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Manager Directed Portfolios shares owned by Waypoint Wealth Partners

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Waypoint Wealth Partners from 13F filings

Historical chart of Waypoint Wealth Partners investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Waypoint Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $736k 66k 11.11
2024-06-30 $676k 70k 9.67
2024-03-31 $719k 73k 9.80
2023-12-31 $667k 67k 9.96

More positions owned by Waypoint Wealth Partners

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
United Parcel Service CL B (UPS)
Ishares Tr Esg Awr Msci Usa (ESGU)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Msci Eafe (IEFA)
Airbnb Com Cl A (ABNB)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Waypoint Wealth Partners

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios