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Cypress Point Wealth Management

Latest statistics and disclosures from Cypress Point Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PLTR, DFAC, AVLC, DFIC, VOO, and represent 46.77% of Cypress Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVLC (+$10M), DFAC (+$10M), XOM (+$6.8M), DFIC, VOO, DFUS, VTI, DFAU, AVDV, BND.
Started 18 new stock positions in IVV, AVEE, XOM, CRM, JPM, VBR, AVLC, DFUS, LLY, DFAE. IBDQ, DUSB, SMCI, WCLD, ICSH, KKR, OSCR, VEU.
Reduced shares in these 10 stocks: DFAT, PSX, VYM, VO, IEFA, EEMV, EEMS, USRT, AMZN, REET.
Sold out of its position in PSX.
Cypress Point Wealth Management was a net buyer of stock by $47M.
Cypress Point Wealth Management has $195M in assets under management (AUM), dropping by 45.08%.
Central Index Key (CIK): 0001825611

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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	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	15.7	$31M	+49%	962k	31.95	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	5.2	$10M	NEW	166k	61.81	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.1	$8.0M	+64%	298k	26.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$6.9M	+43%	14k	480.71	View chart
Exxon Mobil Corporation (XOM)	3.5	$6.8M	NEW	58k	116.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$6.3M	+32%	24k	259.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$4.8M	+45%	132k	36.54	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$4.5M	+2%	48k	93.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$4.2M	+20%	69k	61.05	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.0	$3.8M		43k	89.50	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.9	$3.8M	+27%	65k	57.96	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$3.4M	+51%	52k	65.86	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	1.5	$3.0M		113k	26.46	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	1.5	$3.0M		117k	25.27	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	1.5	$3.0M		117k	25.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.5	$2.9M	+21%	46k	63.74	View chart
Tesla Motors (TSLA)	1.4	$2.8M		16k	175.79	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	1.3	$2.6M	+19%	107k	24.39	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.3	$2.6M	+2%	128k	20.30	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.3	$2.5M		60k	42.14	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	1.2	$2.4M	-4%	40k	58.85	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$2.0M	+2%	32k	64.26	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.0	$2.0M	+35%	38k	52.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$2.0M	-65%	36k	54.43	View chart
Meta Platforms Cl A (META)	1.0	$1.9M	+2%	3.9k	485.58	View chart
Apple (AAPL)	0.9	$1.8M	+45%	10k	171.48	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.8	$1.6M	NEW	28k	56.98	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$1.5M	+99%	26k	60.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.5M	+35%	9.2k	162.87	View chart
American Centy Etf Tr International Lr (AVIV)	0.8	$1.5M		27k	54.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.5M	+246%	20k	72.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.4M	-29%	12k	120.99	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.7	$1.4M	+248%	24k	58.65	View chart
Microsoft Corporation (MSFT)	0.7	$1.4M	+10%	3.2k	420.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$1.3M	+14%	51k	25.44	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$1.3M	+158%	50k	25.53	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.7	$1.3M	+59%	27k	47.39	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$972k	NEW	39k	24.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$955k	-34%	3.8k	249.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$858k	NEW	15k	58.65	View chart
Coca-Cola Company (KO)	0.4	$827k	+2%	14k	61.18	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.4	$822k	-2%	17k	49.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$803k		2.3k	344.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$733k	+25%	24k	30.22	View chart
Amazon (AMZN)	0.4	$708k	-7%	3.9k	180.38	View chart
Blend Labs Cl A (BLND)	0.3	$677k	+33%	208k	3.25	View chart
Open Lending Corp (LPRO)	0.3	$670k		107k	6.26	View chart
NVIDIA Corporation (NVDA)	0.3	$619k	+25%	685.00	903.56	View chart
salesforce (CRM)	0.3	$601k	NEW	2.0k	301.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$587k	-27%	7.9k	74.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$521k	+3%	3.5k	150.93	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$496k	NEW	20k	24.81	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$463k	-21%	8.2k	56.59	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$456k	+7%	15k	30.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$434k	NEW	2.3k	191.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$365k	NEW	694.00	525.73	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.2	$341k	NEW	9.8k	34.82	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$338k	-12%	14k	23.68	View chart
Eli Lilly & Co. (LLY)	0.2	$321k	NEW	412.00	777.96	View chart
Netflix (NFLX)	0.2	$298k	+9%	491.00	607.33	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$292k	NEW	5.8k	50.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$288k	+6%	1.9k	152.26	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$278k	NEW	5.5k	50.56	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.1	$265k	NEW	5.0k	52.95	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$249k	-30%	4.6k	53.80	View chart
Kkr & Co (KKR)	0.1	$247k	NEW	2.5k	100.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$228k	NEW	1.1k	200.30	View chart
Eterna Therapeutics Com New (ERNA)	0.1	$227k		94k	2.40	View chart
Super Micro Computer (SMCI)	0.1	$208k	NEW	206.00	1010.03	View chart
Oscar Health Cl A (OSCR)	0.1	$172k	NEW	12k	14.87	View chart

Past Filings by Cypress Point Wealth Management

SEC 13F filings are viewable for Cypress Point Wealth Management going back to 2020

Cypress Point Wealth Management 2024 Q1 filed May 7, 2024
Cypress Point Wealth Management 2023 Q4 filed Jan. 17, 2024
Cypress Point Wealth Management 2023 Q3 filed Oct. 31, 2023
Cypress Point Wealth Management 2023 Q2 filed July 20, 2023
Cypress Point Wealth Management 2023 Q1 filed May 8, 2023
Cypress Point Wealth Management 2022 Q4 filed Feb. 1, 2023
Cypress Point Wealth Management 2022 Q3 filed Nov. 1, 2022
Cypress Point Wealth Management 2022 Q2 filed Aug. 8, 2022
Cypress Point Wealth Management 2022 Q1 filed April 29, 2022
Cypress Point Wealth Management 2021 Q4 filed Jan. 27, 2022
Cypress Point Wealth Management 2021 Q3 filed Nov. 5, 2021
Cypress Point Wealth Management 2021 Q3 restated filed Nov. 5, 2021
Cypress Point Wealth Management 2021 Q2 filed Aug. 4, 2021
Cypress Point Wealth Management 2021 Q1 filed May 7, 2021
Cypress Point Wealth Management 2020 Q4 filed Feb. 5, 2021

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