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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 2024-06-30, filed 2024-07-26, with 72 holding rows worth $211,177,720.

Accession
0001825611-24-000003
Filer
CIK 1825611
Filed
2024-07-26
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 72 entries on the cover page, a total value of $211,177,720 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,177,720 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 A69608A108COM1,544,465$39,121,299dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2991,735$31,973,529dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG207,241$13,008,498dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY324,600$8,533,740dollars as filed
VTI922908769COM31,649$8,466,396dollars as filed
Vanguard S&P 500 ETF922908363COM15,634$7,819,074dollars as filed
EXXON MOBIL CORP30231G102COM58,957$6,787,130dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT130,679$4,899,150dollars as filed
Avantis US Small Cap Value ETF025072877SHS47,309$4,244,569dollars as filed
Schwab U.S. Broad Market ETF808524102SHS67,174$4,223,254dollars as filed
Avantis US Equity ETF025072885SHS46,767$4,217,959dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS65,986$4,031,070dollars as filed
Avantis International Small Cap Val ETF025072802SHS54,680$3,551,439dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF58,490$3,442,116dollars as filed
Tesla Motors, Inc88160R101COM15,571$3,081,190dollars as filed
ISHARES46435U432EXCHANGE TRADED113,000$2,992,805dollars as filed
iShares iBonds Dec. 2028 Municipal Bond ETF46435U325ETF117,918$2,950,302dollars as filed
NEW YORK LIFE INVTS ACTIVE E45409F827NYLI MACKAY MUN121,361$2,934,514dollars as filed
iShares iBonds Dec. 2029 Municipal Bond ETF46436E163ETF117,995$2,933,365dollars as filed
Avantis International Equity ETF025072703SHS46,078$2,868,845dollars as filed
Schwab US REIT ETF808524847SHS130,628$2,608,633dollars as filed
ISHARES INC464286475EM MKT SM-CP ETF40,261$2,460,515dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM59,367$2,408,532dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF38,881$2,314,219dollars as filed
Apple Inc037833100COM10,291$2,167,512dollars as filed
Avantis US Large Cap Value ETF025072349SHS31,476$1,977,932dollars as filed
Avantis US Small Cap Equity ETF025072323SHS39,252$1,959,080dollars as filed
META PLATFORMS INC CL A30303M102COM3,873$1,952,845dollars as filed
VANGUARD STAR FDS921909768COM25,610$1,544,307dollars as filed
Vanguard Value ETF922908744SHS9,193$1,474,701dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU28,356$1,470,840dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE56,222$1,429,157dollars as filed
Avantis International Large Cap Val ETF025072364SHS27,249$1,428,938dollars as filed
Vanguard Total Bond Market ETF921937835SHS19,794$1,426,190dollars as filed
Microsoft Corp594918104COM3,183$1,422,735dollars as filed
Vanguard High Dividend Yield ETF921946406SHS11,972$1,419,880dollars as filed
Avantis Emerging Markets Value ETF025072372SHS26,959$1,314,251dollars as filed
Dimensional Global Real Estate ETF25434V658COM52,070$1,301,228dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK35,033$1,039,444dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG39,331$1,017,504dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,811$922,644dollars as filed
Coca-Cola Company191216100COM13,731$873,955dollars as filed
Vanguard Growth922908736COM2,333$872,566dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS14,748$864,821dollars as filed
Amazon.com, Inc023135106COM3,921$757,734dollars as filed
NVIDIA Corp67066G104COM5,979$738,646dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS13,568$671,906dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,531$643,172dollars as filed
OPEN LENDING CORP68373J104COM107,000$597,060dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS7,914$574,873dollars as filed
ISHARES TR46434VBD1IBONDS DEC25 ETF20,000$497,200dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF17,053$490,793dollars as filed
Salesforce.com, Inc79466L302COM1,876$482,320dollars as filed
BLEND LABS INC09352U108CL A196,599$463,974dollars as filed
ISHARES INC464286533MSCI EMERG MRKT7,931$453,733dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,263$412,996dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS694$379,778dollars as filed
Eli Lilly and Company532457108COM419$379,355dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,965$360,421dollars as filed
Netflix, Inc64110L106COM524$353,638dollars as filed
AMERICAN CENTY ETF TR025072141AVA MAR SMA ETF6,354$352,199dollars as filed
iShares Global REIT ETF46434V647SHS13,899$323,152dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF2,179$318,287dollars as filed
WISDOMTREE TR97717Y691CMN9,795$309,425dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED5,840$295,928dollars as filed
KKR & CO INC48251W104COM2,462$259,101dollars as filed
Broadcom Inc.11135F101COM161$258,491dollars as filed
ISHARES TR464288521CRE U S REIT ETF4,633$248,144dollars as filed
JPMorgan Chase & Co46625H100COM1,164$235,431dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF5,127$211,355dollars as filed
OSCAR HEALTH INC687793109CL A11,582$183,228dollars as filed
ETERNA THERAPEUTICS INCORPORATED COM NEW114082209COM NEW94,375$172,707dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001825611-24-000003this filing2024-07-26acceptance time not in the bulk data set