Cypress Point Wealth Management, LLC Purchases in Q3 2024

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
31.1K
+ 3.13%
$31.05 - $34.29 $965K - $1.07M
1.02M $35.1M
AVEM
American Centy ETF Tr Avantis

ETFs
25.5K
+ 38.67%
$57.2 - $65.59 $1.46M - $1.67M
91.5K $5.91M
DFAU
Dimensional ETF Tr

ETFs
39.9K
+ 30.53%
$35.8 - $39.69 $1.43M - $1.58M
171K $6.77M
DFIC
Dimensional ETF Tr Dimensional

ETFs
37.9K
+ 11.67%
$25.36 - $28.37 $961K - $1.08M
362K $10.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
18.4K
+ 31.5%
$56.04 - $62.2 $1.03M - $1.15M
76.9K $4.78M
META
Meta Platforms, Inc.

Communication Services
1.53K
+ 39.4%
$453.41 - $572.44 $692K - $874K
5.4K $3.09M
TSLA
Tesla, Inc.

Consumer Cyclical
76
+ 0.49%
$191.76 - $263.26 $14.6K - $20K
15.6K $4.09M
DFAI
Dimensional ETF Tr

ETFs
26.6K
+ 75.87%
$28.69 - $32.06 $763K - $852K
61.6K $1.96M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31K
New
$23.75 - $23.75 $736K - $736K
31K $736K
SBUX
Starbucks Corp

Consumer Cyclical
6.7K
New
$72.51 - $98.6 $486K - $661K
6.7K $653K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.93K
+ 3.77%
$19.78 - $23.53 $97.5K - $116K
136K $3.14M
NOK
Nokia Corp

Technology
100K
New
$3.62 - $4.48 $362K - $448K
100K $438K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.05%
$475.2 - $527.7 $3.8K - $4.22K
15.6K $8.25M
VNQI
Vanguard Global Ex U.S. Real

ETFs
930
+ 1.57%
$40.45 - $47.24 $37.6K - $43.9K
60.3K $2.83M
AVSC
American Centy ETF Tr Avantis
4.16K
+ 10.61%
$49.07 - $56.13 $204K - $234K
43.4K $2.35M
BLND
Blend Labs, Inc.

Technology
29.8K
+ 15.18%
$2.33 - $4.1 $69.5K - $122K
226K $849K
AVDE
American Centy ETF Tr Avantis

ETFs
2.03K
+ 4.39%
$60.09 - $67.67 $122K - $137K
48.1K $3.22M
AVUS
American Centy ETF Tr Avantis

ETFs
1.01K
+ 2.17%
$86.27 - $95.15 $87.5K - $96.5K
47.8K $4.55M
DFAX
Dimensional ETF Tr
8.4K
+ 14.94%
$24.29 - $27.25 $204K - $229K
64.6K $1.75M
AAPL
Apple Inc.

Technology
126
+ 1.22%
$207.23 - $234.82 $26.1K - $29.6K
10.4K $2.43M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10K
+ 50.0%
$24.78 - $25.11 $248K - $251K
30K $753K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
7.18K
+ 5.91%
$24.07 - $24.62 $173K - $177K
129K $3.16M
BX
Blackstone Inc.

Financial Services
1.46K
New
$120.77 - $159.66 $177K - $234K
1.46K $223K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.24K
+ 4.38%
$51.0 - $57.07 $63.3K - $70.9K
29.6K $1.65M
KO
Coca Cola CO

Consumer Defensive
403
+ 2.93%
$62.69 - $73.01 $25.3K - $29.4K
14.1K $1.02M
VTV
Vanguard Value ETF

ETFs
51
+ 0.55%
$159.75 - $174.57 $8.15K - $8.9K
9.24K $1.61M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.9K
+ 17.01%
$28.25 - $31.7 $81.9K - $91.9K
20K $614K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
52
+ 0.2%
$58.03 - $65.37 $3.02K - $3.4K
25.7K $1.66M
RUM
Rumble Inc.

Technology
18.2K
New
$5.05 - $7.17 $92K - $131K
18.2K $97K
AVLV
American Centy ETF Tr Avantis
1
+ 0.0%
$60.05 - $65.83 $60.1 - $65.8
31.5K $2.07M
AVES
American Centy ETF Tr Avantis

ETFs
65
+ 0.24%
$46.0 - $52.55 $2.99K - $3.42K
27K $1.41M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
688
+ 0.58%
$24.91 - $25.63 $17.1K - $17.6K
119K $3.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
145
+ 0.73%
$71.45 - $75.64 $10.4K - $11K
19.9K $1.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
58
+ 0.39%
$56.47 - $63.69 $3.28K - $3.69K
14.8K $932K
KKR
Kkr & Co. Inc.

Financial Services
28
+ 1.14%
$104.51 - $133.23 $2.93K - $3.73K
2.49K $325K
DFAE
Dimensional ETF Tr

ETFs
36
+ 0.09%
$24.46 - $27.82 $881 - $1K
39.4K $1.08M
AVRE
American Centy ETF Tr Avantis
530
+ 10.34%
$40.95 - $48.28 $21.7K - $25.6K
5.66K $266K
CRM
Salesforce, Inc.

Technology
87
+ 4.64%
$238.42 - $276.53 $20.7K - $24.1K
1.96K $537K
VBR
Vanguard Small Cap Value ETF

ETFs
32
+ 1.41%
$179.99 - $201.6 $5.76K - $6.45K
2.3K $460K
AVGO
Broadcom Inc.

Technology
1.59K
+ 985.09%
$136.27 - $1745.86 $216K - $2.77M
1.75K $301K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
5
+ 0.23%
$122.74 - $163.95 $614 - $820
2.18K $358K
Ishares Tr
753
+ 0.64%
N/A
119K $0
American Centy ETF Tr
41.4K
+ 19.95%
N/A
249K $0
American Centy ETF Tr
175
+ 2.75%
N/A
6.53K $0
Dimensional ETF Trust
7.44K
+ 14.29%
N/A
59.5K $0
Dimensional ETF Trust
3.07K
+ 52.64%
N/A
8.91K $0
Dimensional ETF Trust
16.1K
+ 41.46%
N/A
55K $0
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.18%
$161.02 - $200.0 $1.13K - $1.4K
3.93K $731K
MSFT
Microsoft Corp

Technology
25
+ 0.79%
$395.15 - $467.56 $9.88K - $11.7K
3.21K $1.38M
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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