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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 2024-03-31, filed 2024-05-07, with 71 holding rows worth $195,306,146.

Accession
0001825611-24-000002
Filer
CIK 1825611
Filed
2024-05-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 71 entries on the cover page, a total value of $195,306,146 stated on the cover page (in dollars after the unit check, H1), rows summing to $195,306,146 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 A69608A108COM1,542,742$35,498,494dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2962,143$30,740,464dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG165,882$10,253,311dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY297,616$7,961,219dollars as filed
Vanguard S&P 500 ETF922908363COM14,350$6,898,209dollars as filed
EXXON MOBIL CORP30231G102COM58,441$6,793,182dollars as filed
VTI922908769COM24,320$6,320,719dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT131,463$4,803,651dollars as filed
Avantis US Small Cap Value ETF025072877SHS48,137$4,510,908dollars as filed
Schwab U.S. Broad Market ETF808524102SHS68,571$4,186,267dollars as filed
Avantis US Equity ETF025072885SHS42,909$3,840,386dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS65,099$3,773,122dollars as filed
Avantis International Small Cap Val ETF025072802SHS52,359$3,448,355dollars as filed
ISHARES46435U432EXCHANGE TRADED113,000$2,989,980dollars as filed
iShares iBonds Dec. 2028 Municipal Bond ETF46435U325ETF117,231$2,962,424dollars as filed
iShares iBonds Dec. 2029 Municipal Bond ETF46436E163ETF117,257$2,960,158dollars as filed
Avantis International Equity ETF025072703SHS45,942$2,928,368dollars as filed
Tesla Motors, Inc88160R101COM15,680$2,756,388dollars as filed
NEW YORK LIFE INVTS ACTIVE E45409F827NYLI MACKAY MUN106,930$2,608,026dollars as filed
Schwab US REIT ETF808524847SHS128,436$2,607,258dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM59,665$2,514,297dollars as filed
ISHARES INC464286475EM MKT SM-CP ETF40,414$2,378,335dollars as filed
Avantis US Large Cap Value ETF025072349SHS31,791$2,042,895dollars as filed
Avantis US Small Cap Equity ETF025072323SHS38,314$2,006,122dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU35,919$1,955,083dollars as filed
META PLATFORMS INC CL A30303M102COM3,897$1,892,306dollars as filed
Apple Inc037833100COM10,271$1,761,289dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF27,900$1,589,742dollars as filed
VANGUARD STAR FDS921909768COM25,518$1,538,756dollars as filed
Vanguard Value ETF922908744SHS9,193$1,497,224dollars as filed
Avantis International Large Cap Val ETF025072364SHS27,249$1,473,626dollars as filed
Vanguard Total Bond Market ETF921937835SHS20,124$1,461,591dollars as filed
Vanguard High Dividend Yield ETF921946406SHS11,972$1,448,493dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF23,688$1,389,322dollars as filed
Microsoft Corp594918104COM3,218$1,353,964dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE51,070$1,299,214dollars as filed
Dimensional Global Real Estate ETF25434V658COM49,883$1,273,515dollars as filed
Avantis Emerging Markets Value ETF025072372SHS26,866$1,273,197dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG39,305$971,614dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,821$954,716dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS14,634$858,260dollars as filed
Coca-Cola Company191216100COM13,508$826,450dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS16,594$822,233dollars as filed
Vanguard Growth922908736COM2,333$803,019dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK24,253$732,915dollars as filed
Amazon.com, Inc023135106COM3,923$707,631dollars as filed
BLEND LABS INC09352U108CL A208,177$676,576dollars as filed
OPEN LENDING CORP68373J104COM107,000$669,820dollars as filed
NVIDIA Corp67066G104COM685$618,939dollars as filed
Salesforce.com, Inc79466L302COM1,996$601,156dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS7,914$587,378dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,453$521,162dollars as filed
ISHARES TR46434VBD1IBONDS DEC25 ETF20,000$496,200dollars as filed
ISHARES INC464286533MSCI EMERG MRKT8,183$463,076dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF15,153$456,113dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,263$434,175dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS694$364,857dollars as filed
WISDOMTREE TR97717Y691CMN9,795$341,062dollars as filed
iShares Global REIT ETF46434V647SHS14,269$337,890dollars as filed
Eli Lilly and Company532457108COM412$320,520dollars as filed
Netflix, Inc64110L106COM491$298,200dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED5,770$291,815dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,889$287,620dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS5,490$277,590dollars as filed
AMERICAN CENTY ETF TR025072141AVA MAR SMA ETF5,006$265,087dollars as filed
ISHARES TR464288521CRE U S REIT ETF4,633$249,256dollars as filed
KKR & CO INC48251W104COM2,452$246,623dollars as filed
JPMorgan Chase & Co46625H100COM1,136$227,541dollars as filed
ETERNA THERAPEUTICS INCORPORATED COM NEW114082209COM NEW94,375$226,500dollars as filed
SUPER MICRO COMPUTER INC86800U104COM206$208,067dollars as filed
OSCAR HEALTH INC687793109CL A11,582$172,225dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001825611-24-000002this filing2024-05-07acceptance time not in the bulk data set