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
$411M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.75M
3
+$2.01M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M

Top Sells

1
+$6.16M
2
+$1.83M
3
+$1.69M
4
XOM icon
Exxon Mobil
XOM
+$878K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$528K

Sector Composition

1 Technology 41.91%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.73%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEMS icon
26
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$401M
$2.24M 0.54%
34,479
+16
BRK.A icon
27
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.19M 0.53%
3
AVSC icon
28
Avantis US Small Cap Equity ETF
AVSC
$1.89B
$2.18M 0.53%
42,241
-6,650
AVLV icon
29
Avantis US Large Cap Value ETF
AVLV
$8.23B
$2.15M 0.52%
31,482
+1
VB icon
30
Vanguard Small-Cap ETF
VB
$67B
$2.01M 0.49%
+8,500
BND icon
31
Vanguard Total Bond Market
BND
$138B
$1.74M 0.42%
23,636
+1,101
DFAI icon
32
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$1.66M 0.41%
48,129
-2,162
AVIV icon
33
Avantis International Large Cap Value ETF
AVIV
$880M
$1.66M 0.4%
26,605
-63
VTV icon
34
Vanguard Value ETF
VTV
$147B
$1.64M 0.4%
9,270
AAPL icon
35
Apple
AAPL
$3.74T
$1.52M 0.37%
7,432
+139
IBDR icon
36
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$1.43M 0.35%
59,000
DFAX icon
37
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
$1.43M 0.35%
48,565
+2,093
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$64.9B
$1.39M 0.34%
10,407
AVES icon
39
Avantis Emerging Markets Value ETF
AVES
$804M
$1.37M 0.33%
25,637
-2,033
VEU icon
40
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$1.34M 0.33%
19,939
+4,842
DFAE icon
41
Dimensional Emerging Core Equity Market ETF
DFAE
$6.96B
$1.14M 0.28%
39,429
+31
VUG icon
42
Vanguard Growth ETF
VUG
$195B
$1.02M 0.25%
2,333
KO icon
43
Coca-Cola
KO
$295B
$961K 0.23%
13,578
+67
IBDS icon
44
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$849K 0.21%
35,000
+20,000
MSFT icon
45
Microsoft
MSFT
$3.82T
$805K 0.2%
1,618
+75
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$798K 0.19%
+16,272
VO icon
47
Vanguard Mid-Cap ETF
VO
$87.5B
$770K 0.19%
2,750
IBDQ icon
48
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$755K 0.18%
30,000
BLND icon
49
Blend Labs
BLND
$861M
$727K 0.18%
220,284
-6,163
IVV icon
50
iShares Core S&P 500 ETF
IVV
$660B
$669K 0.16%
1,078
+384
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