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Cypress Financial Planning

Latest statistics and disclosures from Cypress Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCIT, IVV, VGIT, VCSH, VEA, and represent 46.65% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: XLF (+$7.5M), QQQ, VXF, VNQ, VCSH, SPDW, VGIT, SHOP, IEMG, IJAN.
Started 5 new stock positions in QQQ, IJAN, SHOP, XLF, XOM.
Reduced shares in these 10 stocks: IVV, VEA, SPY, DGRO, HEFA, PAPR, VIG, IGIB, CAVA, VUG.
Sold out of its positions in CAVA, PAPR, IGIB, HEFA.
Cypress Financial Planning was a net buyer of stock by $6.8M.
Cypress Financial Planning has $280M in assets under management (AUM), dropping by 2.22%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 80 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	11.6	$33M		397k	81.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.1	$28M	-9%	50k	561.90	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.6	$24M		407k	59.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.4	$24M		298k	78.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.9	$22M	-5%	437k	50.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	7.7	$22M	+5%	240k	90.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.5	$18M	+7%	106k	172.26	View chart
Ishares Tr Core Div Grwth (DGRO)	4.2	$12M	-3%	189k	61.78	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	4.0	$11M		386k	28.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$8.1M		179k	45.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$7.9M		104k	75.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$7.7M	-2%	40k	193.99	View chart
Select Sector Spdr Tr Financial (XLF)	2.7	$7.5M	NEW	152k	49.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$5.8M	-6%	10k	559.39	View chart
Morgan Stanley Com New (MS)	2.1	$5.8M		50k	116.67	View chart
Discover Financial Services (DFS)	1.4	$3.8M		22k	170.70	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$2.7M	+9%	50k	53.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.0M		3.7k	532.58	View chart
Apple (AAPL)	0.7	$2.0M	-3%	8.8k	222.14	View chart
Lockheed Martin Corporation (LMT)	0.6	$1.8M		4.1k	446.71	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.6M		17k	95.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.6M	+2%	15k	104.57	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.5	$1.5M	NEW	3.2k	468.92	View chart
Amazon (AMZN)	0.5	$1.3M	+3%	7.0k	190.27	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.5	$1.3M	+3%	52k	25.16	View chart
Netflix (NFLX)	0.4	$1.0M	+4%	1.1k	932.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.0M	-14%	2.8k	370.82	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$915k		13k	70.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$898k	-9%	23k	38.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$860k	-13%	7.9k	108.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$792k		9.7k	81.73	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$766k	+11%	7.3k	105.44	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$759k	+4%	16k	47.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$701k		32k	22.08	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$674k	+95%	19k	36.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$657k	+16%	2.4k	274.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$649k	-3%	1.8k	361.09	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$642k	-14%	17k	37.78	View chart
Microsoft Corporation (MSFT)	0.2	$617k	-4%	1.6k	375.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$538k	+3%	14k	37.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$474k		4.9k	97.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$462k	-10%	12k	38.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$454k	-7%	11k	40.19	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$448k	-25%	6.8k	65.76	View chart
American Tower Reit (AMT)	0.2	$421k		1.9k	217.60	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$411k		5.1k	80.11	View chart
NVIDIA Corporation (NVDA)	0.1	$404k	+22%	3.7k	108.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$400k		2.0k	199.49	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$399k		8.9k	45.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$398k	-10%	774.00	513.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$393k	+32%	11k	35.82	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$373k		3.9k	95.75	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$363k		13k	28.76	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$355k	-5%	12k	30.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$354k		2.3k	156.23	View chart
JPMorgan Chase & Co. (JPM)	0.1	$350k		1.4k	245.30	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$344k	-3%	10k	33.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$343k	-3%	9.2k	37.22	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$340k		12k	27.93	View chart
Qualcomm (QCOM)	0.1	$335k		2.2k	153.61	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$334k	-5%	12k	29.12	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$326k	-13%	7.0k	46.63	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$304k	+4%	5.9k	51.18	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$298k		3.1k	95.30	View chart
International Business Machines (IBM)	0.1	$290k		1.2k	248.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$289k	+15%	7.2k	39.93	View chart
Procter & Gamble Company (PG)	0.1	$287k	-2%	1.7k	170.39	View chart
UnitedHealth (UNH)	0.1	$287k	+2%	548.00	523.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$264k		7.4k	35.80	View chart
Cvr Partners (UAN)	0.1	$263k		3.5k	75.17	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$258k	+4%	12k	21.51	View chart
Abbvie (ABBV)	0.1	$258k	-3%	1.2k	209.55	View chart
Shopify Cl A (SHOP)	0.1	$239k	NEW	2.5k	95.48	View chart
Tesla Motors (TSLA)	0.1	$215k	+41%	830.00	259.27	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$213k	NEW	6.7k	31.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$212k	-21%	5.1k	41.47	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$212k	+2%	7.0k	30.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$210k		1.2k	172.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$205k	NEW	1.7k	118.93	View chart
Electronic Arts (EA)	0.1	$202k		1.4k	144.52	View chart

Past Filings by Cypress Financial Planning

SEC 13F filings are viewable for Cypress Financial Planning going back to 2022

Cypress Financial Planning 2025 Q1 filed April 9, 2025
Cypress Financial Planning 2024 Q4 filed Jan. 14, 2025
Cypress Financial Planning 2024 Q3 filed Oct. 7, 2024
Cypress Financial Planning 2024 Q2 filed July 17, 2024
Cypress Financial Planning 2024 Q1 filed April 12, 2024
Cypress Financial Planning 2023 Q4 filed Jan. 10, 2024
Cypress Financial Planning 2023 Q3 filed Oct. 11, 2023
Cypress Financial Planning 2023 Q2 filed July 12, 2023
Cypress Financial Planning 2023 Q1 filed April 7, 2023
Cypress Financial Planning 2022 Q4 filed Jan. 31, 2023
Cypress Financial Planning 2022 Q3 filed Oct. 13, 2022
Cypress Financial Planning 2022 Q2 filed July 20, 2022

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