Cypress Point Wealth Management, LLC
CIK Number: 0001825611
315.27M
Market Value
69
# of Holdings
8 months
Avg. Holding Period
35.90%
Win Rate
124.39%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Techno... | 135.06 | -0.98% | 1.5M | -2.13% | 113.71M | 21.76 | 35.41% |
| 2 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 1.12M | +9.72% | 38.82M | 28.49 | 12.09% |
| 3 | AVLC | American Centur... | 69.23 | +0.21% | 326.18K | +31.21% | 22.03M | 63.76 | 6.86% |
| 4 | DFIC | Dimensional Int... | 31.14 | +0.79% | 408.72K | +12.75% | 10.56M | 25.46 | 3.29% |
| 5 | VTI | Vanguard Total ... | 296.95 | +0.28% | 34.26K | +9.87% | 9.93M | 247.31 | 3.09% |
| 6 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 16.41K | +4.90% | 8.84M | 440.7 | 2.75% |
| 7 | DFUS | Dimensional U.S... | 65.40 | +0.25% | 117.63K | +52.94% | 7.5M | 60.64 | 2.34% |
| 8 | DFAU | Dimensional US ... | 41.37 | +0.30% | 168.81K | -1.04% | 6.84M | 33.74 | 2.13% |
| 9 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 15.35K | -1.87% | 6.2M | 234.47 | 1.93% |
| 10 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 53.64K | -8.7% | 5.77M | 116.97 | 1.80% |
| 11 | AVEM | Avantis Emergin... | 68.11 | +0.57% | 90.97K | -0.58% | 5.35M | 58.6 | 1.67% |
| 12 | AVUS | Avantis U.S. Eq... | 98.55 | +0.20% | 49.84K | +4.32% | 4.83M | 73.17 | 1.50% |
| 13 | DCOR | Dimensional ETF... | 65.38 | +0.12% | 65.22K | +18.58% | 4.18M | 60.29 | 1.30% |
| 14 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 172.41K | +160.76% | 3.91M | 17.39 | 1.22% |
| 15 | AVUV | Avantis U.S. Sm... | 90.49 | -0.24% | 39.75K | -3.83% | 3.84M | 77.73 | 1.19% |
| 16 | AVDV | Avantis Interna... | 79.34 | +0.91% | 56.94K | -2.15% | 3.71M | 61.86 | 1.15% |
| 17 | SCHH | Schwab U.S. REI... | 21.47 | +0.42% | 157.28K | +16.02% | 3.31M | 20.27 | 1.03% |
| 18 | MMIT | IQ MacKay Munic... | 23.77 | +0.08% | 132.46K | +3.05% | 3.18M | 24.21 | 0.99% |
| 19 | IBMQ | iShares iBonds ... | 25.30 | +0.04% | 119.54K | +0.78% | 3.01M | 25.58 | 0.94% |
| 20 | IBMN | iShares iBonds ... | 26.73 | -0.02% | 113K | 0.00% | 3.01M | 26.55 | 0.94% |
| 21 | IBMR | iShares iBonds ... | 25.05 | -0.06% | 119.72K | +0.82% | 2.99M | 25.59 | 0.93% |
| 22 | AVDE | Avantis Interna... | 74.38 | +0.84% | 48.67K | +1.18% | 2.99M | 57 | 0.93% |
| 23 | VNQI | Vanguard Global... | 45.20 | +0.32% | 64.2K | +6.47% | 2.54M | 41.27 | 0.79% |
| 24 | AVSC | Avantis U.S. Sm... | 50.99 | -0.59% | 45.86K | +5.63% | 2.49M | 48.87 | 0.78% |
| 25 | META | Meta Platforms,... | 693.11 | -0.15% | 4.19K | -22.39% | 2.45M | 363.84 | 0.76% |
| 26 | DFGR | Dimensional Glo... | 27.14 | +0.46% | 93.84K | +57.68% | 2.4M | 25.45 | 0.75% |
| 27 | EEMS | iShares MSCI Em... | 63.95 | +0.15% | 39.39K | -0.04% | 2.29M | 47.44 | 0.71% |
| 28 | AVLV | Avantis U.S. La... | 67.07 | +0.04% | 31.48K | +0.01% | 2.1M | 52.44 | 0.65% |
| 29 | DFAI | Dimensional Int... | 34.73 | +0.83% | 69.41K | +12.66% | 2.03M | 29.6 | 0.63% |
| 30 | AAPL | Apple Inc. | 198.98 | +0.10% | 7.33K | -29.61% | 1.84M | 173.93 | 0.57% |
| 31 | VXUS | Vanguard Total ... | 68.84 | +0.53% | 30.91K | +20.43% | 1.82M | 59.06 | 0.57% |
| 32 | DFAX | Dimensional Wor... | 29.39 | +0.63% | 70.02K | +8.36% | 1.74M | 24.93 | 0.54% |
| 33 | VTV | Vanguard Value ... | 174.72 | +0.57% | 9.27K | +0.28% | 1.57M | 145.08 | 0.49% |
| 34 | BND | Vanguard Total ... | 72.97 | +0.38% | 21.64K | +8.56% | 1.56M | 71.38 | 0.48% |
