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Size ($ in 1000's)
At 12/31/2023: $134,621
At 09/30/2023: $113,858
Cypress Point Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cypress Point Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Cypress Point Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Cypress Point Wealth Management LLC.
In the Cypress Point Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cypress Point Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Cypress Point Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| PALANTIR TECHNOLOGIES INC |
1,527,846 |
-9,889 |
$26,233 | | PLTR | 1,527,846 | -9,889 | $26,233 | | DIMENSIONAL ETF TRUST (DFAC) |
642,927 |
+67,674 |
$18,793 | | DFAC | 642,927 | +67,674 | $18,793 | | DIMENSIONAL ETF TRUST (DFAT) |
104,433 |
-83,037 |
$5,465 | | DFAT | 104,433 | -83,037 | $5,465 | | DIMENSIONAL ETF TRUST (DFIC) |
180,552 |
+19,834 |
$4,609 | | DFIC | 180,552 | +19,834 | $4,609 | | VANGUARD INDEX FDS (VOO) |
9,997 |
+3,509 |
$4,367 | | VOO | 9,997 | +3,509 | $4,367 | | VANGUARD INDEX FDS (VTI) |
18,314 |
+11,287 |
$4,345 | | VTI | 18,314 | +11,287 | $4,345 | | AMERICAN CENTY ETF TR (AVUV) |
47,124 |
+2,975 |
$4,232 | | AVUV | 47,124 | +2,975 | $4,232 | | TESLA INC |
15,404 |
UNCH |
$3,828 | | TSLA | 15,404 | UNCH | $3,828 | | AMERICAN CENTY ETF TR (AVUS) |
42,534 |
+1,722 |
$3,469 | | AVUS | 42,534 | +1,722 | $3,469 | | SCHWAB STRATEGIC TR |
56,691 |
+10,581 |
$3,156 | | SCHB | 56,691 | +10,581 | $3,156 | | DIMENSIONAL ETF TRUST (DFAU) |
90,468 |
-16,189 |
$3,008 | | DFAU | 90,468 | -16,189 | $3,008 | | ISHARES TR (IBMN) |
113,000 |
+113,000 |
$3,000 | | IBMN | 113,000 | +113,000 | $3,000 | | ISHARES TR (IBMR) |
117,000 |
+117,000 |
$2,995 | | IBMR | 117,000 | +117,000 | $2,995 | | ISHARES TR (IBMQ) |
117,000 |
+117,000 |
$2,994 | | IBMQ | 117,000 | +117,000 | $2,994 | | AMERICAN CENTY ETF TR (AVEM) |
51,012 |
+38,777 |
$2,877 | | AVEM | 51,012 | +38,777 | $2,877 | | SCHWAB STRATEGIC TR |
125,093 |
-22,580 |
$2,591 | | SCHH | 125,093 | -22,580 | $2,591 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
59,755 |
-5,016 |
$2,545 | | VNQI | 59,755 | -5,016 | $2,545 | | ISHARES INC (EEMS) |
42,394 |
+1,769 |
$2,451 | | EEMS | 42,394 | +1,769 | $2,451 | | AMERICAN CENTY ETF TR (AVDE) |
37,967 |
+3,676 |
$2,294 | | AVDE | 37,967 | +3,676 | $2,294 | | INDEXIQ ACTIVE ETF TR (MMIT) |
89,285 |
-1,628 |
$2,193 | | MMIT | 89,285 | -1,628 | $2,193 | | AMERICAN CENTY ETF TR (AVDV) |
34,494 |
+8,517 |
$2,156 | | AVDV | 34,494 | +8,517 | $2,156 | | VANGUARD WHITEHALL FDS (VYM) |
17,082 |
