waypoint wealth counsel
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $23.77M | 8.7% |
| VANGUARD WHITEHALL FDS | $11.53M | 4.2% |
| SPDR S&P 500 ETF TR | $11.43M | 4.2% |
| SPDR GOLD TR | $10.81M | 4.0% |
| Apple Inc. | $9.60M | 3.5% |
| ISHARES TR | $9.54M | 3.5% |
| COCA COLA CO | $8.80M | 3.2% |
| MICROSOFT CORP | $8.78M | 3.2% |
| ISHARES GOLD TR | $6.52M | 2.4% |
| NVIDIA Corp | $5.69M | 2.1% |
| ISHARES TR | $5.06M | 1.9% |
| VANGUARD INDEX FDS | $3.95M | 1.4% |
| JANUS DETROIT STR TR | $3.77M | 1.4% |
| Amazon.com Inc | $3.75M | 1.4% |
| ISHARES TR | $3.52M | 1.3% |
| SCHWAB STRATEGIC TR | $2.71M | 1.0% |
| Alphabet Inc. | $2.67M | 1.0% |
| Alphabet Inc. | $2.63M | 1.0% |
| VANGUARD SPECIALIZED FUNDS | $2.49M | 0.9% |
| INVESCO QQQ TR | $2.20M | 0.8% |
| Broadcom Inc. | $2.14M | 0.8% |
| ISHARES TR | $1.95M | 0.7% |
| ISHARES TR | $1.84M | 0.7% |
| ISHARES TR | $1.81M | 0.7% |
| VANGUARD INDEX FDS | $1.81M | 0.7% |
| Warren E. Buffett | $1.79M | 0.7% |
| Walmart Inc. | $1.69M | 0.6% |
| SCHWAB STRATEGIC TR | $1.66M | 0.6% |
| JPMORGAN CHASE & CO | $1.63M | 0.6% |
| JOHNSON & JOHNSON | $1.52M | 0.6% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.6% |
| ISHARES TR | $1.41M | 0.5% |
| Tesla Inc | $1.38M | 0.5% |
| Meta Platforms Inc | $1.33M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.33M | 0.5% |
| JANUS DETROIT STR TR | $1.30M | 0.5% |
| Cboe Global Markets Inc | $1.29M | 0.5% |
| Chubb Ltd | $1.29M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $1.27M | 0.5% |
| BRISTOL MYERS SQUIBB CO | $1.19M | 0.4% |
| EXXON MOBIL CORP | $1.19M | 0.4% |
| VANGUARD ADMIRAL FDS INC | $1.18M | 0.4% |
| Merck & Co., Inc. | $1.11M | 0.4% |
| AST SpaceMobile, Inc. | $1.11M | 0.4% |
| CISCO SYSTEMS, INC. | $1.11M | 0.4% |
| HOME DEPOT, INC. | $1.09M | 0.4% |
| Centene Corp | $1.08M | 0.4% |
| Atlassian Corporation | $1.07M | 0.4% |
| PEPSICO INC | $1.07M | 0.4% |
| Expedia Group Inc | $1.05M | 0.4% |