Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2024)

About Cypress Point Wealth Management, LLC

Investment Activity

Cypress Point Wealth Management, LLC has $315.27 million in total holdings as of September 30, 2024.
Cypress Point Wealth Management, LLC owns shares of 68 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 6.47% of the portfolio was purchased this quarter.
About 11.20% of the portfolio was sold this quarter.
This quarter, Cypress Point Wealth Management, LLC has purchased 69 new stocks and bought additional shares in 21 stocks.
Cypress Point Wealth Management, LLC sold shares of 25 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC: $103,743,805
Dimensional U.S. Core Equity 2 ETF: $40,481,015
AMERICAN CENTY ETF TR: $29,407,633
Dimensional International Core Equity 2 ETF: $12,023,789
Dimensional U.S. Equity ETF: $10,191,544

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $2,395,325 Holding
78462F103 - SPDR S&P 500 ETF Trust: $272,423 Holding

Largest Purchases this Quarter

AMERICAN CENTY ETF TR: 131,888 shares (about $8.47M)
Dimensional U.S. Core Equity 2 ETF: 104,871 shares (about $3.46M)
Dimensional U.S. Equity ETF: 50,881 shares (about $3.08M)
Berkshire Hathaway: 3 shares (about $2.40M)
Dimensional International Core Equity 2 ETF: 24,259 shares (about $673.67K)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 274,311 shares (about $23.15M)
Vanguard S&P 500 ETF: 3,538 shares (about $1.82M)
Dimensional World ex U.S. Core Equity 2 ETF: 23,550 shares (about $617.01K)
Dimensional International Core Equity Market ETF: 19,122 shares (about $597.18K)
Exxon Mobil: 3,791 shares (about $450.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PALANTIR TECHNOLOGIES INC	$103,743,805	$23,151,848 ▼	-18.2%	1,229,192	32.9%	CL A
DFAC Dimensional U.S. Core Equity 2 ETF	$40,481,015	$3,459,695 ▲	9.3%	1,227,069	12.8%	ETF
AMERICAN CENTY ETF TR	$29,407,633	$8,467,206 ▲	40.4%	458,063	9.3%	AVANTIS US LARG
DFIC Dimensional International Core Equity 2 ETF	$12,023,789	$673,672 ▲	5.9%	432,978	3.8%	ETF
DFUS Dimensional U.S. Equity ETF	$10,191,544	$3,077,282 ▲	43.3%	168,511	3.2%	ETF
VTI Vanguard Total Stock Market ETF	$9,340,794	$75,032 ▼	-0.8%	33,986	3.0%	ETF
VOO Vanguard S&P 500 ETF	$6,614,686	$1,818,255 ▼	-21.6%	12,871	2.1%	ETF
DFAU Dimensional US Core Equity Market ETF	$6,346,799	$142,344 ▼	-2.2%	165,109	2.0%	ETF
XOM Exxon Mobil	$5,928,899	$450,864 ▼	-7.1%	49,852	1.9%	Energy
AVEM Avantis Emerging Markets Equity ETF	$5,406,131	$67,811 ▼	-1.2%	89,848	1.7%	ETF
AVUS Avantis U.S. Equity ETF	$4,748,804	$144,298 ▲	3.1%	51,405	1.5%	ETF
DIMENSIONAL ETF TRUST	$4,388,344	$388,403 ▲	9.7%	71,553	1.4%	US CORE EQUITY 1
AVDV Avantis International Small Cap Value ETF	$3,994,377	$23,084 ▲	0.6%	57,275	1.3%	ETF
SCHH Schwab U.S. REIT ETF	$3,586,459	$203,442 ▲	6.0%	166,734	1.1%	ETF
SCHB Schwab US Broad Market ETF	$3,497,810	$214,202 ▼	-5.8%	162,462	1.1%	ETF
AVDE Avantis International Equity ETF	$3,268,222	$42,744 ▲	1.3%	49,317	1.0%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$3,239,651	$64,623 ▲	2.0%	135,154	1.0%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$3,112,400	$352,602 ▼	-10.2%	35,705	1.0%	ETF
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$3,023,061		0.0%	119,536	1.0%	ETF
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$3,022,750		0.0%	113,000	1.0%	ETF
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF	$2,997,743		0.0%	119,718	1.0%	ETF
DFGR Dimensional Global Real Estate ETF	$2,956,496	$492,320 ▲	20.0%	112,586	0.9%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$2,490,539	$106,935 ▼	-4.1%	61,556	0.8%	ETF
BRK.A Berkshire Hathaway	$2,395,325	$2,395,325 ▲	New Holding	3	0.8%	Finance
