Cypress Point Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PALANTIR TECHNOLOGIES INC(PLTR) | 1,233,132 | 1,216,357 | -16,775 | 168,100,555 | 221,887,844 | 44.90% | +53,787,289 |
| DIMENSIONAL ETF TRUST | 1,176,085 | 1,263,305 | +87,220 | 42,150,904 | 48,725,671 | 9.86% | +6,574,767 |
| AMERICAN CENTY ETF TR | 371,291 | 418,718 | +47,427 | 26,376,502 | 32,036,094 | 6.48% | +5,659,592 |
| VANGUARD INTL EQUITY INDEX F | 61,556 | 126,814 | +65,258 | 2,840,790 | 6,054,080 | 1.23% | +3,213,290 |
| DIMENSIONAL ETF TRUST | 164,500 | 191,807 | +27,307 | 11,024,792 | 13,894,490 | 2.81% | +2,869,698 |
| DIMENSIONAL ETF TRUST | 460,415 | 489,961 | +29,546 | 14,314,294 | 16,065,813 | 3.25% | +1,751,519 |
| DIMENSIONAL ETF TRUST | 227,308 | 228,390 | +1,082 | 15,195,564 | 16,430,352 | 3.32% | +1,234,788 |
| VANGUARD INTL EQUITY INDEX F | 19,939 | 35,168 | +15,229 | 1,340,285 | 2,509,944 | 0.51% | +1,169,659 |
| VANGUARD BD INDEX FDS | 23,636 | 38,879 | +15,243 | 1,740,315 | 2,891,466 | 0.59% | +1,151,151 |
| VANGUARD INDEX FDS | 2,333 | 4,403 | +2,070 | 1,022,788 | 2,111,639 | 0.43% | +1,088,851 |
| VANGUARD INDEX FDS | 9,270 | 13,786 | +4,516 | 1,638,320 | 2,570,969 | 0.52% | +932,649 |
| VANGUARD INDEX FDS | 38,337 | 38,238 | -99 | 11,651,855 | 12,548,455 | 2.54% | +896,600 |
| VANGUARD INDEX FDS | 21,228 | 21,141 | -87 | 12,058,193 | 12,946,605 | 2.62% | +888,412 |
| VANGUARD STAR FDS | 35,891 | 43,844 | +7,953 | 2,479,740 | 3,220,807 | 0.65% | +741,067 |
| AMERICAN CENTY ETF TR | 90,040 | 91,605 | +1,565 | 6,171,327 | 6,880,463 | 1.39% | +709,136 |
| AMERICAN CENTY ETF TR | 42,241 | 48,018 | +5,777 | 2,178,376 | 2,749,012 | 0.56% | +570,636 |
| VANGUARD INDEX FDS | 2,308 | 4,621 | +2,313 | 450,015 | 964,512 | 0.20% | +514,497 |
| SCHWAB STRATEGIC TR | 176,210 | 195,361 | +19,151 | 3,728,607 | 4,213,931 | 0.85% | +485,324 |
| AMERICAN CENTY ETF TR | 53,887 | 53,774 | -113 | 5,432,929 | 5,845,209 | 1.18% | +412,280 |
| ETFS GOLD TR(SGOL) | 0 | 10,318 | +10,318 | 0 | 379,806 | 0.08% | +379,806 |
| VANGUARD INTL EQUITY INDEX F | 0 | 6,584 | +6,584 | 0 | 356,718 | 0.07% | +356,718 |
| ISHARES TR | 0 | 7,722 | +7,722 | 0 | 353,503 | 0.07% | +353,503 |
| CAPITAL GROUP NEW GEOGRAPHY | 11,550 | 21,078 | +9,528 | 332,756 | 651,311 | 0.13% | +318,555 |
| DIMENSIONAL ETF TRUST | 125,125 | 122,772 | -2,353 | 5,300,300 | 5,618,064 | 1.14% | +317,764 |
| ISHARES INC | 0 | 4,378 | +4,378 | 0 | 295,592 | 0.06% | +295,592 |
| WISDOMTREE TR(WT) | 9,795 | 17,633 | +7,838 | 353,992 | 620,128 | 0.13% | +266,136 |
