13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0001825611-23-000001
Total Value
$63.8M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 474,603 | $11.5M | 18.06% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 1,240,291 | $8.0M | 12.48% |
| 3 | VANGUARD INDEX FDS | 922908744 | 31,625 | $4.4M | 6.96% |
| 4 | DIMENSIONAL ETF TRUST | 25434V609 | 72,186 | $3.2M | 4.97% |
| 5 | SCHWAB STRATEGIC TR | 808524847 | 164,314 | $3.2M | 4.97% |
| 6 | VANGUARD WHITEHALL FDS | 921946406 | 29,282 | $3.2M | 4.97% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042676 | 70,653 | $2.9M | 4.58% |
| 8 | AMERICAN CENTY ETF TR | 025072885 | 30,462 | $2.1M | 3.25% |
| 9 | VANGUARD BD INDEX FDS | 92203C303 | 39,396 | $1.9M | 3.03% |
| 10 | INDEXIQ ACTIVE ETF TR | 45409F827 | 77,812 | $1.9M | 2.94% |
| 11 | ISHARES INC | 464286475 | 37,934 | $1.8M | 2.87% |
| 12 | TESLA INC | TSLA | 14,745 | $1.8M | 2.85% |
| 13 | AIRBNB INC | ABNB | 19,756 | $1.7M | 2.65% |
| 14 | UNITY SOFTWARE INC | U | 53,123 | $1.5M | 2.38% |
| 15 | VANGUARD INDEX FDS | 922908629 | 6,359 | $1.3M | 2.03% |
| 16 | AMERICAN CENTY ETF TR | 025072703 | 23,684 | $1.3M | 1.97% |
| 17 | BLEND LABS INC | BLND | 862,232 | $1.2M | 1.95% |
| 18 | AMERICAN CENTY ETF TR | 025072364 | 25,311 | $1.1M | 1.79% |
| 19 | ROBINHOOD MKTS INC | 770700102 | 130,524 | $1.1M | 1.67% |
| 20 | MATTERPORT INC | 577096100 | 373,413 | $1.0M | 1.64% |
| 21 | AMERICAN CENTY ETF TR | 025072877 | 13,713 | $1.0M | 1.60% |
| 22 | AFFIRM HLDGS INC | AFRM | 91,318 | $883,045 | 1.38% |
| 23 | COCA COLA CO | KO | 12,304 | $782,642 | 1.23% |
| 24 | OPEN LENDING CORP | LPRO | 107,000 | $722,250 | 1.13% |
| 25 | NU HLDGS LTD | NU | 141,534 | $576,043 | 0.90% |
| 26 | ISHARES INC | 464286533 | 10,851 | $575,646 | 0.90% |
| 27 | ISHARES TR | 464288521 | 9,449 | $467,253 | 0.73% |
| 28 | META PLATFORMS INC | META | 3,782 | $455,126 | 0.71% |
| 29 | ISHARES TR | 46434V647 | 19,950 | $453,064 | 0.71% |
| 30 | AMERICAN CENTY ETF TR | 025072349 | 8,821 | $442,726 | 0.69% |
| 31 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $303,888 | 0.48% |
| 32 | SCHWAB STRATEGIC TR | 808524102 | 6,593 | $295,436 | 0.46% |
| 33 | TOAST INC | TOST | 15,346 | $276,688 | 0.43% |
| 34 | DIMENSIONAL ETF TRUST | 25434V203 | 9,435 | $236,256 | 0.37% |
| 35 | RECURSION PHARMACEUTICALS IN | RXRX | 14,219 | $109,628 | 0.17% |
| 36 | CONTEXTLOGIC INC | LOGC | 80,294 | $39,159 | 0.06% |
| 37 | AEVA TECHNOLOGIES INC | AEVA | 10,364 | $14,095 | 0.02% |