JNJ
$932,007.00<0.015,892+88.24%+$436,898.050.38
iShares Select Dividend ETF
DVY
$441,601.00<0.013,5850%+$00.18
Vanguard Emerging Markets Stock Index Fund
VWO
$692,923.00<0.0116,589-4.91%-$35,796.910.28
Avantis International Equity ETF
AVDE
$61.9M<0.01971,107+3.5%+$2.1M25.13
iShares Russell 3000 ETF
IWV
$568,652.00<0.011,8950%+$00.23
Vanguard Total Stock Market Index Fund
VTI
$2.37M<0.019,112-20.7%-$618,069.130.96
iShares Global REIT ETF
REET
$924,664.00<0.0139,0480%+$00.38
Amazon.com, Inc.
AMZN
$1.39M<0.017,681+127.92%+$777,618.300.56
iShares Core MSCI EAFE ETF
IEFA
$4.68M<0.0163,0990%+$01.9
Vanguard Total World Stock Index Fund
VT
$351,668.00<0.013,183-0.93%-$3,314.500.14
iShares Core MSCI International Developed Markets ETF
IDEV
$394,658.00<0.015,8790%+$00.16
Salesforce, Inc.
CRM
$584,591.00<0.011,941+3.74%+$21,082.620.24
Vanguard Developed Markets Index Fund
VEA
$1.98M<0.0139,388-0.34%-$6,823.120.8
iShares MSCI USA Quality Factor ETF
QUAL
$2.01M<0.0112,2310%+$00.82
Costco Wholesale Corporation
COST
$1.08M<0.011,479+75.65%+$466,685.410.44
Oracle Corporation
ORCL
$487,116.00<0.013,878-11.18%-$61,297.730.2
Apple Inc.
AAPL
$2.93M<0.0117,112+69.59%+$1.2M1.19
The Home Depot, Inc.
HD
$284,064.00<0.01741-20.58%-$73,603.630.12
Union Pacific Corporation
UNP
$491,860.00<0.012,000New+$491,860.000.2
iShares California Muni Bond ETF
CMF
$460,320.00<0.018,0000%+$00.19
NVIDIA Corporation
NVDA
$276,490.00<0.01306-41.27%-$194,265.850.11
Alphabet Inc.
GOOGL
$464,865.00<0.013,080-13.48%-$72,446.490.19
Alphabet Inc.
GOOG
$2M<0.0113,163+13.63%+$240,422.450.81
PIMCO Active Bond Exchange-Traded Fund
BOND
$455,626.00<0.014,960+2.69%+$11,941.810.19
Microsoft Corporation
MSFT
$947,041.00<0.012,251-17.03%-$194,372.700.38
SPDR S&P 500 ETF Trust
SPY
$643,900.00<0.011,231+26.26%+$133,906.090.26
Avantis U.S. Equity ETF
AVUS
$84.21M<0.01940,922+4.42%+$3.57M34.19
Meta Platforms, Inc.
META
$279,209.00<0.01575-6.66%-$19,908.820.11
iShares ESG Aware MSCI USA ETF
ESGU
$5.41M<0.0147,044-0.27%-$14,370.002.2
Exxon Mobil Corporation
XOM
$506,268.00<0.014,355-5.59%-$29,992.460.21