Cypress Point Wealth Management

Cypress Point Wealth Management as of March 31, 2025

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 32.9 $104M 1.2M 84.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.8 $41M 1.2M 32.99
American Centy Etf Tr Avantis Us Larg (AVLC) 9.3 $29M 458k 64.20
Dimensional Etf Trust Intl Core Equity (DFIC) 3.8 $12M 433k 27.77
Dimensional Etf Trust Us Equity Market (DFUS) 3.2 $10M 169k 60.48
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $9.3M 34k 274.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $6.6M 13k 513.92
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.0 $6.3M 165k 38.44
Exxon Mobil Corporation (XOM) 1.9 $5.9M 50k 118.93
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $5.4M 90k 60.17
American Centy Etf Tr Us Eqt Etf (AVUS) 1.5 $4.7M 51k 92.38
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.4 $4.4M 72k 61.33
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $4.0M 57k 69.74
Schwab Strategic Tr Us Reit Etf (SCHH) 1.1 $3.6M 167k 21.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $3.5M 163k 21.53
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $3.3M 49k 66.27
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.0 $3.2M 135k 23.97
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $3.1M 36k 87.17
Ishares Tr Ibonds Dec 28 (IBMQ) 1.0 $3.0M 120k 25.29
Ishares Tr Ibonds Dec 25 (IBMN) 1.0 $3.0M 113k 26.75
Ishares Tr Ibonds Dec 2029 (IBMR) 1.0 $3.0M 120k 25.04
Dimensional Etf Trust Global Real Est (DFGR) 0.9 $3.0M 113k 26.26
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $2.5M 62k 40.46
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $2.4M 3.00 798441.67
Meta Platforms Cl A (META) 0.8 $2.4M 4.1k 576.36
American Centy Etf Tr Avantis Us Small (AVSC) 0.8 $2.4M 49k 48.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $2.2M 36k 62.10
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $2.1M 32k 65.21
Ishares Em Mkt Sm-cp Etf (EEMS) 0.6 $1.9M 35k 55.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.7M 23k 73.45
Apple (AAPL) 0.5 $1.6M 7.3k 222.13
Vanguard Index Fds Value Etf (VTV) 0.5 $1.6M 9.3k 172.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.6M 50k 31.23
American Centy Etf Tr International Lr (AVIV) 0.5 $1.5M 27k 56.68
Ishares Tr Ibonds Dec2026 (IBDR) 0.5 $1.4M 59k 24.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.3M 10k 128.96
American Centy Etf Tr Emerging Mkt Val (AVES) 0.4 $1.3M 28k 47.16
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $1.2M 47k 26.20
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $1.0M 20k 51.49
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.0M 39k 25.89
Coca-Cola Company (KO) 0.3 $968k 14k 71.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $916k 15k 60.66
Vanguard Index Fds Growth Etf (VUG) 0.3 $865k 2.3k 370.82
Blend Labs Cl A (BLND) 0.2 $759k 226k 3.35
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $755k 30k 25.15
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $711k 2.8k 258.62
Ishares Tr Core Msci Eafe (IEFA) 0.2 $599k 7.9k 75.65
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $588k 21k 28.15
Microsoft Corporation (MSFT) 0.2 $579k 1.5k 375.39
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $524k 11k 49.85
American Centy Etf Tr Avantis Emerging (AVEE) 0.2 $511k 9.7k 52.52
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $435k 8.6k 50.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $430k 2.3k 186.26
salesforce (CRM) 0.1 $414k 1.5k 268.36
Ishares Tr Core S&p500 Etf (IVV) 0.1 $390k 694.00 561.90
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $363k 15k 24.18
Netflix (NFLX) 0.1 $350k 375.00 932.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $322k 2.1k 154.68
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $318k 9.8k 32.45
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $313k 7.3k 43.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $296k 3.2k 91.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $272k 487.00 559.39
Kkr & Co (KKR) 0.1 $269k 2.3k 115.61
Ishares Msci Emerg Mrkt (EEMV) 0.1 $260k 4.5k 58.34
Amazon (AMZN) 0.1 $247k 1.3k 190.26
Ishares Tr Global Reit Etf (REET) 0.1 $224k 9.2k 24.26
Rumble Com Cl A (RUM) 0.0 $129k 18k 7.07
Ernexa Therapeutics Com New 0.0 $17k 94k 0.18