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 $321.12 million in total holdings as of September 30, 2024.
Cypress Point Wealth Management, LLC owns shares of 69 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 6.90% of the portfolio was purchased this quarter.
About 3.46% of the portfolio was sold this quarter.
This quarter, Cypress Point Wealth Management, LLC has purchased 75 new stocks and bought additional shares in 33 stocks.
Cypress Point Wealth Management, LLC sold shares of 24 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC: $113,709,932
Dimensional U.S. Core Equity 2 ETF: $38,816,830
AMERICAN CENTY ETF TR: $22,033,104
Dimensional International Core Equity 2 ETF: $10,563,336
Vanguard Total Stock Market ETF: $9,928,665

Largest New Holdings this Quarter

Vanguard Growth ETF: $957,557 Holding
iShares iBonds Dec 2027 Term Corporate ETF: $359,400 Holding
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $292,794 Holding

Largest Purchases this Quarter

AMERICAN CENTY ETF TR: 77,581 shares (about $5.24M)
Dimensional U.S. Core Equity 2 ETF: 99,386 shares (about $3.44M)
Dimensional U.S. Equity ETF: 40,715 shares (about $2.60M)
Schwab US Broad Market ETF: 106,292 shares (about $2.41M)
Dimensional International Core Equity 2 ETF: 46,225 shares (about $1.19M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 32,741 shares (about $2.48M)
Apple: 3,084 shares (about $772.31K)
Meta Platforms: 1,209 shares (about $707.88K)
Microsoft: 1,665 shares (about $701.80K)
Amazon.com: 2,511 shares (about $550.89K)

