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CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 47.68%
This Fund
S&P 500
This Quarter Est. Return
-5.48%
1 Year Est. Return
+47.68%
3 Year Est. Return
+280.92%
5 Year Est. Return
+178.32%
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$6.11M
Cap. Flow
+$38.2M
Cap. Flow %
8.23%
Top 10 Hldgs %
69.84%
Holding
132
New
42
Increased
45
Reduced
19
Closed
9

Top Buys

1
AAPL icon
Apple
AAPL
+$4.82M
2
DFUS
Dimensional US Equity ETF
DFUS
+$4.03M
3
VTV icon
Vanguard Value ETF
VTV
+$3.54M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.17M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.86M

Top Sells

1
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$3.04M
2
COP icon
ConocoPhillips
COP
+$2.75M
3
XOM icon
ExxonMobil
XOM
+$1.63M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.43M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.02M

Sector Composition

1 Technology 32.95%
2 Communication Services 1.68%
3 Energy 1.23%
4 Financials 1.23%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$321B
$136M 29.23%
927,673
+1,793
+0.2% +$274K
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$53.5M 11.53%
1,377,960
+71,022
+5% +$2.86M
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.35B
$38.6M 8.31%
497,372
+39,589
+9% +$3.17M
DFIC icon
4
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$19.5M 4.21%
549,924
+48,039
+10% +$1.75M
DFUS
5
Dimensional US Equity ETF
DFUS
$21.1B
$19.4M 4.19%
274,221
+54,378
+25% +$4.03M
DCOR icon
6
Dimensional US Core Equity 1 ETF
DCOR
$3.3B
$18.3M 3.94%
253,556
+17,410
+7% +$1.3M
VTI icon
7
Vanguard Total Stock Market ETF
VTI
$668B
$11.5M 2.47%
35,789
+117
+0.3% +$39.3K
VOO icon
8
Vanguard S&P 500 ETF
VOO
$989B
$10.8M 2.32%
18,059
-324
-2% -$203K
VNQI icon
9
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$9.1M 1.96%
204,728
+31,305
+18% +$1.49M
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$25.3B
$7.78M 1.68%
96,512
+574
+0.6% +$47.7K
AAPL icon
11
Apple
AAPL
$4.81T
$6.57M 1.41%
25,881
+18,524
+252% +$4.82M
VTV icon
12
Vanguard Value ETF
VTV
$186B
$6.13M 1.32%
31,247
+17,690
+130% +$3.54M
DFAU icon
13
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$5.52M 1.19%
122,383
-79
-0.1% -$3.71K
AVUS icon
14
Avantis US Equity ETF
AVUS
$13.9B
$5.42M 1.17%
48,760
-1,265
-3% -$145K
XOM icon
15
ExxonMobil
XOM
$599B
$5.18M 1.12%
30,543
-11,165
-27% -$1.63M
AVDV icon
16
Avantis International Small Cap Value ETF
AVDV
$19.4B
$5.08M 1.09%
50,862
+715
+1% +$73K
SCHH icon
17
Schwab US REIT ETF
SCHH
$11.3B
$4.98M 1.07%
231,864
+20,101
+9% +$441K
BND icon
18
Vanguard Total Bond Market
BND
$159B
$4.57M 0.98%
61,994
-10,011
-14% -$743K
AVDE icon
19
Avantis International Equity ETF
AVDE
$17.7B
$4.19M 0.9%
49,430
-39
-0.1% -$3.39K
AVSC icon
20
Avantis US Small Cap Equity ETF
AVSC
$3.02B
$3.5M 0.75%
56,211
+5,211
+10% +$328K
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$156B
$3.42M 0.74%
44,326
+27
+0.1% +$2.14K
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$43.6B
$3.32M 0.71%
132,205
-5,367
-4% -$141K
IBMQ icon
23
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$654M
$3.05M 0.66%
119,536
– –
IBTJ icon
24
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$3.03M 0.65%
+119,718
New +$2.63M
IBMS
25
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$310M
$2.97M 0.64%
115,000
– –
1
2 3 4 5

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