Cypress Point Wealth Management, LLC Buys Vanguard Short-Term Government Bond ETF, ContextLogic Inc, Upstart Holdings Inc, Sells Schwab U.S. Broad Market ETF, Microsoft Corp, SPDR Gold Shares ETF

Investment company Cypress Point Wealth Management, LLC (Current Portfolio) buys Vanguard Short-Term Government Bond ETF, ContextLogic Inc, Upstart Holdings Inc, Matador Resources Co, Aeva Technologies Inc, sells Schwab U.S. Broad Market ETF, Microsoft Corp, SPDR Gold Shares ETF, PIMCO Corporate & Income Strategy Fund, Vanguard Real Estate Index Fund ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Cypress Point Wealth Management, LLC. As of 2021Q3, Cypress Point Wealth Management, LLC owns 171 stocks with a total value of $138 million. These are the details of the buys and sells.

For the details of Cypress Point Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cypress+point+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Cypress Point Wealth Management, LLC
  1. Palantir Technologies Inc (PLTR) - 2,568,283 shares, 44.82% of the total portfolio. Shares reduced by 1.21%
  2. Affirm Holdings Inc (AFRM) - 123,818 shares, 10.71% of the total portfolio.
  3. Unity Software Inc (U) - 87,123 shares, 7.98% of the total portfolio.
  4. Airbnb Inc (ABNB) - 52,834 shares, 6.43% of the total portfolio.
  5. Brooklyn ImmunoTherapeutics Inc (BTX) - 471,878 shares, 3.19% of the total portfolio.
New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

Cypress Point Wealth Management, LLC initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $61.35 and $61.51, with an estimated average price of $61.44. The stock is now traded at around $61.310000. The impact to a portfolio due to this purchase was 2.18%. The holding were 49,014 shares as of 2021-09-30.

New Purchase: Upstart Holdings Inc (UPST)

Cypress Point Wealth Management, LLC initiated holding in Upstart Holdings Inc. The purchase prices were between $113.09 and $336.34, with an estimated average price of $196.85. The stock is now traded at around $331.560000. The impact to a portfolio due to this purchase was 0.53%. The holding were 2,296 shares as of 2021-09-30.

New Purchase: Aeva Technologies Inc (AEVA)

Cypress Point Wealth Management, LLC initiated holding in Aeva Technologies Inc. The purchase prices were between $7.54 and $11.38, with an estimated average price of $9.34. The stock is now traded at around $8.200000. The impact to a portfolio due to this purchase was 0.06%. The holding were 10,494 shares as of 2021-09-30.

New Purchase: Mudrick Capital Acquisition Corporation II (MUDS)

Cypress Point Wealth Management, LLC initiated holding in Mudrick Capital Acquisition Corporation II. The purchase prices were between $9.83 and $12.39, with an estimated average price of $10.52. The stock is now traded at around $9.960000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,300 shares as of 2021-09-30.

New Purchase: iShares Russell 1000 Value ETF (IWD)

Cypress Point Wealth Management, LLC initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $153.84 and $163.24, with an estimated average price of $159.58. The stock is now traded at around $166.770000. The impact to a portfolio due to this purchase was 0.01%. The holding were 126 shares as of 2021-09-30.

New Purchase: iShares Russell 2000 ETF (IWM)

Cypress Point Wealth Management, LLC initiated holding in iShares Russell 2000 ETF. The purchase prices were between $211.09 and $230.69, with an estimated average price of $221.07. The stock is now traded at around $241.780000. The impact to a portfolio due to this purchase was 0.01%. The holding were 31 shares as of 2021-09-30.

Added: ContextLogic Inc (WISH)

Cypress Point Wealth Management, LLC added to a holding in ContextLogic Inc by 105.90%. The purchase prices were between $5.46 and $12.24, with an estimated average price of $8.33. The stock is now traded at around $4.930000. The impact to a portfolio due to this purchase was 0.77%. The holding were 376,976 shares as of 2021-09-30.

Added: Matador Resources Co (MTDR)

Cypress Point Wealth Management, LLC added to a holding in Matador Resources Co by 23.77%. The purchase prices were between $25.59 and $38.4, with an estimated average price of $30.72. The stock is now traded at around $43.680000. The impact to a portfolio due to this purchase was 0.38%. The holding were 72,455 shares as of 2021-09-30.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Cypress Point Wealth Management, LLC added to a holding in Vanguard Tax-Exempt Bond ETF by 577.78%. The purchase prices were between $54.7 and $55.37, with an estimated average price of $55.14. The stock is now traded at around $54.810000. The impact to a portfolio due to this purchase was 0.01%. The holding were 244 shares as of 2021-09-30.

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Cypress Point Wealth Management, LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 146.73%. The purchase prices were between $94.24 and $95.78, with an estimated average price of $95.12. The stock is now traded at around $94.515000. The impact to a portfolio due to this purchase was 0.01%. The holding were 264 shares as of 2021-09-30.

Added: BTC iShares Core MSCI EAFE ETF (IEFA)

Cypress Point Wealth Management, LLC added to a holding in BTC iShares Core MSCI EAFE ETF by 38.01%. The purchase prices were between $72.98 and $78.2, with an estimated average price of $76.07. The stock is now traded at around $77.710000. The impact to a portfolio due to this purchase was 0.01%. The holding were 403 shares as of 2021-09-30.

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Cypress Point Wealth Management, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 55.91%. The purchase prices were between $60.55 and $66.68, with an estimated average price of $63.66. The stock is now traded at around $62.540000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 145 shares as of 2021-09-30.

Sold Out: SPDR Gold Shares ETF (GLD)

Cypress Point Wealth Management, LLC sold out a holding in SPDR Gold Shares ETF. The sale prices were between $161.32 and $171.17, with an estimated average price of $167.4.

Sold Out: PIMCO Corporate & Income Strategy Fund (PCN)

Cypress Point Wealth Management, LLC sold out a holding in PIMCO Corporate & Income Strategy Fund. The sale prices were between $17.63 and $19.43, with an estimated average price of $18.66.

Sold Out: ETFMG Prime Cyber Security ETF (HACK)

Cypress Point Wealth Management, LLC sold out a holding in ETFMG Prime Cyber Security ETF. The sale prices were between $60.29 and $66.1, with an estimated average price of $62.57.

Sold Out: Raytheon Technologies Corp (RTX)

Cypress Point Wealth Management, LLC sold out a holding in Raytheon Technologies Corp. The sale prices were between $81.05 and $88.62, with an estimated average price of $85.51.

Sold Out: ARK 3D Printing ETF (PRNT)

Cypress Point Wealth Management, LLC sold out a holding in ARK 3D Printing ETF. The sale prices were between $35.55 and $40.23, with an estimated average price of $38.09.

Sold Out: Boston Scientific Corp (BSX)

Cypress Point Wealth Management, LLC sold out a holding in Boston Scientific Corp. The sale prices were between $41.23 and $45.88, with an estimated average price of $44.25.



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