Cypress Point Wealth Management

Cypress Point Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 69 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 35.4 $114M 1.5M 75.63
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.1 $39M 1.1M 34.59
American Centy Etf Tr Avantis Us Larg (AVLC) 6.9 $22M 326k 67.55
Dimensional Etf Trust Intl Core Equity (DFIC) 3.3 $11M 409k 25.84
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $9.9M 34k 289.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $8.8M 16k 538.81
Dimensional Etf Trust Us Equity Market (DFUS) 2.3 $7.5M 118k 63.75
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.1 $6.8M 169k 40.49
Tesla Motors (TSLA) 1.9 $6.2M 15k 403.84
Exxon Mobil Corporation (XOM) 1.8 $5.8M 54k 107.57
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $5.3M 91k 58.79
American Centy Etf Tr Us Eqt Etf (AVUS) 1.5 $4.8M 50k 96.93
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.3 $4.2M 65k 64.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $3.9M 172k 22.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $3.8M 40k 96.53
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.2 $3.7M 57k 65.08
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $3.3M 157k 21.06
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.0 $3.2M 133k 24.01
Ishares Tr Ibonds Dec 28 (IBMQ) 0.9 $3.0M 120k 25.18
Ishares Tr Ibonds Dec 25 (IBMN) 0.9 $3.0M 113k 26.61
Ishares Tr Ibonds Dec 2029 (IBMR) 0.9 $3.0M 120k 24.98
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $3.0M 49k 61.37
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $2.5M 64k 39.56
American Centy Etf Tr Avantis Us Small (AVSC) 0.8 $2.5M 46k 54.36
Meta Platforms Cl A (META) 0.8 $2.5M 4.2k 585.51
Dimensional Etf Trust Global Real Est (DFGR) 0.7 $2.4M 94k 25.54
Ishares Em Mkt Sm-cp Etf (EEMS) 0.7 $2.3M 39k 58.14
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $2.1M 32k 66.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $2.0M 69k 29.20
Apple (AAPL) 0.6 $1.8M 7.3k 250.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.8M 31k 58.93
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $1.7M 70k 24.86
Vanguard Index Fds Value Etf (VTV) 0.5 $1.6M 9.3k 169.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.6M 22k 71.91
Ishares Tr Ibonds Dec2026 (IBDR) 0.4 $1.4M 59k 24.07
American Centy Etf Tr International Lr (AVIV) 0.4 $1.4M 27k 51.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.4M 11k 127.59
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.4M 24k 55.66
American Centy Etf Tr Emerging Mkt Val (AVES) 0.4 $1.3M 29k 46.20
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $999k 39k 25.37
Vanguard Index Fds Growth Etf (VUG) 0.3 $958k 2.3k 410.44
Blend Labs Cl A (BLND) 0.3 $953k 226k 4.21
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $938k 3.6k 264.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $864k 15k 57.41
Coca-Cola Company (KO) 0.3 $841k 14k 62.26
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $752k 30k 25.05
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $656k 13k 49.62
Microsoft Corporation (MSFT) 0.2 $650k 1.5k 421.50
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $643k 21k 30.78
Ishares Tr Core Msci Eafe (IEFA) 0.2 $556k 7.9k 70.28
salesforce (CRM) 0.2 $516k 1.5k 334.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $457k 2.3k 198.15
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $432k 8.5k 50.59
Ishares Tr Core S&p500 Etf (IVV) 0.1 $409k 694.00 588.68
American Centy Etf Tr Avantis Emerging (AVEE) 0.1 $402k 7.5k 53.30
Alphabet Cap Stk Cl A (GOOGL) 0.1 $398k 2.1k 189.33
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $368k 9.8k 37.52
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $359k 15k 23.96
Kkr & Co (KKR) 0.1 $344k 2.3k 147.91
Netflix (NFLX) 0.1 $334k 375.00 891.32
Amazon (AMZN) 0.1 $311k 1.4k 219.39
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $293k 3.2k 91.44
Ishares Msci Emerg Mrkt (EEMV) 0.1 $284k 4.9k 57.99
Ishares Tr Global Reit Etf (REET) 0.1 $266k 11k 23.97
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $256k 6.1k 41.92
Rumble Com Cl A (RUM) 0.1 $246k 19k 13.01
Blackstone Group Inc Com Cl A (BX) 0.1 $222k 1.3k 172.42
Oscar Health Cl A (OSCR) 0.0 $155k 12k 13.44
Eterna Therapeutics Com New 0.0 $28k 94k 0.29