Cypress Point Wealth Management, LLC Portfolio Holdings by Sector

Cypress Point Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIC DFUS VOO DFAU AVEM AVUS AVDV 40 stocks	$137,041 51.44% of portfolio	14	14	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT 2 stocks	$104,322 39.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$9,292 3.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$5,928 2.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2,701 1.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$2,395 0.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,619 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND CRM RUM 3 stocks	$1,303 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$967 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$349 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$268 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$247 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts

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