Cypress Point Wealth Management

Cypress Point Wealth Management as of June 30, 2023

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 42 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 25.1 $24M 1.5M 15.33
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.5 $15M 538k 27.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.2 $7.7M 165k 46.39
Tesla Motors (TSLA) 4.1 $3.9M 15k 261.77
Schwab Strategic Tr Us Reit Etf (SCHH) 3.6 $3.4M 173k 19.53
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.2 $3.0M 74k 40.19
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $2.9M 37k 77.61
American Centy Etf Tr Us Eqt Etf (AVUS) 3.0 $2.8M 38k 75.19
Vanguard Whitehall Fds High Div Yld (VYM) 2.6 $2.5M 23k 106.07
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 2.4 $2.3M 93k 24.36
Ishares Em Mkt Sm-cp Etf (EEMS) 2.3 $2.1M 40k 53.58
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $1.9M 34k 57.40
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.1 $1.9M 39k 49.16
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.9 $1.8M 33k 53.35
Dimensional Etf Trust Intl Core Equity (DFIC) 1.7 $1.6M 65k 24.27
American Centy Etf Tr International Lr (AVIV) 1.6 $1.5M 30k 48.63
Affirm Hldgs Com Cl A (AFRM) 1.5 $1.4M 91k 15.33
Robinhood Mkts Com Cl A (HOOD) 1.4 $1.3M 131k 9.98
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $1.3M 5.8k 220.15
Matterport Com Cl A (MTTR) 1.3 $1.2M 373k 3.15
Open Lending Corp (LPRO) 1.2 $1.1M 107k 10.51
Nu Hldgs Ord Shs Cl A (NU) 1.2 $1.1M 142k 7.89
Meta Platforms Cl A (META) 1.2 $1.1M 3.8k 286.98
Unity Software (U) 1.0 $934k 22k 43.42
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.9 $856k 15k 57.56
Coca-Cola Company (KO) 0.8 $762k 13k 60.22
Ishares Msci Emerg Mrkt (EEMV) 0.7 $621k 11k 54.98
Dimensional Etf Trust Global Real Est (DFGR) 0.5 $491k 20k 24.39
Ishares Tr Cre U S Reit Etf (USRT) 0.5 $478k 9.3k 51.41
Ishares Tr Global Reit Etf (REET) 0.5 $458k 20k 22.97
Blend Labs Cl A (BLND) 0.4 $407k 430k 0.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $400k 13k 30.99
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $367k 6.8k 53.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $367k 7.1k 51.70
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $353k 13k 27.32
Toast Cl A (TOST) 0.4 $346k 15k 22.57
Vanguard Index Fds Value Etf (VTV) 0.3 $284k 2.0k 142.10
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $238k 5.2k 45.63
Eterna Therapeutics Com New (ERNA) 0.2 $213k 94k 2.26
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $209k 4.8k 43.65
Apple (AAPL) 0.2 $203k 1.0k 193.96
Bird Global Com Cl A 0.1 $60k 30k 2.02