0001825611-23-000004.txt : 20231031 0001825611-23-000004.hdr.sgml : 20231031 20231031135300 ACCESSION NUMBER: 0001825611-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 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: 231363831 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 09-30-2023 09-30-2023 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 10-31-2023 0 52 113859741 INFORMATION TABLE 2 infotable.xml AFFIRM HLDGS INC COM CL A 00827B106 1007816 47382 SH SOLE 0 0 47382 ALPHABET INC CAP STK CL C 02079K107 234430 1778 SH SOLE 0 0 1778 ALPHABET INC CAP STK CL A 02079K305 435241 3326 SH SOLE 0 0 3326 AMAZON COM INC COM 023135106 726364 5714 SH SOLE 0 0 5714 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 645862 12235 SH SOLE 0 0 12235 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 877280 19817 SH SOLE 0 0 19817 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 241838 5567 SH SOLE 0 0 5567 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1311835 27249 SH SOLE 0 0 27249 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1908312 34291 SH SOLE 0 0 34291 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1502764 25977 SH SOLE 0 0 25977 AMERICAN CENTY ETF TR US EQT ETF 025072885 2989917 40812 SH SOLE 0 0 40812 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1631485 30970 SH SOLE 0 0 30970 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3441412 44149 SH SOLE 0 0 44149 APPLE INC COM 037833100 1235623 7217 SH SOLE 0 0 7217 BARRICK GOLD CORP COM 067901108 182312 12530 SH SOLE 0 0 12530 BLEND LABS INC CL A 09352U108 214085 156266 SH SOLE 0 0 156266 COCA COLA CO COM 191216100 713331 12743 SH SOLE 0 0 12743 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 404157 18035 SH SOLE 0 0 18035 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 337278 12918 SH SOLE 0 0 12918 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3752770 160718 SH SOLE 0 0 160718 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3194365 106657 SH SOLE 0 0 106657 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 15071641 575253 SH SOLE 0 0 575253 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 8565527 187470 SH SOLE 0 0 187470 ETERNA THERAPEUTICS INC COM NEW 114082209 205738 94375 SH SOLE 0 0 94375 EXXON MOBIL CORP COM 30231G102 231516 1969 SH SOLE 0 0 1969 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 2136456 90913 SH SOLE 0 0 90913 ISHARES INC EM MKT SM-CP ETF 464286475 2218138 40625 SH SOLE 0 0 40625 ISHARES INC MSCI EMERG MRKT 464286533 592986 11115 SH SOLE 0 0 11115 ISHARES TR CORE MSCI EAFE 46432F842 293372 4559 SH SOLE 0 0 4559 ISHARES TR CRE U S REIT ETF 464288521 354558 7515 SH SOLE 0 0 7515 ISHARES TR GLOBAL REIT ETF 46434V647 402230 19000 SH SOLE 0 0 19000 MATTERPORT INC COM CL A 577096100 802117 369639 SH SOLE 0 0 369639 META PLATFORMS INC CL A 30303M102 1308916 4360 SH SOLE 0 0 4360 MICROSOFT CORP COM 594918104 814952 2581 SH SOLE 0 0 2581 NVIDIA CORPORATION COM 67066G104 204011 469 SH SOLE 0 0 469 OPEN LENDING CORP COM 68373J104 783240 107000 SH SOLE 0 0 107000 PALANTIR TECHNOLOGIES INC CL A 69608A108 24603760 1537735 SH SOLE 0 0 1537735 ROBINHOOD MKTS INC COM CL A 770700102 1273407 129807 SH SOLE 0 0 129807 SCHWAB STRATEGIC TR US REIT ETF 808524847 2621190 147673 SH SOLE 0 0 147673 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2298571 46110 SH SOLE 0 0 46110 SPDR GOLD TR GOLD SHS 78463V107 3889172 22684 SH SOLE 0 0 22684 TESLA INC COM 88160R101 3854389 15404 SH SOLE 0 0 15404 UNITY SOFTWARE INC COM 91332U101 674885 21500 SH SOLE 0 0 21500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 418006 5990 SH SOLE 0 0 5990 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1790219 36394 SH SOLE 0 0 36394 VANGUARD INDEX FDS GROWTH ETF 922908736 635300 2333 SH SOLE 0 0 2333 VANGUARD INDEX FDS MID CAP ETF 922908629 1220092 5859 SH SOLE 0 0 5859 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2547838 6488 SH SOLE 0 0 6488 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1492640 7027 SH SOLE 0 0 7027 VANGUARD INDEX FDS VALUE ETF 922908744 934338 6774 SH SOLE 0 0 6774 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2521548 64771 SH SOLE 0 0 64771 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2110511 20427 SH SOLE 0 0 20427