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 | — | 44,625.0 | $3.8M | 0.78% | +299.0 | +0.7% | $85.49 | +2.0% |
| 22 | VCRB | VANGUARD MALVERN FDS | — | 47,752.0 | $3.7M | 0.75% | NEW | — | $77.23 | -1.5% |
| 23 | SCHB | SCHWAB STRATEGIC TR | — | 118,389.0 | $3.4M | 0.70% | -14K | -10.4% | $28.96 | +1.9% |
| 24 | GOOGL | ALPHABET INC | Communication Services | 8,848.0 | $3.2M | 0.64% | +136.0 | +1.6% | $357.37 | -2.6% |
| 25 | IBMQ | ISHARES TR | — | 119,536.0 | $3.1M | 0.62% | — | — | $25.58 | -0.2% |
| 26 | IBMR | ISHARES TR | — | 119,718.0 | $3.0M | 0.62% | NEW | — | $25.39 | -0.4% |
| 27 | — | ISHARES TR | — | 115,000.0 | $3.0M | 0.60% | — | — | $25.87 | — |
| 28 | AVLV | AMERICAN CENTY ETF TR | — | 30,797.0 | $2.8M | 0.57% | — | — | $91.21 | +3.9% |
| 29 | MSFT | MICROSOFT CORP | Technology | 7,493.0 | $2.8M | 0.57% | +898.0 | +13.6% | $373.02 | +30.6% |
| 30 | META | META PLATFORMS INC | Communication Services | 4,930.0 | $2.8M | 0.56% | -123.0 | -2.4% | $563.29 | -0.8% |
| 31 | AMZN | AMAZON COM INC | Consumer Cyclical | 11,382.0 | $2.7M | 0.55% | +3K | +28.7% | $238.34 | +10.0% |
| 32 | VB | VANGUARD INDEX FDS | — | 8,500.0 | $2.6M | 0.52% | — | — | $303.12 | -0.1% |
| 33 | DE | DEERE & CO | Industrials | 3,761.0 | $2.4M | 0.48% | NEW | — | $634.33 | +2.3% |
| 34 | AVUV | AMERICAN CENTY ETF TR | — | 18,109.0 | $2.3M | 0.46% | -562.0 | -3.0% | $124.76 | +0.8% |
| 35 | — | BERKSHIRE HATHAWAY INC DEL | — | 3.0 | $2.2M | 0.46% | — | — | $748850.00 | — |
| 36 | VUG | VANGUARD INDEX FDS | — | 25,817.0 | $2.2M | 0.45% | +22K | +500.4% | $86.14 | +0.9% |
| 37 | DFAI | DIMENSIONAL ETF TRUST | — | 53,265.0 | $2.2M | 0.45% | -952.0 | -1.8% | $41.25 | +4.9% |
| 38 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | — | 57,930.0 | $2.2M | 0.44% | +7K | +12.8% | $37.46 | -2.5% |
| 39 | EEMS | ISHARES INC | — | 26,698.0 | $2.0M | 0.41% | -3K | -10.8% | $75.89 | -1.8% |
| 40 | AVIV | AMERICAN CENTY ETF TR | — | 25,115.0 | $1.9M | 0.40% | -1K | -4.5% | $77.42 | +7.7% |
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
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%