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CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+36.99%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$321M
AUM Growth
+$66.6M
Cap. Flow
+$9M
Cap. Flow %
2.8%
Top 10 Hldgs %
71.69%
Holding
78
New
3
Increased
32
Reduced
25
Closed
9

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$5.29M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.5M
3
DFUS
Dimensional US Equity ETF
DFUS
+$2.61M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.24M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$942K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$1.91M
2
AAPL icon
Apple
AAPL
+$727K
3
NVDA icon
NVIDIA
NVDA
+$718K
4
META icon
Meta Platforms (Facebook)
META
+$710K
5
MSFT icon
Microsoft
MSFT
+$709K

Sector Composition

Rank Sector Weight
1 Technology 36.64%
2 Consumer Discretionary 2.03%
3 Energy 1.8%
4 Communication Services 1.07%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFGR icon
26
Dimensional Global Real Estate ETF
DFGR
$3.85B
$2.4M 0.75%
93,838
+34,325
+58% +$942K
EEMS icon
27
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$349M
$2.29M 0.71%
39,386
-15
-0% -$914
AVLV icon
28
Avantis US Large Cap Value ETF
AVLV
$18B
$2.1M 0.65%
31,479
+2
+0% +$136
DFAI
29
Dimensional International Core Equity Market ETF
DFAI
$17.4B
$2.03M 0.63%
69,413
+7,800
+13% +$236K
AAPL icon
30
Apple
AAPL
$4.54T
$1.84M 0.57%
7,333
-3,084
-30% -$727K
VXUS icon
31
Vanguard Total International Stock ETF
VXUS
$155B
$1.82M 0.57%
30,906
+5,244
+20% +$325K
DFAX icon
32
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$1.74M 0.54%
70,022
+5,400
+8% +$140K
VTV icon
33
Vanguard Morningstar Value ETF
VTV
$188B
$1.57M 0.49%
9,270
+26
+0.3% +$4.56K
BND icon
34
Vanguard Total Bond Market
BND
$157B
$1.56M 0.48%
21,645
+1,706
+9% +$125K
IBDR icon
35
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$1.42M 0.44%
59,000
+28,000
+90% +$675K
AVIV icon
36
Avantis International Large Cap Value ETF
AVIV
$2B
$1.41M 0.44%
27,246
-3
-0% -$161
VYM icon
37
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.38M 0.43%
10,782
– –
DFAT icon
38
Dimensional US Targeted Value ETF
DFAT
$14.6B
$1.36M 0.42%
24,365
-5,233
-18% -$299K
AVES icon
39
Avantis Emerging Markets Value ETF
AVES
$1.41B
$1.34M 0.42%
28,976
+1,952
+7% +$96.9K
DFAE icon
40
Dimensional Emerging Core Equity Market ETF
DFAE
$9.29B
$999K 0.31%
39,390
+23
+0.1% +$609
VUG icon
41
Vanguard Morningstar Growth ETF
VUG
$220B
$958K 0.3%
+13,998
New +$940K
BLND icon
42
Blend Labs
BLND
$431M
$953K 0.3%
226,447
– –
VO icon
43
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$938K 0.29%
14,200
-1,000
-7% -$67.9K
VEU icon
44
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$864K 0.27%
15,048
+242
+2% +$14.6K
KO icon
45
Coca-Cola
KO
$377B
$841K 0.26%
13,511
-623
-4% -$40.7K
IBDQ
46
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$752K 0.23%
30,000
– –
VUSB icon
47
Vanguard Ultra-Short Bond ETF
VUSB
$8.94B
$656K 0.2%
13,226
+606
+5% +$30.1K
MSFT icon
48
Microsoft
MSFT
$3.45T
$650K 0.2%
1,543
-1,665
-52% -$709K
DFSV
49
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$643K 0.2%
20,878
+925
+5% +$29.3K
IEFA icon
50
iShares Core MSCI EAFE ETF
IEFA
$190B
$556K 0.17%
7,914
– –
1
2
3 4

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NYLIC
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FSA
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MA
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IP
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LBW
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RF
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LI
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Cypress Point Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Cypress Point Wealth Management held 78 positions worth $321M, up 26% from $255M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Cypress Point Wealth Management's Q4 2024 filing shows 3 new, 32 increased, 25 reduced and 9 closed positions. Its largest new stake was Vanguard Morningstar Growth ETF: 13,998 shares worth $958K. The largest sale was Palantir, an estimated $1.91M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 25% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Cypress Point Wealth Management's largest Q4 2024 buy was Vanguard Morningstar Growth ETF: 13,998 shares worth $958K.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q4 2024, an estimated $5.29M increase.
  • Cypress Point Wealth Management's biggest Q4 2024 reduction was Palantir, cutting an estimated $1.91M.
  • Cypress Point Wealth Management fully exited NVIDIA in Q4 2024, selling an estimated $718K.
  • Cypress Point Wealth Management's ten largest holdings make up 72% of its $321M portfolio in Q4 2024.
  • Cypress Point Wealth Management opened 3 new positions and closed 9 in Q4 2024.
  • Cypress Point Wealth Management's portfolio value rose 26% quarter-over-quarter to $321M.

Based on Cypress Point Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.