Cypress Point Wealth Management, LLC Purchases in Q4 2024

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
99.4K
+ 9.72%
$33.92 - $36.6 $3.37M - $3.64M
1.12M $38.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
40.7K
+ 52.94%
$61.52 - $66.5 $2.5M - $2.71M
118K $7.5M
VTI
Vanguard Total Stock Market Et

ETFs
3.08K
+ 9.87%
$280.04 - $302.45 $862K - $931K
34.3K $9.93M
VUG
Vanguard Growth ETF

ETFs
2.33K
New
$378.79 - $428.11 $884K - $999K
2.33K $957K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
28K
+ 90.32%
N/A
59K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
767
+ 4.9%
$521.84 - $558.82 $400K - $429K
16.4K $8.84M
DFIC
Dimensional ETF Tr Dimensional

ETFs
46.2K
+ 12.75%
$25.61 - $28.0 $1.18M - $1.29M
409K $10.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15K
New
$23.88 - $24.32 $358K - $365K
15K $359K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.2K
New
$91.29 - $91.8 $292K - $294K
3.2K $292K
AVUS
American Centy ETF Tr Avantis

ETFs
2.06K
+ 4.32%
$94.36 - $102.06 $195K - $210K
49.8K $4.83M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.24K
+ 20.43%
$58.88 - $64.8 $309K - $340K
30.9K $1.82M
RUM
Rumble Inc.

Technology
662
+ 3.63%
$5.18 - $16.27 $3.43K - $10.8K
18.9K $245K
AVSC
American Centy ETF Tr Avantis
2.44K
+ 5.63%
$52.7 - $59.57 $129K - $146K
45.9K $2.49M
DFAI
Dimensional ETF Tr

ETFs
7.8K
+ 12.66%
$29.0 - $31.6 $226K - $246K
69.4K $2.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.71K
+ 8.56%
$71.75 - $75.11 $122K - $128K
21.6K $1.56M
AVLV
American Centy ETF Tr Avantis
2
+ 0.01%
$65.51 - $71.22 $131 - $142
31.5K $2.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
925
+ 4.64%
$30.18 - $33.87 $27.9K - $31.3K
20.9K $642K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
3.92K
+ 3.05%
$23.99 - $24.55 $94K - $96.2K
132K $3.18M
VUSB
Vanguard Bd Index Fds
606
+ 4.8%
N/A
13.2K $0
American Centy ETF Tr
77.6K
+ 31.21%
N/A
326K $0
American Centy ETF Tr
1.01K
+ 15.52%
N/A
7.54K $0
Dimensional ETF Trust
10.2K
+ 18.58%
N/A
65.2K $0
Ishares Tr
970
+ 0.82%
N/A
120K $0
Dimensional ETF Trust
34.3K
+ 57.68%
N/A
93.8K $0
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.57%
$197.36 - $217.3 $2.57K - $2.82K
2.31K $457K
DFAX
Dimensional ETF Tr
5.4K
+ 8.36%
$24.76 - $27.04 $134K - $146K
70K $1.74M
AVRE
American Centy ETF Tr Avantis
442
+ 7.81%
$41.03 - $46.91 $18.1K - $20.7K
6.1K $255K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
930
+ 0.78%
$25.06 - $25.59 $23.3K - $23.8K
120K $3.01M
VTV
Vanguard Value ETF

ETFs
26
+ 0.28%
$168.32 - $181.87 $4.38K - $4.73K
9.27K $1.57M
VEU
Vanguard Ftse All World Ex Us

ETFs
242
+ 1.63%
$57.29 - $63.1 $13.9K - $15.3K
15K $863K
AVES
American Centy ETF Tr Avantis

ETFs
1.95K
+ 7.22%
$46.2 - $53.09 $90.2K - $104K
29K $1.34M
DFAE
Dimensional ETF Tr

ETFs
23
+ 0.06%
$25.36 - $28.15 $583 - $647
39.4K $998K
AVDE
American Centy ETF Tr Avantis

ETFs
569
+ 1.18%
$60.9 - $66.69 $34.7K - $37.9K
48.7K $2.99M
VNQI
Vanguard Global Ex U.S. Real

ETFs
3.9K
+ 6.47%
$39.22 - $47.52 $153K - $185K
64.2K $2.54M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
106K
+ 160.76%
$22.01 - $66.82 $2.34M - $7.1M
172K $3.91M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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