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Cypress Point Wealth Management, LLC

Q4 2020 Holdings

Filed 2021-02-05 | 211 holdings | $4.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Corteva Inc(CTVA)COM22052L104$934.0K24,12022.3%
Cisco SYS Inc(CSCO)COM17275R102$929.0K20,76522.2%
Barrick Gold Corp(ABX)COM067901108$769.0K33,76518.4%
Akamai Technologies Inc(AKAM)COM00971T101$407.0K3,8759.7%
ACI Worldwide Inc(ACIW)COM004498101$355.0K9,2508.5%
Charles RIV Labs Intl Inc(CRL)COM159864107$285.0K1,1406.8%
Adobe Systems Incorporated(ADBE)COM00724F101$263.0K5256.3%
Conocophillips(COP)COM20825C104$57.0K1,4331.4%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$53.0K2261.3%
Asana Inc(ASAN)CL A04342Y104$30.0K1,0240.7%
Affiliated Managers Group in(AMG)COM008252108$28.0K2750.7%
Costco Whsl Corp New(COST)COM22160K105$19.0K500.5%
Open Lending Corp(LPRO)COM CL A68373J104$3.7K105,0000.1%
Tesla Inc(TSLA)COM88160R101$3.6K5,0900.1%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$2.9K32,0690.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2.4K10,3350.1%
Schwab Strategic TR(SCHH)US REIT ETF808524847$2.4K62,5640.1%
Vanguard Index FDS(VO)MID CAP ETF922908629$1.5K7,2570.0%
Dupont de Nemours Inc(DD)COM26614N102$1.5K20,4660.0%
Apple Inc(AAPL)COM037833100$1.4K10,3350.0%
Loews Corp(L)COM540424108$1.4K30,3180.0%
Facebook Inc(META)CL A30303M102$1.3K4,8870.0%
Enbridge Inc(ENB)COM29250N105$1.2K36,5920.0%
Spdr SER TR(BIL)SPDR BLOOMBERG78468R663$1.2K12,7000.0%
Coca Cola Co(KO)COM191216100$1.1K19,5540.0%
Microsoft Corp(MSFT)COM594918104$1.1K4,7820.0%
Agnico Eagle Mines LTD(AEM)COM008474108$1.1K14,9800.0%
Matador RES Co(MTDR)COM576485205$94778,5420.0%
Pfizer Inc(PFE)COM717081103$93525,4000.0%
Ingredion Inc(INGR)COM457187102$90511,5000.0%
Cerner Corp(CERNCHF)COM156782104$90111,4800.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$8739,5410.0%
Amazon COM Inc(AMZN)COM023135106$8692670.0%
Equity Comwlth(HP5A)COM SH BEN INT294628102$86431,6750.0%
Travelers Companies Inc(TRV)COM89417E109$8245,8700.0%
Starbucks Corp(SBUX)COM855244109$8057,5240.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$7843,3500.0%
American Campus Cmntys Inc(ACCUSD)COM024835100$77618,1380.0%
Palantir Technologies Inc(PLTR)CL A69608A108$74331,5350.0%
Nike Inc(NKE)CL B654106103$6194,3750.0%
Comcast Corp New(CMCSA)CL A20030N101$61911,8100.0%
Medtronic PLC(MDT)SHSG5960L103$6145,2450.0%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$6112,3400.0%
Qualcomm Inc(QCOM)COM747525103$5903,8750.0%
Diageo PLC(DGED)SPON ADR NEW25243Q205$5863,6900.0%
Alleghany Corp del(YUSD)COM017175100$5869700.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$5821,2500.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$5613200.0%
Dominion Energy Inc(D)COM25746U109$5547,3650.0%
Unilever PLCSPON ADR NEW904767704$5539,1650.0%
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