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 | T | AT&T INC | Communication Services | 21,243.0 | $616K | 0.13% | +7K | +53.0% | $28.99 | -22.7% |
| 62 | BAC | BANK AMERICA CORP | Financial Services | 12,350.0 | $602K | 0.13% | +7K | +135.0% | $48.75 | +19.4% |
| 63 | — | VANGUARD MUN BD FDS | — | 7,526.0 | $566K | 0.12% | +3K | +65.4% | $75.15 | — |
| 64 | DFSV | DIMENSIONAL ETF TRUST | — | 14,153.0 | $496K | 0.11% | — | — | $35.04 | +10.4% |
| 65 | CRM | SALESFORCE INC | Technology | 2,597.0 | $485K | 0.10% | +1K | +68.3% | $186.67 | -19.5% |
| 66 | WCLD | WISDOMTREE TR | — | 17,633.0 | $482K | 0.10% | — | — | $27.32 | +6.1% |
| 67 | DUSB | DIMENSIONAL ETF TRUST | — | 9,106.0 | $462K | 0.10% | +1K | +19.5% | $50.71 | +0.1% |
| 68 | SGOL | ETFS GOLD TR | Financial Services | 10,318.0 | $460K | 0.10% | — | — | $44.62 | -14.1% |
| 69 | L | LOEWS CORP | Financial Services | 4,290.0 | $458K | 0.10% | NEW | — | $106.74 | +3.9% |
| 70 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,089.0 | $425K | 0.09% | NEW | — | $203.43 | +161.8% |
| 71 | FNV | FRANCO NEV CORP | Basic Materials | 1,568.0 | $387K | 0.08% | NEW | — | $247.05 | -15.0% |
| 72 | V | VISA INC | Financial Services | 1,281.0 | $387K | 0.08% | NEW | — | $302.24 | +9.4% |
| 73 | KLAC | KLA CORP | Technology | 252.0 | $371K | 0.08% | NEW | — | $1472.41 | -82.4% |
| 74 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,514.0 | $370K | 0.08% | NEW | — | $244.44 | +0.2% |
| 75 | BLND | BLEND LABS INC | Technology | 215,843.0 | $367K | 0.08% | — | — | $1.70 | -4.7% |
| 76 | CSCO | CISCO SYS INC | Technology | 4,689.0 | $364K | 0.08% | NEW | — | $77.58 | +53.3% |
| 77 | ARTY | ISHARES TR | — | 7,722.0 | $359K | 0.08% | — | — | $46.53 | +60.7% |
| 78 | IEFA | ISHARES TR | — | 3,942.0 | $357K | 0.08% | -1K | -20.2% | $90.53 | +6.1% |
| 79 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,213.0 | $354K | 0.08% | NEW | — | $291.68 | +9.1% |
| 80 | EMXC | ISHARES INC | — | 4,462.0 | $351K | 0.08% | — | — | $78.66 | +29.2% |
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
84.5%
Communication Services
4.2%
Energy
3.2%
Financial Services
2.8%
Consumer Cyclical
1.7%
Healthcare
1.5%
Consumer Defensive
0.8%
Basic Materials
0.7%
Industrials
0.5%
Utilities
0.2%