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CIK: 0001825611
Total reported value
$491.6M
$491.6M
71 檔
18.6%
At the close of Q1 2024, Cypress Point Wealth Management, LLC disclosed equity holdings valued at approximately $491.6M, spread across 71 reported holdings.
During Q1 2024, Cypress Point Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 18.18% | -7.25% | +0.97% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.74% | +1.31% | +49.65% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 5.25% | +0.53% | — | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 4.08% | +0.08% | +64.84% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | -0.01% | +43.54% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.48% | -1.12% | EXIT | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.24% | -0.11% | +32.79% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.46% | +0.09% | +45.31% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.31% | +0.02% | +2.15% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.14% | -0.01% | +20.96% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.97% | +0.08% | +0.88% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.93% | +0.16% | +27.62% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.77% | -0.04% | +51.79% | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.53% | — | — | |
| 15 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 1.52% | -0.04% | +0.20% | |
| 16 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 1.52% | +0.62% | NEW | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.50% | -0.04% | +21.01% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.41% | +0.02% | +1.79% | |
| 19 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.34% | -0.01% | +19.76% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-Other | 1.33% | +0.09% | +2.67% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.29% | +0.01% | -0.15% | |
| 22 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 1.22% | -0.04% | -4.67% | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.05% | +0.04% | +2.64% | |
| 24 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.03% | +0.10% | +35.20% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 1.00% | -0.02% | -65.61% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.06% | +2.34% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.16% | +45.15% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.81% | +0.68% | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | +0.04% | +99.36% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | +0.94% | +35.71% | |
| 31 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.75% | -0.02% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.91% | +246.79% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.74% | — | -29.91% | |
| 34 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.71% | +0.23% | +248.66% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.04% | +10.32% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.67% | — | +14.33% | |
| 37 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.65% | — | +158.93% | |
| 38 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.65% | +0.01% | +59.06% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.50% | +0.03% | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | +0.01% | -34.96% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.44% | -0.22% | — | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | +0.02% | +2.84% | |
| 43 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.42% | — | -2.79% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.05% | — | |
| 45 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.01% | +25.37% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.15% | -7.04% | |
| 47 | BLND | Blend Labs Inc-a | Stock-Other | 0.35% | — | +33.22% | |
| 48 | LPRO | Open Lending CORP | Stock-Other | 0.34% | — | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.20% | +25.46% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.03% | — |
According to official SEC Form 13F filings, Cypress Point Wealth Management, LLC reported a total U.S. public equity portfolio value of $491.6M across 71 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PLTR, DFAC, AVLC) accounted for 18.6% of total reported equity market value during Q1 2024.
During Q1 2024, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (18.2%)、DFAC (15.7%)、AVLC (5.3%). The largest single position, PLTR, represented 18.2% of total portfolio value.
In Q1 2024, Cypress Point Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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