13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q3 2023 · Filed July 20, 2023 · Accession 0001825611-23-000003
Total Value
$93.9M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,538,372 | $23.6M | 25.12% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 537,535 | $14.6M | 15.55% |
| 3 | DIMENSIONAL ETF TRUST | 25434V609 | 165,294 | $7.7M | 8.17% |
| 4 | TESLA INC | TSLA | 14,745 | $3.9M | 4.11% |
| 5 | SCHWAB STRATEGIC TR | 808524847 | 172,872 | $3.4M | 3.60% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042676 | 74,028 | $3.0M | 3.17% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 37,245 | $2.9M | 3.08% |
| 8 | AMERICAN CENTY ETF TR | 025072885 | 37,491 | $2.8M | 3.00% |
| 9 | VANGUARD WHITEHALL FDS | 921946406 | 23,427 | $2.5M | 2.65% |
| 10 | INDEXIQ ACTIVE ETF TR | 45409F827 | 93,162 | $2.3M | 2.42% |
| 11 | ISHARES INC | 464286475 | 39,800 | $2.1M | 2.27% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 33,849 | $1.9M | 2.07% |
| 13 | VANGUARD BD INDEX FDS | 92203C303 | 39,204 | $1.9M | 2.05% |
| 14 | AMERICAN CENTY ETF TR | 025072349 | 32,976 | $1.8M | 1.87% |
| 15 | DIMENSIONAL ETF TRUST | 25434V799 | 65,051 | $1.6M | 1.68% |
| 16 | AMERICAN CENTY ETF TR | 025072364 | 30,153 | $1.5M | 1.56% |
| 17 | AFFIRM HLDGS INC | AFRM | 91,318 | $1.4M | 1.49% |
| 18 | ROBINHOOD MKTS INC | 770700102 | 130,524 | $1.3M | 1.39% |
| 19 | VANGUARD INDEX FDS | 922908629 | 5,845 | $1.3M | 1.37% |
| 20 | MATTERPORT INC | 577096100 | 373,413 | $1.2M | 1.25% |
| 21 | OPEN LENDING CORP | LPRO | 107,000 | $1.1M | 1.20% |
| 22 | NU HLDGS LTD | NU | 141,534 | $1.1M | 1.19% |
| 23 | META PLATFORMS INC | META | 3,782 | $1.1M | 1.16% |
| 24 | UNITY SOFTWARE INC | U | 21,500 | $933,530 | 0.99% |
| 25 | AMERICAN CENTY ETF TR | 025072802 | 14,867 | $855,739 | 0.91% |
| 26 | COCA COLA CO | KO | 12,658 | $762,256 | 0.81% |
| 27 | ISHARES INC | 464286533 | 11,290 | $620,725 | 0.66% |
| 28 | DIMENSIONAL ETF TRUST | 25434V658 | 20,110 | $490,492 | 0.52% |
| 29 | ISHARES TR | 464288521 | 9,306 | $478,422 | 0.51% |
| 30 | ISHARES TR | 46434V647 | 19,950 | $458,252 | 0.49% |
| 31 | BLEND LABS INC | BLND | 430,071 | $407,364 | 0.43% |
| 32 | DIMENSIONAL ETF TRUST | 25434V104 | 12,920 | $400,385 | 0.43% |
| 33 | AMERICAN CENTY ETF TR | 025072604 | 6,828 | $367,396 | 0.39% |
| 34 | SCHWAB STRATEGIC TR | 808524102 | 7,098 | $366,944 | 0.39% |
| 35 | DIMENSIONAL ETF TRUST | 25434V203 | 12,916 | $352,859 | 0.38% |
| 36 | TOAST INC | TOST | 15,346 | $346,360 | 0.37% |
| 37 | VANGUARD INDEX FDS | 922908744 | 2,000 | $284,200 | 0.30% |
| 38 | AMERICAN CENTY ETF TR | 025072323 | 5,210 | $237,749 | 0.25% |
| 39 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $213,288 | 0.23% |
| 40 | AMERICAN CENTY ETF TR | 025072372 | 4,777 | $208,524 | 0.22% |
| 41 | APPLE INC | AAPL | 1,048 | $203,274 | 0.22% |
| 42 | BIRD GLOBAL INC | 09077J206 | 29,501 | $59,593 | 0.06% |