0001825611-23-000001.txt : 20230201 0001825611-23-000001.hdr.sgml : 20230201 20230201145510 ACCESSION NUMBER: 0001825611-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230201 DATE AS OF CHANGE: 20230201 EFFECTIVENESS DATE: 20230201 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: 23576261 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 12-31-2022 12-31-2022 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 02-01-2023 0 37 63794169 INFORMATION TABLE 2 infotable.xml AEVA TECHNOLOGIES INC COM 00835Q103 14095 10364 SH SOLE 0 0 10364 AFFIRM HLDGS INC COM CL A 00827B106 883045 91318 SH SOLE 0 0 91318 AIRBNB INC COM CL A 009066101 1689138 19756 SH SOLE 0 0 19756 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1141779 25311 SH SOLE 0 0 25311 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1259752 23684 SH SOLE 0 0 23684 AMERICAN CENTY ETF TR US EQT ETF 025072885 2071712 30462 SH SOLE 0 0 30462 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 442726 8821 SH SOLE 0 0 8821 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1021756 13713 SH SOLE 0 0 13713 BLEND LABS INC CL A 09352U108 1241614 862232 SH SOLE 0 0 862232 COCA COLA CO COM 191216100 782642 12304 SH SOLE 0 0 12304 CONTEXTLOGIC INC COM CL A 21077C107 39159 80294 SH SOLE 0 0 80294 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 236256 9435 SH SOLE 0 0 9435 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11523370 474603 SH SOLE 0 0 474603 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3172558 72186 SH SOLE 0 0 72186 ETERNA THERAPEUTICS INC COM NEW 114082209 303888 94375 SH SOLE 0 0 94375 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1877604 77812 SH SOLE 0 0 77812 ISHARES INC EM MKT SM-CP ETF 464286475 1831447 37934 SH SOLE 0 0 37934 ISHARES INC MSCI EMERG MRKT 464286533 575646 10851 SH SOLE 0 0 10851 ISHARES TR CRE U S REIT ETF 464288521 467253 9449 SH SOLE 0 0 9449 ISHARES TR GLOBAL REIT ETF 46434V647 453064 19950 SH SOLE 0 0 19950 MATTERPORT INC COM CL A 577096100 1045556 373413 SH SOLE 0 0 373413 META PLATFORMS INC CL A 30303M102 455126 3782 SH SOLE 0 0 3782 NU HLDGS LTD ORD SHS CL A G6683N103 576043 141534 SH SOLE 0 0 141534 OPEN LENDING CORP COM CL A 68373J104 722250 107000 SH SOLE 0 0 107000 PALANTIR TECHNOLOGIES INC CL A 69608A108 7962668 1240291 SH SOLE 0 0 1240291 RECURSION PHARMACEUTICALS IN CL A 75629V104 109628 14219 SH SOLE 0 0 14219 ROBINHOOD MKTS INC COM CL A 770700102 1062465 130524 SH SOLE 0 0 130524 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 295436 6593 SH SOLE 0 0 6593 SCHWAB STRATEGIC TR US REIT ETF 808524847 3169624 164314 SH SOLE 0 0 164314 TESLA INC COM 88160R101 1816289 14745 SH SOLE 0 0 14745 TOAST INC CL A 888787108 276688 15346 SH SOLE 0 0 15346 UNITY SOFTWARE INC COM 91332U101 1518787 53123 SH SOLE 0 0 53123 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1930398 39396 SH SOLE 0 0 39396 VANGUARD INDEX FDS MID CAP ETF 922908629 1296092 6359 SH SOLE 0 0 6359 VANGUARD INDEX FDS VALUE ETF 922908744 4439201 31625 SH SOLE 0 0 31625 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2920809 70653 SH SOLE 0 0 70653 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3168605 29282 SH SOLE 0 0 29282