Cypress Point Wealth Management

Cypress Point Wealth Management as of March 31, 2023

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 39 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.5 $13M 516k 25.48
Palantir Technologies Cl A (PLTR) 15.1 $11M 1.3M 8.45
Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.8 $6.9M 156k 44.50
Schwab Strategic Tr Us Reit Etf (SCHH) 4.9 $3.4M 176k 19.50
Tesla Motors (TSLA) 4.3 $3.1M 15k 207.46
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.3 $3.0M 75k 40.57
Vanguard Whitehall Fds High Div Yld (VYM) 4.2 $3.0M 28k 105.50
American Centy Etf Tr Us Eqt Etf (AVUS) 3.4 $2.4M 34k 70.88
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 3.2 $2.3M 93k 24.59
Ishares Em Mkt Sm-cp Etf (EEMS) 2.8 $2.0M 40k 50.38
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.7 $1.9M 39k 49.24
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $1.5M 26k 57.03
American Centy Etf Tr International Lr (AVIV) 2.0 $1.4M 29k 48.19
Robinhood Mkts Com Cl A (HOOD) 1.8 $1.3M 131k 9.71
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $1.2M 5.8k 210.93
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $1.1M 15k 74.06
Affirm Hldgs Com Cl A (AFRM) 1.5 $1.0M 91k 11.27
Matterport Com Cl A (MTTR) 1.4 $1.0M 373k 2.73
Meta Platforms Cl A (META) 1.1 $802k 3.8k 211.94
Dimensional Etf Trust Intl Core Equity (DFIC) 1.1 $791k 33k 24.07
Coca-Cola Company (KO) 1.1 $780k 13k 62.03
Open Lending Corp Com Cl A (LPRO) 1.1 $753k 107k 7.04
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $734k 14k 51.11
Unity Software (U) 1.0 $698k 22k 32.44
Bird Global Com Cl A 1.0 $686k 2.5M 0.28
Nu Hldgs Ord Shs Cl A (NU) 0.9 $674k 142k 4.76
Ishares Msci Emerg Mrkt (EEMV) 0.9 $666k 12k 54.57
Blend Labs Cl A (BLND) 0.9 $649k 652k 1.00
Vanguard Index Fds Value Etf (VTV) 0.8 $542k 3.9k 138.11
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $476k 9.4k 50.40
Ishares Tr Global Reit Etf (REET) 0.6 $458k 20k 22.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $348k 13k 26.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $340k 7.1k 47.85
Eterna Therapeutics Com New (ERNA) 0.5 $321k 94k 3.40
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $282k 9.8k 28.77
Toast Cl A (TOST) 0.4 $272k 15k 17.75
Recursion Pharmaceuticals In Cl A (RXRX) 0.1 $95k 14k 6.67
Contextlogic Com Cl A 0.0 $26k 58k 0.45
Aeva Technologies 0.0 $12k 10k 1.19