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Cypress Point Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cypress Point Wealth Management, LLC

报告期 2026-03-31 · CIK 0001825611

持仓数

123

前50大市值合计

$437.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

PLTR PALANTIR TECHNOLOGIES INC

CL A

$135.7M

927,673

31.0%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$53.5M

1,377,960

12.2%

AVLC AMERICAN CENTY ETF TR

AVANTIS US LARG

$38.6M

497,372

8.8%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$19.5M

549,924

4.5%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$19.4M

274,221

4.4%

DCOR DIMENSIONAL ETF TRUST

US CORE EQUITY 1

$18.3M

253,556

4.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$11.5M

35,789

2.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$10.8M

18,059

2.5%

VNQI VANGUARD INTL EQUITY INDEX F

GLB EX US ETF

$9.1M

204,728

2.1%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$7.8M

96,512

1.8%

AAPL APPLE INC

COM

$6.6M

25,881

1.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$6.1M

31,247

1.4%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$5.5M

122,383

1.3%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$5.4M

48,760

1.2%

— EXXON MOBIL CORP

COM

$5.2M

30,543

1.2%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$5.1M

50,862

1.2%

SCHH SCHWAB STRATEGIC TR

US REIT ETF

$5.0M

231,864

1.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$4.6M

61,994

1.0%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$4.2M

49,430

1.0%

AVSC AMERICAN CENTY ETF TR

AVANTIS US SMALL

$3.5M

56,211

0.8%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$3.4M

44,326

0.8%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$3.3M

132,205

0.8%

IBMQ ISHARES TR

IBONDS DEC 28

$3.1M

119,536

0.7%

IBTJ ISHARES TR

IBONDS DEC 2029

$3.0M

119,718

0.7%

IBMS ISHARES TR

IBONDS DEC 2030

$3.0M

115,000

0.7%

META META PLATFORMS INC

CL A

$2.9M

5,053

0.7%

NVDA NVIDIA CORPORATION

COM

$2.9M

16,465

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$2.7M

35,452

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$2.5M

8,712

0.6%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$2.5M

30,796

0.6%

MSFT MICROSOFT CORP

COM

$2.4M

6,595

0.6%

VB VANGUARD INDEX FDS

SMALL CP ETF

$2.2M

8,500

0.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.2M

3

0.5%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$2.1M

54,217

0.5%

EEMS ISHARES INC

EM MKT SM-CP ETF

$2.1M

29,913

0.5%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$2.1M

18,671

0.5%

AVIV AMERICAN CENTY ETF TR

INTERNATIONAL LR

$2.0M

26,290

0.4%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.9M

4,300

0.4%

AMZN AMAZON COM INC

COM

$1.8M

8,846

0.4%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$1.7M

48,598

0.4%

CGNG CAPITAL GROUP NEW GEOGRAPHY

SHS

$1.6M

51,381

0.4%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$1.6M

10,600

0.4%

AVES AMERICAN CENTY ETF TR

EMERGING MKT VAL

$1.4M

23,650

0.3%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$1.2M

36,790

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.2M

1,816

0.3%

KO COCA COLA CO

COM

$1.1M

15,067

0.3%

MMIT NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY MUN

$1.1M

46,947

0.3%

AVEE AMERICAN CENTY ETF TR

AVANTIS EMERGING

$1.1M

17,397

0.3%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$1.0M

4,657

0.2%

AVGO BROADCOM INC

COM

$962.6K

3,110

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

65%前 6 大占比

PLTR31.0%DFAC12.2%AVLC8.8%DFIC4.5%DFUS4.4%DCOR4.2%