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Cypress Point Wealth Management

Latest statistics and disclosures from Cypress Point Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PLTR, DFAC, DFAT, DFIC, VOO, and represent 44.18% of Cypress Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IBMN, IBMR, IBMQ, VTI, AVEM, DFAC, PSX, VOO, DFAX, VXUS.
Started 9 new stock positions in DFSV, DCOR, VXUS, DFAX, NFLX, IBMQ, IBMN, PSX, IBMR.
Reduced shares in these 10 stocks: DFAT, , HOOD, AFRM, VUSB, MTTR, U, DFAU, SCHH, VYM.
Sold out of its positions in AFRM, GOLD, XOM, MTTR, HOOD, GLD, U.
Cypress Point Wealth Management was a net buyer of stock by $10M.
Cypress Point Wealth Management has $135M in assets under management (AUM), dropping by 18.23%.
Central Index Key (CIK): 0001825611

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Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Palantir Technologies Cl A (PLTR)	19.5	$26M		1.5M	17.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	14.0	$19M	+11%	643k	29.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.1	$5.5M	-44%	104k	52.33	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.4	$4.6M	+12%	181k	25.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$4.4M	+54%	10k	436.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$4.3M	+160%	18k	237.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.1	$4.2M	+6%	47k	89.80	View chart
Tesla Motors (TSLA)	2.8	$3.8M		15k	248.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.6	$3.5M	+4%	43k	81.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.3	$3.2M	+22%	57k	55.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.2	$3.0M	-15%	91k	33.25	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	2.2	$3.0M	NEW	113k	26.55	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	2.2	$3.0M	NEW	117k	25.60	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	2.2	$3.0M	NEW	117k	25.59	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$2.9M	+316%	51k	56.39	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.9	$2.6M	-15%	125k	20.71	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.9	$2.5M	-7%	60k	42.59	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	1.8	$2.5M	+4%	42k	57.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.7	$2.3M	+10%	38k	60.43	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	1.6	$2.2M		89k	24.56	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$2.2M	+32%	35k	62.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$1.9M	-16%	17k	111.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.3	$1.8M		31k	57.76	View chart
Phillips 66 (PSX)	1.2	$1.6M	NEW	12k	133.14	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.1	$1.4M	+42%	28k	51.06	View chart
American Centy Etf Tr International Lr (AVIV)	1.0	$1.4M		27k	51.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$1.4M		5.9k	232.62	View chart
Apple (AAPL)	1.0	$1.4M		7.1k	192.53	View chart
Meta Platforms Cl A (META)	1.0	$1.3M	-12%	3.8k	353.96	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M	+13%	2.9k	376.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$1.1M	NEW	45k	24.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.0M		6.8k	149.50	View chart
Open Lending Corp (LPRO)	0.7	$911k		107k	8.51	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.6	$844k	-53%	17k	49.44	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.6	$777k	+203%	17k	45.97	View chart
Coca-Cola Company (KO)	0.6	$774k	+3%	13k	58.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$768k	+139%	11k	70.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$742k	NEW	13k	57.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$725k		2.3k	310.88	View chart
Amazon (AMZN)	0.5	$641k	-26%	4.2k	151.94	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.4	$582k	-5%	11k	55.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$554k	+49%	19k	28.64	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$501k	+6%	19k	25.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$465k		3.3k	139.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$427k	-3%	5.8k	73.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$412k	NEW	14k	29.12	View chart
Blend Labs Cl A (BLND)	0.3	$399k		156k	2.55	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$392k	-14%	16k	24.18	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$364k	-10%	6.7k	54.29	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$363k	NEW	6.8k	53.48	View chart
NVIDIA Corporation (NVDA)	0.2	$270k	+16%	546.00	495.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$251k		1.8k	140.93	View chart
Netflix (NFLX)	0.2	$218k	NEW	447.00	486.88	View chart
Eterna Therapeutics Com New (ERNA)	0.1	$169k		94k	1.79	View chart

Past Filings by Cypress Point Wealth Management

SEC 13F filings are viewable for Cypress Point Wealth Management going back to 2020

Cypress Point Wealth Management 2023 Q4 filed Jan. 17, 2024
Cypress Point Wealth Management 2023 Q3 filed Oct. 31, 2023
Cypress Point Wealth Management 2023 Q2 filed July 20, 2023
Cypress Point Wealth Management 2023 Q1 filed May 8, 2023
Cypress Point Wealth Management 2022 Q4 filed Feb. 1, 2023
Cypress Point Wealth Management 2022 Q3 filed Nov. 1, 2022
Cypress Point Wealth Management 2022 Q2 filed Aug. 8, 2022
Cypress Point Wealth Management 2022 Q1 filed April 29, 2022
Cypress Point Wealth Management 2021 Q4 filed Jan. 27, 2022
Cypress Point Wealth Management 2021 Q3 filed Nov. 5, 2021
Cypress Point Wealth Management 2021 Q3 restated filed Nov. 5, 2021
Cypress Point Wealth Management 2021 Q2 filed Aug. 4, 2021
Cypress Point Wealth Management 2021 Q1 filed May 7, 2021
Cypress Point Wealth Management 2020 Q4 filed Feb. 5, 2021

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