Cypress Point Wealth Management

Cypress Point Wealth Management as of Dec. 31, 2023

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