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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 2023-03-31, filed 2023-05-08, with 39 holding rows worth $70,924,377.

Accession
0001825611-23-000002
Filer
CIK 1825611
Filed
2023-05-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 39 entries on the cover page, a total value of $70,924,377 stated on the cover page (in dollars after the unit check, H1), rows summing to $70,924,377 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 2515,595$13,137,362dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,266,494$10,701,875dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU155,606$6,924,482dollars as filed
Schwab US REIT ETF808524847SHS176,421$3,440,205dollars as filed
Tesla Motors, Inc88160R101COM14,745$3,058,998dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM74,903$3,038,829dollars as filed
Vanguard High Dividend Yield ETF921946406SHS28,427$2,999,042dollars as filed
Avantis US Equity ETF025072885SHS33,855$2,399,634dollars as filed
NEW YORK LIFE INVTS ACTIVE E45409F827NYLI MACKAY MUN92,547$2,275,731dollars as filed
ISHARES INC464286475EM MKT SM-CP ETF39,774$2,003,708dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS39,366$1,938,396dollars as filed
Avantis International Equity ETF025072703SHS26,340$1,502,171dollars as filed
Avantis International Large Cap Val ETF025072364SHS29,334$1,413,606dollars as filed
ROBINHOOD MKTS INC770700102COM130,524$1,267,389dollars as filed
Vanguard Mid-Cap ETF922908629SHS5,830$1,229,750dollars as filed
Avantis US Small Cap Value ETF025072877SHS15,396$1,140,228dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock91,318$1,029,154dollars as filed
MATTERPORT INC577096100COM CL A373,413$1,019,418dollars as filed
META PLATFORMS INC CL A30303M102COM3,782$801,558dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY32,878$791,217dollars as filed
Coca-Cola Company191216100COM12,579$780,261dollars as filed
OPEN LENDING CORP68373J104COM107,000$753,280dollars as filed
Avantis US Large Cap Value ETF025072349SHS14,361$733,991dollars as filed
UNITY SOFTWARE INC COM91332U101Stock21,500$697,460dollars as filed
BRIDGEBIO PHARMA INC09077J107COM2,451,732$686,240dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A141,534$673,702dollars as filed
ISHARES INC464286533MSCI EMERG MRKT12,204$665,973dollars as filed
BLEND LABS INC09352U108CL A651,477$649,002dollars as filed
Vanguard Value ETF922908744SHS3,925$542,082dollars as filed
ISHARES TR464288521CRE U S REIT ETF9,449$476,230dollars as filed
iShares Global REIT ETF46434V647SHS19,950$457,454dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK12,911$347,960dollars as filed
Schwab U.S. Broad Market ETF808524102SHS7,095$339,513dollars as filed
ETERNA THERAPEUTICS INCORPORATED COM NEW114082209COM NEW94,375$320,875dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT9,804$282,062dollars as filed
TOASTINCCLASSCLASSA888787108STOK15,346$272,392dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A14,219$94,841dollars as filed
CONTEXTLOGIC INC21077C107COMMON STOCK58,258$25,972dollars as filed
AEVA TECHNOLOGIES INC00835Q103COM10,364$12,334dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001825611-23-000002this filing2023-05-08acceptance time not in the bulk data set