0001825611-24-000002.txt : 20240507 0001825611-24-000002.hdr.sgml : 20240507 20240507111529 ACCESSION NUMBER: 0001825611-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cypress Point Wealth Management, LLC CENTRAL INDEX KEY: 0001825611 ORGANIZATION NAME: 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: 24920363 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 03-31-2024 03-31-2024 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 05-07-2024 0 71 195306146 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 287620 1889 SH SOLE 0 0 1889 ALPHABET INC CAP STK CL A 02079K305 521162 3453 SH SOLE 0 0 3453 AMAZON COM INC COM 023135106 707631 3923 SH SOLE 0 0 3923 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1473626 27249 SH SOLE 0 0 27249 AMERICAN CENTY ETF TR AVANTIS US LARG 025072158 10253311 165882 SH SOLE 0 0 165882 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4510908 48137 SH SOLE 0 0 48137 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 3448355 52359 SH SOLE 0 0 52359 AMERICAN CENTY ETF TR US EQT ETF 025072885 3840386 42909 SH SOLE 0 0 42909 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 1273197 26866 SH SOLE 0 0 26866 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 2042895 31791 SH SOLE 0 0 31791 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 2928368 45942 SH SOLE 0 0 45942 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 2006122 38314 SH SOLE 0 0 38314 AMERICAN CENTY ETF TR AVANTIS EMERGING 025072141 265087 5006 SH SOLE 0 0 5006 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3773122 65099 SH SOLE 0 0 65099 APPLE INC COM 037833100 1761289 10271 SH SOLE 0 0 10271 BLEND LABS INC CL A 09352U108 676576 208177 SH SOLE 0 0 208177 COCA COLA CO COM 191216100 826450 13508 SH SOLE 0 0 13508 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 4803651 131463 SH SOLE 0 0 131463 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 1389322 23688 SH SOLE 0 0 23688 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 30740464 962143 SH SOLE 0 0 962143 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 456113 15153 SH SOLE 0 0 15153 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1955083 35919 SH SOLE 0 0 35919 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1589742 27900 SH SOLE 0 0 27900 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 7961219 297616 SH SOLE 0 0 297616 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1299214 51070 SH SOLE 0 0 51070 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 291815 5770 SH SOLE 0 0 5770 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1273515 49883 SH SOLE 0 0 49883 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 971614 39305 SH SOLE 0 0 39305 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 732915 24253 SH SOLE 0 0 24253 ELI LILLY & CO COM 532457108 320520 412 SH SOLE 0 0 412 ETERNA THERAPEUTICS INC COM NEW 114082209 226500 94375 SH SOLE 0 0 94375 EXXON MOBIL CORP COM 30231G102 6793182 58441 SH SOLE 0 0 58441 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 2608026 106930 SH SOLE 0 0 106930 ISHARES INC EM MKT SM-CP ETF 464286475 2378335 40414 SH SOLE 0 0 40414 ISHARES INC MSCI EMERG MRKT 464286533 463076 8183 SH SOLE 0 0 8183 ISHARES TR GLOBAL REIT ETF 46434V647 337890 14269 SH SOLE 0 0 14269 ISHARES TR CORE MSCI EAFE 46432F842 587378 7914 SH SOLE 0 0 7914 ISHARES TR CORE S&P500 ETF 464287200 364857 694 SH SOLE 0 0 694 ISHARES TR IBONDS DEC 2029 46436E163 2960158 117257 SH SOLE 0 0 117257 ISHARES TR IBONDS DEC 28 46435U325 2962424 117231 SH SOLE 0 0 117231 ISHARES TR IBONDS DEC 25 46435U432 2989980 113000 SH SOLE 0 0 113000 ISHARES TR IBONDS DEC25 ETF 46434VBD1 496200 20000 SH SOLE 0 0 20000 ISHARES TR CRE U S REIT ETF 464288521 249256 4633 SH SOLE 0 0 4633 ISHARES TR BLACKROCK ULTRA 46434V878 277590 5490 SH SOLE 0 0 5490 JPMORGAN CHASE & CO COM 46625H100 227541 1136 SH SOLE 0 0 1136 KKR & CO INC COM 48251W104 246623 2452 SH SOLE 0 0 2452 META PLATFORMS INC CL A 30303M102 1892306 3897 SH SOLE 0 0 3897 MICROSOFT CORP COM 594918104 1353964 3218 SH SOLE 0 0 3218 NETFLIX INC COM 64110L106 298200 491 SH SOLE 0 0 491 NVIDIA CORPORATION COM 67066G104 618939 685 SH SOLE 0 0 685 OPEN LENDING CORP COM 68373J104 669820 107000 SH SOLE 0 0 107000 OSCAR HEALTH INC CL A 687793109 172225 11582 SH SOLE 0 0 11582 PALANTIR TECHNOLOGIES INC CL A 69608A108 35498494 1542742 SH SOLE 0 0 1542742 SALESFORCE INC COM 79466L302 601156 1996 SH SOLE 0 0 1996 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4186267 68571 SH SOLE 0 0 68571 SCHWAB STRATEGIC TR US REIT ETF 808524847 2607258 128436 SH SOLE 0 0 128436 SUPER MICRO COMPUTER INC COM 86800U104 208067 206 SH SOLE 0 0 206 TESLA INC COM 88160R101 2756388 15680 SH SOLE 0 0 15680 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1461591 20124 SH SOLE 0 0 20124 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 822233 16594 SH SOLE 0 0 16594 VANGUARD INDEX FDS MID CAP ETF 922908629 954716 3821 SH SOLE 0 0 3821 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6898209 14350 SH SOLE 0 0 14350 VANGUARD INDEX FDS GROWTH ETF 922908736 803019 2333 SH SOLE 0 0 2333 VANGUARD INDEX FDS SM CP VAL ETF 922908611 434175 2263 SH SOLE 0 0 2263 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6320719 24320 SH SOLE 0 0 24320 VANGUARD INDEX FDS VALUE ETF 922908744 1497224 9193 SH SOLE 0 0 9193 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2514297 59665 SH SOLE 0 0 59665 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 858260 14634 SH SOLE 0 0 14634 VANGUARD STAR FDS VG TL INTL STK F 921909768 1538756 25518 SH SOLE 0 0 25518 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1448493 11972 SH SOLE 0 0 11972 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 341062 9795 SH SOLE 0 0 9795