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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
+2.96%
1 Year Est. Return
+47.68%
3 Year Est. Return
+280.92%
5 Year Est. Return
+178.32%
10 Year Est. Return
–
AUM
$211M
AUM Growth
+$15.9M
Cap. Flow
+$10.4M
Cap. Flow %
4.92%
Top 10 Hldgs %
61.12%
Holding
74
New
3
Increased
36
Reduced
19
Closed
2

Top Buys

1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$2.53M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.9M
3
DFUS
Dimensional US Equity ETF
DFUS
+$1.74M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$933K
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$882K

Top Sells

1
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$397K
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$278K
3
SMCI icon
Super Micro Computer
SMCI
+$208K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$150K
5
NVDA icon
NVIDIA
NVDA
+$88.1K

Sector Composition

1 Technology 21.15%
2 Energy 3.21%
3 Consumer Discretionary 1.82%
4 Communication Services 1.57%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$321B
$39.1M 18.53%
1,544,465
+1,723
+0.1% +$38.8K
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$32M 15.14%
991,735
+29,592
+3% +$933K
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.35B
$13M 6.16%
207,241
+41,359
+25% +$2.53M
DFIC icon
4
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$8.53M 4.04%
324,600
+26,984
+9% +$719K
VTI icon
5
Vanguard Total Stock Market ETF
VTI
$668B
$8.47M 4.01%
31,649
+7,329
+30% +$1.9M
VOO icon
6
Vanguard S&P 500 ETF
VOO
$989B
$7.82M 3.7%
15,634
+1,284
+9% +$618K
XOM icon
7
ExxonMobil
XOM
$599B
$6.79M 3.21%
58,957
+516
+0.9% +$60.1K
DFAU icon
8
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$4.9M 2.32%
130,679
-784
-0.6% -$28.5K
AVUV icon
9
Avantis US Small Cap Value ETF
AVUV
$29.3B
$4.24M 2.01%
47,309
-828
-2% -$75K
SCHB icon
10
Schwab US Broad Market ETF
SCHB
$43.6B
$4.22M 2%
201,522
-4,191
-2% -$84.9K
AVUS icon
11
Avantis US Equity ETF
AVUS
$13.9B
$4.22M 2%
46,767
+3,858
+9% +$341K
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$25.3B
$4.03M 1.91%
65,986
+887
+1% +$53.2K
AVDV icon
13
Avantis International Small Cap Value ETF
AVDV
$19.4B
$3.55M 1.68%
54,680
+2,321
+4% +$153K
DFUS
14
Dimensional US Equity ETF
DFUS
$21.1B
$3.44M 1.63%
58,490
+30,590
+110% +$1.74M
TSLA icon
15
Tesla
TSLA
$1.48T
$3.08M 1.46%
15,571
-109
-0.7% -$19.1K
IBMN
16
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$2.99M 1.42%
113,000
– –
IBMQ icon
17
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$654M
$2.95M 1.4%
117,918
+687
+0.6% +$17.2K
MMIT icon
18
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
$2.93M 1.39%
121,361
+14,431
+13% +$348K
IBMR icon
19
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$461M
$2.93M 1.39%
117,995
+738
+0.6% +$18.4K
AVDE icon
20
Avantis International Equity ETF
AVDE
$17.7B
$2.87M 1.36%
46,078
+136
+0.3% +$8.63K
SCHH icon
21
Schwab US REIT ETF
SCHH
$11.3B
$2.61M 1.24%
130,628
+2,192
+2% +$42.7K
EEMS icon
22
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$413M
$2.46M 1.17%
40,261
-153
-0.4% -$9.19K
VNQI icon
23
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$2.41M 1.14%
59,367
-298
-0.5% -$12.3K
DCOR icon
24
Dimensional US Core Equity 1 ETF
DCOR
$3.3B
$2.31M 1.1%
38,881
+15,193
+64% +$882K
AAPL icon
25
Apple
AAPL
$4.81T
$2.17M 1.03%
10,291
+20
+0.2% +$3.73K
1
2 3

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