The Analysis of Cypress Point Wealth Management, LLC's Holdings
Currently, Cypress Point Wealth Management, LLC holds 82 types of securities in its portfolio with a total value $494.2M. In the most recent quarter, they have increased their positions in AVLC (+47.4K shares, valued at $3.6M), DFAC (+87.2K shares, valued at $3.4M), VNQI (+65.3K shares, valued at $3.1M); decreased their positions in PLTR (-16.8K shares, valued at $3.1M), META (-2.2K shares, valued at $1.6M), DFGR (-40.1K shares, valued at $1.1M); initiated new positions in SGOL (+10.3K shares, valued at $379.8K), VWO (+6.6K shares, valued at $356.7K), ARTY (+7.7K shares, valued at $353.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PLTR PALANTIR TECHNOLOGIES INC1.2M shares-1.36%2025-09-302025-10-08
DFAC DIMENSIONAL ETF TRUST1.3M shares7.42%2025-09-302025-10-08 AVLC AMERICAN CENTY ETF TR418.7K shares12.77%2025-09-302025-10-08 DCOR DIMENSIONAL ETF TRUST228.4K shares0.48%2025-09-302025-10-08 DFIC DIMENSIONAL ETF TRUST490.0K shares6.42%2025-09-302025-10-08 DFUS DIMENSIONAL ETF TRUST191.8K shares16.60%2025-09-302025-10-08 VOO VANGUARD INDEX FDS21.1K shares-0.41%2025-09-302025-10-08 VTI VANGUARD INDEX FDS38.2K shares-0.26%2025-09-302025-10-08 AVEM AMERICAN CENTY ETF TR91.6K shares1.74%2025-09-302025-10-08 VNQI VANGUARD INTL EQUITY INDEX F126.8K shares106.01%2025-09-302025-10-08 AVUS AMERICAN CENTY ETF TR53.8K shares-0.21%2025-09-302025-10-08 DFAU DIMENSIONAL ETF TRUST122.8K shares-1.88%2025-09-302025-10-08 XOM EXXON MOBIL CORP41.7K shares0.00%2025-09-302025-10-08 AVDV AMERICAN CENTY ETF TR50.1K shares-8.86%2025-09-302025-10-08 SCHH SCHWAB STRATEGIC TR195.4K shares10.87%2025-09-302025-10-08 SCHB SCHWAB STRATEGIC TR150.5K shares-7.74%2025-09-302025-10-08 AVDE AMERICAN CENTY ETF TR48.9K shares0.00%2025-09-302025-10-08 VXUS VANGUARD STAR FDS43.8K shares22.16%2025-09-302025-10-08 MMIT NEW YORK LIFE INVTS ACTIVE E130.5K shares-0.32%2025-09-302025-10-08 IBMQ ISHARES TR119.5K shares0.00%2025-09-302025-10-08 IBMR ISHARES TR119.7K shares0.00%2025-09-302025-10-08 IBMN ISHARES TR113.0K shares0.00%2025-09-302025-10-08 BND VANGUARD BD INDEX FDS38.9K shares64.49%2025-09-302025-10-08 META META PLATFORMS INC3.8K shares-36.35%2025-09-302025-10-08 AVSC AMERICAN CENTY ETF TR48.0K shares13.68%2025-09-302025-10-08 VTV VANGUARD INDEX FDS13.8K shares48.72%2025-09-302025-10-08 VEU VANGUARD INTL EQUITY INDEX F35.2K shares76.38%2025-09-302025-10-08 EEMS ISHARES INC34.4K shares-0.32%2025-09-302025-10-08 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-10-08 AVLV AMERICAN CENTY ETF TR30.8K shares-2.19%2025-09-302025-10-08 VB VANGUARD INDEX FDS8.5K shares0.00%2025-09-302025-10-08 VUG VANGUARD INDEX FDS4.4K shares88.73%2025-09-302025-10-08 AVUV AMERICAN CENTY ETF TR21.0K shares-32.96%2025-09-302025-10-08 DFGR DIMENSIONAL ETF TRUST72.7K shares-35.58%2025-09-302025-10-08 AVIV AMERICAN CENTY ETF