Portfolio (Quarterly)
Guide ↗
Cypress Point Wealth Management, LLC
· CIK 0001825611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AVEE | AMERICAN CENTY ETF TR | — | 18,648.0 | $1.3M | 0.26% | +1K | +7.2% | $69.32 | -2.1% |
| 22 | BAC | BANK OF AMER CORP | Financial Services | 18,292.0 | $1.0M | 0.21% | +6K | +48.1% | $56.98 | +9.4% |
| 23 | VUSB | VANGUARD BD INDEX FDS | — | 19,422.0 | $967K | 0.20% | +674.0 | +3.6% | $49.78 | -0.1% |
| 24 | TSLA | TESLA INC | Consumer Cyclical | 2,272.0 | $956K | 0.19% | +207.0 | +10.0% | $420.60 | -17.0% |
| 25 | GOOG | ALPHABET INC | — | 2,535.0 | $896K | 0.18% | +182.0 | +7.7% | $353.35 | — |
| 26 | — | DFA INVT DIMENSIONS GROUP IN | — | 13,803.0 | $843K | 0.17% | +8K | +138.0% | $61.08 | — |
| 27 | V | VISA INC | Financial Services | 2,257.0 | $774K | 0.16% | +976.0 | +76.2% | $343.04 | +11.5% |
| 28 | LLY | ELI LILLY & CO | Healthcare | 637.0 | $764K | 0.15% | +259.0 | +68.5% | $1199.43 | +4.0% |
| 29 | IVV | ISHARES TR | — | 970.0 | $726K | 0.15% | +6.0 | +0.6% | $748.89 | +2.4% |
| 30 | C | CITIGROUP INC | Financial Services | 4,478.0 | $627K | 0.13% | +2K | +70.5% | $139.96 | -5.9% |
| 31 | CSCO | CISCO SYS INC | Technology | 4,988.0 | $586K | 0.12% | +299.0 | +6.4% | $117.46 | -6.2% |
| 32 | ABBV | ABBVIE INC | Healthcare | 2,055.0 | $517K | 0.10% | +940.0 | +84.3% | $251.64 | +5.1% |
| 33 | GEV | GE VERNOVA INC | Utilities | 434.0 | $510K | 0.10% | +62.0 | +16.7% | $1174.86 | -19.8% |
| 34 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,851.0 | $470K | 0.10% | +337.0 | +22.3% | $253.97 | +7.5% |
| 35 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,398.0 | $462K | 0.09% | +185.0 | +15.2% | $330.12 | +12.2% |
| 36 | EMXC | ISHARES INC | — | 4,487.0 | $459K | 0.09% | +25.0 | +0.6% | $102.29 | -5.8% |
| 37 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,246.0 | $408K | 0.08% | +287.0 | +29.9% | $327.33 | +8.9% |
| 38 | BLND | BLEND LABS INC | Technology | 225,843.0 | $386K | 0.08% | +10K | +4.6% | $1.71 | -12.3% |
| 39 | WMT | WALMART INC | Consumer Defensive | 3,362.0 | $381K | 0.08% | +1K | +65.0% | $113.26 | -6.0% |
| 40 | ALL | ALLSTATE CORP | Financial Services | 1,588.0 | $378K | 0.08% | +133.0 | +9.1% | $237.94 | +9.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
81.3%
Communication Services
4.0%
Financial Services
3.7%
Industrials
3.0%
Consumer Cyclical
2.4%
Consumer Defensive
1.6%
Healthcare
1.5%
Energy
1.1%
Utilities
1.0%
Real Estate
0.3%