| AMERICAN CENTY ETF TR | 48,885 | 48,885 | 0 | 3,617,963 | 3,857,010 | 0.78% | +239,047 |
| VANGUARD CHARLOTTE FDS | 0 | 4,588 | +4,588 | 0 | 226,926 | 0.05% | +226,926 |
| BLACKSTONE INC(BX) | 0 | 1,290 | +1,290 | 0 | 220,397 | 0.04% | +220,397 |
| FOLD HLDGS INC | 0 | 54,504 | +54,504 | 0 | 210,386 | 0.04% | +210,386 |
| EXXON MOBIL CORP | 41,708 | 41,708 | 0 | 4,496,123 | 4,702,577 | 0.95% | +206,454 |
| SYSCO CORP(SYY) | 0 | 2,431 | +2,431 | 0 | 200,169 | 0.04% | +200,169 |
| ALPHABET INC(GOOG) | 2,242 | 2,231 | -11 | 395,048 | 542,302 | 0.11% | +147,254 |
| VANGUARD INDEX FDS | 8,500 | 8,500 | 0 | 2,014,330 | 2,161,380 | 0.44% | +147,050 |
| AMERICAN CENTY ETF TR | 26,605 | 26,515 | -90 | 1,655,770 | 1,788,180 | 0.36% | +132,410 |
| AMERICAN CENTY ETF TR | 54,971 | 50,101 | -4,870 | 4,358,075 | 4,460,476 | 0.90% | +102,401 |
| DIMENSIONAL ETF TRUST | 48,565 | 48,578 | +13 | 1,426,346 | 1,524,383 | 0.31% | +98,037 |
| ISHARES INC | 34,479 | 34,369 | -110 | 2,235,974 | 2,334,010 | 0.47% | +98,036 |
| TESLA INC(TSLA) | 726 | 730 | +4 | 230,622 | 324,646 | 0.07% | +94,024 |
| ROBINHOOD MKTS INC(HOOD) | 2,619 | 2,359 | -260 | 245,217 | 337,762 | 0.07% | +92,545 |
| DIMENSIONAL ETF TRUST | 48,129 | 48,133 | +4 | 1,663,828 | 1,749,647 | 0.35% | +85,819 |
| VANGUARD WHITEHALL FDS | 10,407 | 10,407 | 0 | 1,387,358 | 1,466,867 | 0.30% | +79,509 |
| AMERICAN CENTY ETF TR | 31,482 | 30,793 | -689 | 2,147,410 | 2,225,125 | 0.45% | +77,715 |
| BERKSHIRE HATHAWAY INC DEL | 3 | 3 | 0 | 2,186,400 | 2,262,600 | 0.46% | +76,200 |
| BLEND LABS INC | 220,284 | 218,727 | -1,557 | 726,938 | 798,354 | 0.16% | +71,416 |
| AMERICAN CENTY ETF TR | 8,595 | 9,113 | +518 | 517,837 | 584,359 | 0.12% | +66,522 |
| AMERICAN CENTY ETF TR | 25,637 | 24,837 | -800 | 1,372,711 | 1,424,872 | 0.29% | +52,161 |
| NEW YORK LIFE INVTS ACTIVE E | 130,965 | 130,545 | -420 | 3,123,513 | 3,172,243 | 0.64% | +48,730 |
| ISHARES TR | 119,718 | 119,718 | 0 | 3,020,490 | 3,056,405 | 0.62% | +35,915 |
| DIMENSIONAL ETF TRUST | 14,153 | 14,153 | 0 | 416,530 | 450,639 | 0.09% | +34,109 |
| MICROSOFT CORP(MSFT) | 1,618 | 1,618 | 0 | 804,817 | 838,052 | 0.17% | +33,235 |
| ISHARES TR | 119,536 | 119,536 | 0 | 3,037,405 | 3,064,898 | 0.62% | +27,493 |
| SPDR S&P 500 ETF TR(SPY) | 492 | 493 | +1 | 303,893 | 328,140 | 0.07% | +24,247 |
| BANK AMERICA CORP | 5,253 | 5,255 | +2 | 248,582 | 271,084 | 0.05% | +22,502 |
| DIMENSIONAL ETF TRUST | 39,429 | 36,758 | -2,671 | 1,141,468 | 1,158,986 | 0.23% | +17,518 |
| VANGUARD MUN BD FDS | 16,272 | 16,272 | 0 | 797,817 | 814,740 | 0.16% | +16,923 |
