Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2024) About Cypress Point Wealth Management, LLCInvestment ActivityCypress Point Wealth Management, LLC has $254.55 million in total holdings as of September 30, 2024.Cypress Point Wealth Management, LLC owns shares of 75 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 6.61% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Cypress Point Wealth Management, LLC has purchased 72 new stocks and bought additional shares in 46 stocks.Cypress Point Wealth Management, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $57,148,277Dimensional U.S. Core Equity 2 ETF $35,072,225AMERICAN CENTY ETF TR $16,412,183Dimensional International Core Equity 2 ETF $10,200,582Vanguard Total Stock Market ETF $8,829,437 Largest New Holdings this Quarter iShares iBonds Dec 2026 Term Corporate ETF $753,300 HoldingStarbucks $653,281 HoldingNokia Oyj $437,000 HoldingBlackstone $224,030 HoldingRumble $97,665 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 41,353 shares (about $2.73M)Avantis Emerging Markets Equity ETF 25,519 shares (about $1.65M)Dimensional US Core Equity Market ETF 39,899 shares (about $1.58M)Dimensional U.S. Equity ETF 18,425 shares (about $1.15M)Dimensional International Core Equity 2 ETF 37,894 shares (about $1.07M) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 5,974 shares (about $573.21K)PALANTIR TECHNOLOGIES INC 8,221 shares (about $305.82K)Vanguard High Dividend Yield ETF 1,190 shares (about $152.56K)Vanguard Total Stock Market ETF 467 shares (about $132.23K)Schwab US Broad Market ETF 1,055 shares (about $70.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Point Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$57,148,277$305,821 ▼-0.5%1,536,24422.5%CL ADFACDimensional U.S. Core Equity 2 ETF$35,072,225$1,065,630 ▲3.1%1,022,81213.8%ETFAMERICAN CENTY ETF TR$16,412,183$2,730,126 ▲20.0%248,5946.4%AVANTIS US LARGDFICDimensional International Core Equity 2 ETF$10,200,582$1,066,337 ▲11.7%362,4944.0%ETFVTIVanguard Total Stock Market ETF$8,829,437$132,235 ▼-1.5%31,1823.5%ETFVOOVanguard S&P 500 ETF$8,253,885$4,221 ▲0.1%15,6423.2%ETFXOMExxon Mobil$6,887,379$23,561 ▼-0.3%58,7562.7%Oils/EnergyDFAUDimensional US Core Equity Market ETF$6,770,236$1,583,590 ▲30.5%170,5782.7%ETFAVEMAvantis Emerging Markets Equity ETF$5,911,208$1,648,523 ▲38.7%91,5052.3%ETFDFUSDimensional U.S. Equity ETF$4,784,121$1,146,037 ▲31.5%76,9151.9%ETFAVUSAvantis U.S. Equity ETF$4,546,410$96,483 ▲2.2%47,7811.8%ETFSCHBSchwab US Broad Market ETF$4,398,226$70,178 ▼-1.6%66,1191.7%ETFAVDVAvantis International Small Cap Value ETF$4,112,611$248,403 ▲6.4%58,1951.6%ETFTSLATesla$4,093,725$19,884 ▲0.5%15,6471.6%Auto/Tires/TrucksAVUVAvantis U.S. Small Cap Value ETF$3,966,120$573,209 ▼-12.6%41,3351.6%ETFDIMENSIONAL ETF TRUST$3,483,697$1,020,977 ▲41.5%55,0001.4%US CORE EQUITY 1AVDEAvantis International Equity ETF$3,224,375$135,737 ▲4.4%48,1031.3%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$3,162,024$176,554 ▲5.9%128,5381.2%ETFSCHHSchwab U.S. REIT ETF$3,140,800$114,158 ▲3.8%135,5551.2%ETFMETAMeta Platforms$3,090,604$873,544 ▲39.4%5,3991.2%Computer and TechnologyIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3,039,867$17,633 ▲0.6%118,6061.2%ETFIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$3,026,887$19,194 ▲0.6%118,7481.2%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$3,012,5800.0%113,0001.