CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 47.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.03M
3
+$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
+$3.04M
2
+$2.75M
3
+$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
$341B
$136M 29.23%
927,673
+1,793
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$43.8B
$53.5M 11.53%
1,377,960
+71,022
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.11B
$38.6M 8.31%
497,372
+39,589
DFIC icon
4
Dimensional International Core Equity 2 ETF
DFIC
$13.7B
$19.5M 4.21%
549,924
+48,039
DFUS icon
5
Dimensional US Equity ETF
DFUS
$19.2B
$19.4M 4.19%
274,221
+54,378
DCOR icon
6
Dimensional US Core Equity 1 ETF
DCOR
$2.85B
$18.3M 3.94%
253,556
+17,410
VTI icon
7
Vanguard Total Stock Market ETF
VTI
$604B
$11.5M 2.47%
35,789
+117
VOO icon
8
Vanguard S&P 500 ETF
VOO
$881B
$10.8M 2.32%
18,059
-324
VNQI icon
9
Vanguard Global ex-US Real Estate ETF
VNQI
$3.62B
$9.1M 1.96%
204,728
+31,305
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$22.4B
$7.78M 1.68%
96,512
+574
AAPL icon
11
Apple
AAPL
$3.87T
$6.57M 1.41%
25,881
+18,524
VTV icon
12
Vanguard Value ETF
VTV
$169B
$6.13M 1.32%
31,247
+17,690
DFAU icon
13
Dimensional US Core Equity Market ETF
DFAU
$11B
$5.52M 1.19%
122,383
-79
AVUS icon
14
Avantis US Equity ETF
AVUS
$11.7B
$5.42M 1.17%
48,760
-1,265
XOM icon
15
Exxon Mobil
XOM
$634B
$5.18M 1.12%
30,543
-11,165
AVDV icon
16
Avantis International Small Cap Value ETF
AVDV
$18.6B
$5.08M 1.09%
50,862
+715
SCHH icon
17
Schwab US REIT ETF
SCHH
$9.81B
$4.98M 1.07%
231,864
+20,101
BND icon
18
Vanguard Total Bond Market
BND
$152B
$4.57M 0.98%
61,994
-10,011
AVDE icon
19
Avantis International Equity ETF
AVDE
$15.5B
$4.19M 0.9%
49,430
-39
AVSC icon
20
Avantis US Small Cap Equity ETF
AVSC
$2.58B
$3.5M 0.75%
56,211
+5,211
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$143B
$3.42M 0.74%
44,326
+27
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$39.9B
$3.32M 0.71%
132,205
-5,367
IBMQ icon
23
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$634M
$3.05M 0.66%
119,536
IBTJ icon
24
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.23B
$3.03M 0.65%
+119,718
IBMS
25
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$278M
$2.97M 0.64%
115,000
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