| ISHARES TR | 1,078 | 1,013 | -65 | 669,331 | 678,001 | 0.14% | +8,670 |
| ISHARES TR | 8,434 | 8,434 | 0 | 208,320 | 215,574 | 0.04% | +7,254 |
| ISHARES INC | 4,460 | 4,460 | 0 | 280,088 | 284,682 | 0.06% | +4,594 |
| SPDR SERIES TRUST | 3,258 | 3,291 | +33 | 298,813 | 301,984 | 0.06% | +3,171 |
| ISHARES TR | 113,000 | 113,000 | 0 | 3,024,276 | 3,027,270 | 0.61% | +2,994 |
| ISHARES TR | 59,000 | 59,000 | 0 | 1,430,750 | 1,433,700 | 0.29% | +2,950 |
| ISHARES TR | 35,000 | 35,000 | 0 | 849,450 | 851,900 | 0.17% | +2,450 |
| ISHARES TR | 30,000 | 30,000 | 0 | 755,400 | 755,700 | 0.15% | +300 |
| KKR & CO INC(KKR) | 2,325 | 2,325 | 0 | 309,295 | 302,134 | 0.06% | -7,161 |
| CROWDSTRIKE HLDGS INC(CRWD) | 410 | 410 | 0 | 208,818 | 201,056 | 0.04% | -7,762 |
| AT&T INC(T) | 13,871 | 13,876 | +5 | 401,422 | 391,868 | 0.08% | -9,554 |
| AMAZON COM INC(AMZN) | 1,342 | 1,275 | -67 | 294,422 | 279,952 | 0.06% | -14,470 |
| SCHWAB STRATEGIC TR | 163,152 | 150,524 | -12,628 | 3,887,901 | 3,869,973 | 0.78% | -17,928 |
| NETFLIX INC(NFLX) | 386 | 386 | 0 | 516,905 | 462,784 | 0.09% | -54,121 |
| DIMENSIONAL ETF TRUST | 8,634 | 7,562 | -1,072 | 438,162 | 384,013 | 0.08% | -54,149 |
| SALESFORCE INC(CRM) | 1,543 | 1,543 | 0 | 420,761 | 365,691 | 0.07% | -55,070 |
| COCA COLA CO(KO) | 13,578 | 13,645 | +67 | 960,652 | 904,938 | 0.18% | -55,714 |
| DIMENSIONAL ETF TRUST | 10,149 | 8,316 | -1,833 | 547,653 | 484,099 | 0.10% | -63,554 |
| ISHARES TR | 6,225 | 5,064 | -1,161 | 519,663 | 442,138 | 0.09% | -77,525 |
| AMERICAN CENTY ETF TR | 7,368 | 5,240 | -2,128 | 325,363 | 233,071 | 0.05% | -92,292 |
| VANGUARD BD INDEX FDS | 11,873 | 8,798 | -3,075 | 592,033 | 439,846 | 0.09% | -152,187 |
| APPLE INC(AAPL) | 7,432 | 5,357 | -2,075 | 1,524,822 | 1,364,054 | 0.28% | -160,768 |
| PFIZER INC(PFE) | 11,714 | 0 | -11,714 | 283,948 | 0 | — | -283,948 |
| AFFIRM HLDGS INC(AFRM) | 5,253 | 0 | -5,253 | 363,193 | 0 | — | -363,193 |
| DOORDASH INC(DASH) | 1,500 | 0 | -1,500 | 369,765 | 0 | — | -369,765 |
| MERCK & CO INC(MRK) | 4,738 | 0 | -4,738 | 375,061 | 0 | — | -375,061 |
| ROCKET LAB CORP(RKLB) | 12,517 | 0 | -12,517 | 447,734 | 0 | — | -447,734 |
| VANGUARD INDEX FDS | 2,750 | 1,000 | -1,750 | 769,533 | 293,740 | 0.06% | -475,793 |
| AMERICAN CENTY ETF TR | 31,279 | 20,971 | -10,308 | 2,849,494 | 2,087,235 | 0.42% | -762,259 |
| DIMENSIONAL ETF TRUST | 112,836 | 72,690 | -40,146 | 3,027,399 | 1,985,170 | 0.40% | -1,042,229 |
| META PLATFORMS INC(META) | 5,929 | 3,774 | -2,155 | 4,376,136 | 2,771,551 | 0.56% | -1,604,585 |