13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q2 2024 · Filed July 26, 2024 · Accession 0001825611-24-000003
Total Value
$211.2M
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,544,465 | $39.1M | 18.53% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 991,735 | $32.0M | 15.14% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 207,241 | $13.0M | 6.16% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 324,600 | $8.5M | 4.04% |
| 5 | VANGUARD INDEX FDS | 922908769 | 31,649 | $8.5M | 4.01% |
| 6 | VANGUARD INDEX FDS | 922908363 | 15,634 | $7.8M | 3.70% |
| 7 | EXXON MOBIL CORP | XOM | 58,957 | $6.8M | 3.21% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 130,679 | $4.9M | 2.32% |
| 9 | AMERICAN CENTY ETF TR | 025072877 | 47,309 | $4.2M | 2.01% |
| 10 | SCHWAB STRATEGIC TR | 808524102 | 67,174 | $4.2M | 2.00% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 46,767 | $4.2M | 2.00% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 65,986 | $4.0M | 1.91% |
| 13 | AMERICAN CENTY ETF TR | 025072802 | 54,680 | $3.6M | 1.68% |
| 14 | DIMENSIONAL ETF TRUST | 25434V401 | 58,490 | $3.4M | 1.63% |
| 15 | TESLA INC | TSLA | 15,571 | $3.1M | 1.46% |
| 16 | ISHARES TR | 46435U432 | 113,000 | $3.0M | 1.42% |
| 17 | ISHARES TR | 46435U325 | 117,918 | $3.0M | 1.40% |
| 18 | INDEXIQ ACTIVE ETF TR | 45409F827 | 121,361 | $2.9M | 1.39% |
| 19 | ISHARES TR | 46436E163 | 117,995 | $2.9M | 1.39% |
| 20 | AMERICAN CENTY ETF TR | 025072703 | 46,078 | $2.9M | 1.36% |
| 21 | SCHWAB STRATEGIC TR | 808524847 | 130,628 | $2.6M | 1.24% |
| 22 | ISHARES INC | 464286475 | 40,261 | $2.5M | 1.17% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042676 | 59,367 | $2.4M | 1.14% |
| 24 | DIMENSIONAL ETF TRUST | 25434V625 | 38,881 | $2.3M | 1.10% |
| 25 | APPLE INC | AAPL | 10,291 | $2.2M | 1.03% |
| 26 | AMERICAN CENTY ETF TR | 025072349 | 31,476 | $2.0M | 0.94% |
| 27 | AMERICAN CENTY ETF TR | 025072323 | 39,252 | $2.0M | 0.93% |
| 28 | META PLATFORMS INC | META | 3,873 | $2.0M | 0.92% |
| 29 | VANGUARD STAR FDS | 921909768 | 25,610 | $1.5M | 0.73% |
| 30 | VANGUARD INDEX FDS | 922908744 | 9,193 | $1.5M | 0.70% |
| 31 | DIMENSIONAL ETF TRUST | 25434V609 | 28,356 | $1.5M | 0.70% |
| 32 | DIMENSIONAL ETF TRUST | 25434V880 | 56,222 | $1.4M | 0.68% |
| 33 | AMERICAN CENTY ETF TR | 025072364 | 27,249 | $1.4M | 0.68% |
| 34 | VANGUARD BD INDEX FDS | 921937835 | 19,794 | $1.4M | 0.68% |
| 35 | MICROSOFT CORP | MSFT | 3,183 | $1.4M | 0.67% |
| 36 | VANGUARD WHITEHALL FDS | 921946406 | 11,972 | $1.4M | 0.67% |
| 37 | AMERICAN CENTY ETF TR | 025072372 | 26,959 | $1.3M | 0.62% |
| 38 | DIMENSIONAL ETF TRUST | 25434V658 | 52,070 | $1.3M | 0.62% |
| 39 | DIMENSIONAL ETF TRUST | 25434V203 | 35,033 | $1.0M | 0.49% |
| 40 | DIMENSIONAL ETF TRUST | 25434V302 | 39,331 | $1.0M | 0.48% |
| 41 | VANGUARD INDEX FDS | 922908629 | 3,811 | $922,644 | 0.44% |
| 42 | COCA COLA CO | KO | 13,731 | $873,955 | 0.41% |
| 43 | VANGUARD INDEX FDS | 922908736 | 2,333 | $872,566 | 0.41% |
| 44 | VANGUARD INTL EQUITY INDEX F | 922042775 | 14,748 | $864,821 | 0.41% |
| 45 | AMAZON COM INC | AMZN | 3,921 | $757,734 | 0.36% |
| 46 | NVIDIA CORPORATION | NVDA | 5,979 | $738,646 | 0.35% |
| 47 | VANGUARD BD INDEX FDS | 92203C303 | 13,568 | $671,906 | 0.32% |
| 48 | ALPHABET INC | GOOG | 3,531 | $643,172 | 0.30% |
| 49 | OPEN LENDING CORP | LPRO | 107,000 | $597,060 | 0.28% |
| 50 | ISHARES TR | 46432F842 | 7,914 | $574,873 | 0.27% |
| 51 | ISHARES TR | 46434VBD1 | 20,000 | $497,200 | 0.24% |
| 52 | DIMENSIONAL ETF TRUST | 25434V815 | 17,053 | $490,793 | 0.23% |
| 53 | SALESFORCE INC | CRM | 1,876 | $482,320 | 0.23% |
| 54 | BLEND LABS INC | BLND | 196,599 | $463,974 | 0.22% |
| 55 | ISHARES INC | 464286533 | 7,931 | $453,733 | 0.21% |
| 56 | VANGUARD INDEX FDS | 922908611 | 2,263 | $412,996 | 0.20% |
| 57 | ISHARES TR | 464287200 | 694 | $379,778 | 0.18% |
| 58 | ELI LILLY & CO | LLY | 419 | $379,355 | 0.18% |
| 59 | ALPHABET INC | GOOG | 1,965 | $360,421 | 0.17% |
| 60 | NETFLIX INC | NFLX | 524 | $353,638 | 0.17% |
| 61 | AMERICAN CENTY ETF TR | 025072141 | 6,354 | $352,199 | 0.17% |
| 62 | ISHARES TR | 46434V647 | 13,899 | $323,152 | 0.15% |
| 63 | DIREXION SHS ETF TR | 25459W862 | 2,179 | $318,287 | 0.15% |
| 64 | WISDOMTREE TR | WT | 9,795 | $309,425 | 0.15% |
| 65 | DIMENSIONAL ETF TRUST | 25434V591 | 5,840 | $295,928 | 0.14% |
| 66 | KKR & CO INC | KKRT | 2,462 | $259,101 | 0.12% |
| 67 | BROADCOM INC | AVGO | 161 | $258,491 | 0.12% |
| 68 | ISHARES TR | 464288521 | 4,633 | $248,144 | 0.12% |
| 69 | JPMORGAN CHASE & CO. | VYLD | 1,164 | $235,431 | 0.11% |
| 70 | AMERICAN CENTY ETF TR | 025072356 | 5,127 | $211,355 | 0.10% |
| 71 | OSCAR HEALTH INC | OSCR | 11,582 | $183,228 | 0.09% |
| 72 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $172,707 | 0.08% |