0001825611-23-000002.txt : 20230508 0001825611-23-000002.hdr.sgml : 20230508 20230508161501 ACCESSION NUMBER: 0001825611-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23897918 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 03-31-2023 03-31-2023 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 05-08-2023 0 39 70924377 INFORMATION TABLE 2 infotable.xml AEVA TECHNOLOGIES INC COM 00835Q103 12334 10364 SH SOLE 0 0 10364 AFFIRM HLDGS INC COM CL A 00827B106 1029154 91318 SH SOLE 0 0 91318 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1413606 29334 SH SOLE 0 0 29334 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1502171 26340 SH SOLE 0 0 26340 AMERICAN CENTY ETF TR US EQT ETF 025072885 2399634 33855 SH SOLE 0 0 33855 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 733991 14361 SH SOLE 0 0 14361 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1140228 15396 SH SOLE 0 0 15396 BIRD GLOBAL INC COM CL A 09077J107 686240 2451732 SH SOLE 0 0 2451732 BLEND LABS INC CL A 09352U108 649002 651477 SH SOLE 0 0 651477 COCA COLA CO COM 191216100 780261 12579 SH SOLE 0 0 12579 CONTEXTLOGIC INC COM CL A 21077C107 25972 58258 SH SOLE 0 0 58258 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 347960 12911 SH SOLE 0 0 12911 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 791217 32878 SH SOLE 0 0 32878 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 282062 9804 SH SOLE 0 0 9804 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 13137362 515595 SH SOLE 0 0 515595 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 6924482 155606 SH SOLE 0 0 155606 ETERNA THERAPEUTICS INC COM NEW 114082209 320875 94375 SH SOLE 0 0 94375 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 2275731 92547 SH SOLE 0 0 92547 ISHARES INC EM MKT SM-CP ETF 464286475 2003708 39774 SH SOLE 0 0 39774 ISHARES INC MSCI EMERG MRKT 464286533 665973 12204 SH SOLE 0 0 12204 ISHARES TR CRE U S REIT ETF 464288521 476230 9449 SH SOLE 0 0 9449 ISHARES TR GLOBAL REIT ETF 46434V647 457454 19950 SH SOLE 0 0 19950 MATTERPORT INC COM CL A 577096100 1019418 373413 SH SOLE 0 0 373413 META PLATFORMS INC CL A 30303M102 801558 3782 SH SOLE 0 0 3782 NU HLDGS LTD ORD SHS CL A G6683N103 673702 141534 SH SOLE 0 0 141534 OPEN LENDING CORP COM CL A 68373J104 753280 107000 SH SOLE 0 0 107000 PALANTIR TECHNOLOGIES INC CL A 69608A108 10701875 1266494 SH SOLE 0 0 1266494 RECURSION PHARMACEUTICALS IN CL A 75629V104 94841 14219 SH SOLE 0 0 14219 ROBINHOOD MKTS INC COM CL A 770700102 1267389 130524 SH SOLE 0 0 130524 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 339513 7095 SH SOLE 0 0 7095 SCHWAB STRATEGIC TR US REIT ETF 808524847 3440205 176421 SH SOLE 0 0 176421 TESLA INC COM 88160R101 3058998 14745 SH SOLE 0 0 14745 TOAST INC CL A 888787108 272392 15346 SH SOLE 0 0 15346 UNITY SOFTWARE INC COM 91332U101 697460 21500 SH SOLE 0 0 21500 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1938396 39366 SH SOLE 0 0 39366 VANGUARD INDEX FDS MID CAP ETF 922908629 1229750 5830 SH SOLE 0 0 5830 VANGUARD INDEX FDS VALUE ETF 922908744 542082 3925 SH SOLE 0 0 3925 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3038829 74903 SH SOLE 0 0 74903 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2999042 28427 SH SOLE 0 0 28427