Skip to content
Disclosery

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

Cypress Point Wealth Management, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-01, with 37 holding rows worth $63,794,169.

Accession
0001825611-23-000001
Filer
CIK 1825611
Filed
2023-02-01
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 37 entries on the cover page, a total value of $63,794,169 stated on the cover page (in dollars after the unit check, H1), rows summing to $63,794,169 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
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2474,603$11,523,370dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,240,291$7,962,668dollars as filed
Vanguard Value ETF922908744SHS31,625$4,439,201dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU72,186$3,172,558dollars as filed
Schwab US REIT ETF808524847SHS164,314$3,169,624dollars as filed
Vanguard High Dividend Yield ETF921946406SHS29,282$3,168,605dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM70,653$2,920,809dollars as filed
Avantis US Equity ETF025072885SHS30,462$2,071,712dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS39,396$1,930,398dollars as filed
NEW YORK LIFE INVTS ACTIVE E45409F827NYLI MACKAY MUN77,812$1,877,604dollars as filed
ISHARES INC464286475EM MKT SM-CP ETF37,934$1,831,447dollars as filed
Tesla Motors, Inc88160R101COM14,745$1,816,289dollars as filed
Airbnb, Inc. Class A009066101COM19,756$1,689,138dollars as filed
UNITY SOFTWARE INC COM91332U101Stock53,123$1,518,787dollars as filed
Vanguard Mid-Cap ETF922908629SHS6,359$1,296,092dollars as filed
Avantis International Equity ETF025072703SHS23,684$1,259,752dollars as filed
BLEND LABS INC09352U108CL A862,232$1,241,614dollars as filed
Avantis International Large Cap Val ETF025072364SHS25,311$1,141,779dollars as filed
ROBINHOOD MKTS INC770700102COM130,524$1,062,465dollars as filed
MATTERPORT INC577096100COM CL A373,413$1,045,556dollars as filed
Avantis US Small Cap Value ETF025072877SHS13,713$1,021,756dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock91,318$883,045dollars as filed
Coca-Cola Company191216100COM12,304$782,642dollars as filed
OPEN LENDING CORP68373J104COM107,000$722,250dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A141,534$576,043dollars as filed
ISHARES INC464286533MSCI EMERG MRKT10,851$575,646dollars as filed
ISHARES TR464288521CRE U S REIT ETF9,449$467,253dollars as filed
META PLATFORMS INC CL A30303M102COM3,782$455,126dollars as filed
iShares Global REIT ETF46434V647SHS19,950$453,064dollars as filed
Avantis US Large Cap Value ETF025072349SHS8,821$442,726dollars as filed
ETERNA THERAPEUTICS INCORPORATED COM NEW114082209COM NEW94,375$303,888dollars as filed
Schwab U.S. Broad Market ETF808524102SHS6,593$295,436dollars as filed
TOASTINCCLASSCLASSA888787108STOK15,346$276,688dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK9,435$236,256dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A14,219$109,628dollars as filed
CONTEXTLOGIC INC21077C107COMMON STOCK80,294$39,159dollars as filed
AEVA TECHNOLOGIES INC00835Q103COM10,364$14,095dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001825611-23-000001this filing2023-02-01acceptance time not in the bulk data set