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| Name: |
Cypress Point Wealth Management LLC |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75219 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Page 1 of 1 |
Menu
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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 |
|
VNQI |
Vanguard Global Ex-US Real ... |
20 |
- |
$43.06 |
$2,514,000 |
59,665 |
1.29% |
-31,000 |
-90 |
0.068 |
Closed - End Fund - E... |
|
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EEMS |
Ishares Msci Emerging Marke... |
21 |
- |
$61.69 |
$2,378,000 |
40,414 |
1.22% |
-73,000 |
-1,980 |
0.088 |
N/A |
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DFAT |
Dimensional U S Targeted Va... |
24 |
- |
$54.33 |
$1,955,000 |
35,919 |
1% |
-3,510,000 |
-68,514 |
0.004 |
N/A |
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VYM |
Vanguard High Dividend Yiel... |
32 |
- |
$121.51 |
$1,448,000 |
11,972 |
0.74% |
-459,000 |
-5,110 |
0.004 |
Closed - End Fund - Debt |
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VO |
Vanguard Mid Cap VIPERS |
39 |
- |
$248.71 |
$955,000 |
3,821 |
0.49% |
-412,000 |
-2,054 |
0.002 |
Closed - End Fund - E... |
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VUSB |
Vanguard Ultrashort Bond Etf |
42 |
- |
$0.00 |
$822,000 |
16,594 |
0.42% |
-22,000 |
-476 |
0.018 |
N/A |
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AMZN |
Amazon.com Inc |
45 |
- |
$184.70 |
$708,000 |
3,923 |
0.36% |
67,000 |
-297 |
0 |
Internet Software & S... |
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IEFA |
Ishares Core Msci Eafe |
50 |
- |
$0.00 |
$587,000 |
7,914 |
0.3% |
-181,000 |
-3,005 |
0 |
N/A |
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EEMV |
Ishares Msci Emerging Marke... |
53 |
- |
$0.00 |
$463,000 |
8,183 |
0.24% |
-119,000 |
-2,279 |
0.001 |
N/A |
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REET |
Ishares Global Reit |
58 |
- |
$23.54 |
$338,000 |
14,269 |
0.17% |
-54,000 |
-1,947 |
0.014 |
N/A |
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FTY |
iShares Trust |
65 |
- |
$53.34 |
$249,000 |
4,633 |
0.13% |
-115,000 |
-2,068 |
0.005 |
Closed - End Fund - Debt |
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