Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS POINT WEALTH MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 71 | 195,306,146 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 1 | $35,498,494 | 1,542,742 | 0.02 | 0.02 | 14,896 | 0.97 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $30,740,464 | 962,143 | 0.02 | 0.01 | 319,216 | 49.65 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | 3 | $10,253,311 | 165,882 | 0.01 | 165,882 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $7,961,219 | 297,616 | 0.00 | 0.00 | 117,064 | 64.84 | 03-31-2024 |
