Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Cypress Point Wealth Management, LLCInvestment ActivityCypress Point Wealth Management, LLC has $195.31 million in total holdings as of March 31, 2024.Cypress Point Wealth Management, LLC owns shares of 71 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 27.60% of the portfolio was purchased this quarter.About 3.69% of the portfolio was sold this quarter.This quarter, Cypress Point Wealth Management, LLC has purchased 54 new stocks and bought additional shares in 37 stocks.Cypress Point Wealth Management, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Palantir Technologies $35,498,494Dimensional U.S. Core Equity 2 ETF $30,740,464AMERICAN CENTY ETF TR $10,253,311Dimensional International Core Equity 2 ETF $7,961,219Vanguard S&P 500 ETF $6,898,209 Largest New Holdings this Quarter AMERICAN CENTY ETF TR $10,253,311 HoldingExxon Mobil $6,793,182 HoldingDimensional U.S. Equity ETF $1,589,742 HoldingDimensional Emerging Core Equity Market ETF $971,614 HoldingVanguard FTSE All-World ex-US ETF $858,260 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 165,882 shares (about $10.25M)Dimensional U.S. Core Equity 2 ETF 319,216 shares (about $10.20M)Exxon Mobil 58,441 shares (about $6.79M)Dimensional International Core Equity 2 ETF 117,064 shares (about $3.13M)Vanguard S&P 500 ETF 4,353 shares (about $2.09M) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 68,514 shares (about $3.73M)Vanguard High Dividend Yield ETF 5,110 shares (about $618.26K)Vanguard Mid-Cap ETF 2,054 shares (about $513.21K)iShares Core MSCI EAFE ETF 3,005 shares (about $223.03K)iShares MSCI Emerging Markets Min Vol Factor ETF 2,279 shares (about $128.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Point Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPLTRPalantir Technologies$35,498,494$342,757 ▲1.0%1,542,74218.2%Business ServicesDFACDimensional U.S. Core Equity 2 ETF$30,740,464$10,198,950 ▲49.7%962,14315.7%ETFAMERICAN CENTY ETF TR$10,253,311$10,253,311 ▲New Holding165,8825.2%AVANTIS US LARGDFICDimensional International Core Equity 2 ETF$7,961,219$3,131,458 ▲64.8%297,6164.1%ETFVOOVanguard S&P 500 ETF$6,898,209$2,092,537 ▲43.5%14,3503.5%ETFXOMExxon Mobil$6,793,182$6,793,182 ▲New Holding58,4413.5%Oils/EnergyVTIVanguard Total Stock Market ETF$6,320,719$1,560,947 ▲32.8%24,3203.2%ETFDFAUDimensional US Core Equity Market ETF$4,803,651$1,497,955 ▲45.3%131,4632.5%ETFAVUVAvantis U.S. Small Cap Value ETF$4,510,908$94,928 ▲2.1%48,1372.3%ETFSCHBSchwab US Broad Market ETF$4,186,267$725,275 ▲21.0%68,5712.1%ETFAVUSAvantis U.S. Equity ETF$3,840,386$33,563 ▲0.9%42,9092.0%ETFAVEMAvantis Emerging Markets Equity ETF$3,773,122$816,479 ▲27.6%65,0991.9%ETFAVDVAvantis International Small Cap Value ETF$3,448,355$1,176,586 ▲51.8%52,3591.8%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$2,989,9800.0%113,0001.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$2,962,424$5,837 ▲0.2%117,2311.5%ETFIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$2,960,158$6,488 ▲0.2%117,2571.5%ETFAVDEAvantis International Equity ETF$2,928,368$508,331 ▲21.0%45,9421.5%ETFTSLATesla$2,756,388$48,518 ▲1.8%15,6801.4%Auto/Tires/TrucksMMITIQ MacKay Shields Municipal Intermediate ETF$2,608,026$430,362 ▲19.8%106,9301.3%ETFSCHHSchwab U.S. REIT ETF$2,607,258$67,863 ▲2.7%128,4361.