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,828,547$43,627 ▲1.6%60,2971.1%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$2,513,361$54,859 ▼-2.1%39,4011.0%ETFAAPLApple$2,427,185$29,358 ▲1.2%10,4171.0%Computer and TechnologyAVSCAvantis U.S. Small Cap Equity ETF$2,345,318$224,938 ▲10.6%43,4160.9%ETFAVLVAvantis U.S. Large Cap Value ETF$2,072,151$66 ▲0.0%31,4770.8%ETFDFAIDimensional International Core Equity Market ETF$1,958,057$844,711 ▲75.9%61,6130.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,745,433$226,883 ▲14.9%64,6220.7%ETFDFGRDimensional Global Real Estate ETF$1,717,558$214,807 ▲14.3%59,5130.7%ETFVXUSVanguard Total International Stock ETF$1,661,351$3,366 ▲0.2%25,6620.7%ETFDFATDimensional U.S. Targeted Value ETF$1,646,544$69,093 ▲4.4%29,5980.6%ETFVTVVanguard Value ETF$1,613,769$8,903 ▲0.6%9,2440.6%ETFAVIVAvantis International Large Cap Value ETF$1,529,7430.0%27,2490.6%ETFBNDVanguard Total Bond Market ETF$1,497,610$10,891 ▲0.7%19,9390.6%ETFAVESAvantis Emerging Markets Value ETF$1,409,032$3,389 ▲0.2%27,0240.6%ETFVYMVanguard High Dividend Yield ETF$1,382,253$152,558 ▼-9.9%10,7820.5%ETFMSFTMicrosoft$1,380,493$10,758 ▲0.8%3,2080.5%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$1,079,048$987 ▲0.1%39,3670.4%ETFKOCoca-Cola$1,015,680$28,960 ▲2.9%14,1340.4%Consumer StaplesVOVanguard Mid-Cap ETF$1,002,554$2,902 ▼-0.3%3,8000.4%ETFVEUVanguard FTSE All-World ex-US ETF$932,809$3,654 ▲0.4%14,8060.4%ETFBLNDBlend Labs$849,177$111,930 ▲15.2%226,4470.3%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$753,300$753,300 ▲New Holding31,0000.3%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$753,000$251,000 ▲50.0%30,0000.3%ETFAMZNAmazon.com$731,905$1,304 ▲0.2%3,9280.3%Retail/WholesaleNVDANVIDIA$718,197$7,894 ▼-1.1%5,9140.3%Computer and TechnologySBUXStarbucks$653,281$653,281 ▲New Holding6,7010.3%Retail/WholesaleVUSBVanguard Ultra-Short Bond ETF$630,260$47,344 ▼-7.0%12,6200.2%ETFIEFAiShares Core MSCI EAFE ETF$617,6880.0%7,9140.2%ETFDFSVDimensional US Small Cap Value ETF$614,560$89,321 ▲17.0%19,9530.2%ETFGOOGLAlphabet$599,909$14,264 ▲2.4%3,6170.2%Computer and TechnologyCRMSalesforce$537,293$23,813 ▲4.6%1,9630.2%Computer and TechnologyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$475,956$21,318 ▼-4.3%7,5910.2%ETFVBRVanguard Small-Cap Value ETF$460,837$6,426 ▲1.4%2,2950.2%ETFDIMENSIONAL ETF TRUST$452,544$156,060 ▲52.6%8,9140.2%ULTRASHORT FIXEDNOKNokia Oyj$437,000$437,000 ▲New Holding100,0000.2%Computer and TechnologyIVViShares Core S&P 500 ETF$400,3140.0%6940.2%ETFAMERICAN CENTY ETF TR$384,234$10,299 ▲2.8%6,5290.2%AVANTIS EMERGINGREETiShares Global REIT ETF$370,9650.0%13,8990.1%ETFNFLXNetflix$370,949$709 ▼-0.2%5230.1%Consumer DiscretionaryLLYEli Lilly and Company$361,464$9,745 ▼-2.6%4080.1%MedicalSPXLDirexion Daily S&P 500 Bull 3X$358,069$820 ▲0.2%2,1840.1%ETFGOOGAlphabet$327,359$1,170 ▼-0.4%1,9580.1%Computer and TechnologyKKRKKR & Co. Inc.$325,145$3,656 ▲1.1%2,4900.1%FinanceWCLDWisdomTree Cloud Computing Fund$313,0490.0%9,7950.1%ManufacturingAVGOBroadcom$301,358$273,585 ▲985.1%1,7470.1%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$270,724$14,531 ▼-5.1%4,3970.1%ETFAVREAvantis Real Estate ETF$266,667$24,984 ▲10.3%5,6570.1%ETFOSCROscar Health$243,894$1,760 ▼-0.7%11,4990.1%FinanceJPMJPMorgan Chase & Co.$225,832$19,610 ▼-8.0%1,0710.1%FinanceBXBlackstone$224,030$224,030 ▲New Holding1,4630.1%FinanceERNAEterna Therapeutics$99,0940.0%94,3750.0%MedicalRUMRumble$97,665$97,665 ▲New Holding18,2210.0%Computer and TechnologyVUGVanguard Growth ETF$0$872,566 ▼-100.0%00.0%ETFLPROOpen Lending$0$597,060 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. 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