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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | DUSB | DIMENSIONAL ETF TRUST | — | 9,149.0 | $465K | 0.10% | — | — | $50.78 | -0.2% |
| 82 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,398.0 | $462K | 0.09% | +185.0 | +15.2% | $330.12 | +14.9% |
| 83 | EMXC | ISHARES INC | — | 4,487.0 | $459K | 0.09% | +25.0 | +0.6% | $102.29 | -5.3% |
| 84 | DELL | DELL TECHNOLOGIES INC | Technology | 1,054.0 | $455K | 0.09% | NEW | — | $431.46 | +29.8% |
| 85 | — | VANGUARD MUN BD FDS | — | 5,763.0 | $440K | 0.09% | -2K | -23.4% | $76.40 | — |
| 86 | L | LOEWS CORP | Financial Services | 3,801.0 | $430K | 0.09% | -489.0 | -11.4% | $113.21 | -4.2% |
| 87 | T | AT&T INC | Communication Services | 20,719.0 | $429K | 0.09% | -524.0 | -2.5% | $20.70 | +25.5% |
| 88 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,246.0 | $408K | 0.08% | +287.0 | +29.9% | $327.33 | +6.2% |
| 89 | BLND | BLEND LABS INC | Technology | 225,843.0 | $386K | 0.08% | +10K | +4.6% | $1.71 | -21.3% |
| 90 | WMT | WALMART INC | Consumer Defensive | 3,362.0 | $381K | 0.08% | +1K | +65.0% | $113.26 | -4.7% |
| 91 | ALL | ALLSTATE CORP | Financial Services | 1,588.0 | $378K | 0.08% | +133.0 | +9.1% | $237.94 | +7.5% |
| 92 | D | DOMINION ENERGY INC | Utilities | 5,389.0 | $368K | 0.07% | NEW | — | $68.29 | -6.9% |
| 93 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 393.0 | $368K | 0.07% | NEW | — | $935.47 | -4.5% |
| 94 | VWO | VANGUARD INTL EQUITY INDEX F | — | 6,054.0 | $361K | 0.07% | — | — | $59.69 | -1.1% |
| 95 | BND | VANGUARD BD INDEX FDS | — | 4,890.0 | $359K | 0.07% | -57K | -92.1% | $73.41 | -3.1% |
| 96 | CRM | SALESFORCE INC | Technology | 2,249.0 | $352K | 0.07% | -348.0 | -13.4% | $156.66 | +60.5% |
| 97 | DFAR | DIMENSIONAL ETF TRUST | — | 13,100.0 | $343K | 0.07% | — | — | $26.16 | -3.8% |
| 98 | FIX | COMFORT SYS USA INC | Industrials | 165.0 | $327K | 0.07% | NEW | — | $1981.95 | -20.0% |
| 99 | FNV | FRANCO NEV CORP | Basic Materials | 1,568.0 | $327K | 0.07% | — | — | $208.44 | +23.5% |
| 100 | VO | VANGUARD INDEX FDS | — | 4,000.0 | $322K | 0.07% | +3K | +300.0% | $80.57 | -1.3% |
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
81.3%
Communication Services
4.0%
Financial Services
3.7%
Industrials
3.0%
Consumer Cyclical
2.4%
Consumer Defensive
1.6%
Healthcare
1.5%
Energy
1.1%
Utilities
1.0%
Real Estate
0.3%