13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q1 2024 · Filed May 7, 2024 · Accession 0001825611-24-000002
Total Value
$195.3M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,542,742 | $35.5M | 18.18% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 962,143 | $30.7M | 15.74% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 165,882 | $10.3M | 5.25% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 297,616 | $8.0M | 4.08% |
| 5 | VANGUARD INDEX FDS | 922908363 | 14,350 | $6.9M | 3.53% |
| 6 | EXXON MOBIL CORP | XOM | 58,441 | $6.8M | 3.48% |
| 7 | VANGUARD INDEX FDS | 922908769 | 24,320 | $6.3M | 3.24% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 131,463 | $4.8M | 2.46% |
| 9 | AMERICAN CENTY ETF TR | 025072877 | 48,137 | $4.5M | 2.31% |
| 10 | SCHWAB STRATEGIC TR | 808524102 | 68,571 | $4.2M | 2.14% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 42,909 | $3.8M | 1.97% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 65,099 | $3.8M | 1.93% |
| 13 | AMERICAN CENTY ETF TR | 025072802 | 52,359 | $3.4M | 1.77% |
| 14 | ISHARES TR | 46435U432 | 113,000 | $3.0M | 1.53% |
| 15 | ISHARES TR | 46435U325 | 117,231 | $3.0M | 1.52% |
| 16 | ISHARES TR | 46436E163 | 117,257 | $3.0M | 1.52% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 45,942 | $2.9M | 1.50% |
| 18 | TESLA INC | TSLA | 15,680 | $2.8M | 1.41% |
| 19 | INDEXIQ ACTIVE ETF TR | 45409F827 | 106,930 | $2.6M | 1.34% |
| 20 | SCHWAB STRATEGIC TR | 808524847 | 128,436 | $2.6M | 1.33% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042676 | 59,665 | $2.5M | 1.29% |
| 22 | ISHARES INC | 464286475 | 40,414 | $2.4M | 1.22% |
| 23 | AMERICAN CENTY ETF TR | 025072349 | 31,791 | $2.0M | 1.05% |
| 24 | AMERICAN CENTY ETF TR | 025072323 | 38,314 | $2.0M | 1.03% |
| 25 | DIMENSIONAL ETF TRUST | 25434V609 | 35,919 | $2.0M | 1.00% |
| 26 | META PLATFORMS INC | META | 3,897 | $1.9M | 0.97% |
| 27 | APPLE INC | AAPL | 10,271 | $1.8M | 0.90% |
| 28 | DIMENSIONAL ETF TRUST | 25434V401 | 27,900 | $1.6M | 0.81% |
| 29 | VANGUARD STAR FDS | 921909768 | 25,518 | $1.5M | 0.79% |
| 30 | VANGUARD INDEX FDS | 922908744 | 9,193 | $1.5M | 0.77% |
| 31 | AMERICAN CENTY ETF TR | 025072364 | 27,249 | $1.5M | 0.75% |
| 32 | VANGUARD BD INDEX FDS | 921937835 | 20,124 | $1.5M | 0.75% |
| 33 | VANGUARD WHITEHALL FDS | 921946406 | 11,972 | $1.4M | 0.74% |
| 34 | DIMENSIONAL ETF TRUST | 25434V625 | 23,688 | $1.4M | 0.71% |
| 35 | MICROSOFT CORP | MSFT | 3,218 | $1.4M | 0.69% |
| 36 | DIMENSIONAL ETF TRUST | 25434V880 | 51,070 | $1.3M | 0.67% |
| 37 | DIMENSIONAL ETF TRUST | 25434V658 | 49,883 | $1.3M | 0.65% |
| 38 | AMERICAN CENTY ETF TR | 025072372 | 26,866 | $1.3M | 0.65% |
| 39 | DIMENSIONAL ETF TRUST | 25434V302 | 39,305 | $971,614 | 0.50% |
| 40 | VANGUARD INDEX FDS | 922908629 | 3,821 | $954,716 | 0.49% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042775 | 14,634 | $858,260 | 0.44% |
| 42 | COCA COLA CO | KO | 13,508 | $826,450 | 0.42% |
| 43 | VANGUARD BD INDEX FDS | 92203C303 | 16,594 | $822,233 | 0.42% |
| 44 | VANGUARD INDEX FDS | 922908736 | 2,333 | $803,019 | 0.41% |
| 45 | DIMENSIONAL ETF TRUST | 25434V203 | 24,253 | $732,915 | 0.38% |
| 46 | AMAZON COM INC | AMZN | 3,923 | $707,631 | 0.36% |
| 47 | BLEND LABS INC | BLND | 208,177 | $676,576 | 0.35% |
| 48 | OPEN LENDING CORP | LPRO | 107,000 | $669,820 | 0.34% |
| 49 | NVIDIA CORPORATION | NVDA | 685 | $618,939 | 0.32% |
| 50 | SALESFORCE INC | CRM | 1,996 | $601,156 | 0.31% |
| 51 | ISHARES TR | 46432F842 | 7,914 | $587,378 | 0.30% |
| 52 | ALPHABET INC | GOOG | 3,453 | $521,162 | 0.27% |
| 53 | ISHARES TR | 46434VBD1 | 20,000 | $496,200 | 0.25% |
| 54 | ISHARES INC | 464286533 | 8,183 | $463,076 | 0.24% |
| 55 | DIMENSIONAL ETF TRUST | 25434V815 | 15,153 | $456,113 | 0.23% |
| 56 | VANGUARD INDEX FDS | 922908611 | 2,263 | $434,175 | 0.22% |
| 57 | ISHARES TR | 464287200 | 694 | $364,857 | 0.19% |
| 58 | WISDOMTREE TR | WT | 9,795 | $341,062 | 0.17% |
| 59 | ISHARES TR | 46434V647 | 14,269 | $337,890 | 0.17% |
| 60 | ELI LILLY & CO | LLY | 412 | $320,520 | 0.16% |
| 61 | NETFLIX INC | NFLX | 491 | $298,200 | 0.15% |
| 62 | DIMENSIONAL ETF TRUST | 25434V591 | 5,770 | $291,815 | 0.15% |
| 63 | ALPHABET INC | GOOG | 1,889 | $287,620 | 0.15% |
| 64 | ISHARES TR | 46434V878 | 5,490 | $277,590 | 0.14% |
| 65 | AMERICAN CENTY ETF TR | 025072141 | 5,006 | $265,087 | 0.14% |
| 66 | ISHARES TR | 464288521 | 4,633 | $249,256 | 0.13% |
| 67 | KKR & CO INC | KKRT | 2,452 | $246,623 | 0.13% |
| 68 | JPMORGAN CHASE & CO | VYLD | 1,136 | $227,541 | 0.12% |
| 69 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $226,500 | 0.12% |
| 70 | SUPER MICRO COMPUTER INC | SMCI | 206 | $208,067 | 0.11% |
| 71 | OSCAR HEALTH INC | OSCR | 11,582 | $172,225 | 0.09% |