-3,345 |
$1,907 | | VYM | 17,082 | -3,345 | $1,907 | | AMERICAN CENTY ETF TR (AVLV) |
30,972 |
+2 |
$1,789 | | AVLV | 30,972 | +2 | $1,789 | | PHILLIPS 66 |
12,379 |
+12,379 |
$1,648 | | PSX | 12,379 | +12,379 | $1,648 | | AMERICAN CENTY ETF TR (AVSC) |
28,338 |
+8,521 |
$1,447 | | AVSC | 28,338 | +8,521 | $1,447 | | AMERICAN CENTY ETF TR (AVIV) |
27,249 |
UNCH |
$1,403 | | AVIV | 27,249 | UNCH | $1,403 | | VANGUARD INDEX FDS (VO) |
5,875 |
+16 |
$1,367 | | VO | 5,875 | +16 | $1,367 | | APPLE INC |
7,076 |
-141 |
$1,362 | | AAPL | 7,076 | -141 | $1,362 | | META PLATFORMS INC |
3,808 |
-552 |
$1,348 | | META | 3,808 | -552 | $1,348 | | MICROSOFT CORP |
2,917 |
+336 |
$1,097 | | MSFT | 2,917 | +336 | $1,097 | | DIMENSIONAL ETF TRUST (DFAX) |
44,670 |
+44,670 |
$1,091 | | DFAX | 44,670 | +44,670 | $1,091 | | VANGUARD INDEX FDS (VTV) |
6,774 |
UNCH |
$1,013 | | VTV | 6,774 | UNCH | $1,013 | | OPEN LENDING CORP |
107,000 |
UNCH |
$911 | | LPRO | 107,000 | UNCH | $911 | | VANGUARD BD INDEX FDS (VUSB) |
17,070 |
-19,324 |
$844 | | VUSB | 17,070 | -19,324 | $844 | | AMERICAN CENTY ETF TR (AVES) |
16,891 |
+11,324 |
$777 | | AVES | 16,891 | +11,324 | $777 | | COCA COLA CO |
13,135 |
+392 |
$774 | | KO | 13,135 | +392 | $774 | | ISHARES TR (IEFA) |
10,919 |
+6,360 |
$768 | | IEFA | 10,919 | +6,360 | $768 | | VANGUARD STAR FDS (VXUS) |
12,800 |
+12,800 |
$742 | | VXUS | 12,800 | +12,800 | $742 | | VANGUARD INDEX FDS (VUG) |
2,333 |
UNCH |
$725 | | VUG | 2,333 | UNCH | $725 | | AMAZON COM INC |
4,220 |
-1,494 |
$641 | | AMZN | 4,220 | -1,494 | $641 | | ISHARES INC (EEMV) |
10,462 |
-653 |
$582 | | EEMV | 10,462 | -653 | $582 | | DIMENSIONAL ETF TRUST (DFAI) |
19,345 |
+6,427 |
$554 | | DFAI | 19,345 | +6,427 | $554 | | DIMENSIONAL ETF TRUST (DFGR) |
19,265 |
+1,230 |
$501 | | DFGR | 19,265 | +1,230 | $501 | | ALPHABET INC |
3,326 |
UNCH |
$465 | | GOOGL | 3,326 | UNCH | $465 | | VANGUARD BD INDEX FDS (BND) |
5,803 |
-187 |
$427 | | BND | 5,803 | -187 | $427 | | DIMENSIONAL ETF TRUST (DFSV) |
14,153 |
+14,153 |
$412 | | DFSV | 14,153 | +14,153 | $412 | | BLEND LABS INC |
156,266 |
UNCH |
$398 | | BLND | 156,266 | UNCH | $398 | | ISHARES TR (REET) |
16,216 |
-2,784 |
$392 | | REET | 16,216 | -2,784 | $392 | | ISHARES TR (USRT) |
6,701 |
-814 |
$364 | | USRT | 6,701 | -814 | $364 | | DIMENSIONAL ETF TRUST (DCOR) |
6,794 |
+6,794 |
$363 | | DCOR | 6,794 | +6,794 | $363 |
See Full List: All Stocks Held By Cypress Point Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cypress Point Wealth Management LLC
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