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Disclosery

13F-HR filed by Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-21, with 69 holding rows worth $321,124,677.

Accession
0001667731-25-000075
Filer
CIK 1825611
Filed
2025-01-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 69 entries on the cover page, a total value of $321,124,677 stated on the cover page (in dollars after the unit check, H1), rows summing to $321,124,677 with VALUE read as dollars as filed, 13F file number 028-20569. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Palantir Technologies Inc. Class A69608A108COM1,503,503$113,709,932dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,122,198$38,816,830dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG326,175$22,033,104dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY408,719$10,563,336dollars as filed
VTI922908769COM34,259$9,928,665dollars as filed
Vanguard S&P 500 ETF922908363COM16,409$8,841,389dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF117,630$7,498,916dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT168,812$6,835,191dollars as filed
Tesla Motors, Inc88160R101COM15,354$6,200,560dollars as filed
EXXON MOBIL CORP30231G102COM53,643$5,770,378dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS90,975$5,348,442dollars as filed
Avantis US Equity ETF025072885SHS49,843$4,831,250dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF65,220$4,184,532dollars as filed
Schwab U.S. Broad Market ETF808524102SHS172,411$3,913,732dollars as filed
Avantis US Small Cap Value ETF025072877SHS39,750$3,837,053dollars as filed
Avantis International Small Cap Val ETF025072802SHS56,944$3,705,932dollars as filed
Schwab US REIT ETF808524847SHS157,276$3,312,230dollars as filed
NEW YORK LIFE INVTS ACTIVE E45409F827NYLI MACKAY MUN132,458$3,180,322dollars as filed
iShares iBonds Dec. 2028 Municipal Bond ETF46435U325ETF119,536$3,009,912dollars as filed
ISHARES46435U432EXCHANGE TRADED113,000$3,007,495dollars as filed
iShares iBonds Dec. 2029 Municipal Bond ETF46436E163ETF119,718$2,990,560dollars as filed
Avantis International Equity ETF025072703SHS48,672$2,986,987dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM64,199$2,539,696dollars as filed
Avantis US Small Cap Equity ETF025072323SHS45,860$2,492,976dollars as filed
META PLATFORMS INC CL A30303M102COM4,190$2,453,287dollars as filed
Dimensional Global Real Estate ETF25434V658COM93,838$2,396,635dollars as filed
ISHARES INC464286475EM MKT SM-CP ETF39,386$2,289,899dollars as filed
Avantis US Large Cap Value ETF025072349SHS31,479$2,101,859dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK69,413$2,026,855dollars as filed
Apple Inc037833100COM7,333$1,836,356dollars as filed
VANGUARD STAR FDS921909768COM30,906$1,821,317dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE70,022$1,740,740dollars as filed
Vanguard Value ETF922908744SHS9,270$1,569,354dollars as filed
Vanguard Total Bond Market ETF921937835SHS21,645$1,556,515dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS59,000$1,420,130dollars as filed
Avantis International Large Cap Val ETF025072364SHS27,246$1,414,052dollars as filed
Vanguard High Dividend Yield ETF921946406SHS10,782$1,375,676dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU24,365$1,356,167dollars as filed
Avantis Emerging Markets Value ETF025072372SHS28,976$1,338,689dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG39,390$999,314dollars as filed
Vanguard Growth922908736COM2,333$957,557dollars as filed
BLEND LABS INC09352U108CL A226,447$953,342dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,550$937,662dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS15,048$863,893dollars as filed
Coca-Cola Company191216100COM13,511$841,210dollars as filed
ISHARES TR46434VBD1IBONDS DEC25 ETF30,000$751,500dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS13,226$656,283dollars as filed
Microsoft Corp594918104COM1,543$650,380dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF20,878$642,633dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS7,914$556,196dollars as filed
Salesforce.com, Inc79466L302COM1,543$515,872dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,308$457,331dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED8,537$431,894dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS694$408,544dollars as filed
AMERICAN CENTY ETF TR025072141AVA MAR SMA ETF7,542$402,013dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,104$398,349dollars as filed
WISDOMTREE TR97717Y691CMN9,795$367,509dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF15,000$359,400dollars as filed
KKR & CO INC48251W104COM2,325$343,891dollars as filed
Netflix, Inc64110L106COM375$334,245dollars as filed
Amazon.com, Inc023135106COM1,417$310,876dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,202$292,794dollars as filed
ISHARES INC464286533MSCI EMERG MRKT4,888$283,456dollars as filed
iShares Global REIT ETF46434V647SHS11,078$265,540dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF6,099$255,658dollars as filed
RUM GROUP INC COM CL A78137L105Stock18,883$245,668dollars as filed
BLACKSTONE INC09260D107COM1,290$222,422dollars as filed
OSCAR HEALTH INC687793109CL A11,499$154,547dollars as filed
ETERNA THERAPEUTICS INCORPORATED COM NEW114082209COM NEW94,375$27,747dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000075this filing2025-01-21acceptance time not in the bulk data set