Cypress Financial Planning

Cypress Financial Planning as of March 31, 2025

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