Waypoint Wealth Partners Inc. Sells in Q3 2024

Waypoint Wealth Partners Inc.

Stock	Shares change	Price Range	Shares Held
XOM Exxon Mobil Corp Energy	-3.22K - 41.3%	$109.72 - $119.0 $353K - $383K	4.58K $536K
CVX Chevron Corp Energy	-2.04K - 57.84%	$137.88 - $161.97 $281K - $330K	1.49K $218K
JPM Jpmorgan Chase & CO Financial Services	-1.61K - 52.43%	$194.9 - $224.8 $314K - $362K	1.46K $307K
MSFT Microsoft Corp Technology	-366 - 15.12%	$395.15 - $467.56 $145K - $171K	2.06K $884K
VTI Vanguard Total Stock Market Et ETFs	-1.05K - 11.29%	$255.18 - $283.2 $267K - $296K	8.21K $2.32M
IDEV Ishares Core Msci Intl Develop ETFs	-1.77K - 30.11%	$63.46 - $71.43 $112K - $126K	4.11K $291K
BRK-B Berkshire Hathaway Inc Class B Financial Services	-280 - 22.62%	$405.19 - $478.57 $113K - $134K	958 $440K
SPY Spdr S&P 500 ETF Trust ETFs	-134 - 11.85%	$517.38 - $573.86 $69.3K - $76.9K	997 $572K
KO Coca Cola CO Consumer Defensive	-473 - 13.55%	$62.69 - $73.01 $29.7K - $34.5K	3.02K $216K
AVGE American Centy ETF Tr Avantis	-862 - 10.73%	N/A	7.18K $0
Manager Directed Portfolios	-3.67K - 5.25%	N/A	66.2K $0
DFSI Dimensional ETF Tr Dimen Intl	-873 - 2.0%	N/A	42.8K $0
ESGD Ishares Trust Ishares Esg Awar ETFs	-2K - 4.71%	$75.63 - $84.89 $151K - $170K	40.4K $3.4M
ESGU Ishares Trust Ishares Esg Awar ETFs	-50 - 0.11%	$113.45 - $126.18 $5.67K - $6.31K	47K $5.93M

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