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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | — | DFA INVT DIMENSIONS GROUP IN | — | 13,803.0 | $843K | 0.17% | +8K | +138.0% | $61.08 | — |
| 62 | VTEB | VANGUARD MUN BD FDS | — | 16,272.0 | $823K | 0.17% | — | — | $50.58 | -2.1% |
| 63 | V | VISA INC | Financial Services | 2,257.0 | $774K | 0.16% | +976.0 | +76.2% | $343.04 | +11.5% |
| 64 | LLY | ELI LILLY & CO | Healthcare | 637.0 | $764K | 0.15% | +259.0 | +68.5% | $1199.43 | +4.0% |
| 65 | IVV | ISHARES TR | — | 970.0 | $726K | 0.15% | +6.0 | +0.6% | $748.89 | +2.4% |
| 66 | LRCX | LAM RESEARCH CORP | Technology | 1,632.0 | $707K | 0.14% | NEW | — | $433.33 | -28.4% |
| 67 | VOYG | VOYAGER TECHNOLOGIES INC | Industrials | 21,774.0 | $702K | 0.14% | NEW | — | $32.25 | +10.1% |
| 68 | C | CITIGROUP INC | Financial Services | 4,478.0 | $627K | 0.13% | +2K | +70.5% | $139.96 | -5.9% |
| 69 | ARTY | ISHARES TR | — | 7,726.0 | $588K | 0.12% | — | — | $76.16 | -5.0% |
| 70 | CSCO | CISCO SYS INC | Technology | 4,988.0 | $586K | 0.12% | +299.0 | +6.4% | $117.46 | -6.2% |
| 71 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 758.0 | $578K | 0.12% | -101.0 | -11.8% | $190.79 | -0.1% |
| 72 | VBR | VANGUARD INDEX FDS | — | 2,379.0 | $578K | 0.12% | -2K | -48.9% | $243.04 | +2.2% |
| 73 | WCLD | WISDOMTREE TR | — | 17,633.0 | $565K | 0.12% | — | — | $32.06 | +26.1% |
| 74 | CAT | CATERPILLAR INC | Industrials | 522.0 | $556K | 0.11% | NEW | — | $1064.90 | -23.8% |
| 75 | DFSV | DIMENSIONAL ETF TRUST | — | 14,153.0 | $549K | 0.11% | — | — | $38.79 | +3.2% |
| 76 | ABBV | ABBVIE INC | Healthcare | 2,055.0 | $517K | 0.10% | +940.0 | +84.3% | $251.64 | +5.1% |
| 77 | GEV | GE VERNOVA INC | Utilities | 434.0 | $510K | 0.10% | +62.0 | +16.7% | $1174.86 | -19.8% |
| 78 | NFLX | NETFLIX INC. | Communication Services | 6,982.0 | $499K | 0.10% | -2K | -26.1% | $71.40 | +12.1% |
| 79 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,650.0 | $492K | 0.10% | -386.0 | -19.0% | $297.89 | -23.0% |
| 80 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,851.0 | $470K | 0.10% | +337.0 | +22.3% | $253.97 | +7.5% |
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%