Cypress Point Wealth Management

Cypress Point Wealth Management as of March 31, 2024

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 71 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 18.2 $36M 1.5M 23.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.7 $31M 962k 31.95
American Centy Etf Tr Avantis Us Larg (AVLC) 5.2 $10M 166k 61.81
Dimensional Etf Trust Intl Core Equity (DFIC) 4.1 $8.0M 298k 26.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $6.9M 14k 480.71
Exxon Mobil Corporation (XOM) 3.5 $6.8M 58k 116.24
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $6.3M 24k 259.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.5 $4.8M 132k 36.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $4.5M 48k 93.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $4.2M 69k 61.05
American Centy Etf Tr Us Eqt Etf (AVUS) 2.0 $3.8M 43k 89.50
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $3.8M 65k 57.96
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.8 $3.4M 52k 65.86
Ishares Tr Ibonds Dec 25 (IBMN) 1.5 $3.0M 113k 26.46
Ishares Tr Ibonds Dec 28 (IBMQ) 1.5 $3.0M 117k 25.27
Ishares Tr Ibonds Dec 2029 (IBMR) 1.5 $3.0M 117k 25.25
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.5 $2.9M 46k 63.74
Tesla Motors (TSLA) 1.4 $2.8M 16k 175.79
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 1.3 $2.6M 107k 24.39
Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $2.6M 128k 20.30
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $2.5M 60k 42.14
Ishares Em Mkt Sm-cp Etf (EEMS) 1.2 $2.4M 40k 58.85
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $2.0M 32k 64.26
American Centy Etf Tr Avantis Us Small (AVSC) 1.0 $2.0M 38k 52.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.0 $2.0M 36k 54.43
Meta Platforms Cl A (META) 1.0 $1.9M 3.9k 485.58
Apple (AAPL) 0.9 $1.8M 10k 171.48
Dimensional Etf Trust Us Equity Etf (DFUS) 0.8 $1.6M 28k 56.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.5M 26k 60.30
Vanguard Index Fds Value Etf (VTV) 0.8 $1.5M 9.2k 162.87
American Centy Etf Tr International Lr (AVIV) 0.8 $1.5M 27k 54.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.5M 20k 72.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.4M 12k 120.99
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.7 $1.4M 24k 58.65
Microsoft Corporation (MSFT) 0.7 $1.4M 3.2k 420.75
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $1.3M 51k 25.44
Dimensional Etf Trust Global Real Est (DFGR) 0.7 $1.3M 50k 25.53
American Centy Etf Tr Emerging Mkt Val (AVES) 0.7 $1.3M 27k 47.39
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $972k 39k 24.72
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $955k 3.8k 249.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $858k 15k 58.65
Coca-Cola Company (KO) 0.4 $827k 14k 61.18
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $822k 17k 49.55
Vanguard Index Fds Growth Etf (VUG) 0.4 $803k 2.3k 344.20
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $733k 24k 30.22
Amazon (AMZN) 0.4 $708k 3.9k 180.38
Blend Labs Cl A (BLND) 0.3 $677k 208k 3.25
Open Lending Corp (LPRO) 0.3 $670k 107k 6.26
NVIDIA Corporation (NVDA) 0.3 $619k 685.00 903.56
salesforce (CRM) 0.3 $601k 2.0k 301.18
Ishares Tr Core Msci Eafe (IEFA) 0.3 $587k 7.9k 74.22
Alphabet Cap Stk Cl A (GOOGL) 0.3 $521k 3.5k 150.93
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $496k 20k 24.81
Ishares Msci Emerg Mrkt (EEMV) 0.2 $463k 8.2k 56.59
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $456k 15k 30.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $434k 2.3k 191.86
Ishares Tr Core S&p500 Etf (IVV) 0.2 $365k 694.00 525.73
Wisdomtree Tr Cloud Computng (WCLD) 0.2 $341k 9.8k 34.82
Ishares Tr Global Reit Etf (REET) 0.2 $338k 14k 23.68
Eli Lilly & Co. (LLY) 0.2 $321k 412.00 777.96
Netflix (NFLX) 0.2 $298k 491.00 607.33
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $292k 5.8k 50.57
Alphabet Cap Stk Cl C (GOOG) 0.1 $288k 1.9k 152.26
Ishares Tr Blackrock Ultra (ICSH) 0.1 $278k 5.5k 50.56
American Centy Etf Tr Avantis Emerging (AVEE) 0.1 $265k 5.0k 52.95
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $249k 4.6k 53.80
Kkr & Co (KKR) 0.1 $247k 2.5k 100.58
JPMorgan Chase & Co. (JPM) 0.1 $228k 1.1k 200.30
Eterna Therapeutics Com New (ERNA) 0.1 $227k 94k 2.40
Super Micro Computer 0.1 $208k 206.00 1010.03
Oscar Health Cl A (OSCR) 0.1 $172k 12k 14.87