Cypress Point Wealth Management, LLC
124 holdingsFiling period: 2026-03-31Current AUM: $485.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 927.7K | $135.7M | $114.2M | 23.49% | +1.8K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.38M | $53.5M | $61.3M | 12.62% | +71.0K | 2026-03-31 |
| 3 | AVLC | AMERICAN CENTY ETF TR | 497.4K | $38.6M | $44.4M | 9.13% | +39.6K | 2026-03-31 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 549.9K | $19.5M | $20.9M | 4.31% | +48.0K | 2026-03-31 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 274.2K | $19.4M | $22.4M | 4.60% | +54.4K | 2026-03-31 |
| 6 | DCOR | DIMENSIONAL ETF TRUST | 253.6K | $18.3M | $20.9M | 4.31% | +17.4K | 2026-03-31 |
| 7 | VTI | VANGUARD INDEX FDS | 35.8K | $11.5M | $13.2M | 2.71% | +117 | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 18.1K | $10.8M | $12.4M | 2.55% | -324 | 2026-03-31 |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | 204.7K | $9.1M | $9.4M | 1.94% | +31.3K | 2026-03-31 |
| 10 | AVEM | AMERICAN CENTY ETF TR | 96.5K | $7.8M | $8.6M | 1.78% | +574 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 25.9K | $6.6M | $8.0M | 1.65% | +18.5K | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 31.2K | $6.1M | $6.9M | 1.41% | +17.7K | 2026-03-31 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | 122.4K | $5.5M | $6.3M | 1.30% | -79 | 2026-03-31 |
| 14 | AVUS | AMERICAN CENTY ETF TR | 48.8K | $5.4M | $6.2M | 1.28% | -1,265 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 30.5K | $5.2M | $4.7M | 0.98% | -11,165 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 30.5K | $5.2M | $4.7M | 0.98% | -11,165 | 2026-03-31 |
| 17 | AVDV | AMERICAN CENTY ETF TR | 50.9K | $5.1M | $5.3M | 1.10% | +715 | 2026-03-31 |
| 18 | SCHH | SCHWAB STRATEGIC TR | 231.9K | $5.0M | $5.6M | 1.16% | +20.1K | 2026-03-31 |
| 19 | BND | VANGUARD BD INDEX FDS | 62.0K | $4.6M | $4.5M | 0.92% | -10,011 | 2026-03-31 |
| 20 | AVDE | AMERICAN CENTY ETF TR | 49.4K | $4.2M | $4.5M | 0.93% | -39 | 2026-03-31 |
| 21 | AVSC | AMERICAN CENTY ETF TR | 56.2K | $3.5M | $4.1M | 0.84% | +5.2K | 2026-03-31 |
| 22 | VXUS | VANGUARD STAR FDS | 44.3K | $3.4M | $3.7M | 0.77% | +27 | 2026-03-31 |
| 23 | SCHB | SCHWAB STRATEGIC TR | 132.2K | $3.3M | $3.8M | 0.78% | -5,367 | 2026-03-31 |
| 24 | IBMQ | ISHARES TR | 119.5K | $3.1M | $3.0M | 0.63% | -- | 2026-03-31 |
| 25 | IBTJ | ISHARES TR | 119.7K | $3.0M | $3.0M | 0.62% | -- | 2026-03-31 |
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