HoldingsChannel.com
All Stocks Held By Cypress Point Wealth Management LLC
As of  12/31/2023, we find all stocks held by Cypress Point Wealth Management LLC to be as follows, presented in the table below with each row detailing each Cypress Point Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Cypress Point Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Cypress Point Wealth Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
PALANTIR TECHNOLOGIES INC 1,527,846 -9,889 $26,233
     PLTR1,527,846-9,889$26,233
DIMENSIONAL ETF TRUST (DFAC) 642,927 +67,674 $18,793
     DFAC642,927+67,674$18,793
DIMENSIONAL ETF TRUST (DFAT) 104,433 -83,037 $5,465
     DFAT104,433-83,037$5,465
DIMENSIONAL ETF TRUST (DFIC) 180,552 +19,834 $4,609
     DFIC180,552+19,834$4,609
VANGUARD INDEX FDS (VOO) 9,997 +3,509 $4,367
     VOO9,997+3,509$4,367
VANGUARD INDEX FDS (VTI) 18,314 +11,287 $4,345
     VTI18,314+11,287$4,345
AMERICAN CENTY ETF TR (AVUV) 47,124 +2,975 $4,232
     AVUV47,124+2,975$4,232
TESLA INC 15,404 UNCH $3,828
     TSLA15,404UNCH$3,828
AMERICAN CENTY ETF TR (AVUS) 42,534 +1,722 $3,469
     AVUS42,534+1,722$3,469
SCHWAB STRATEGIC TR 56,691 +10,581 $3,156
     SCHB56,691+10,581$3,156
DIMENSIONAL ETF TRUST (DFAU) 90,468 -16,189 $3,008
     DFAU90,468-16,189$3,008
ISHARES TR (IBMN) 113,000 +113,000 $3,000
     IBMN113,000+113,000$3,000
ISHARES TR (IBMR) 117,000 +117,000 $2,995
     IBMR117,000+117,000$2,995
ISHARES TR (IBMQ) 117,000 +117,000 $2,994
     IBMQ117,000+117,000$2,994
AMERICAN CENTY ETF TR (AVEM) 51,012 +38,777 $2,877
     AVEM51,012+38,777$2,877
SCHWAB STRATEGIC TR 125,093 -22,580 $2,591
     SCHH125,093-22,580$2,591
VANGUARD INTL EQUITY INDEX F (VNQI) 59,755 -5,016 $2,545
     VNQI59,755-5,016$2,545
ISHARES INC (EEMS) 42,394 +1,769 $2,451
     EEMS42,394+1,769$2,451
AMERICAN CENTY ETF TR (AVDE) 37,967 +3,676 $2,294
     AVDE37,967+3,676$2,294
INDEXIQ ACTIVE ETF TR (MMIT) 89,285 -1,628 $2,193
     MMIT89,285-1,628$2,193
AMERICAN CENTY ETF TR (AVDV) 34,494 +8,517 $2,156
     AVDV34,494+8,517$2,156
VANGUARD WHITEHALL FDS (VYM) 17,082 -3,345 $1,907
     VYM17,082-3,345$1,907
AMERICAN CENTY ETF TR (AVLV) 30,972 +2 $1,789
     AVLV30,972+2$1,789
PHILLIPS 66 12,379 +12,379 $1,648
     PSX12,379+12,379$1,648
AMERICAN CENTY ETF TR (AVSC) 28,338 +8,521 $1,447
     AVSC28,338+8,521$1,447
AMERICAN CENTY ETF TR (AVIV) 27,249 UNCH $1,403
     AVIV27,249UNCH$1,403
VANGUARD INDEX FDS (VO) 5,875 +16 $1,367
     VO5,875+16$1,367
APPLE INC 7,076 -141 $1,362
     AAPL7,076-141$1,362
META PLATFORMS INC 3,808 -552 $1,348
     META3,808-552$1,348
MICROSOFT CORP 2,917 +336 $1,097
     MSFT2,917+336$1,097
DIMENSIONAL ETF TRUST (DFAX) 44,670 +44,670 $1,091
     DFAX44,670+44,670$1,091
VANGUARD INDEX FDS (VTV) 6,774 UNCH $1,013
     VTV6,774UNCH$1,013
OPEN LENDING CORP 107,000 UNCH $911
     LPRO107,000UNCH$911
VANGUARD BD INDEX FDS (VUSB) 17,070 -19,324 $844
     VUSB17,070-19,324$844
AMERICAN CENTY ETF TR (AVES) 16,891 +11,324 $777
     AVES16,891+11,324$777
COCA COLA CO 13,135 +392 $774
     KO13,135+392$774
ISHARES TR (IEFA) 10,919 +6,360 $768
     IEFA10,919+6,360$768
VANGUARD STAR FDS (VXUS) 12,800 +12,800 $742
     VXUS12,800+12,800$742
VANGUARD INDEX FDS (VUG) 2,333 UNCH $725
     VUG2,333UNCH$725
AMAZON COM INC 4,220 -1,494 $641
     AMZN4,220-1,494$641
ISHARES INC (EEMV) 10,462 -653 $582
     EEMV10,462-653$582
DIMENSIONAL ETF TRUST (DFAI) 19,345 +6,427 $554
     DFAI19,345+6,427$554
DIMENSIONAL ETF TRUST (DFGR) 19,265 +1,230 $501
     DFGR19,265+1,230$501
ALPHABET INC 3,326 UNCH $465
     GOOGL3,326UNCH$465
VANGUARD BD INDEX FDS (BND) 5,803 -187 $427
     BND5,803-187$427
DIMENSIONAL ETF TRUST (DFSV) 14,153 +14,153 $412
     DFSV14,153+14,153$412
BLEND LABS INC 156,266 UNCH $398
     BLND156,266UNCH$398
ISHARES TR (REET) 16,216 -2,784 $392
     REET16,216-2,784$392
ISHARES TR (USRT) 6,701 -814 $364
     USRT6,701-814$364
DIMENSIONAL ETF TRUST (DCOR) 6,794 +6,794 $363
     DCOR6,794+6,794$363
NVIDIA CORPORATION 546 +77 $270
     NVDA546+77$270
ALPHABET INC 1,778 UNCH $251
     GOOG1,778UNCH$251
NETFLIX INC 447 +447 $218
     NFLX447+447$218
ETERNA THERAPEUTICS INC 94,375 +0 $169
     ERNA94,375UNCH$169
AFFIRM HLDGS INC $0 (exited)
     AFRM0-47,382$0
SPDR GOLD TR $0 (exited)
     GLD0-22,684$0
BARRICK GOLD CORP $0 (exited)
     GOLD0-12,530$0
ROBINHOOD MKTS INC $0 (exited)
     HOOD0-129,807$0
MATTERPORT INC $0 (exited)
     MTTR0-369,639$0
UNITY SOFTWARE INC $0 (exited)
     U0-21,500$0
EXXON MOBIL CORP 0 -1,969 $0 (exited)
     XOM0-1,969$0

