Cypress Point Wealth Management as of Dec. 31, 2020
Portfolio Holdings for Cypress Point Wealth Management
Cypress Point Wealth Management holds 196 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Open Lending Corp Com Cl A (LPRO) | 5.6 | $3.7M | 105k | 34.96 | |
Tesla Motors (TSLA) | 5.5 | $3.6M | 5.1k | 705.70 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.4 | $2.9M | 32k | 90.99 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $2.4M | 10k | 231.83 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 3.6 | $2.4M | 63k | 37.98 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $1.5M | 7.3k | 206.83 | |
Dupont De Nemours (DD) | 2.2 | $1.5M | 21k | 71.12 | |
Apple (AAPL) | 2.1 | $1.4M | 10k | 132.75 | |
Loews Corporation (L) | 2.1 | $1.4M | 30k | 45.02 | |
Facebook Cl A (META) | 2.0 | $1.3M | 4.9k | 273.17 | |
Enbridge (ENB) | 1.8 | $1.2M | 37k | 32.00 | |
Spdr Ser Tr Spdr Bloomberg (BIL) | 1.8 | $1.2M | 13k | 91.50 | |
Coca-Cola Company (KO) | 1.6 | $1.1M | 20k | 54.88 | |
Microsoft Corporation (MSFT) | 1.6 | $1.1M | 4.8k | 222.22 | |
Agnico (AEM) | 1.6 | $1.1M | 15k | 70.49 | |
Matador Resources (MTDR) | 1.4 | $947k | 79k | 12.06 | |
Pfizer (PFE) | 1.4 | $935k | 25k | 36.83 | |
Corteva (CTVA) | 1.4 | $934k | 24k | 38.72 | |
Cisco Systems (CSCO) | 1.4 | $929k | 21k | 44.74 | |
Ingredion Incorporated (INGR) | 1.4 | $905k | 12k | 78.70 | |
Cerner Corporation | 1.4 | $901k | 12k | 78.48 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $873k | 9.5k | 91.50 | |
Amazon (AMZN) | 1.3 | $869k | 267.00 | 3255.81 | |
Equity Comwlth Com Sh Ben Int (EQC) | 1.3 | $864k | 32k | 27.28 | |
Travelers Companies (TRV) | 1.3 | $824k | 5.9k | 140.37 | |
Starbucks Corporation (SBUX) | 1.2 | $805k | 7.5k | 106.95 | |
Paypal Holdings (PYPL) | 1.2 | $784k | 3.4k | 234.15 | |
American Campus Communities | 1.2 | $776k | 18k | 42.78 | |
Barrick Gold Corp (GOLD) | 1.2 | $769k | 34k | 22.78 | |
Palantir Technologies Cl A (PLTR) | 1.1 | $743k | 32k | 23.56 | |
Nike CL B (NKE) | 0.9 | $619k | 4.4k | 141.49 | |
Comcast Corp Cl A (CMCSA) | 0.9 | $619k | 12k | 52.41 | |
Medtronic SHS (MDT) | 0.9 | $614k | 5.2k | 117.06 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $611k | 2.3k | 261.11 | |
Qualcomm (QCOM) | 0.9 | $590k | 3.9k | 152.26 | |
Diageo Spon Adr New (DEO) | 0.9 | $586k | 3.7k | 158.81 | |
Alleghany Corporation | 0.9 | $586k | 970.00 | 604.12 | |
Thermo Fisher Scientific (TMO) | 0.9 | $582k | 1.3k | 465.60 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $561k | 320.00 | 1753.12 | |
Dominion Resources (D) | 0.8 | $554k | 7.4k | 75.22 | |
Unilever Spon Adr New (UL) | 0.8 | $553k | 9.2k | 60.34 | |
Walt Disney Company (DIS) | 0.8 | $544k | 3.0k | 181.33 | |
Jones Lang LaSalle Incorporated (JLL) | 0.8 | $527k | 3.6k | 148.24 | |
Danaher Corporation (DHR) | 0.8 | $518k | 2.3k | 222.32 | |
Pan American Silver Corp Can (PAAS) | 0.8 | $500k | 15k | 34.52 | |
Guidewire Software (GWRE) | 0.7 | $476k | 3.7k | 128.82 | |
Allstate Corporation (ALL) | 0.7 | $475k | 4.3k | 109.83 | |
Honeywell International (HON) | 0.7 | $471k | 2.2k | 212.64 | |