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,514,297$3,793 ▼-0.2%59,6651.3%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$2,378,335$116,522 ▼-4.7%40,4141.2%ETFAVLVAvantis US Large Cap Value ETF$2,042,895$52,629 ▲2.6%31,7911.0%ETFAVSCAvantis US Small Cap Equity ETF$2,006,122$522,344 ▲35.2%38,3141.0%ETFDFATDimensional U.S. Targeted Value ETF$1,955,083$3,729,240 ▼-65.6%35,9191.0%ETFMETAMeta Platforms$1,892,306$43,217 ▲2.3%3,8971.0%Computer and TechnologyAAPLApple$1,761,289$547,884 ▲45.2%10,2710.9%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,589,742$1,589,742 ▲New Holding27,9000.8%ETFVXUSVanguard Total International Stock ETF$1,538,756$766,906 ▲99.4%25,5180.8%ETFVTVVanguard Value ETF$1,497,224$393,972 ▲35.7%9,1930.8%ETFAVIVAvantis International Large Cap Value ETF$1,473,6260.0%27,2490.8%ETFBNDVanguard Total Bond Market ETF$1,461,591$1,040,123 ▲246.8%20,1240.7%ETFVYMVanguard High Dividend Yield ETF$1,448,493$618,259 ▼-29.9%11,9720.7%ETFDIMENSIONAL ETF TRUST$1,389,322$990,848 ▲248.7%23,6880.7%US CORE EQUITY 1MSFTMicrosoft$1,353,964$126,645 ▲10.3%3,2180.7%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,299,214$162,815 ▲14.3%51,0700.7%ETFDFGRDimensional Global Real Estate ETF$1,273,515$781,679 ▲158.9%49,8830.7%ETFAVESAvantis Emerging Markets Value ETF$1,273,197$472,722 ▲59.1%26,8660.7%ETFDFAEDimensional Emerging Core Equity Market ETF$971,614$971,614 ▲New Holding39,3050.5%ETFVOVanguard Mid-Cap ETF$954,716$513,213 ▼-35.0%3,8210.5%ETFVEUVanguard FTSE All-World ex-US ETF$858,260$858,260 ▲New Holding14,6340.4%ETFKOCoca-Cola$826,450$22,821 ▲2.8%13,5080.4%Consumer StaplesVUSBVanguard Ultra-Short Bond ETF$822,233$23,586 ▼-2.8%16,5940.4%ETFVUGVanguard Growth ETF$803,0190.0%2,3330.4%ETFDFAIDimensional International Core Equity Market ETF$732,915$148,318 ▲25.4%24,2530.4%ETFAMZNAmazon.com$707,631$53,573 ▼-7.0%3,9230.4%Retail/WholesaleBLNDBlend Labs$676,576$168,711 ▲33.2%208,1770.3%Computer and TechnologyLPROOpen Lending$669,8200.0%107,0000.3%FinanceNVDANVIDIA$618,939$125,595 ▲25.5%6850.3%Computer and TechnologyCRMSalesforce$601,156$601,156 ▲New Holding1,9960.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$587,378$223,031 ▼-27.5%7,9140.3%ETFGOOGLAlphabet$521,162$19,168 ▲3.8%3,4530.3%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$496,200$496,200 ▲New Holding20,0000.3%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$463,076$128,969 ▼-21.8%8,1830.2%ETFDFSVDimensional US Small Cap Value ETF$456,113$30,101 ▲7.1%15,1530.2%ETFVBRVanguard Small-Cap Value ETF$434,175$434,175 ▲New Holding2,2630.2%ETFIVViShares Core S&P 500 ETF$364,857$364,857 ▲New Holding6940.2%ETFWCLDWisdomTree Cloud Computing Fund$341,062$341,062 ▲New Holding9,7950.2%ManufacturingREETiShares Global REIT ETF$337,890$46,105 ▼-12.0%14,2690.2%ETFLLYEli Lilly and Company$320,520$320,520 ▲New Holding4120.2%MedicalNFLXNetflix$298,200$26,723 ▲9.8%4910.2%Consumer DiscretionaryDIMENSIONAL ETF TRUST$291,815$291,815 ▲New Holding5,7700.1%ULTRASHORT FIXEDGOOGAlphabet$287,620$16,901 ▲6.2%1,8890.1%Computer and TechnologyICSHBlackRock Ultra Short-Term Bond ETF$277,590$277,590 ▲New Holding5,4900.1%ETFAMERICAN CENTY ETF TR$265,087$265,087 ▲New Holding5,0060.1%AVANTIS EMERGINGUSRTiShares Core U.S. REIT ETF$249,256$111,259 ▼-30.9%4,6330.1%ETFKKRKKR & Co. Inc.$246,623$246,623 ▲New Holding2,4520.1%FinanceJPMJPMorgan Chase & Co.$227,541$227,541 ▲New Holding1,1360.1%FinanceERNAEterna Therapeutics$226,5000.0%94,3750.1%MedicalSMCISuper Micro Computer$208,067$208,067 ▲New Holding2060.1%Computer and TechnologyOSCROscar Health$172,225$172,225 ▲New Holding11,5820.1%FinancePSXPhillips 66$0$1,648,141 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. 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