Waypoint Capital Advisors Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$1.91M0.324,542+2.81%+$52,144.480.57
Viasat, Inc.
VSAT
$2.47M0.11136,3040%+$00.73
C.H. Robinson Worldwide, Inc.
CHRW
$1.43M0.0218,790-4.81%-$72,333.020.43
General Mills, Inc.
GIS
$5.29M0.0175,622<0.01%-$139.941.58
O'Reilly Automotive, Inc.
ORLY
$1.88M<0.011,667+0.18%+$3,386.640.56
Illinois Tool Works Inc.
ITW
$1.19M<0.014,441-3.16%-$38,907.860.36
UnitedHealth Group Incorporated
UNH
$2.5M<0.015,060+0.42%+$10,388.350.75
The TJX Companies, Inc.
TJX
$1.18M<0.0111,663+0.35%+$4,158.220.35
Dimensional U.S. Equity ETF
DFUS
$2.86M<0.0150,2170%+$00.85
SPDR S&P 500 ETF Trust
SPY
$6.98M<0.0113,353-0.52%-$36,614.902.08
Amazon.com, Inc.
AMZN
$3.12M<0.0117,307+6.54%+$191,743.960.93
JPMorgan Chase & Co.
JPM
$1.33M<0.016,635+2.03%+$26,441.120.4
Vanguard Russell 1000 Index Fund
VONE
$4.01M<0.0116,846-17.96%-$879,162.541.2
Dimensional U.S. Small Cap ETF
DFAS
$1.3M<0.0120,9170%+$00.39
Schwab U.S. Large-Cap Value ETF
SCHV
$4.79M<0.0162,986-28.08%-$1.87M1.43
Apple Inc.
AAPL
$8.56M<0.0149,916-0.46%-$39,611.772.55
iShares Russell 3000 ETF
IWV
$2.01M<0.016,7000%+$00.6
Vanguard Real Estate Index Fund
VNQ
$4.24M<0.0149,080+28.61%+$944,102.291.26
Schwab U.S. REIT ETF
SCHH
$2.07M<0.01102,107-18.38%-$466,879.900.62
iShares Russell 1000 Growth ETF
IWF
$3.27M<0.019,696-0.66%-$21,571.200.97
Vanguard FTSE All-World ex-US Index Fund
VEU
$9.41M<0.01160,4620%+$02.8
Schwab U.S. Large-Cap Growth ETF
SCHG
$6.06M<0.0165,394-21.07%-$1.62M1.81
iShares Core S&P 500 ETF
IVV
$2.11M<0.014,0050%+$00.63
Vanguard Developed Markets Index Fund
VEA
$10.02M<0.01199,763+51.37%+$3.4M2.99
Avantis U.S. Small Cap Value ETF
AVUV
$11.59M<0.01123,689+12.79%+$1.31M3.45
Schwab International Equity ETF
SCHF
$4.57M<0.01117,223-18.66%-$1.05M1.36
Vanguard Small Cap Value Index Fund
VBR
$2.62M<0.0113,674-3.92%-$107,072.100.78
Avantis U.S. Equity ETF
AVUS
$25.38M<0.01283,565+11.12%+$2.54M7.56
Schwab Emerging Markets Equity ETF
SCHE
$2.04M<0.0180,711-27.46%-$771,513.840.61
Vanguard Emerging Markets Stock Index Fund
VWO
$8.88M<0.01212,535+23.88%+$1.71M2.64
iShares Core S&P Small-Cap ETF
IJR
$2.09M<0.0118,9470%+$00.62
Vanguard Small Cap Index Fund
VB
$6.33M<0.0127,702+5.83%+$348,833.841.89
Avantis U.S. Small Cap Equity ETF
AVSC
$10.26M<0.01195,918+3.33%+$330,914.473.06
Vanguard Large Cap Index Fund
VV
$1.13M<0.014,6950%+$00.34
Alphabet Inc.
GOOGL
$2.43M<0.0116,080+6.26%+$143,081.670.72
Visa Inc.
V
$1.81M<0.016,484+2.14%+$37,955.830.54
Avantis Real Estate ETF
AVRE
$5.18M<0.01122,457+12.37%+$569,892.121.54
iShares S&P 100 ETF
OEF
$9.4M<0.0137,983+0.18%+$16,576.272.8
Vanguard Growth Index Fund
VUG
$12.49M<0.0136,284+26.28%+$2.6M3.72
Alphabet Inc.
GOOG
$2.61M<0.0117,125-0.01%-$304.520.78
Avantis U.S. Large Cap Value ETF
AVLV
$10.62M<0.01165,226+14.34%+$1.33M3.16
NVIDIA Corporation
NVDA
$4.77M<0.015,283+7.55%+$335,197.271.42
Vanguard Value Index Fund
VTV
$15.44M<0.0194,802+26.19%+$3.2M4.6
Avantis Emerging Markets Equity ETF
AVEM
$16.28M<0.01280,802+12.04%+$1.75M4.85
Microsoft Corporation
MSFT
$5.34M<0.0112,697+3.26%+$168,708.731.59
Vanguard Total Stock Market Index Fund
VTI
$3.18M<0.0112,228+4.98%+$150,742.040.95
Dimensional US High Profitability ETF
DUHP
$7.24M<0.01229,166+19.26%+$1.17M2.16
SPDR Portfolio S&P 500 Value ETF
SPYV
$2.67M<0.0153,387-0.73%-$19,589.100.8
Avantis International Equity ETF
AVDE
$41.8M<0.01655,760+6.99%+$2.73M12.45
Eli Lilly and Company
LLY
$1.17M<0.011,500+1.7%+$19,449.000.35