Cypress Point Wealth Management

Cypress Point Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 29 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 39.8 $43M 2.4M 18.21
Affirm Hldgs Com Cl A (AFRM) 8.5 $9.2M 91k 100.56
Brooklyn Immunotherapeutics 7.3 $7.9M 1.9M 4.17
Unity Software (U) 7.0 $7.6M 53k 142.99
Tesla Motors (TSLA) 5.0 $5.4M 5.1k 1056.78
Schwab Strategic Tr Us Reit Etf (SCHH) 3.9 $4.2M 79k 52.69
Airbnb Com Cl A (ABNB) 3.4 $3.6M 22k 166.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.7 $2.9M 47k 60.84
Vanguard Whitehall Fds High Div Yld (VYM) 2.4 $2.6M 23k 112.13
Robinhood Mkts Com Cl A (HOOD) 2.2 $2.4M 133k 17.76
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.2 $2.4M 47k 49.96
Open Lending Corp Com Cl A (LPRO) 2.2 $2.3M 105k 22.48
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.8 $1.9M 67k 28.97
Matador Resources (MTDR) 1.8 $1.9M 52k 36.92
Meta Platforms Cl A (META) 1.5 $1.6M 4.8k 336.33
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $1.5M 6.1k 254.78
American Campus Communities 1.2 $1.3M 23k 57.27
Blend Labs Cl A (BLND) 1.0 $1.0M 140k 7.34
Apple (AAPL) 0.8 $868k 4.9k 177.61
Coca-Cola Company (KO) 0.7 $713k 12k 59.23
Contextlogic Com Cl A 0.6 $663k 213k 3.11
Upstart Hldgs (UPST) 0.6 $596k 3.9k 151.19
Asana Cl A (ASAN) 0.5 $567k 7.6k 74.49
salesforce (CRM) 0.4 $392k 1.5k 254.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $389k 3.4k 112.98
Guardant Health (GH) 0.3 $327k 3.3k 99.94
Independent Bank 0.3 $326k 4.5k 72.20
Amazon (AMZN) 0.2 $240k 72.00 3333.33
Lucira Health 0.1 $122k 14k 8.61