CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $494M
1-Year Est. Return 118.41%
This Quarter Est. Return
1 Year Est. Return
+118.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.36M
3
+$3.12M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.98M
5
BND icon
Vanguard Total Bond Market
BND
+$1.13M

Top Sells

1
+$3.06M
2
+$1.58M
3
+$1.1M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.03M
5
AAPL icon
Apple
AAPL
+$528K

Sector Composition

1 Technology 45.62%
2 Energy 0.95%
3 Communication Services 0.84%
4 Financials 0.73%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
26
Vanguard Value ETF
VTV
$152B
$2.57M 0.52%
13,786
+4,516
VEU icon
27
Vanguard FTSE All-World ex-US ETF
VEU
$52.1B
$2.51M 0.51%
35,168
+15,229
EEMS icon
28
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$402M
$2.33M 0.47%
34,369
-110
BRK.A icon
29
Berkshire Hathaway Class A
BRK.A
$1.09T
$2.26M 0.46%
3
AVLV icon
30
Avantis US Large Cap Value ETF
AVLV
$8.77B
$2.23M 0.45%
30,793
-689
VB icon
31
Vanguard Small-Cap ETF
VB
$68.8B
$2.16M 0.44%
8,500
VUG icon
32
Vanguard Growth ETF
VUG
$201B
$2.11M 0.43%
4,403
+2,070
AVUV icon
33
Avantis US Small Cap Value ETF
AVUV
$19.4B
$2.09M 0.42%
20,971
-10,308
DFGR icon
34
Dimensional Global Real Estate ETF
DFGR
$2.91B
$1.99M 0.4%
72,690
-40,146
AVIV icon
35
Avantis International Large Cap Value ETF
AVIV
$946M
$1.79M 0.36%
26,515
-90
DFAI icon
36
Dimensional International Core Equity Market ETF
DFAI
$12.2B
$1.75M 0.35%
48,133
+4
DFAX icon
37
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.79B
$1.52M 0.31%
48,578
+13
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$67.6B
$1.47M 0.3%
10,407
IBDR icon
39
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.53B
$1.43M 0.29%
59,000
AVES icon
40
Avantis Emerging Markets Value ETF
AVES
$853M
$1.42M 0.29%
24,837
-800
AAPL icon
41
Apple
AAPL
$4.18T
$1.36M 0.28%
5,357
-2,075
DFAE icon
42
Dimensional Emerging Core Equity Market ETF
DFAE
$7.14B
$1.16M 0.23%
36,758
-2,671
VBR icon
43
Vanguard Small-Cap Value ETF
VBR
$31.8B
$965K 0.2%
4,621
+2,313
KO icon
44
Coca-Cola
KO
$310B
$905K 0.18%
13,645
+67
IBDS icon
45
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.48B
$852K 0.17%
35,000
MSFT icon
46
Microsoft
MSFT
$3.62T
$838K 0.17%
1,618
VTEB icon
47
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$815K 0.16%
16,272
BLND icon
48
Blend Labs
BLND
$816M
$798K 0.16%
218,727
-1,557
IBDQ icon
49
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$756K 0.15%
30,000
IVV icon
50
iShares Core S&P 500 ETF
IVV
$729B
$678K 0.14%
1,013
-65
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