13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q3 2024 · Filed November 1, 2024 · Accession 0001825611-24-000004
Total Value
$254.6M
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,536,244 | $57.1M | 22.45% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,022,812 | $35.1M | 13.78% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 248,594 | $16.4M | 6.45% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 362,494 | $10.2M | 4.01% |
| 5 | VANGUARD INDEX FDS | 922908769 | 31,182 | $8.8M | 3.47% |
| 6 | VANGUARD INDEX FDS | 922908363 | 15,642 | $8.3M | 3.24% |
| 7 | EXXON MOBIL CORP | XOM | 58,756 | $6.9M | 2.71% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 170,578 | $6.8M | 2.66% |
| 9 | AMERICAN CENTY ETF TR | 025072604 | 91,505 | $5.9M | 2.32% |
| 10 | DIMENSIONAL ETF TRUST | 25434V401 | 76,915 | $4.8M | 1.88% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 47,781 | $4.5M | 1.79% |
| 12 | SCHWAB STRATEGIC TR | 808524102 | 66,119 | $4.4M | 1.73% |
| 13 | AMERICAN CENTY ETF TR | 025072802 | 58,195 | $4.1M | 1.62% |
| 14 | TESLA INC | TSLA | 15,647 | $4.1M | 1.61% |
| 15 | AMERICAN CENTY ETF TR | 025072877 | 41,335 | $4.0M | 1.56% |
| 16 | DIMENSIONAL ETF TRUST | 25434V625 | 55,000 | $3.5M | 1.37% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 48,103 | $3.2M | 1.27% |
| 18 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 128,538 | $3.2M | 1.24% |
| 19 | SCHWAB STRATEGIC TR | 808524847 | 135,555 | $3.1M | 1.23% |
| 20 | META PLATFORMS INC | META | 5,399 | $3.1M | 1.21% |
| 21 | ISHARES TR | 46435U325 | 118,606 | $3.0M | 1.19% |
| 22 | ISHARES TR | 46436E163 | 118,748 | $3.0M | 1.19% |
| 23 | ISHARES TR | 46435U432 | 113,000 | $3.0M | 1.18% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042676 | 60,297 | $2.8M | 1.11% |
| 25 | ISHARES INC | 464286475 | 39,401 | $2.5M | 0.99% |
| 26 | APPLE INC | AAPL | 10,417 | $2.4M | 0.95% |
| 27 | AMERICAN CENTY ETF TR | 025072323 | 43,416 | $2.3M | 0.92% |
| 28 | AMERICAN CENTY ETF TR | 025072349 | 31,477 | $2.1M | 0.81% |
| 29 | DIMENSIONAL ETF TRUST | 25434V203 | 61,613 | $2.0M | 0.77% |
| 30 | DIMENSIONAL ETF TRUST | 25434V880 | 64,622 | $1.7M | 0.69% |
| 31 | DIMENSIONAL ETF TRUST | 25434V658 | 59,513 | $1.7M | 0.67% |
| 32 | VANGUARD STAR FDS | 921909768 | 25,662 | $1.7M | 0.65% |
| 33 | DIMENSIONAL ETF TRUST | 25434V609 | 29,598 | $1.6M | 0.65% |
| 34 | VANGUARD INDEX FDS | 922908744 | 9,244 | $1.6M | 0.63% |
| 35 | AMERICAN CENTY ETF TR | 025072364 | 27,249 | $1.5M | 0.60% |
| 36 | VANGUARD BD INDEX FDS | 921937835 | 19,939 | $1.5M | 0.59% |
| 37 | AMERICAN CENTY ETF TR | 025072372 | 27,024 | $1.4M | 0.55% |
| 38 | VANGUARD WHITEHALL FDS | 921946406 | 10,782 | $1.4M | 0.54% |
| 39 | MICROSOFT CORP | MSFT | 3,208 | $1.4M | 0.54% |
| 40 | DIMENSIONAL ETF TRUST | 25434V302 | 39,367 | $1.1M | 0.42% |
| 41 | COCA COLA CO | KO | 14,134 | $1.0M | 0.40% |
| 42 | VANGUARD INDEX FDS | 922908629 | 3,800 | $1.0M | 0.39% |
| 43 | VANGUARD INTL EQUITY INDEX F | 922042775 | 14,806 | $932,809 | 0.37% |
| 44 | BLEND LABS INC | BLND | 226,447 | $849,177 | 0.33% |
| 45 | ISHARES TR | 46435GAA0 | 31,000 | $753,300 | 0.30% |
| 46 | ISHARES TR | 46434VBD1 | 30,000 | $753,000 | 0.30% |
| 47 | AMAZON COM INC | AMZN | 3,928 | $731,905 | 0.29% |
| 48 | NVIDIA CORPORATION | NVDA | 5,914 | $718,197 | 0.28% |
| 49 | STARBUCKS CORP | SBUX | 6,701 | $653,281 | 0.26% |
| 50 | VANGUARD BD INDEX FDS | 92203C303 | 12,620 | $630,260 | 0.25% |
| 51 | ISHARES TR | 46432F842 | 7,914 | $617,688 | 0.24% |
| 52 | DIMENSIONAL ETF TRUST | 25434V815 | 19,953 | $614,560 | 0.24% |
| 53 | ALPHABET INC | GOOG | 3,617 | $599,909 | 0.24% |
| 54 | SALESFORCE INC | CRM | 1,963 | $537,293 | 0.21% |
| 55 | ISHARES INC | 464286533 | 7,591 | $475,956 | 0.19% |
| 56 | VANGUARD INDEX FDS | 922908611 | 2,295 | $460,837 | 0.18% |
| 57 | DIMENSIONAL ETF TRUST | 25434V591 | 8,914 | $452,544 | 0.18% |
| 58 | NOKIA CORP | NOKBF | 100,000 | $437,000 | 0.17% |
| 59 | ISHARES TR | 464287200 | 694 | $400,314 | 0.16% |
| 60 | AMERICAN CENTY ETF TR | 025072141 | 6,529 | $384,234 | 0.15% |
| 61 | ISHARES TR | 46434V647 | 13,899 | $370,965 | 0.15% |
| 62 | NETFLIX INC | NFLX | 523 | $370,949 | 0.15% |
| 63 | ELI LILLY & CO | LLY | 408 | $361,464 | 0.14% |
| 64 | DIREXION SHS ETF TR | 25459W862 | 2,184 | $358,069 | 0.14% |
| 65 | ALPHABET INC | GOOG | 1,958 | $327,359 | 0.13% |
| 66 | KKR & CO INC | KKRT | 2,490 | $325,145 | 0.13% |
| 67 | WISDOMTREE TR | WT | 9,795 | $313,049 | 0.12% |
| 68 | BROADCOM INC | AVGO | 1,747 | $301,358 | 0.12% |
| 69 | ISHARES TR | 464288521 | 4,397 | $270,724 | 0.11% |
| 70 | AMERICAN CENTY ETF TR | 025072356 | 5,657 | $266,667 | 0.10% |
| 71 | OSCAR HEALTH INC | OSCR | 11,499 | $243,894 | 0.10% |
| 72 | JPMORGAN CHASE & CO. | VYLD | 1,071 | $225,832 | 0.09% |
| 73 | BLACKSTONE INC | BX | 1,463 | $224,030 | 0.09% |
| 74 | ETERNA THERAPEUTICS INC | 114082209 | 94,375 | $99,094 | 0.04% |
| 75 | RUMBLE INC | RUMBW | 18,221 | $97,665 | 0.04% |