13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001667731-25-000075
Total Value
$321.1M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,503,503 | $113.7M | 35.41% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,122,198 | $38.8M | 12.09% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 326,175 | $22.0M | 6.86% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 408,719 | $10.6M | 3.29% |
| 5 | VANGUARD INDEX FDS | 922908769 | 34,259 | $9.9M | 3.09% |
| 6 | VANGUARD INDEX FDS | 922908363 | 16,409 | $8.8M | 2.75% |
| 7 | DIMENSIONAL ETF TRUST | 25434V401 | 117,630 | $7.5M | 2.34% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 168,812 | $6.8M | 2.13% |
| 9 | TESLA INC | TSLA | 15,354 | $6.2M | 1.93% |
| 10 | EXXON MOBIL CORP | XOM | 53,643 | $5.8M | 1.80% |
| 11 | AMERICAN CENTY ETF TR | 025072604 | 90,975 | $5.3M | 1.67% |
| 12 | AMERICAN CENTY ETF TR | 025072885 | 49,843 | $4.8M | 1.50% |
| 13 | DIMENSIONAL ETF TRUST | 25434V625 | 65,220 | $4.2M | 1.30% |
| 14 | SCHWAB STRATEGIC TR | 808524102 | 172,411 | $3.9M | 1.22% |
| 15 | AMERICAN CENTY ETF TR | 025072877 | 39,750 | $3.8M | 1.19% |
| 16 | AMERICAN CENTY ETF TR | 025072802 | 56,944 | $3.7M | 1.15% |
| 17 | SCHWAB STRATEGIC TR | 808524847 | 157,276 | $3.3M | 1.03% |
| 18 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 132,458 | $3.2M | 0.99% |
| 19 | ISHARES TR | 46435U325 | 119,536 | $3.0M | 0.94% |
| 20 | ISHARES TR | 46435U432 | 113,000 | $3.0M | 0.94% |
| 21 | ISHARES TR | 46436E163 | 119,718 | $3.0M | 0.93% |
| 22 | AMERICAN CENTY ETF TR | 025072703 | 48,672 | $3.0M | 0.93% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042676 | 64,199 | $2.5M | 0.79% |
| 24 | AMERICAN CENTY ETF TR | 025072323 | 45,860 | $2.5M | 0.78% |
| 25 | META PLATFORMS INC | META | 4,190 | $2.5M | 0.76% |
| 26 | DIMENSIONAL ETF TRUST | 25434V658 | 93,838 | $2.4M | 0.75% |
| 27 | ISHARES INC | 464286475 | 39,386 | $2.3M | 0.71% |
| 28 | AMERICAN CENTY ETF TR | 025072349 | 31,479 | $2.1M | 0.65% |
| 29 | DIMENSIONAL ETF TRUST | 25434V203 | 69,413 | $2.0M | 0.63% |
| 30 | APPLE INC | AAPL | 7,333 | $1.8M | 0.57% |
| 31 | VANGUARD STAR FDS | 921909768 | 30,906 | $1.8M | 0.57% |
| 32 | DIMENSIONAL ETF TRUST | 25434V880 | 70,022 | $1.7M | 0.54% |
| 33 | VANGUARD INDEX FDS | 922908744 | 9,270 | $1.6M | 0.49% |
| 34 | VANGUARD BD INDEX FDS | 921937835 | 21,645 | $1.6M | 0.48% |
| 35 | ISHARES TR | 46435GAA0 | 59,000 | $1.4M | 0.44% |
| 36 | AMERICAN CENTY ETF TR | 025072364 | 27,246 | $1.4M | 0.44% |
| 37 | VANGUARD WHITEHALL FDS | 921946406 | 10,782 | $1.4M | 0.43% |
| 38 | DIMENSIONAL ETF TRUST | 25434V609 | 24,365 | $1.4M | 0.42% |
| 39 | AMERICAN CENTY ETF TR | 025072372 | 28,976 | $1.3M | 0.42% |
| 40 | DIMENSIONAL ETF TRUST | 25434V302 | 39,390 | $999,314 | 0.31% |
| 41 | VANGUARD INDEX FDS | 922908736 | 2,333 | $957,557 | 0.30% |
| 42 | BLEND LABS INC | BLND | 226,447 | $953,342 | 0.30% |
| 43 | VANGUARD INDEX FDS | 922908629 | 3,550 | $937,662 | 0.29% |
| 44 | VANGUARD INTL EQUITY INDEX F | 922042775 | 15,048 | $863,893 | 0.27% |
| 45 | COCA COLA CO | KO | 13,511 | $841,210 | 0.26% |
| 46 | ISHARES TR | 46434VBD1 | 30,000 | $751,500 | 0.23% |
| 47 | VANGUARD BD INDEX FDS | 92203C303 | 13,226 | $656,283 | 0.20% |
| 48 | MICROSOFT CORP | MSFT | 1,543 | $650,380 | 0.20% |
| 49 | DIMENSIONAL ETF TRUST | 25434V815 | 20,878 | $642,633 | 0.20% |
| 50 | ISHARES TR | 46432F842 | 7,914 | $556,196 | 0.17% |
| 51 | SALESFORCE INC | CRM | 1,543 | $515,872 | 0.16% |
| 52 | VANGUARD INDEX FDS | 922908611 | 2,308 | $457,331 | 0.14% |
| 53 | DIMENSIONAL ETF TRUST | 25434V591 | 8,537 | $431,894 | 0.13% |
| 54 | ISHARES TR | 464287200 | 694 | $408,544 | 0.13% |
| 55 | AMERICAN CENTY ETF TR | 025072141 | 7,542 | $402,013 | 0.13% |
| 56 | ALPHABET INC | GOOG | 2,104 | $398,349 | 0.12% |
| 57 | WISDOMTREE TR | WT | 9,795 | $367,509 | 0.11% |
| 58 | ISHARES TR | 46435UAA9 | 15,000 | $359,400 | 0.11% |
| 59 | KKR & CO INC | KKRT | 2,325 | $343,891 | 0.11% |
| 60 | NETFLIX INC | NFLX | 375 | $334,245 | 0.10% |
| 61 | AMAZON COM INC | AMZN | 1,417 | $310,876 | 0.10% |
| 62 | SPDR SER TR | 78468R663 | 3,202 | $292,794 | 0.09% |
| 63 | ISHARES INC | 464286533 | 4,888 | $283,456 | 0.09% |
| 64 | ISHARES TR | 46434V647 | 11,078 | $265,540 | 0.08% |
| 65 | AMERICAN CENTY ETF TR | 025072356 | 6,099 | $255,658 | 0.08% |
| 66 | RUMBLE INC | RUMBW | 18,883 | $245,668 | 0.08% |
| 67 | BLACKSTONE INC | BX | 1,290 | $222,422 | 0.07% |
| 68 | OSCAR HEALTH INC | OSCR | 11,499 | $154,547 | 0.05% |
| 69 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $27,747 | 0.01% |