0001825611-24-000001.txt : 20240117 0001825611-24-000001.hdr.sgml : 20240117 20240117100413 ACCESSION NUMBER: 0001825611-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 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: 24537013 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 12-31-2023 12-31-2023 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 01-17-2024 0 54 134616107 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 464609 3326 SH SOLE 0 0 3326 ALPHABET INC CAP STK CL C 02079K107 250574 1778 SH SOLE 0 0 1778 AMAZON COM INC COM 023135106 641187 4220 SH SOLE 0 0 4220 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2876562 51012 SH SOLE 0 0 51012 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 1446962 28338 SH SOLE 0 0 28338 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 776502 16891 SH SOLE 0 0 16891 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1402779 27249 SH SOLE 0 0 27249 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 2294369 37967 SH SOLE 0 0 37967 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 2155522 34494 SH SOLE 0 0 34494 AMERICAN CENTY ETF TR US EQT ETF 025072885 3468611 42534 SH SOLE 0 0 42534 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1788928 30972 SH SOLE 0 0 30972 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4231741 47124 SH SOLE 0 0 47124 APPLE INC COM 037833100 1362348 7076 SH SOLE 0 0 7076 BLEND LABS INC CL A 09352U108 398479 156266 SH SOLE 0 0 156266 COCA COLA CO COM 191216100 774075 13135 SH SOLE 0 0 13135 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 500510 19265 SH SOLE 0 0 19265 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 554042 19345 SH SOLE 0 0 19345 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 4609498 180552 SH SOLE 0 0 180552 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3008067 90468 SH SOLE 0 0 90468 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 363317 6794 SH SOLE 0 0 6794 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 18792763 642927 SH SOLE 0 0 642927 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 412143 14153 SH SOLE 0 0 14153 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 5464961 104433 SH SOLE 0 0 104433 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1090835 44670 SH SOLE 0 0 44670 ETERNA THERAPEUTICS INC COM NEW 114082209 169404 94375 SH SOLE 0 0 94375 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 2192840 89285 SH SOLE 0 0 89285 ISHARES INC EM MKT SM-CP ETF 464286475 2450771 42394 SH SOLE 0 0 42394 ISHARES INC MSCI EMERG MRKT 464286533 581583 10462 SH SOLE 0 0 10462 ISHARES TR CORE MSCI EAFE 46432F842 768152 10919 SH SOLE 0 0 10919 ISHARES TR CRE U S REIT ETF 464288521 363798 6701 SH SOLE 0 0 6701 ISHARES TR GLOBAL REIT ETF 46434V647 392103 16216 SH SOLE 0 0 16216 ISHARES TR IBONDS DEC 2029 46436E163 2995200 117000 SH SOLE 0 0 117000 ISHARES TR IBONDS DEC 25 46435U432 2999585 113000 SH SOLE 0 0 113000 ISHARES TR IBONDS DEC 28 46435U325 2994030 117000 SH SOLE 0 0 117000 META PLATFORMS INC CL A 30303M102 1347880 3808 SH SOLE 0 0 3808 MICROSOFT CORP COM 594918104 1096911 2917 SH SOLE 0 0 2917 NETFLIX INC COM 64110L106 217636 447 SH SOLE 0 0 447 NVIDIA CORPORATION COM 67066G104 270391 546 SH SOLE 0 0 546 OPEN LENDING CORP COM 68373J104 910570 107000 SH SOLE 0 0 107000 PALANTIR TECHNOLOGIES INC CL A 69608A108 26233116 1527846 SH SOLE 0 0 1527846 PHILLIPS 66 COM 718546104 1648141 12379 SH SOLE 0 0 12379 SCHWAB STRATEGIC TR US REIT ETF 808524847 2590676 125093 SH SOLE 0 0 125093 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3155979 56691 SH SOLE 0 0 56691 TESLA INC COM 88160R101 3827586 15404 SH SOLE 0 0 15404 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 426826 5803 SH SOLE 0 0 5803 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 843950 17070 SH SOLE 0 0 17070 VANGUARD INDEX FDS GROWTH ETF 922908736 725284 2333 SH SOLE 0 0 2333 VANGUARD INDEX FDS MID CAP ETF 922908629 1366655 5875 SH SOLE 0 0 5875 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4366672 9997 SH SOLE 0 0 9997 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4344540 18314 SH SOLE 0 0 18314 VANGUARD INDEX FDS VALUE ETF 922908744 1012713 6774 SH SOLE 0 0 6774 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2544979 59755 SH SOLE 0 0 59755 VANGUARD STAR FDS VG TL INTL STK F 921909768 741888 12800 SH SOLE 0 0 12800 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1906864 17082 SH SOLE 0 0 17082