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 | VXUS | VANGUARD STAR FDS | — | 44,326.0 | $3.4M | 0.74% | — | — | $77.11 | +12.5% |
| 22 | SCHB | SCHWAB STRATEGIC TR | — | 132,205.0 | $3.3M | 0.71% | -5K | -3.9% | $25.10 | +15.4% |
| 23 | IBMQ | ISHARES TR | — | 119,536.0 | $3.1M | 0.66% | — | — | $25.53 | +0.0% |
| 24 | — | ISHARES TR | — | 119,718.0 | $3.0M | 0.65% | NEW | — | $25.35 | — |
| 25 | — | ISHARES TR | — | 115,000.0 | $3.0M | 0.64% | — | — | $25.83 | — |
| 26 | META | META PLATFORMS INC | Communication Services | 5,053.0 | $2.9M | 0.62% | +939.0 | +22.8% | $572.13 | +0.9% |
| 27 | NVDA | NVIDIA CORPORATION | Technology | 16,465.0 | $2.9M | 0.62% | +15K | +1431.6% | $174.40 | +20.8% |
| 28 | VEU | VANGUARD INTL EQUITY INDEX F | — | 35,452.0 | $2.7M | 0.57% | — | — | $75.10 | +13.1% |
| 29 | GOOGL | ALPHABET INC | Communication Services | 8,712.0 | $2.5M | 0.54% | +6K | +273.8% | $287.56 | +28.0% |
| 30 | AVLV | AMERICAN CENTY ETF TR | — | 30,796.0 | $2.5M | 0.54% | — | — | $80.61 | +12.8% |
| 31 | MSFT | MICROSOFT CORP | Technology | 6,595.0 | $2.4M | 0.53% | +5K | +262.8% | $370.17 | +2.5% |
| 32 | VB | VANGUARD INDEX FDS | — | 8,500.0 | $2.2M | 0.48% | — | — | $261.92 | +13.2% |
| 33 | — | BERKSHIRE HATHAWAY INC DEL | — | 3.0 | $2.2M | 0.46% | — | — | $718140.00 | — |
| 34 | DFAI | DIMENSIONAL ETF TRUST | — | 54,217.0 | $2.1M | 0.46% | +4K | +7.6% | $38.96 | +7.7% |
| 35 | EEMS | ISHARES INC | — | 29,913.0 | $2.1M | 0.45% | -3K | -7.9% | $69.18 | +12.7% |
| 36 | AVUV | AMERICAN CENTY ETF TR | — | 18,671.0 | $2.1M | 0.44% | -236.0 | -1.2% | $110.47 | +10.4% |
| 37 | AVIV | AMERICAN CENTY ETF TR | — | 26,290.0 | $2.0M | 0.42% | — | — | $74.83 | +5.1% |
| 38 | VUG | VANGUARD INDEX FDS | — | 4,300.0 | $1.9M | 0.41% | — | — | $436.82 | -80.1% |
| 39 | AMZN | AMAZON COM INC | Consumer Cyclical | 8,846.0 | $1.8M | 0.40% | +7K | +385.2% | $208.27 | +17.3% |
| 40 | DFAX | DIMENSIONAL ETF TRUST | — | 48,598.0 | $1.7M | 0.36% | — | — | $33.97 | +11.7% |
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
84.5%
Communication Services
4.2%
Energy
3.2%
Financial Services
2.8%
Consumer Cyclical
1.7%
Healthcare
1.5%
Consumer Defensive
0.8%
Basic Materials
0.7%
Industrials
0.5%
Utilities
0.2%