StockDriftsStockDriftsTop 50 Cypress Point Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 29.23% | 927.7K | $135.7M | +0.19%(+1.79K) | $21.66(+527.34%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 11.53% | 1.38M | $53.5M | +5.43%(+71.02K) | $29.83(+43.12%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 8.31% | 497.4K | $38.6M | +8.65%(+39.59K) | $66.36(+29.92%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.21% | 549.9K | $19.5M | +9.57%(+48.04K) | $26.99(+38.08%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.19% | 274.2K | $19.4M | +24.73%(+54.38K) | $64.88(+21.56%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 3.94% | 253.6K | $18.3M | +7.37%(+17.41K) | $63.46(+24.84%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.47% | 35.8K | $11.5M | +0.33%(+117) | $246.63(+44.75%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.32% | 18.1K | $10.8M | -1.76%(-324) | $474.34(+40.26%) | 2026-03-31 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 1.96% | 204.7K | $9.1M | +18.05%(+31.30K) | $44.66(+5.26%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 1.68% | 96.5K | $7.8M | +0.60%(+574) | $58.40(+57.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +49.19% | +232.04% |
| Top 20 Holdings Unweighted | +20.25% | +73.89% |
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