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Name: |
Cypress Point Wealth Management LLC |
City: |
DALLAS |
State: |
TX |
Zip: |
75219 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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AVLC |
Avantis Us Large Cap Equity... |
3 |
New |
$0.00 |
$10,253,000 |
165,882 |
5.25% |
10,253,000 |
165,882 |
1.843 |
N/A |
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DFUS |
Dimensional U S Equity Etf |
27 |
New |
$57.19 |
$1,590,000 |
27,900 |
0.81% |
1,590,000 |
27,900 |
0.003 |
N/A |
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DFAE |
Dfa Dimensional Emerging Co... |
38 |
New |
$0.00 |
$972,000 |
39,305 |
0.5% |
972,000 |
39,305 |
0.007 |
N/A |
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VEU |
Vanguard FTSE All-World ETF |
40 |
New |
$57.31 |
$858,000 |
14,634 |
0.44% |
858,000 |
14,634 |
0.003 |
Closed - End Fund - F... |
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CRM |
Salesforce.com Inc |
49 |
New |
$278.57 |
$601,000 |
1,996 |
0.31% |
601,000 |
1,996 |
0 |
Internet Software & S... |
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IBDQ |
Ishares Ibonds Dec 2025 Ter... |
52 |
New |
$24.79 |
$496,000 |
20,000 |
0.25% |
496,000 |
20,000 |
0.006 |
N/A |
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VBR |
Vanguard Small Cap Val VIPER |
55 |
New |
$185.39 |
$434,000 |
2,263 |
0.22% |
434,000 |
2,263 |
0.002 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
56 |
New |
$528.64 |
$365,000 |
694 |
0.19% |
365,000 |
694 |
0 |
Closed - End Fund - E... |
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WCLD |
Wisdomtree Cloud Computing Etf |
57 |
New |
$0.00 |
$341,000 |
9,795 |
0.17% |
341,000 |
9,795 |
0.047 |
N/A |
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LLY |
Eli Lilly & Co |
59 |
New |
$808.45 |
$321,000 |
412 |
0.16% |
321,000 |
412 |
0 |
Drug Manufacturers - ... |
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DUSB |
Dimensional Ultrashort Fixe... |
61 |
New |
$0.00 |
$292,000 |
5,770 |
0.15% |
292,000 |
5,770 |
0.064 |
N/A |
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ICSH |
Ishares Ultra Short Term Bo... |
63 |
New |
$0.00 |
$278,000 |
5,490 |
0.14% |
278,000 |
5,490 |
0.001 |
N/A |
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AVEE |
Avantis Emerging Markets Sm... |
64 |
New |
$0.00 |
$265,000 |
5,006 |
0.14% |
265,000 |
5,006 |
0.056 |
N/A |
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KKR |
KKR Financial Holdings LLC |
66 |
New |
$103.98 |
$247,000 |
2,452 |
0.13% |
247,000 |
2,452 |
0 |
Asset Management |
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JPM |
JP Morgan Chase & Co |
67 |
New |
$196.92 |
$228,000 |
1,136 |
0.12% |
228,000 |
1,136 |
0 |
Domestic Money Center... |
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SMCI |
Super Micro Computer Inc |
69 |
New |
$847.38 |
$208,000 |
206 |
0.11% |
208,000 |
206 |
0 |
Networking & Communic... |
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OSCR |
Oscar Health, Inc. |
70 |
New |
$0.00 |
$172,000 |
11,582 |
0.09% |
172,000 |
11,582 |
0.007 |
N/A |
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