13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001825611-23-000002
Total Value
$70.9M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 515,595 | $13.1M | 18.52% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 1,266,494 | $10.7M | 15.09% |
| 3 | DIMENSIONAL ETF TRUST | 25434V609 | 155,606 | $6.9M | 9.76% |
| 4 | SCHWAB STRATEGIC TR | 808524847 | 176,421 | $3.4M | 4.85% |
| 5 | TESLA INC | TSLA | 14,745 | $3.1M | 4.31% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042676 | 74,903 | $3.0M | 4.28% |
| 7 | VANGUARD WHITEHALL FDS | 921946406 | 28,427 | $3.0M | 4.23% |
| 8 | AMERICAN CENTY ETF TR | 025072885 | 33,855 | $2.4M | 3.38% |
| 9 | INDEXIQ ACTIVE ETF TR | 45409F827 | 92,547 | $2.3M | 3.21% |
| 10 | ISHARES INC | 464286475 | 39,774 | $2.0M | 2.83% |
| 11 | VANGUARD BD INDEX FDS | 92203C303 | 39,366 | $1.9M | 2.73% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 26,340 | $1.5M | 2.12% |
| 13 | AMERICAN CENTY ETF TR | 025072364 | 29,334 | $1.4M | 1.99% |
| 14 | ROBINHOOD MKTS INC | 770700102 | 130,524 | $1.3M | 1.79% |
| 15 | VANGUARD INDEX FDS | 922908629 | 5,830 | $1.2M | 1.73% |
| 16 | AMERICAN CENTY ETF TR | 025072877 | 15,396 | $1.1M | 1.61% |
| 17 | AFFIRM HLDGS INC | AFRM | 91,318 | $1.0M | 1.45% |
| 18 | MATTERPORT INC | 577096100 | 373,413 | $1.0M | 1.44% |
| 19 | META PLATFORMS INC | META | 3,782 | $801,558 | 1.13% |
| 20 | DIMENSIONAL ETF TRUST | 25434V799 | 32,878 | $791,217 | 1.12% |
| 21 | COCA COLA CO | KO | 12,579 | $780,261 | 1.10% |
| 22 | OPEN LENDING CORP | LPRO | 107,000 | $753,280 | 1.06% |
| 23 | AMERICAN CENTY ETF TR | 025072349 | 14,361 | $733,991 | 1.03% |
| 24 | UNITY SOFTWARE INC | U | 21,500 | $697,460 | 0.98% |
| 25 | BIRD GLOBAL INC | BBIO | 2,451,732 | $686,240 | 0.97% |
| 26 | NU HLDGS LTD | NU | 141,534 | $673,702 | 0.95% |
| 27 | ISHARES INC | 464286533 | 12,204 | $665,973 | 0.94% |
| 28 | BLEND LABS INC | BLND | 651,477 | $649,002 | 0.92% |
| 29 | VANGUARD INDEX FDS | 922908744 | 3,925 | $542,082 | 0.76% |
| 30 | ISHARES TR | 464288521 | 9,449 | $476,230 | 0.67% |
| 31 | ISHARES TR | 46434V647 | 19,950 | $457,454 | 0.64% |
| 32 | DIMENSIONAL ETF TRUST | 25434V203 | 12,911 | $347,960 | 0.49% |
| 33 | SCHWAB STRATEGIC TR | 808524102 | 7,095 | $339,513 | 0.48% |
| 34 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $320,875 | 0.45% |
| 35 | DIMENSIONAL ETF TRUST | 25434V104 | 9,804 | $282,062 | 0.40% |
| 36 | TOAST INC | TOST | 15,346 | $272,392 | 0.38% |
| 37 | RECURSION PHARMACEUTICALS IN | RXRX | 14,219 | $94,841 | 0.13% |
| 38 | CONTEXTLOGIC INC | LOGC | 58,258 | $25,972 | 0.04% |
| 39 | AEVA TECHNOLOGIES INC | AEVA | 10,364 | $12,334 | 0.02% |