| 35 | IBDR | iShares iBonds ... | 24.16 | +0.02% | 59K | +90.32% | 1.42M | 24.19 | 0.44% |
| 36 | AVIV | Avantis Interna... | 62.84 | +0.73% | 27.25K | -0.01% | 1.41M | 45.62 | 0.44% |
| 37 | VYM | Vanguard High D... | 131.86 | +0.45% | 10.78K | 0.00% | 1.38M | 99.52 | 0.43% |
| 38 | DFAT | Dimensional U.S... | 53.35 | -0.24% | 24.36K | -17.68% | 1.36M | 44.46 | 0.42% |
| 39 | AVES | Avantis Emergin... | 53.67 | +0.58% | 28.98K | +7.22% | 1.34M | 46.08 | 0.42% |
| 40 | DFAE | Dimensional Eme... | 28.68 | +0.17% | 39.39K | +0.06% | 999.31K | 24.77 | 0.31% |
| 41 | VUG | Vanguard Growth... | 423.76 | +0.11% | 2.33K | +100.00% | 957.56K | 410.44 | 0.30% |
| 42 | BLND | Blend Labs, Inc... | 3.52 | -1.81% | 226.45K | 0.00% | 953.34K | 4.25 | 0.30% |
| 43 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 3.55K | -6.58% | 937.66K | 206.65 | 0.29% |
| 44 | VEU | Vanguard FTSE A... | 67.07 | +0.57% | 15.05K | +1.63% | 863.89K | 58.48 | 0.27% |
| 45 | KO | The Coca-Cola C... | 72.20 | +0.18% | 13.51K | -4.41% | 841.21K | 56.04 | 0.26% |
| 46 | IBDQ | iShares iBonds ... | 25.11 | +0.02% | 30K | 0.00% | 751.5K | 24.85 | 0.23% |
| 47 | VUSB | Vanguard Ultra-... | 49.70 | +0.03% | 13.23K | +4.80% | 656.28K | 49.69 | 0.20% |
| 48 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 1.54K | -51.9% | 650.38K | 332.99 | 0.20% |
| 49 | DFSV | Dimensional US ... | 29.11 | -0.36% | 20.88K | +4.64% | 642.63K | 29.4 | 0.20% |
| 50 | IEFA | iShares Core MS... | 84.11 | +0.76% | 7.91K | 0.00% | 556.2K | 67.84 | 0.17% |
| 51 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 1.54K | -21.4% | 515.87K | 300.99 | 0.16% |
| 52 | VBR | Vanguard Small ... | 192.40 | -0.08% | 2.31K | +0.57% | 457.33K | 190.34 | 0.14% |
| 53 | DUSB | Dimensional ETF... | 50.80 | +0.05% | 8.54K | -4.23% | 431.89K | 50.66 | 0.13% |
| 54 | IVV | iShares Core S&... | 606.23 | +0.32% | 694 | 0.00% | 408.54K | 524.88 | 0.13% |
| 55 | AVEE | American Centur... | 60.09 | +0.67% | 7.54K | +15.52% | 402.01K | 53.86 | 0.13% |
| 56 | GOOGL | Alphabet Inc. | 175.57 | -1% | 2.1K | -41.83% | 398.35K | 133.68 | 0.12% |
| 57 | WCLD | WisdomTree Clou... | 35.60 | -0.68% | 9.79K | 0.00% | 367.51K | 34.36 | 0.11% |
| 58 | IBDS | iShares iBonds ... | 24.16 | +0.08% | 15K | +100.00% | 359.4K | 23.96 | 0.11% |
| 59 | KKR | KKR & Co. Inc. | 125.25 | -0.6% | 2.33K | -6.63% | 343.89K | 100.36 | 0.11% |
| 60 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 375 | -28.3% | 334.25K | 509.34 | 0.10% |
| 61 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 1.42K | -63.93% | 310.88K | 127.22 | 0.10% |
| 62 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 3.2K | +100.00% | 292.79K | 91.43 | 0.09% |
| 63 | EEMV | iShares MSCI Em... | 62.44 | +0.07% | 4.89K | -35.61% | 283.46K | 53.22 | 0.09% |
| 64 | REET | iShares Global ... | 25.15 | +0.44% | 11.08K | -20.3% | 265.54K | 22.71 | 0.08% |
| 65 | AVRE | Avantis Real Es... | 44.70 | +0.38% | 6.1K | +7.81% | 255.66K | 41.56 | 0.08% |
| 66 | RUM | Rumble Inc. | 8.81 | -2.22% | 18.88K | +3.63% | 245.67K | 5.63 | 0.08% |
| 67 | BX | Blackstone Inc. | 140.69 | -0.49% | 1.29K | -11.82% | 222.42K | 153.13 | 0.07% |
| 68 | OSCR | Oscar Health, I... | 14.28 | +0.88% | 11.5K | 0.00% | 154.55K | 14.69 | 0.05% |
| 69 | ERNA | Eterna Therapeu... | 0.19 | +3.33% | 94.38K | 0.00% | 27.75K | 3.22 | < 0.01% |