Cypress Point Wealth Management

Cypress Point Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 52 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 21.6 $25M 1.5M 16.00
Dimensional Etf Trust Us Core Equity 2 (DFAC) 13.2 $15M 575k 26.20
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.5 $8.6M 188k 45.69
Spdr Gold Tr Gold Shs (GLD) 3.4 $3.9M 23k 171.45
Tesla Motors (TSLA) 3.4 $3.9M 15k 250.22
Dimensional Etf Trust Intl Core Equity (DFIC) 3.3 $3.8M 161k 23.35
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.0 $3.4M 44k 77.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.8 $3.2M 107k 29.95
American Centy Etf Tr Us Eqt Etf (AVUS) 2.6 $3.0M 41k 73.26
Schwab Strategic Tr Us Reit Etf (SCHH) 2.3 $2.6M 148k 17.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $2.5M 6.5k 392.70
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.2 $2.5M 65k 38.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $2.3M 46k 49.85
Ishares Em Mkt Sm-cp Etf (EEMS) 1.9 $2.2M 41k 54.60
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 1.9 $2.1M 91k 23.50
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $2.1M 20k 103.32
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.7 $1.9M 34k 55.65
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $1.8M 36k 49.19
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.4 $1.6M 31k 52.68
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $1.5M 26k 57.85
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.5M 7.0k 212.41
American Centy Etf Tr International Lr (AVIV) 1.2 $1.3M 27k 48.14
Meta Platforms Cl A (META) 1.1 $1.3M 4.4k 300.21
Robinhood Mkts Com Cl A (HOOD) 1.1 $1.3M 130k 9.81
Apple (AAPL) 1.1 $1.2M 7.2k 171.21
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.2M 5.9k 208.24
Affirm Hldgs Com Cl A (AFRM) 0.9 $1.0M 47k 21.27
Vanguard Index Fds Value Etf (VTV) 0.8 $934k 6.8k 137.93
American Centy Etf Tr Avantis Us Small (AVSC) 0.8 $877k 20k 44.27
Microsoft Corporation (MSFT) 0.7 $815k 2.6k 315.75
Matterport Com Cl A (MTTR) 0.7 $802k 370k 2.17
Open Lending Corp (LPRO) 0.7 $783k 107k 7.32
Amazon (AMZN) 0.6 $726k 5.7k 127.12
Coca-Cola Company (KO) 0.6 $713k 13k 55.98
Unity Software (U) 0.6 $675k 22k 31.39
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $646k 12k 52.79
Vanguard Index Fds Growth Etf (VUG) 0.6 $635k 2.3k 272.31
Ishares Msci Emerg Mrkt (EEMV) 0.5 $593k 11k 53.35
Alphabet Cap Stk Cl A (GOOGL) 0.4 $435k 3.3k 130.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $418k 6.0k 69.78
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $404k 18k 22.41
Ishares Tr Global Reit Etf (REET) 0.4 $402k 19k 21.17
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $355k 7.5k 47.18
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $337k 13k 26.11
Ishares Tr Core Msci Eafe (IEFA) 0.3 $293k 4.6k 64.35
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $242k 5.6k 43.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $234k 1.8k 131.85
Exxon Mobil Corporation (XOM) 0.2 $232k 2.0k 117.58
Blend Labs Cl A (BLND) 0.2 $214k 156k 1.37
Eterna Therapeutics Com New (ERNA) 0.2 $206k 94k 2.18
NVIDIA Corporation (NVDA) 0.2 $204k 469.00 434.99
Barrick Gold Corp (GOLD) 0.2 $182k 13k 14.55