See Summary: Cypress Point Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Cypress Point Wealth Management LLC

EntityShares/Amount
Change
Position Value
Change
IBMN +113,000+$3,000
IBMR +117,000+$2,995
IBMQ +117,000+$2,994
PSX +12,379+$1,648
DFAX +44,670+$1,091
VXUS +12,800+$742
DFSV +14,153+$412
DCOR +6,794+$363
NFLX +447+$218
EntityShares/Amount
Change
Position Value
Change
GLD -22,684-$3,889
HOOD -129,807-$1,273
AFRM -47,382-$1,008
MTTR -369,639-$802
U -21,500-$675
XOM -1,969-$232
GOLD -12,530-$182
EntityShares/Amount
Change
Position Value
Change
DFAC +67,674+$3,721
AVEM +38,777+$2,231
DFIC +19,834+$856
AVES +11,324+$535
VTI +11,287+$2,852
SCHB +10,581+$857
AVSC +8,521+$570
AVDV +8,517+$653
DFAI +6,427+$217
IEFA +6,360+$475
EntityShares/Amount
Change
Position Value
Change
DFAT -83,037-$3,101
SCHH -22,580-$30
VUSB -19,324-$946
DFAU -16,189-$186
PLTR -9,889+$1,629
VNQI -5,016+$23
VYM -3,345-$204
REET -2,784-$10
MMIT -1,628+$57
Size ($ in 1000's)
At 12/31/2023: $134,621
At 09/30/2023: $113,858

Cypress Point Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cypress Point Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Cypress Point Wealth Management LLC | www.HoldingsChannel.com

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