Cypress Point Wealth Management, LLC Reduced Holdings in Q1 2025

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-274K
- 18.24%
$64.98 - $124.62 $17.8M - $34.2M
1.23M $104M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.54K
- 21.56%
$507.05 - $563.67 $1.79M - $1.99M
12.9K $6.61M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.05K
- 10.18%
$84.95 - $100.62 $344K - $407K
35.7K $3.11M
VTI
Vanguard Total Stock Market Et

ETFs
-273
- 0.8%
$271.18 - $303.12 $74K - $82.8K
34K $9.29M
DFAX
Dimensional ETF Tr
-23.6K
- 33.63%
$24.45 - $27.2 $576K - $641K
46.5K $1.22M
DFAU
Dimensional ETF Tr

ETFs
-3.7K
- 2.19%
$37.84 - $42.29 $140K - $157K
165K $6.35M
DFAI
Dimensional ETF Tr

ETFs
-19.1K
- 27.55%
$28.88 - $32.4 $552K - $620K
50.3K $1.57M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.95K
- 5.77%
$21.23 - $23.75 $211K - $236K
162K $3.48M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-4.92K
- 12.5%
$55.05 - $58.37 $271K - $287K
34.5K $1.93M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.42K
- 18.16%
$50.44 - $58.1 $223K - $257K
19.9K $1.03M
AAPL
Apple Inc.

Technology
-40
- 0.55%
$209.68 - $247.1 $8.39K - $9.88K
7.29K $1.62M
RUM
Rumble Inc.

Technology
-662
- 3.51%
$7.07 - $13.77 $4.68K - $9.12K
18.2K $131K
META
Meta Platforms, Inc.

Communication Services
-60
- 1.43%
$576.36 - $736.67 $34.6K - $44.2K
4.13K $2.38M
GOOGL
Alphabet Inc.

Communication Services
-24
- 1.14%
$154.33 - $206.19 $3.7K - $4.95K
2.08K $321K
AMZN
Amazon Com Inc

Consumer Cyclical
-118
- 8.33%
$190.26 - $242.06 $22.5K - $28.6K
1.3K $247K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-375
- 3.48%
$126.11 - $135.06 $47.3K - $50.6K
10.4K $1.33M
REET
Ishares Global Reit ETF

ETFs
-1.84K
- 16.59%
$23.24 - $25.16 $42.7K - $46.2K
9.24K $224K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-2.64K
- 4.12%
$38.22 - $41.19 $101K - $109K
61.6K $2.5M
AVES
American Centy ETF Tr Avantis

ETFs
-1.31K
- 4.51%
$44.71 - $48.65 $58.4K - $63.5K
27.7K $1.3M
EEMV
Ishares Msci Emerging Markets

ETFs
-428
- 8.76%
$57.07 - $59.29 $24.4K - $25.4K
4.46K $260K
VUSB
Vanguard Bd Index Fds
-2.71K
- 20.51%
N/A
10.5K $0
AVEM
American Centy ETF Tr Avantis

ETFs
-1.13K
- 1.24%
$57.11 - $62.4 $64.4K - $70.3K
89.8K $5.41M
AVIV
American Centy ETF Tr Avantis
-578
- 2.12%
$51.51 - $58.54 $29.8K - $33.8K
26.7K $1.51M
XOM
Exxon Mobil Corp

Energy
-3.79K
- 7.07%
$105.44 - $118.93 $400K - $451K
49.9K $5.93M
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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