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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 51 | $858,260 | 14,634 | 0.00 | 14,634 | +Inf | 03-31-2024 | |
| COCA COLA CO | COM | 52 | $826,450 | 13,508 | 0.00 | 0.00 | 373 | 2.84 | 03-31-2024 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 53 | $822,233 | 16,594 | 0.00 | 0.00 | -476 | -2.79 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 54 | $803,019 | 2,333 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
