Cypress Point Wealth Management

Cypress Point Wealth Management as of June 30, 2024

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 72 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 18.5 $39M 1.5M 25.33
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.1 $32M 992k 32.24
American Centy Etf Tr Avantis Us Larg (AVLC) 6.2 $13M 207k 62.77
Dimensional Etf Trust Intl Core Equity (DFIC) 4.0 $8.5M 325k 26.29
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $8.5M 32k 267.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $7.8M 16k 500.13
Exxon Mobil Corporation (XOM) 3.2 $6.8M 59k 115.12
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.3 $4.9M 131k 37.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $4.2M 47k 89.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $4.2M 67k 62.87
American Centy Etf Tr Us Eqt Etf (AVUS) 2.0 $4.2M 47k 90.19
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $4.0M 66k 61.09
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.7 $3.6M 55k 64.95
Dimensional Etf Trust Us Equity Etf (DFUS) 1.6 $3.4M 59k 58.85
Tesla Motors (TSLA) 1.5 $3.1M 16k 197.88
Ishares Tr Ibonds Dec 25 (IBMN) 1.4 $3.0M 113k 26.48
Ishares Tr Ibonds Dec 28 (IBMQ) 1.4 $3.0M 118k 25.02
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 1.4 $2.9M 121k 24.18
Ishares Tr Ibonds Dec 2029 (IBMR) 1.4 $2.9M 118k 24.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $2.9M 46k 62.26
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $2.6M 131k 19.97
Ishares Em Mkt Sm-cp Etf (EEMS) 1.2 $2.5M 40k 61.11
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $2.4M 59k 40.57
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.1 $2.3M 39k 59.52
Apple (AAPL) 1.0 $2.2M 10k 210.62
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.9 $2.0M 32k 62.84
American Centy Etf Tr Avantis Us Small (AVSC) 0.9 $2.0M 39k 49.91
Meta Platforms Cl A (META) 0.9 $2.0M 3.9k 504.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.5M 26k 60.30
Vanguard Index Fds Value Etf (VTV) 0.7 $1.5M 9.2k 160.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $1.5M 28k 51.87
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $1.4M 56k 25.42
American Centy Etf Tr International Lr (AVIV) 0.7 $1.4M 27k 52.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.4M 20k 72.05
Microsoft Corporation (MSFT) 0.7 $1.4M 3.2k 446.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.4M 12k 118.60
American Centy Etf Tr Emerging Mkt Val (AVES) 0.6 $1.3M 27k 48.75
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $1.3M 52k 24.99
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.0M 35k 29.67
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $1.0M 39k 25.87
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $923k 3.8k 242.10
Coca-Cola Company (KO) 0.4 $874k 14k 63.65
Vanguard Index Fds Growth Etf (VUG) 0.4 $873k 2.3k 374.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $865k 15k 58.64
Amazon (AMZN) 0.4 $758k 3.9k 193.25
NVIDIA Corporation (NVDA) 0.3 $739k 6.0k 123.54
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $672k 14k 49.52
Alphabet Cap Stk Cl A (GOOGL) 0.3 $643k 3.5k 182.15
Open Lending Corp (LPRO) 0.3 $597k 107k 5.58
Ishares Tr Core Msci Eafe (IEFA) 0.3 $575k 7.9k 72.64
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $497k 20k 24.86
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $491k 17k 28.78
salesforce (CRM) 0.2 $482k 1.9k 257.10
Blend Labs Cl A (BLND) 0.2 $464k 197k 2.36
Ishares Msci Emerg Mrkt (EEMV) 0.2 $454k 7.9k 57.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $413k 2.3k 182.50
Ishares Tr Core S&p500 Etf (IVV) 0.2 $380k 694.00 547.23
Eli Lilly & Co. (LLY) 0.2 $379k 419.00 905.38
Alphabet Cap Stk Cl C (GOOG) 0.2 $360k 2.0k 183.42
Netflix (NFLX) 0.2 $354k 524.00 674.88
American Centy Etf Tr Avantis Emerging (AVEE) 0.2 $352k 6.4k 55.43
Ishares Tr Global Reit Etf (REET) 0.2 $323k 14k 23.25
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $318k 2.2k 146.07
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $309k 9.8k 31.59
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $296k 5.8k 50.67
Kkr & Co (KKR) 0.1 $259k 2.5k 105.24
Broadcom (AVGO) 0.1 $259k 161.00 1605.53
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $248k 4.6k 53.56
JPMorgan Chase & Co. (JPM) 0.1 $235k 1.2k 202.26
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $211k 5.1k 41.22
Oscar Health Cl A (OSCR) 0.1 $183k 12k 15.82
Eterna Therapeutics Com New 0.1 $173k 94k 1.83