Graham Hldgs Com Cl B (GHC) | 0.7 | $467k | 876.00 | 533.11 | |
Abbott Laboratories (ABT) | 0.7 | $465k | 4.2k | 109.54 | |
Roper Industries (ROP) | 0.7 | $453k | 1.1k | 431.43 | |
Zoetis Cl A (ZTS) | 0.7 | $451k | 2.7k | 165.50 | |
PerkinElmer (RVTY) | 0.7 | $441k | 3.1k | 143.41 | |
TJX Companies (TJX) | 0.6 | $423k | 6.2k | 68.34 | |
Guardant Health (GH) | 0.6 | $422k | 3.3k | 128.97 | |
Uber Technologies (UBER) | 0.6 | $412k | 8.1k | 51.00 | |
Akamai Technologies (AKAM) | 0.6 | $407k | 3.9k | 105.03 | |
Liveramp Holdings (RAMP) | 0.6 | $403k | 5.5k | 73.27 | |
Bank of America Corporation (BAC) | 0.6 | $391k | 13k | 30.31 | |
American Tower Reit (AMT) | 0.6 | $370k | 1.7k | 224.24 | |
ACI Worldwide (ACIW) | 0.5 | $355k | 9.3k | 38.38 | |
Expeditors International of Washington (EXPD) | 0.5 | $347k | 3.6k | 95.20 | |
Merck & Co (MRK) | 0.5 | $346k | 4.2k | 81.89 | |
Colgate-Palmolive Company (CL) | 0.5 | $346k | 4.1k | 85.43 | |
Kirkland Lake Gold | 0.5 | $338k | 8.2k | 41.27 | |
UnitedHealth (UNH) | 0.5 | $337k | 960.00 | 351.04 | |
Union Pacific Corporation (UNP) | 0.5 | $314k | 1.5k | 207.95 | |
Air Products & Chemicals (APD) | 0.4 | $294k | 1.1k | 273.49 | |
Charles River Laboratories (CRL) | 0.4 | $285k | 1.1k | 250.00 | |
Independent Bank (IBTX) | 0.4 | $282k | 4.5k | 62.46 | |
Renewable Energy Group Com New | 0.4 | $278k | 3.9k | 70.70 | |
Procter & Gamble Company (PG) | 0.4 | $275k | 2.0k | 139.24 | |
IDEX Corporation (IEX) | 0.4 | $272k | 1.4k | 199.27 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $263k | 525.00 | 500.95 | |
Trimble Navigation (TRMB) | 0.4 | $260k | 3.9k | 66.67 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $239k | 2.8k | 84.99 | |
L3harris Technologies (LHX) | 0.4 | $236k | 1.3k | 188.80 | |
Chevron Corporation (CVX) | 0.3 | $225k | 2.7k | 84.30 | |
At&t (T) | 0.3 | $224k | 7.8k | 28.78 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $222k | 1.7k | 134.55 | |
Pepsi (PEP) | 0.3 | $222k | 1.5k | 148.00 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $219k | 1.2k | 178.34 | |
Oracle Corporation (ORCL) | 0.3 | $215k | 3.3k | 64.69 | |
Xylem (XYL) | 0.3 | $214k | 2.1k | 101.90 | |
Fmc Corp Com New (FMC) | 0.3 | $213k | 1.9k | 115.14 | |
Zions Bancorporation (ZION) | 0.3 | $210k | 4.8k | 43.52 | |
Visa Com Cl A (V) | 0.3 | $177k | 810.00 | 218.52 | |
PIMCO Corporate Income Fund (PCN) | 0.2 | $162k | 9.4k | 17.29 | |
Alcon Ord Shs (ALC) | 0.2 | $160k | 2.4k | 65.98 | |
Newmont Mining Corporation (NEM) | 0.2 | $157k | 2.6k | 60.04 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $145k | 600.00 | 241.67 | |
Raytheon Technologies Corp (RTX) | 0.2 | $129k | 1.8k | 71.67 | |
Vir Biotechnology (VIR) | 0.2 | $114k | 4.3k | 26.75 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $111k | 3.6k | 30.62 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $104k | 301.00 | 345.51 | |
White Mountains Insurance Gp (WTM) | 0.1 | $95k | 95.00 | 1000.00 | |
Verizon Communications (VZ) | 0.1 | $88k | 1.5k | 58.67 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $72k | 369.00 | 195.12 | |
Sally Beauty Holdings (SBH) | 0.1 | $71k | 5.5k | 12.99 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $68k | 350.00 | 194.29 | |
Zimmer Holdings (ZBH) | 0.1 | $63k | 407.00 | 154.79 | |
Liberty Global SHS CL C | 0.1 | $57k | 2.4k | 23.61 | |
ConocoPhillips (COP) | 0.1 | $57k | 1.4k | 39.78 | |
Viatris (VTRS) | 0.1 | $57k | 3.0k | 18.83 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $53k | 226.00 | 234.51 | |
Phillips 66 (PSX) | 0.1 | $50k | 717.00 | 69.73 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $48k | 752.00 | 63.83 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $48k | 400.00 | 120.00 | |
Cable One (CABO) | 0.1 | $45k | 20.00 | 2250.00 | |
Sailpoint Technlgies Hldgs I | 0.1 | $41k | 764.00 | 53.66 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $40k | 22.00 | 1800.00 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $37k | 690.00 | 53.62 | |
Etf Managers Tr Prime Cybr Scrty | 0.1 | $35k | 601.00 | 58.24 | |
Axis Cap Hldgs SHS (AXS) | 0.1 | $34k | 674.00 | 50.45 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $33k | 258.00 | 127.91 | |
Cigna Corp (CI) | 0.0 | $31k | 150.00 | 206.67 | |
Asana Cl A (ASAN) | 0.0 | $30k | 1.0k | 29.30 | |
Affiliated Managers (AMG) | 0.0 | $28k | 275.00 | 101.82 | |
General Mills (GIS) | 0.0 | $28k | 480.00 | 58.33 | |
Wingstop (WING) | 0.0 | $27k | 200.00 | 135.00 | |
Jefferies Finl Group (JEF) | 0.0 | $26k | 1.1k | 24.41 | |
0.0 | $25k | 457.00 | 54.70 | ||
JPMorgan Chase & Co. (JPM) | 0.0 | $25k | 200.00 | 125.00 | |
Johnson & Johnson (JNJ) | 0.0 | $25k | 160.00 | 156.25 | |
Chipotle Mexican Grill (CMG) | 0.0 | $22k | 16.00 | 1375.00 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $22k | 136.00 | 161.76 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $22k | 182.00 | 120.88 | |
Blackstone Group Com Cl A (BX) | 0.0 | $21k | 325.00 | 64.62 | |
Equinox Gold Corp equities (EQX) | 0.0 | $21k | 2.0k | 10.50 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $20k | 292.00 | 68.49 | |
Dow (DOW) | 0.0 | $20k | 359.00 | 55.71 | |
Qurate Retail Com Ser A (QRTEA) | 0.0 | $19k | 1.7k | 11.01 | |
Costco Wholesale Corporation (COST) | 0.0 | $19k | 50.00 | 380.00 | |
Hanesbrands (HBI) | 0.0 | $18k | 1.3k | 14.34 | |
3M Company (MMM) | 0.0 | $17k | 100.00 | 170.00 | |
Philip Morris International (PM) | 0.0 | $17k | 200.00 | 85.00 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $16k | 43.00 | 372.09 | |
Revolve Group Cl A (RVLV) | 0.0 | $16k | 523.00 | 30.59 | |
CVS Caremark Corporation (CVS) | 0.0 | $16k | 233.00 | 66.67 | |
Johnson Outdoors Cl A (JOUT) | 0.0 | $15k | 135.00 | 111.11 | |
Sprott Etf Trust Jr Gold Miners E (SGDJ) | 0.0 | $15k | 306.00 | 49.02 | |
Intuit (INTU) | 0.0 | $14k | 38.00 | 368.42 | |
Tractor Supply Company (TSCO) | 0.0 | $14k | 100.00 | 140.00 | |
Foot Locker (FL) | 0.0 | $14k | 347.00 | 40.35 | |
Tripadvisor (TRIP) | 0.0 | $14k | 472.00 | 29.66 | |
Home Depot (HD) | 0.0 | $13k | 50.00 | 260.00 | |
Post Holdings Inc Common (POST) | 0.0 | $13k | 125.00 | 104.00 | |
Mercury General Corporation (MCY) | 0.0 | $13k | 245.00 | 53.06 | |
Kinder Morgan (KMI) | 0.0 | $12k | 873.00 | 13.75 | |
Exxon Mobil Corporation (XOM) | 0.0 | $11k | 274.00 | 40.15 | |
National Presto Industries (NPK) | 0.0 | $11k | 128.00 | 85.94 | |
Sanofi Sponsored Adr (SNY) | 0.0 | $11k | 235.00 | 46.81 | |
Fox Corp Cl A Com (FOXA) | 0.0 | $11k | 390.00 | 28.21 | |
Twc Tech Holdings Ii Ord | 0.0 | $11k | 999.00 | 11.01 | |
America Movil Sab De Cv Spon Adr L Shs | 0.0 | $10k | 689.00 | 14.51 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $10k | 150.00 | 66.67 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $10k | 43.00 | 232.56 | |
Wal-Mart Stores (WMT) | 0.0 | $9.0k | 62.00 | 145.16 | |
Cullen/Frost Bankers (CFR) | 0.0 | $9.0k | 100.00 | 90.00 | |
Glaxosmithkline Sponsored Adr | 0.0 | $9.0k | 250.00 | 36.00 | |
Royal Dutch Shell Spons Adr A | 0.0 | $9.0k | 250.00 | 36.00 | |
FLIR Systems | 0.0 | $9.0k | 200.00 | 45.00 | |
Pioneer Natural Resources (PXD) | 0.0 | $9.0k | 75.00 | 120.00 | |
National Instruments | 0.0 | $9.0k | 200.00 | 45.00 | |
Franklin Resources (BEN) | 0.0 | $9.0k | 355.00 | 25.35 | |
Fs Kkr Capital Corp. Ii | 0.0 | $9.0k | 564.00 | 15.96 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $8.0k | 82.00 | 97.56 | |
Mohawk Industries (MHK) | 0.0 | $8.0k | 60.00 | 133.33 | |
Kirby Corporation (KEX) | 0.0 | $8.0k | 150.00 | 53.33 | |
Seritage Growth Pptys Cl A (SRG) | 0.0 | $8.0k | 560.00 | 14.29 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $7.0k | 400.00 | 17.50 | |
Fts International Com New Cl A | 0.0 | $6.0k | 307.00 | 19.54 | |
Scholastic Corporation (SCHL) | 0.0 | $6.0k | 250.00 | 24.00 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $6.0k | 200.00 | 30.00 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $6.0k | 69.00 | 86.96 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $6.0k | 93.00 | 64.52 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $5.0k | 46.00 | 108.70 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $5.0k | 40.00 | 125.00 | |
Ford Motor Company (F) | 0.0 | $5.0k | 600.00 | 8.33 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $4.0k | 52.00 | 76.92 | |
Wisdomtree Tr 90/60 Balnced Fd (NTSX) | 0.0 | $4.0k | 113.00 | 35.40 | |
Chemours (CC) | 0.0 | $4.0k | 168.00 | 23.81 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $3.0k | 25.00 | 120.00 | |
Spectrum Brands Holding (SPB) | 0.0 | $2.0k | 26.00 | 76.92 | |
Lyft Cl A Com (LYFT) | 0.0 | $2.0k | 31.00 | 64.52 | |
Cheniere Energy Com New (LNG) | 0.0 | $2.0k | 34.00 | 58.82 | |
Dropbox Cl A (DBX) | 0.0 | $2.0k | 70.00 | 28.57 | |
American Airls (AAL) | 0.0 | $1.0k | 81.00 | 12.35 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Twc Tech Hldgs Ii Corp W Exp 09/15/202 | 0.0 | $999.999000 | 333.00 | 3.00 | |
Annaly Capital Management | 0.0 | $0 | 17.00 | 0.00 | |
Open Text Corp (OTEX) | 0.0 | $0 | 4.00 | 0.00 | |
American Intl Group *w Exp 01/19/202 | 0.0 | $0 | 1.00 | 0.00 | |
Aphria Inc foreign | 0.0 | $0 | 50.00 | 0.00 | |
Ribbon Communication (RBBN) | 0.0 | $0 | 50.00 | 0.00 | |
Twc Tech Hldgs Ii Corp Unit 09/10/2025 | 0.0 | $0 | 1.00 | 0.00 |