Cypress Point Wealth Management, LLC
142 holdingsFiling period: 2026-06-30Current AUM: $563.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc | 926.2K | $108.1M | $182.2M | 32.32% | -1,522 | 2026-06-30 |
| 2 | DFAC | Dimensional ETF Trust | 1.42M | $63.1M | $63.7M | 11.30% | +45.4K | 2026-06-30 |
| 3 | AVLC | American Centy ETF TR | 482.9K | $43.4M | $43.5M | 7.71% | -14,506 | 2026-06-30 |
| 4 | DFUS | Dimensional ETF Trust | 292.3K | $23.9M | $24.2M | 4.29% | +18.1K | 2026-06-30 |
| 5 | DFIC | Dimensional ETF Trust | 566.2K | $21.1M | $21.1M | 3.75% | +16.3K | 2026-06-30 |
| 6 | DCOR | Dimensional ETF Trust | 249.8K | $20.5M | $20.8M | 3.69% | -3,714 | 2026-06-30 |
| 7 | VTI | Vanguard Index Fds | 31.3K | $11.6M | $11.7M | 2.07% | -4,486 | 2026-06-30 |
| 8 | VOO | Vanguard Index Fds | 16.5K | $11.3M | $11.5M | 2.05% | -1,543 | 2026-06-30 |
| 9 | VTV | Vanguard Index Fds | 50.9K | $11.1M | $11.5M | 2.03% | +19.7K | 2026-06-30 |
| 10 | VNQI | Vanguard Intl Equity Index F | 216.2K | $9.7M | $9.2M | 1.64% | +11.4K | 2026-06-30 |
| 11 | AVEM | American Centy ETF TR | 93.8K | $9.1M | $8.2M | 1.46% | -2,671 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 26.7K | $7.7M | $9.3M | 1.65% | +817 | 2026-06-30 |
| 13 | DFAU | Dimensional ETF Trust | 121.8K | $6.3M | $6.4M | 1.13% | -565 | 2026-06-30 |
| 14 | AVUS | American Centy ETF TR | 48.1K | $6.2M | $6.2M | 1.09% | -664 | 2026-06-30 |
| 15 | SCHH | Schwab Strategic TR | 240.4K | $5.7M | $5.5M | 0.97% | +8.6K | 2026-06-30 |
| 16 | AVDV | American Centy ETF TR | 49.9K | $5.1M | $5.2M | 0.93% | -947 | 2026-06-30 |
| 17 | AVDE | American Centy ETF TR | 47.3K | $4.2M | $4.2M | 0.74% | -2,107 | 2026-06-30 |
| 18 | AVSC | American Centy ETF TR | 57.1K | $4.2M | $4.0M | 0.72% | +854 | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 20.1K | $4.0M | $4.2M | 0.75% | +3.7K | 2026-06-30 |
| 20 | KLAC | Kla Corp | 13.0K | $3.9M | $1.9M | 0.34% | +12.7K | 2026-06-30 |
| 21 | VXUS | Vanguard Star Fds | 44.6K | $3.8M | $3.7M | 0.65% | +299 | 2026-06-30 |
| 22 | VCRB | Vanguard Malvern Fds | 47.8K | $3.7M | $3.6M | 0.63% | -- | 2026-06-30 |
| 23 | SCHB | Schwab Strategic TR | 118.4K | $3.4M | $3.5M | 0.61% | -13,816 | 2026-06-30 |
| 24 | GOOGL | Alphabet Inc | 8.8K | $3.2M | $2.8M | 0.50% | +136 | 2026-06-30 |
| 25 | IBMQ | iShares TR | 119.5K | $3.1M | $3.0M | 0.54% | -- | 2026-06-30 |
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