Cypress Point Wealth Management

Cypress Point Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 22.5 $57M 1.5M 37.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 13.8 $35M 1.0M 34.29
American Centy Etf Tr Avantis Us Larg (AVLC) 6.4 $16M 249k 66.02
Dimensional Etf Trust Intl Core Equity (DFIC) 4.0 $10M 363k 28.14
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $8.8M 31k 283.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.2 $8.3M 16k 527.67
Exxon Mobil Corporation (XOM) 2.7 $6.9M 59k 117.22
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $6.8M 171k 39.69
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.3 $5.9M 92k 64.60
Dimensional Etf Trust Us Equity Market (DFUS) 1.9 $4.8M 77k 62.20
American Centy Etf Tr Us Eqt Etf (AVUS) 1.8 $4.5M 48k 95.15
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $4.4M 66k 66.52
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.6 $4.1M 58k 70.67
Tesla Motors (TSLA) 1.6 $4.1M 16k 261.63
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $4.0M 41k 95.95
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.4 $3.5M 55k 63.34
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.3 $3.2M 48k 67.03
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.2 $3.2M 129k 24.60
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $3.1M 136k 23.17
Meta Platforms Cl A (META) 1.2 $3.1M 5.4k 572.44
Ishares Tr Ibonds Dec 28 (IBMQ) 1.2 $3.0M 119k 25.63
Ishares Tr Ibonds Dec 2029 (IBMR) 1.2 $3.0M 119k 25.49
Ishares Tr Ibonds Dec 25 (IBMN) 1.2 $3.0M 113k 26.66
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $2.8M 60k 46.91
Ishares Em Mkt Sm-cp Etf (EEMS) 1.0 $2.5M 39k 63.79
Apple (AAPL) 1.0 $2.4M 10k 233.00
American Centy Etf Tr Avantis Us Small (AVSC) 0.9 $2.3M 43k 54.02
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.8 $2.1M 32k 65.83
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $2.0M 62k 31.78
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $1.7M 65k 27.01
Dimensional Etf Trust Global Real Est (DFGR) 0.7 $1.7M 60k 28.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.7M 26k 64.74
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.6M 30k 55.63
Vanguard Index Fds Value Etf (VTV) 0.6 $1.6M 9.2k 174.57
American Centy Etf Tr International Lr (AVIV) 0.6 $1.5M 27k 56.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.5M 20k 75.11
American Centy Etf Tr Emerging Mkt Val (AVES) 0.6 $1.4M 27k 52.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.4M 11k 128.20
Microsoft Corporation (MSFT) 0.5 $1.4M 3.2k 430.33
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.1M 39k 27.41
Coca-Cola Company (KO) 0.4 $1.0M 14k 71.86
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.0M 3.8k 263.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $933k 15k 63.00
Blend Labs Cl A (BLND) 0.3 $849k 226k 3.75
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $753k 31k 24.30
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $753k 30k 25.10
Amazon (AMZN) 0.3 $732k 3.9k 186.33
NVIDIA Corporation (NVDA) 0.3 $718k 5.9k 121.44
Starbucks Corporation (SBUX) 0.3 $653k 6.7k 97.49
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $630k 13k 49.94
Ishares Tr Core Msci Eafe (IEFA) 0.2 $618k 7.9k 78.05
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $615k 20k 30.80
Alphabet Cap Stk Cl A (GOOGL) 0.2 $600k 3.6k 165.86
salesforce (CRM) 0.2 $537k 2.0k 273.71
Ishares Msci Emerg Mrkt (EEMV) 0.2 $476k 7.6k 62.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $461k 2.3k 200.80
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $453k 8.9k 50.77
Nokia Corp Sponsored Adr (NOK) 0.2 $437k 100k 4.37
Ishares Tr Core S&p500 Etf (IVV) 0.2 $400k 694.00 576.82
American Centy Etf Tr Avantis Emerging (AVEE) 0.2 $384k 6.5k 58.85
Ishares Tr Global Reit Etf (REET) 0.1 $371k 14k 26.69
Netflix (NFLX) 0.1 $371k 523.00 709.27
Eli Lilly & Co. (LLY) 0.1 $362k 408.00 885.94
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $358k 2.2k 163.95
Alphabet Cap Stk Cl C (GOOG) 0.1 $327k 2.0k 167.19
Kkr & Co (KKR) 0.1 $325k 2.5k 130.58
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $313k 9.8k 31.96
Broadcom (AVGO) 0.1 $301k 1.7k 172.50
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $271k 4.4k 61.57
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $267k 5.7k 47.14
Oscar Health Cl A (OSCR) 0.1 $244k 12k 21.21
JPMorgan Chase & Co. (JPM) 0.1 $226k 1.1k 210.86
Blackstone Group Inc Com Cl A (BX) 0.1 $224k 1.5k 153.13
Eterna Therapeutics Com New (ERNA) 0.0 $99k 94k 1.05
Rumble Com Cl A (RUM) 0.0 $98k 18k 5.36