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	$113,709,932	$2,476,202 ▼	-2.1%	1,503,503	35.4%	CL A
DFAC Dimensional U.S. Core Equity 2 ETF	$38,816,830	$3,437,762 ▲	9.7%	1,122,198	12.1%	ETF
AMERICAN CENTY ETF TR	$22,033,104	$5,240,592 ▲	31.2%	326,175	6.9%	AVANTIS US LARG
DFIC Dimensional International Core Equity 2 ETF	$10,563,336	$1,194,684 ▲	12.8%	408,719	3.3%	ETF
VTI Vanguard Total Stock Market ETF	$9,928,665	$891,751 ▲	9.9%	34,259	3.1%	ETF
VOO Vanguard S&P 500 ETF	$8,841,389	$413,270 ▲	4.9%	16,409	2.8%	ETF
DFUS Dimensional U.S. Equity ETF	$7,498,916	$2,595,582 ▲	52.9%	117,630	2.3%	ETF
DFAU Dimensional US Core Equity Market ETF	$6,835,191	$71,505 ▼	-1.0%	168,812	2.1%	ETF
TSLA Tesla	$6,200,560	$118,325 ▼	-1.9%	15,354	1.9%	Auto/Tires/Trucks
XOM Exxon Mobil	$5,770,378	$550,005 ▼	-8.7%	53,643	1.8%	Oils/Energy
AVEM Avantis Emerging Markets Equity ETF	$5,348,442	$31,159 ▼	-0.6%	90,975	1.7%	ETF
AVUS Avantis U.S. Equity ETF	$4,831,250	$199,868 ▲	4.3%	49,843	1.5%	ETF
DIMENSIONAL ETF TRUST	$4,184,532	$655,718 ▲	18.6%	65,220	1.3%	US CORE EQUITY 1
SCHB Schwab US Broad Market ETF	$3,913,732	$2,412,830 ▲	160.8%	172,411	1.2%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$3,837,053	$152,999 ▼	-3.8%	39,750	1.2%	ETF
AVDV Avantis International Small Cap Value ETF	$3,705,932	$81,415 ▼	-2.1%	56,944	1.2%	ETF
SCHH Schwab U.S. REIT ETF	$3,312,230	$457,444 ▲	16.0%	157,276	1.0%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$3,180,322	$94,119 ▲	3.0%	132,458	1.0%	ETF
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$3,009,912	$23,417 ▲	0.8%	119,536	0.9%	ETF
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$3,007,495		0.0%	113,000	0.9%	ETF
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF	$2,990,560	$24,231 ▲	0.8%	119,718	0.9%	ETF
AVDE Avantis International Equity ETF	$2,986,987	$34,919 ▲	1.2%	48,672	0.9%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$2,539,696	$154,362 ▲	6.5%	64,199	0.8%	ETF
AVSC Avantis U.S. Small Cap Equity ETF	$2,492,976	$132,857 ▲	5.6%	45,860	0.8%	ETF
META Meta Platforms	$2,453,287	$707,882 ▼	-22.4%	4,190	0.8%	Computer and Technology
DFGR Dimensional Global Real Estate ETF	$2,396,635	$876,665 ▲	57.7%	93,838	0.7%	ETF
EEMS iShares MSCI Emerging Markets Small-Cap ETF	$2,289,899	$872 ▼	0.0%	39,386	0.7%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$2,101,859	$134 ▲	0.0%	31,479	0.7%	ETF
DFAI Dimensional International Core Equity Market ETF	$2,026,855	$227,759 ▲	12.7%	69,413	0.6%	ETF
AAPL Apple	$1,836,356	$772,306 ▼	-29.6%	7,333	0.6%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$1,821,317	$309,033 ▲	20.4%	30,906	0.6%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,740,740	$134,243 ▲	8.4%	70,022	0.5%	ETF
VTV Vanguard Value ETF	$1,569,354	$4,402 ▲	0.3%	9,270	0.5%	ETF
BND Vanguard Total Bond Market ETF	$1,556,515	$122,680 ▲	8.6%	21,645	0.5%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$1,420,130	$673,960 ▲	90.3%	59,000	0.4%	ETF
AVIV Avantis International Large Cap Value ETF	$1,414,052	$156 ▼	0.0%	27,246	0.4%	ETF
VYM Vanguard High Dividend Yield ETF	$1,375,676		0.0%	10,782	0.4%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$1,356,167	$291,271 ▼	-17.7%	24,365	0.4%	ETF
AVES Avantis Emerging Markets Value ETF	$1,338,689	$90,182 ▲	7.2%	28,976	0.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$999,314	$584 ▲	0.1%	39,390	0.3%	ETF
VUG Vanguard Growth ETF	$957,557	$957,557 ▲	New Holding	2,333	0.3%	ETF
BLND Blend Labs	$953,342		0.0%	226,447	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$937,662	$66,033 ▼	-6.6%	3,550	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$863,893	$13,893 ▲	1.6%	15,048	0.3%	ETF
KO Coca-Cola	$841,210	$38,789 ▼	-4.4%	13,511	0.3%	Consumer Staples
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$751,500		0.0%	30,000	0.2%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$656,283	$30,070 ▲	4.8%	13,226	0.2%	ETF
MSFT Microsoft	$650,380	$701,803 ▼	-51.9%	1,543	0.2%	Computer and Technology
DFSV Dimensional US Small Cap Value ETF	$642,633	$28,472 ▲	4.6%	20,878	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$556,196		0.0%	7,914	0.2%	ETF
CRM Salesforce	$515,872	$140,419 ▼	-21.4%	1,543	0.2%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$457,331	$2,576 ▲	0.6%	2,308	0.1%	ETF
DIMENSIONAL ETF TRUST	$431,894	$19,073 ▼	-4.2%	8,537	0.1%	ULTRASHORT FIXED
IVV iShares Core S&P 500 ETF	$408,544		0.0%	694	0.1%	ETF
AMERICAN CENTY ETF TR	$402,013	$53,996 ▲	15.5%	7,542	0.1%	AVANTIS EMERGING
GOOGL Alphabet	$398,349	$286,455 ▼	-41.8%	2,104	0.1%	Computer and Technology
WCLD WisdomTree Cloud Computing Fund	$367,509		0.0%	9,795	0.1%	Manufacturing
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$359,400	$359,400 ▲	New Holding	15,000	0.1%	ETF
KKR KKR & Co. Inc.	$343,891	$24,405 ▼	-6.6%	2,325	0.1%	Finance
NFLX Netflix	$334,245	$131,915 ▼	-28.3%	375	0.1%	Consumer Discretionary
AMZN Amazon.com	$310,876	$550,889 ▼	-63.9%	1,417	0.1%	Retail/Wholesale
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$292,794	$292,794 ▲	New Holding	3,202	0.1%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$283,456	$156,747 ▼	-35.6%	4,888	0.1%	ETF
REET iShares Global REIT ETF	$265,540	$67,619 ▼	-20.3%	11,078	0.1%	ETF
AVRE Avantis Real Estate ETF	$255,658	$18,528 ▲	7.8%	6,099	0.1%	ETF
RUM Rumble	$245,668	$8,613 ▲	3.6%	18,883	0.1%	Computer and Technology
BX Blackstone	$222,422	$29,829 ▼	-11.8%	1,290	0.1%	Finance
OSCR Oscar Health	$154,547		0.0%	11,499	0.0%	Finance
ERNA Eterna Therapeutics	$27,747		0.0%	94,375	0.0%	Medical
NVDA NVIDIA	$0	$718,197 ▼	-100.0%	0	0.0%	Computer and Technology
SBUX Starbucks	$0	$653,281 ▼	-100.0%	0	0.0%	Retail/Wholesale
NOK Nokia Oyj	$0	$437,000 ▼	-100.0%	0	0.0%	Computer and Technology
LLY Eli Lilly and Company	$0	$361,464 ▼	-100.0%	0	0.0%	Medical
SPXL Direxion Daily S&P 500 Bull 3X	$0	$358,069 ▼	-100.0%	0	0.0%	ETF
GOOG Alphabet	$0	$327,359 ▼	-100.0%	0	0.0%	Computer and Technology
AVGO Broadcom	$0	$301,358 ▼	-100.0%	0	0.0%	Computer and Technology
USRT iShares Core U.S. REIT ETF	$0	$270,724 ▼	-100.0%	0	0.0%	ETF
JPM JPMorgan Chase & Co.	$0	$225,832 ▼	-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

Stock Ideas and Recommendations

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