META Meta Platforms	$2,380,367	$34,582 ▼	-1.4%	4,130	0.8%	Computer and Technology
AVSC Avantis U.S. Small Cap Equity ETF	$2,366,324	$146,700 ▲	6.6%	48,891	0.8%	ETF
VXUS Vanguard Total International Stock ETF	$2,228,859	$309,572 ▲	16.1%	35,891	0.7%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$2,052,855	$130 ▲	0.0%	31,481	0.7%	ETF
EEMS iShares MSCI Emerging Markets Small-Cap ETF	$1,916,471	$273,766 ▼	-12.5%	34,463	0.6%	ETF
BND Vanguard Total Bond Market ETF	$1,655,220	$65,371 ▲	4.1%	22,535	0.5%	ETF
AAPL Apple	$1,620,017	$8,885 ▼	-0.5%	7,293	0.5%	Computer and Technology
VTV Vanguard Value ETF	$1,601,241		0.0%	9,270	0.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$1,570,587	$597,180 ▼	-27.5%	50,291	0.5%	ETF
AVIV Avantis International Large Cap Value ETF	$1,511,525	$32,761 ▼	-2.1%	26,668	0.5%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$1,428,390		0.0%	59,000	0.5%	ETF
VYM Vanguard High Dividend Yield ETF	$1,342,087	$48,360 ▼	-3.5%	10,407	0.4%	ETF
AVES Avantis Emerging Markets Value ETF	$1,304,925	$61,591 ▼	-4.5%	27,670	0.4%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,217,560	$617,007 ▼	-33.6%	46,472	0.4%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$1,026,754	$227,790 ▼	-18.2%	19,941	0.3%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$1,020,018	$207 ▲	0.0%	39,398	0.3%	ETF
KO Coca-Cola	$967,675		0.0%	13,511	0.3%	Consumer Staples
VEU Vanguard FTSE All-World ex-US ETF	$915,771	$2,972 ▲	0.3%	15,097	0.3%	ETF
VUG Vanguard Growth ETF	$865,124		0.0%	2,333	0.3%	ETF
BLND Blend Labs	$758,598		0.0%	226,447	0.2%	Computer and Technology
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$754,500		0.0%	30,000	0.2%	ETF
VO Vanguard Mid-Cap ETF	$711,205	$206,896 ▼	-22.5%	2,750	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$598,695		0.0%	7,914	0.2%	ETF
DFSV Dimensional US Small Cap Value ETF	$587,723		0.0%	20,878	0.2%	ETF
MSFT Microsoft	$579,232		0.0%	1,543	0.2%	Computer and Technology
VUSB Vanguard Ultra-Short Bond ETF	$524,170	$135,205 ▼	-20.5%	10,514	0.2%	ETF
AMERICAN CENTY ETF TR	$510,810	$114,704 ▲	29.0%	9,726	0.2%	AVANTIS EMERGING
DIMENSIONAL ETF TRUST	$435,213	$2,131 ▲	0.5%	8,579	0.1%	ULTRASHORT FIXED
VBR Vanguard Small-Cap Value ETF	$429,893		0.0%	2,308	0.1%	ETF
CRM Salesforce	$414,080		0.0%	1,543	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$389,959		0.0%	694	0.1%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$362,700		0.0%	15,000	0.1%	ETF
NFLX Netflix	$349,699		0.0%	375	0.1%	Consumer Discretionary
GOOGL Alphabet	$321,728	$3,712 ▼	-1.1%	2,080	0.1%	Computer and Technology
WCLD WisdomTree Cloud Computing Fund	$317,848		0.0%	9,795	0.1%	Manufacturing
AVRE Avantis Real Estate ETF	$313,279	$50,966 ▲	19.4%	7,284	0.1%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$295,733	$2,018 ▲	0.7%	3,224	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$272,423	$272,423 ▲	New Holding	487	0.1%	Finance
KKR KKR & Co. Inc.	$268,794		0.0%	2,325	0.1%	Finance
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$260,197	$24,970 ▼	-8.8%	4,460	0.1%	ETF
AMZN Amazon.com	$247,148	$22,451 ▼	-8.3%	1,299	0.1%	Retail/Wholesale
REET iShares Global REIT ETF	$224,163	$44,590 ▼	-16.6%	9,240	0.1%	ETF
RUM Rumble	$128,823	$4,680 ▼	-3.5%	18,221	0.0%	Computer and Technology
ERNA Eterna Therapeutics	$16,799		0.0%	94,375	0.0%	Medical
TSLA Tesla	$0	$6,200,560 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
BX Blackstone	$0	$222,422 ▼	-100.0%	0	0.0%	Finance
OSCR Oscar Health	$0	$154,547 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2024)

About Cypress Point Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2024)

About Cypress Point Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Point Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools