Titelia

Portfolio von Cypress Point Wealth Management, LLC

105 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 73.6 % des Aktienteils

Aufteilung nach Branche

  • Technologie 35,7 %
  • Fonds 2,7 %
  • Kommunikation 1,8 %
  • Energie 1,3 %
  • Finanzen 1,1 %
  • Zyklischer Konsum 0,7 %
  • Gesundheit 0,5 %
  • Basiskonsum 0,3 %
  • Industrie 0,3 %
  • Nicht zugeordnet 55,6 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 100,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US105424,4 Mio. $100,00 %

Positionen

RangGesellschaftStückeWertGewicht
1Palantir Technologies Inc 927.673135,7 Mio. $
2Dimensional ETF Trust 1.377.96053,5 Mio. $
3Avantis US Large Cap Equity ETF 497.37238,6 Mio. $
4Dimensional International Core 549.92419,5 Mio. $
5Dimensional ETF Trust 274.22119,4 Mio. $
6Vanguard Total Stock Market ETF 35.78911,5 Mio. $
7Vanguard S&P 500 ETF 18.05910,8 Mio. $
8VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 204.7289,1 Mio. $
9Avantis Emerging Markets Equity ETF 96.5127,8 Mio. $
10Apple Inc 25.8816,6 Mio. $
11Vanguard Value ETF 31.2476,1 Mio. $
12Avantis US Equity ETF 48.7605,4 Mio. $
13Exxon Mobil Corp 30.5435,2 Mio. $
14Avantis International Small Cap Value ETF 50.8625,1 Mio. $
15Schwab U.S. REIT ETF 231.8645 Mio. $
16Vanguard Total Bond Market ETF 61.9944,6 Mio. $
17Avantis International Equity ETF 49.4304,2 Mio. $
18Avantis US Small Cap Equity ETF 56.2113,5 Mio. $
19Vanguard Total International S 44.3263,4 Mio. $
20Schwab US Broad Market ETF 132.2053,3 Mio. $
21Meta Platforms Inc 5.0532,9 Mio. $
22NVIDIA Corp 16.4652,9 Mio. $
23Vanguard FTSE All-World ex-US ETF 35.4522,7 Mio. $
24Alphabet Inc 8.7122,5 Mio. $
25Avantis US Large Cap Value ETF 30.7962,5 Mio. $
26Microsoft Corp 6.5952,4 Mio. $
27Vanguard Small-Cap ETF 8.5002,2 Mio. $
28Berkshire Hathaway Inc 32,2 Mio. $
29Dimensional ETF Trust 54.2172,1 Mio. $
30iShares MSCI Emerging Markets Small-Cap ETF 29.9132,1 Mio. $
31American Century ETF Trust 18.6712,1 Mio. $
32Avantis International Large Cap Value ETF 26.2902 Mio. $
33Vanguard Growth ETF 4.3001,9 Mio. $
34Amazon.com Inc 8.8461,8 Mio. $
35Capital Group New Geography Equity ETF 51.3811,6 Mio. $
36Vanguard High Dividend Yield E 10.6001,6 Mio. $
37Avantis Emerging Markets Value ETF 23.6501,4 Mio. $
38Dimensional ETF Trust 36.7901,2 Mio. $
39State Street SPDR S&P 500 ETF Trust 1.8161,2 Mio. $
40Coca-Cola Co/The 15.0671,1 Mio. $
41Avantis Emerging Markets Small Cap Equity ETF 17.3971,1 Mio. $
42Vanguard Index Funds 4.6571 Mio. $
43Broadcom Inc 3.110962.577 $
44Vanguard Ultra Short Bond ETF 18.748933.362 $
45Netflix Inc 9.453908.906 $
46Vanguard Tax-Exempt Bond Index ETF 16.272811.811 $
47Tesla Inc 2.065767.664 $
48Arrowhead Pharmaceuticals Inc 11.200702.240 $
49Alphabet Inc 2.353675.028 $
50AST SpaceMobile Inc 8.000662.960 $
51United States Antimony Corp 74.071646.640 $
52iShares Core S&P 500 ETF 964629.695 $
53AT&T Inc 21.243615.822 $
54Bank of America Corp 12.350602.079 $
55Salesforce Inc 2.597484.782 $
56abrdn Physical Gold Shares ETF 10.318460.390 $
57Loews Corp 4.290457.915 $
58Advanced Micro Devices Inc 2.089424.966 $
59Visa Inc 1.281387.170 $
60KLA Corp 252371.048 $
61Johnson & Johnson 1.514370.083 $
62Blend Labs Inc 215.843366.934 $
63Cisco Systems, Inc. 4.689363.792 $
64iShares Future AI & Tech ETF 7.722359.294 $
65iShares Core MSCI EAFE ETF 3.942356.870 $
66Travelers Cos Inc/The 1.213353.808 $
67Ishares Inc 4.462350.959 $
68Eli Lilly & Co 378347.674 $
69Merck & Co Inc 2.883346.797 $
70Dimensional U S Targeted Value ETF 5.407337.663 $
71Crowdstrike Holdings Inc 859335.363 $
72Vanguard International Equity Index Funds 6.047326.856 $
73GE Vernova Inc 372324.719 $
74Terawulf Inc 21.676312.785 $
75Dimensional ETF Trust 13.100309.815 $
76Honeywell International Inc 1.370309.662 $
77SPDR Series Trust 3.356307.533 $
78Allstate Corp/The 1.455301.680 $
79Powell Industries Inc 555300.300 $
80Citigroup Inc 2.627297.923 $
81iShares MSCI Emerging Markets Min Vol Factor ETF 4.460288.696 $
82Vanguard Mid-Cap ETF 1.000287.180 $
83JPMorgan Chase & Co 959282.100 $
84Booking Holdings Inc 67282.092 $
85Abbott Laboratories 2.715278.750 $
86Chevron Corp 1.245257.591 $
87Walmart Inc 2.037253.127 $
88Intuit Inc 575248.619 $
89KKR & Co Inc 2.652245.310 $
90General Electric Co 858243.357 $
91AbbVie Inc 1.115242.502 $
92Home Depot Inc/The 720236.801 $
93Thermo Fisher Scientific Inc 480235.935 $
94Micron Technology Inc 685231.421 $
95Vanguard Charlotte Funds 4.731227.321 $
96American Express Co 741224.138 $
97Trade Desk Inc/The 9.714220.411 $
98Applied Materials Inc 632216.012 $
99Phillips 66 1.182215.337 $
100Uber Technologies Inc 2.828203.419 $