0001825611-23-000003.txt : 20230720 0001825611-23-000003.hdr.sgml : 20230720 20230720122745 ACCESSION NUMBER: 0001825611-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230720 DATE AS OF CHANGE: 20230720 EFFECTIVENESS DATE: 20230720 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cypress Point Wealth Management, LLC CENTRAL INDEX KEY: 0001825611 IRS NUMBER: 208726222 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20569 FILM NUMBER: 231098873 BUSINESS ADDRESS: STREET 1: 3838 OAK LAWN AVENUE STREET 2: SUITE 1150 CITY: DALLAS STATE: TX ZIP: 75219 BUSINESS PHONE: 2147368887 MAIL ADDRESS: STREET 1: 3838 OAK LAWN AVENUE STREET 2: SUITE 1150 CITY: DALLAS STATE: TX ZIP: 75219 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001825611 XXXXXXXX 06-30-2023 06-30-2023 false Cypress Point Wealth Management, LLC

3838 Oak Lawn Avenue Suite 1150 Dallas TX 75219

13F HOLDINGS REPORT 028-20569 000143771 801-67840 N Scott Boyd 512-961-5660 /s/ Scott Boyd Dallas TX 07-20-2023 0 42 93867013 INFORMATION TABLE 2 infotable.xml AFFIRM HLDGS INC COM CL A 00827B106 1399905 91318 SH SOLE 0 0 91318 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 367396 6828 SH SOLE 0 0 6828 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 237749 5210 SH SOLE 0 0 5210 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 208524 4777 SH SOLE 0 0 4777 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1466341 30153 SH SOLE 0 0 30153 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1942951 33849 SH SOLE 0 0 33849 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 855739 14867 SH SOLE 0 0 14867 AMERICAN CENTY ETF TR US EQT ETF 025072885 2818921 37491 SH SOLE 0 0 37491 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1759270 32976 SH SOLE 0 0 32976 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2890615 37245 SH SOLE 0 0 37245 APPLE INC COM 037833100 203274 1048 SH SOLE 0 0 1048 BIRD GLOBAL INC COM CL A 09077J206 59593 29501 SH SOLE 0 0 29501 BLEND LABS INC CL A 09352U108 407364 430071 SH SOLE 0 0 430071 COCA COLA CO COM 191216100 762256 12658 SH SOLE 0 0 12658 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 490492 20110 SH SOLE 0 0 20110 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 352859 12916 SH SOLE 0 0 12916 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1578791 65051 SH SOLE 0 0 65051 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 400385 12920 SH SOLE 0 0 12920 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 14594085 537535 SH SOLE 0 0 537535 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7667972 165294 SH SOLE 0 0 165294 ETERNA THERAPEUTICS INC COM NEW 114082209 213288 94375 SH SOLE 0 0 94375 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 2269427 93162 SH SOLE 0 0 93162 ISHARES INC EM MKT SM-CP ETF 464286475 2132497 39800 SH SOLE 0 0 39800 ISHARES INC MSCI EMERG MRKT 464286533 620725 11290 SH SOLE 0 0 11290 ISHARES TR CRE U S REIT ETF 464288521 478422 9306 SH SOLE 0 0 9306 ISHARES TR GLOBAL REIT ETF 46434V647 458252 19950 SH SOLE 0 0 19950 MATTERPORT INC COM CL A 577096100 1176251 373413 SH SOLE 0 0 373413 META PLATFORMS INC CL A 30303M102 1085359 3782 SH SOLE 0 0 3782 NU HLDGS LTD ORD SHS CL A G6683N103 1116704 141534 SH SOLE 0 0 141534 OPEN LENDING CORP COM 68373J104 1124570 107000 SH SOLE 0 0 107000 PALANTIR TECHNOLOGIES INC CL A 69608A108 23583243 1538372 SH SOLE 0 0 1538372 ROBINHOOD MKTS INC COM CL A 770700102 1302630 130524 SH SOLE 0 0 130524 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 366944 7098 SH SOLE 0 0 7098 SCHWAB STRATEGIC TR US REIT ETF 808524847 3376182 172872 SH SOLE 0 0 172872 TESLA INC COM 88160R101 3859799 14745 SH SOLE 0 0 14745 TOAST INC CL A 888787108 346360 15346 SH SOLE 0 0 15346 UNITY SOFTWARE INC COM 91332U101 933530 21500 SH SOLE 0 0 21500 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1927281 39204 SH SOLE 0 0 39204 VANGUARD INDEX FDS MID CAP ETF 922908629 1286772 5845 SH SOLE 0 0 5845 VANGUARD INDEX FDS VALUE ETF 922908744 284200 2000 SH SOLE 0 0 2000 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2975200 74028 SH SOLE 0 0 74028 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2484895 23427 SH SOLE 0 0 23427