Cypress Point Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Cypress Point Wealth Management, LLC | Institutional Filer | ▲ 1.33% | $464.3M | 123 |
Current Portfolio Holdings
Showing all 123 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc. | Technology | 928K | $135.7M | 29.23% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 1.4M | $53.5M | 11.53% |
| 3 | AVLC | AMERICAN CENTY ETF TR | — | 497K | $38.6M | 8.31% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | — | 550K | $19.5M | 4.21% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | — | 274K | $19.4M | 4.19% |
| 6 | DCOR | DIMENSIONAL ETF TRUST | — | 254K | $18.3M | 3.94% |
| 7 | VTI | VANGUARD INDEX FDS | — | 36K | $11.5M | 2.47% |
| 8 | VOO | VANGUARD INDEX FDS | — | 18K | $10.8M | 2.32% |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 205K | $9.1M | 1.96% |
| 10 | AVEM | AMERICAN CENTY ETF TR | — | 97K | $7.8M | 1.68% |
| 11 | AAPL | Apple Inc. | Technology | 26K | $6.6M | 1.41% |
| 12 | VTV | VANGUARD INDEX FDS | — | 31K | $6.1M | 1.32% |
| 13 | DFAU | DIMENSIONAL ETF TRUST | — | 122K | $5.5M | 1.19% |
| 14 | AVUS | AMERICAN CENTY ETF TR | — | 49K | $5.4M | 1.17% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 31K | $5.2M | 1.12% |
Showing 1 to 15 of 123 holdings