Cypress Point Wealth Management, LLC Portfolio Holdings by Sector

Cypress Point Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIC VOO DFUS DFAU AVEM AVUS SCHB 39 stocks	$135,107 48.25% of portfolio	24	9	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT 2 stocks	$114,359 40.84% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$9,928 3.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$6,200 2.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$5,770 2.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2,869 1.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,836 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND CRM RUM 3 stocks	$1,713 0.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$841 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR BX 2 stocks	$565 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$334 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$310 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$154 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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