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  Name: Cypress Point Wealth Management LLC
  City: DALLAS
  State: TX
  Zip: 75219
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $195,303,000
  Total Value Change : $60,682,000
  Securities Held Change : 17
   
All Securities Held : 71
  New Positions : 17
  Closed Positions : 1
  Increased Positions : 38
  Unchanged Positions : 5
  Decreased Positions : 11

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (AVLC)1 Year Chart         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
   (DFUS)1 Year Chart         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
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 38 New $0.00 $972,000 39,305 0.5% 972,000 39,305 0.007    N/A
   (VEU)1 Year Chart         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...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 49 New $278.57 $601,000 1,996 0.31% 601,000 1,996 0    Internet Software & S...
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 52 New $24.79 $496,000 20,000 0.25% 496,000 20,000 0.006    N/A
   (VBR)1 Year Chart         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...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 56 New $528.64 $365,000 694 0.19% 365,000 694 0    Closed - End Fund - E...
   (WCLD)1 Year Chart         WCLD Wisdomtree Cloud Computing Etf 57 New $0.00 $341,000 9,795 0.17% 341,000 9,795 0.047    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 59 New $808.45 $321,000 412 0.16% 321,000 412 0    Drug Manufacturers - ...
   (DUSB)1 Year Chart         DUSB Dimensional Ultrashort Fixe... 61 New $0.00 $292,000 5,770 0.15% 292,000 5,770 0.064    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 63 New $0.00 $278,000 5,490 0.14% 278,000 5,490 0.001    N/A
   (AVEE)1 Year Chart         AVEE Avantis Emerging Markets Sm... 64 New $0.00 $265,000 5,006 0.14% 265,000 5,006 0.056    N/A
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 66 New $103.98 $247,000 2,452 0.13% 247,000 2,452 0    Asset Management
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 67 New $196.92 $228,000 1,136 0.12% 228,000 1,136 0    Domestic Money Center...
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 69 New $847.38 $208,000 206 0.11% 208,000 206 0    Networking & Communic...
   (OSCR)1 Year Chart         OSCR Oscar Health, Inc. 70 New $0.00 $172,000 11,582 0.09% 172,000 11,582 0.007    N/A
      17 Records Found
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