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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | LLY | ELI LILLY & CO | Healthcare | 378.0 | $348K | 0.07% | NEW | — | $919.77 | +35.7% |
| 82 | MRK | MERCK & CO INC | Healthcare | 2,883.0 | $347K | 0.07% | NEW | — | $120.29 | +25.3% |
| 83 | DFAT | DIMENSIONAL ETF TRUST | — | 5,407.0 | $338K | 0.07% | -70.0 | -1.3% | $62.45 | +14.3% |
| 84 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 859.0 | $335K | 0.07% | +48.0 | +5.9% | $97.60 | +95.4% |
| 85 | VWO | VANGUARD INTL EQUITY INDEX F | — | 6,047.0 | $327K | 0.07% | -650.0 | -9.7% | $54.05 | +10.9% |
| 86 | GEV | GE VERNOVA INC | Utilities | 372.0 | $325K | 0.07% | NEW | — | $872.90 | +7.9% |
| 87 | WULF | TERAWULF INC | Financial Services | 21,676.0 | $313K | 0.07% | -4K | -15.0% | $14.43 | +7.3% |
| 88 | DFAR | DIMENSIONAL ETF TRUST | — | 13,100.0 | $310K | 0.07% | NEW | — | $23.65 | +12.7% |
| 89 | HON | HONEYWELL INTL INC | Industrials | 1,370.0 | $310K | 0.07% | NEW | — | $226.03 | -5.0% |
| 90 | BIL | SPDR SERIES TRUST | — | 3,356.0 | $308K | 0.07% | +19.0 | +0.6% | $91.64 | -0.0% |
| 91 | ALL | ALLSTATE CORP | Financial Services | 1,455.0 | $302K | 0.07% | NEW | — | $207.34 | +25.5% |
| 92 | POWL | POWELL INDS INC | Industrials | 555.0 | $300K | 0.07% | NEW | — | $541.08 | -65.1% |
| 93 | C | CITIGROUP INC | Financial Services | 2,627.0 | $298K | 0.06% | NEW | — | $113.41 | +16.1% |
| 94 | — | DFA INVT DIMENSIONS GROUP IN | — | 5,800.0 | $295K | 0.06% | NEW | — | $50.86 | — |
| 95 | EEMV | ISHARES INC | — | 4,460.0 | $289K | 0.06% | — | — | $64.73 | +15.2% |
| 96 | VO | VANGUARD INDEX FDS | — | 1,000.0 | $287K | 0.06% | — | — | $287.18 | -71.2% |
| 97 | JPM | JPMORGAN CHASE & CO | Financial Services | 959.0 | $282K | 0.06% | NEW | — | $294.16 | +21.2% |
| 98 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 67.0 | $282K | 0.06% | NEW | — | $168.41 | +26.7% |
| 99 | ABT | ABBOTT LABORATORIES | Healthcare | 2,715.0 | $279K | 0.06% | NEW | — | $102.67 | +13.6% |
| 100 | ACN | ACCENTURE PLC IRELAND | Technology | 1,379.0 | $273K | 0.06% | NEW | — | $198.29 | -5.9% |
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
84.9%
Communication Services
3.8%
Energy
3.2%
Financial Services
2.7%
Consumer Cyclical
1.7%
Healthcare
1.5%
Consumer Defensive
0.8%
Basic Materials
0.7%
Industrials
0.5%
Utilities
0.2%