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Cypress Point Wealth Management, LLC13F | |
| Cypress Point Wealth Management, LLC | |
| Last update 2025-07-10 | 79 Stocks (13 new) |
| Value $411.00 Mil | Turnover 7 % |
Cypress Point Wealth Managemen... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 1,233,132 | 168,100.6 | +0.32% | 40.920 | +0.13% | 0.050 | +63.70% | +102.99% | 362,293.8 | Software | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,176,085 | 42,150.9 | -4.15% | 10.260 | -0.53% | 0.120 | +18.73% | +6.19% | 35,543.3 | ||
AVLC | Avantis U.S. Large Cap Equity ETF | 371,291 | 26,376.5 | -18.94% | 6.420 | -1.77% | 4.030 | +20.06% | +7.46% | 665.6 | ||
DCOR | Dimensional US Core Equity 1 ETF | 227,308 | 15,195.6 | +217.68% | 3.700 | +2.54% | 0.840 | +18.55% | +6.66% | 1,873.9 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 460,415 | 14,314.3 | +6.34% | 3.480 | +0.21% | 0.150 | +12.58% | +21.57% | 9,637.7 | ||
VOO | Vanguard S&P 500 ETF | 21,228 | 12,058.2 | +64.93% | 2.940 | +1.16% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
VTI | Vanguard Total Stock Market ETF | 38,337 | 11,651.9 | +12.80% | 2.840 | +0.32% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
DFUS | Dimensional U.S. Equity Market ETF | 164,500 | 11,024.8 | -2.38% | 2.680 | -0.08% | 0.070 | +20.05% | +7.40% | 15,782.0 | ||
AVEM | Avantis Emerging Markets Equity ETF | 90,040 | 6,171.3 | +0.21% | 1.500 | 0% | 0.060 | +21.59% | +20.13% | 10,968.0 | ||
AVUS | Avantis U.S. Equity ETF | 53,887 | 5,432.9 | +4.83% | 1.320 | +0.06% | 0.060 | +18.90% | +6.42% | 8,878.4 |
Cypress Point Wealth Management, LLC's Historical Top Holdings Breakdowns
Cypress Point Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DCOR | Dimensional US Core Equity 1 ETF | 2025-06-30 | Add Add | +2.54% | 54.34 ($62.2) 66.85 | $68.08 | 9.45% | Add 217.68% | 227,308 | 155,755 | |
AVLC | Avantis U.S. Large Cap Equity ETF | 2025-06-30 | Reduce Reduce | -1.77% | 56.8 ($65.59) 71.04 | $72.19 | 10.06% | Reduce -18.94% | 371,291 | -86,772 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.16% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Add 64.93% | 21,228 | 8,357 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | Reduce Reduce | -0.53% | 29.12 ($33.35) 35.84 | $36.53 | 9.54% | Reduce -4.15% | 1,176,085 | -50,984 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Reduce Reduce | -0.49% | 34.04 ($39.19) 42.36 | $43.11 | 10.00% | Reduce -24.22% | 125,125 | -39,984 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | New Buy New Buy | +0.49% | 193.73 ($223.07) 237.37 | $243.27 | 9.06% | New holding | 8,500 | 8,500 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +0.32% | 484.66 ($617.26) 738.09 | $704.28 | 14.10% | Add 43.56% | 5,929 | 1,799 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.32% | 243.75 ($281.15) 303.93 | $309.09 | 9.94% | Add 12.8% | 38,337 | 4,351 | |
XOM | Exxon Mobil Corp | 2025-06-30 | Reduce Reduce | -0.31% | 99.93 ($107.09) 119.04 | $107.77 | 0.63% | Reduce -16.34% | 41,708 | -8,144 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-06-30 | Add Add | +0.21% | 24.94 ($29.27) 31.15 | $30.89 | 5.53% | Add 6.34% | 460,415 | 27,437 |
Cypress Point Wealth Management, LLC Total Holding History ($B)
Cypress Point Wealth Management, LLC's Asset Allocation
Cypress Point Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cypress Point Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Cypress Point Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cypress Point Wealth Management, LLC's Holdings Heat Map
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Cypress Point Wealth Management, LLC's Holdings Bubble Chart
Cypress Point Wealth Management, LLC News
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