Portfolio (Quarterly)
Guide ↗
Cypress Point Wealth Management, LLC
· CIK 0001825611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | DFSV | DIMENSIONAL ETF TRUST | — | 14,153.0 | $466K | 0.10% | NEW | — | $32.89 | +17.6% |
| 62 | IEFA | ISHARES TR | — | 4,942.0 | $442K | 0.10% | NEW | — | $89.46 | +7.4% |
| 63 | SGOL | ETFS GOLD TR | Financial Services | 10,318.0 | $424K | 0.09% | NEW | — | $41.08 | -6.7% |
| 64 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,823.0 | $421K | 0.09% | NEW | — | $230.82 | -1.7% |
| 65 | CRM | SALESFORCE INC | Technology | 1,543.0 | $409K | 0.09% | NEW | — | $264.91 | -43.3% |
| 66 | DUSB | DIMENSIONAL ETF TRUST | — | 7,621.0 | $386K | 0.08% | NEW | — | $50.65 | +0.2% |
| 67 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 811.0 | $380K | 0.08% | NEW | — | $468.76 | +44.8% |
| 68 | ARTY | ISHARES TR | — | 7,722.0 | $372K | 0.08% | NEW | — | $48.18 | +55.2% |
| 69 | UAMY | UNITED STATES ANTIMONY CORP | Basic Materials | 74,071.0 | $372K | 0.08% | NEW | — | $5.02 | +36.7% |
| 70 | TSLA | TESLA INC | Consumer Cyclical | 805.0 | $362K | 0.08% | NEW | — | $449.72 | -16.6% |
| 71 | NFLX | NETFLIX INC | Communication Services | 3,860.0 | $362K | 0.08% | NEW | — | $93.76 | -24.4% |
| 72 | VWO | VANGUARD INTL EQUITY INDEX F | — | 6,697.0 | $360K | 0.08% | NEW | — | $53.76 | +9.4% |
| 73 | T | AT&T INC | Communication Services | 13,883.0 | $345K | 0.07% | NEW | — | $24.84 | -9.7% |
| 74 | — | VANGUARD MUN BD FDS | — | 4,550.0 | $344K | 0.07% | NEW | — | $75.57 | — |
| 75 | TTD | THE TRADE DESK INC | Technology | 9,000.0 | $342K | 0.07% | NEW | — | $37.96 | -54.3% |
| 76 | DFAT | DIMENSIONAL ETF TRUST | — | 5,477.0 | $326K | 0.07% | NEW | — | $59.54 | +16.9% |
| 77 | EMXC | ISHARES INC | — | 4,462.0 | $324K | 0.07% | NEW | — | $72.68 | +39.8% |
| 78 | BIL | SPDR SERIES TRUST | — | 3,337.0 | $305K | 0.07% | NEW | — | $91.38 | +0.2% |
| 79 | KKR | KKR & CO INC | Financial Services | 2,325.0 | $296K | 0.07% | NEW | — | $127.48 | -27.3% |
| 80 | WULF | TERAWULF INC | Financial Services | 25,500.0 | $293K | 0.06% | NEW | — | $11.49 | +126.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
90.4%
Energy
4.1%
Communication Services
2.2%
Financial Services
1.7%
Consumer Defensive
0.5%
Consumer Cyclical
0.4%
Healthcare
0.4%
Basic Materials
0.2%