13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q4 2023 · Filed October 31, 2023 · Accession 0001825611-23-000004
Total Value
$113.9M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,537,735 | $24.6M | 21.61% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 575,253 | $15.1M | 13.24% |
| 3 | DIMENSIONAL ETF TRUST | 25434V609 | 187,470 | $8.6M | 7.52% |
| 4 | SPDR GOLD TR | GLD | 22,684 | $3.9M | 3.42% |
| 5 | TESLA INC | TSLA | 15,404 | $3.9M | 3.39% |
| 6 | DIMENSIONAL ETF TRUST | 25434V799 | 160,718 | $3.8M | 3.30% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 44,149 | $3.4M | 3.02% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 106,657 | $3.2M | 2.81% |
| 9 | AMERICAN CENTY ETF TR | 025072885 | 40,812 | $3.0M | 2.63% |
| 10 | SCHWAB STRATEGIC TR | 808524847 | 147,673 | $2.6M | 2.30% |
| 11 | VANGUARD INDEX FDS | 922908363 | 6,488 | $2.5M | 2.24% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042676 | 64,771 | $2.5M | 2.21% |
| 13 | SCHWAB STRATEGIC TR | 808524102 | 46,110 | $2.3M | 2.02% |
| 14 | ISHARES INC | 464286475 | 40,625 | $2.2M | 1.95% |
| 15 | INDEXIQ ACTIVE ETF TR | 45409F827 | 90,913 | $2.1M | 1.88% |
| 16 | VANGUARD WHITEHALL FDS | 921946406 | 20,427 | $2.1M | 1.85% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 34,291 | $1.9M | 1.68% |
| 18 | VANGUARD BD INDEX FDS | 92203C303 | 36,394 | $1.8M | 1.57% |
| 19 | AMERICAN CENTY ETF TR | 025072349 | 30,970 | $1.6M | 1.43% |
| 20 | AMERICAN CENTY ETF TR | 025072802 | 25,977 | $1.5M | 1.32% |
| 21 | VANGUARD INDEX FDS | 922908769 | 7,027 | $1.5M | 1.31% |
| 22 | AMERICAN CENTY ETF TR | 025072364 | 27,249 | $1.3M | 1.15% |
| 23 | META PLATFORMS INC | META | 4,360 | $1.3M | 1.15% |
| 24 | ROBINHOOD MKTS INC | 770700102 | 129,807 | $1.3M | 1.12% |
| 25 | APPLE INC | AAPL | 7,217 | $1.2M | 1.09% |
| 26 | VANGUARD INDEX FDS | 922908629 | 5,859 | $1.2M | 1.07% |
| 27 | AFFIRM HLDGS INC | AFRM | 47,382 | $1.0M | 0.89% |
| 28 | VANGUARD INDEX FDS | 922908744 | 6,774 | $934,338 | 0.82% |
| 29 | AMERICAN CENTY ETF TR | 025072323 | 19,817 | $877,280 | 0.77% |
| 30 | MICROSOFT CORP | MSFT | 2,581 | $814,952 | 0.72% |
| 31 | MATTERPORT INC | 577096100 | 369,639 | $802,117 | 0.70% |
| 32 | OPEN LENDING CORP | LPRO | 107,000 | $783,240 | 0.69% |
| 33 | AMAZON COM INC | AMZN | 5,714 | $726,364 | 0.64% |
| 34 | COCA COLA CO | KO | 12,743 | $713,331 | 0.63% |
| 35 | UNITY SOFTWARE INC | U | 21,500 | $674,885 | 0.59% |
| 36 | AMERICAN CENTY ETF TR | 025072604 | 12,235 | $645,862 | 0.57% |
| 37 | VANGUARD INDEX FDS | 922908736 | 2,333 | $635,300 | 0.56% |
| 38 | ISHARES INC | 464286533 | 11,115 | $592,986 | 0.52% |
| 39 | ALPHABET INC | GOOG | 3,326 | $435,241 | 0.38% |
| 40 | VANGUARD BD INDEX FDS | 921937835 | 5,990 | $418,006 | 0.37% |
| 41 | DIMENSIONAL ETF TRUST | 25434V658 | 18,035 | $404,157 | 0.35% |
| 42 | ISHARES TR | 46434V647 | 19,000 | $402,230 | 0.35% |
| 43 | ISHARES TR | 464288521 | 7,515 | $354,558 | 0.31% |
| 44 | DIMENSIONAL ETF TRUST | 25434V203 | 12,918 | $337,278 | 0.30% |
| 45 | ISHARES TR | 46432F842 | 4,559 | $293,372 | 0.26% |
| 46 | AMERICAN CENTY ETF TR | 025072372 | 5,567 | $241,838 | 0.21% |
| 47 | ALPHABET INC | GOOG | 1,778 | $234,430 | 0.21% |
| 48 | EXXON MOBIL CORP | XOM | 1,969 | $231,516 | 0.20% |
| 49 | BLEND LABS INC | BLND | 156,266 | $214,085 | 0.19% |
| 50 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $205,738 | 0.18% |
| 51 | NVIDIA CORPORATION | NVDA | 469 | $204,011 | 0.18% |
| 52 | BARRICK GOLD CORP | 067901108 | 12,530 | $182,312 | 0.16% |