TR26.5K shares-0.34%2025-09-302025-10-08 DFAI DIMENSIONAL ETF TRUST48.1K shares0.01%2025-09-302025-10-08 DFAX DIMENSIONAL ETF TRUST48.6K shares0.03%2025-09-302025-10-08 VYM VANGUARD WHITEHALL FDS10.4K shares0.00%2025-09-302025-10-08 IBDR ISHARES TR59.0K shares0.00%2025-09-302025-10-08 AVES AMERICAN CENTY ETF TR24.8K shares-3.12%2025-09-302025-10-08 AAPL APPLE INC5.4K shares-27.92%2025-09-302025-10-08 DFAE DIMENSIONAL ETF TRUST36.8K shares-6.77%2025-09-302025-10-08 VBR VANGUARD INDEX FDS4.6K shares100.22%2025-09-302025-10-08 KO COCA COLA CO13.6K shares0.49%2025-09-302025-10-08 IBDS ISHARES TR35.0K shares0.00%2025-09-302025-10-08 MSFT MICROSOFT CORP1.6K shares0.00%2025-09-302025-10-08 VTEB VANGUARD MUN BD FDS16.3K shares0.00%2025-09-302025-10-08 BLND BLEND LABS INC218.7K shares-0.71%2025-09-302025-10-08 IBDQ ISHARES TR30.0K shares0.00%2025-09-302025-10-08 IVV ISHARES TR1.0K shares-6.03%2025-09-302025-10-08 CGNG CAPITAL GROUP NEW GEOGRAPHY21.1K shares82.49%2025-09-302025-10-08 WCLD WISDOMTREE TR17.6K shares80.02%2025-09-302025-10-08 AVEE AMERICAN CENTY ETF TR9.1K shares6.03%2025-09-302025-10-08 GOOGL ALPHABET INC2.2K shares-0.49%2025-09-302025-10-08 DFAT DIMENSIONAL ETF TRUST8.3K shares-18.06%2025-09-302025-10-08 NFLX NETFLIX INC386 shares0.00%2025-09-302025-10-08 DFSV DIMENSIONAL ETF TRUST14.2K shares0.00%2025-09-302025-10-08 IEFA ISHARES TR5.1K shares-18.65%2025-09-302025-10-08 VUSB VANGUARD BD INDEX FDS8.8K shares-25.90%2025-09-302025-10-08 T AT&T INC13.9K shares0.04%2025-09-302025-10-08 DUSB DIMENSIONAL ETF TRUST7.6K shares-12.42%2025-09-302025-10-08 SGOL ETFS GOLD TR10.3K sharesnew addition2025-09-302025-10-08 CRM SALESFORCE INC1.5K shares0.00%2025-09-302025-10-08 VWO VANGUARD INTL EQUITY INDEX F6.6K sharesnew addition2025-09-302025-10-08 ARTY ISHARES TR7.7K sharesnew addition2025-09-302025-10-08 HOOD ROBINHOOD MKTS INC2.4K shares-9.93%2025-09-302025-10-08 SPY SPDR S&P 500 ETF TR493 shares0.20%2025-09-302025-10-08 TSLA TESLA INC730 shares0.55%2025-09-302025-10-08 KKR KKR & CO INC2.3K shares0.00%2025-09-302025-10-08 BIL SPDR SERIES TRUST3.3K shares1.01%2025-09-302025-10-08 EMXC ISHARES INC4.4K sharesnew addition2025-09-302025-10-08 VO VANGUARD INDEX FDS1.0K shares-63.64%2025-09-302025-10-08 EEMV ISHARES INC4.5K shares0.00%2025-09-302025-10-08 AMZN AMAZON COM INC1.3K shares-4.99%2025-09-302025-10-08 BAC BANK AMERICA CORP5.3K shares0.04%2025-09-302025-10-08 AVRE AMERICAN CENTY ETF TR5.2K shares-28.88%2025-09-302025-10-08 BNDX VANGUARD CHARLOTTE FDS4.6K sharesnew addition2025-09-302025-10-08 BX BLACKSTONE INC1.3K sharesnew addition2025-09-302025-10-08 REET ISHARES TR8.4K shares0.00%2025-09-302025-10-08 FLD FOLD HLDGS INC54.5K sharesnew addition2025-09-302025-10-08 CRWD CROWDSTRIKE HLDGS INC410 shares0.00%2025-09-302025-10-08 SYY SYSCO CORP2.4K sharesnew addition2025-09-302025-10-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available