Cypress Point Wealth Management, LLC Purchases in Q3 2025

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
87.2K
+ 7.42%
$36.04 - $38.78 $3.14M - $3.38M
1.26M $48.7M
VNQI
Vanguard Global Ex U.S. Real

ETFs
65.3K
+ 106.01%
$45.22 - $48.34 $2.95M - $3.15M
127K $6.05M
DFUS
Dimensional ETF Tr U S Equity

ETFs
27.3K
+ 16.6%
$67.01 - $72.84 $1.83M - $1.99M
192K $13.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 6.42%
$30.76 - $33.01 $909K - $975K
490K $16.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
15.2K
+ 76.38%
$66.38 - $71.68 $1.01M - $1.09M
35.2K $2.51M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
+ 64.49%
$72.57 - $74.72 $1.11M - $1.14M
38.9K $2.89M
VUG
Vanguard Growth ETF

ETFs
2.07K
+ 88.73%
$433.97 - $484.08 $898K - $1M
4.4K $2.11M
VTV
Vanguard Value ETF

ETFs
4.52K
+ 48.72%
$175.51 - $186.57 $793K - $843K
13.8K $2.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.95K
+ 22.16%
$68.24 - $73.73 $543K - $586K
43.8K $3.22M
AVEM
American Centy ETF Tr Avantis

ETFs
1.57K
+ 1.74%
$68.33 - $75.41 $107K - $118K
91.6K $6.88M
AVSC
American Centy ETF Tr Avantis
5.78K
+ 13.68%
$51.33 - $58.63 $297K - $339K
48K $2.75M
VBR
Vanguard Small Cap Value ETF

ETFs
2.31K
+ 100.22%
$195.41 - $212.37 $452K - $491K
4.62K $964K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
19.2K
+ 10.87%
$20.76 - $21.78 $398K - $417K
195K $4.21M
SGOL
Abrdn Gold ETF Trust

ETFs
10.3K
New
$31.18 - $36.81 $322K - $380K
10.3K $379K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.58K
New
$49.43 - $54.52 $325K - $359K
6.58K $356K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.38K
New
$62.54 - $68.42 $274K - $300K
4.38K $291K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
7.84K
+ 80.02%
$32.53 - $36.88 $255K - $289K
17.6K $620K
IRBO
Ishares Robotics & Artificial

ETFs
7.72K
New
N/A
7.72K $247K
BNDX
Vanguard Total International B

ETFs
4.59K
New
$49.0 - $49.51 $225K - $227K
4.59K $226K
BX
Blackstone Inc.

Financial Services
1.29K
New
$152.77 - $188.68 $197K - $243K
1.29K $220K
SYY
Sysco Corp

Consumer Defensive
2.43K
New
$76.33 - $82.51 $186K - $201K
2.43K $200K
DFAX
Dimensional ETF Tr
13
+ 0.03%
$29.25 - $31.56 $380 - $410
48.6K $1.52M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.55%
$293.94 - $444.72 $1.18K - $1.78K
730 $324K
DFAI
Dimensional ETF Tr

ETFs
4
+ 0.01%
$34.05 - $36.55 $136 - $146
48.1K $1.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.2%
$617.65 - $666.84 $618 - $667
493 $328K
BAC
Bank Of America Corp

Financial Services
2
+ 0.04%
$44.92 - $52.42 $89.8 - $105
5.26K $271K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
33
+ 1.01%
$91.44 - $91.77 $3.02K - $3.03K
3.29K $301K
Capital Group New Geography
9.53K
+ 82.49%
N/A
21.1K $0
Dimensional ETF Trust
1.08K
+ 0.48%
N/A
228K $0
American Centy ETF Tr
518
+ 6.03%
N/A
9.11K $0
American Centy ETF Tr
47.4K
+ 12.77%
N/A
419K $0
T
At&T Inc.

Communication Services
5
+ 0.04%
$26.94 - $29.62 $135 - $148
13.9K $391K
KO
Coca Cola CO

Consumer Defensive
67
+ 0.49%
$65.67 - $71.67 $4.4K - $4.8K
13.6K $904K
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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