Cypress Point Wealth Management

Cypress Point Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 37 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.1 $12M 475k 24.28
Palantir Technologies Cl A (PLTR) 12.5 $8.0M 1.2M 6.42
Vanguard Index Fds Value Etf (VTV) 7.0 $4.4M 32k 140.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.0 $3.2M 72k 43.95
Schwab Strategic Tr Us Reit Etf (SCHH) 5.0 $3.2M 164k 19.29
Vanguard Whitehall Fds High Div Yld (VYM) 5.0 $3.2M 29k 108.21
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.6 $2.9M 71k 41.34
American Centy Etf Tr Us Eqt Etf (AVUS) 3.2 $2.1M 31k 68.01
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.0 $1.9M 39k 49.00
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 2.9 $1.9M 78k 24.13
Ishares Em Mkt Sm-cp Etf (EEMS) 2.9 $1.8M 38k 48.28
Tesla Motors (TSLA) 2.8 $1.8M 15k 123.18
Airbnb Com Cl A (ABNB) 2.6 $1.7M 20k 85.50
Unity Software (U) 2.4 $1.5M 53k 28.59
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $1.3M 6.4k 203.82
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.0 $1.3M 24k 53.19
Blend Labs Cl A (BLND) 1.9 $1.2M 862k 1.44
American Centy Etf Tr International Lr (AVIV) 1.8 $1.1M 25k 45.11
Robinhood Mkts Com Cl A (HOOD) 1.7 $1.1M 131k 8.14
Matterport Com Cl A (MTTR) 1.6 $1.0M 373k 2.80
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $1.0M 14k 74.51
Affirm Hldgs Com Cl A (AFRM) 1.4 $883k 91k 9.67
Coca-Cola Company (KO) 1.2 $783k 12k 63.61
Open Lending Corp Com Cl A (LPRO) 1.1 $722k 107k 6.75
Nu Hldgs Ord Shs Cl A (NU) 0.9 $576k 142k 4.07
Ishares Msci Emerg Mrkt (EEMV) 0.9 $576k 11k 53.05
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $467k 9.4k 49.45
Meta Platforms Cl A (META) 0.7 $455k 3.8k 120.34
Ishares Tr Global Reit Etf (REET) 0.7 $453k 20k 22.71
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $443k 8.8k 50.19
Eterna Therapeutics Com New (ERNA) 0.5 $304k 94k 3.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $295k 6.6k 44.81
Toast Cl A (TOST) 0.4 $277k 15k 18.03
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $236k 9.4k 25.04
Recursion Pharmaceuticals In Cl A (RXRX) 0.2 $110k 14k 7.71
Contextlogic Com Cl A 0.1 $39k 80k 0.49
Aeva Technologies 0.0 $14k 10k 1.36