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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, VEA, VCSH, and represent 48.65% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VNQ (+$6.4M), VGIT, ANGL, IEFA, VXF, VCSH, VCIT, VUG, IWF, IEMG.
Started 9 new stock positions in IBM, SPSB, NYF, EA, CAVA, IJAN, IWF, SPSM, SCHH.
Reduced shares in these 10 stocks: IVV, DGRO, VIG, BND, POCT, SPY, SPLG, PNOV, LQD, PFEB.
Sold out of its position in BND.
Cypress Financial Planning was a net buyer of stock by $16M.
Cypress Financial Planning has $273M in assets under management (AUM), dropping by 13.11%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	12.0	$33M	+3%	392k	83.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.9	$33M	-6%	56k	576.82	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.6	$23M	+11%	387k	60.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$23M		429k	52.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	7.9	$22M	+5%	271k	79.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	7.7	$21M	+43%	215k	97.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.8	$19M	+6%	102k	181.99	View chart
Ishares Tr Core Div Grwth (DGRO)	4.5	$12M	-4%	196k	62.69	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.9	$11M	+15%	359k	29.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$8.3M	+4%	174k	47.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$8.2M	+19%	105k	78.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$8.0M	-4%	41k	198.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$6.5M	-3%	11k	573.76	View chart
Morgan Stanley Com New (MS)	2.1	$5.7M		54k	104.24	View chart
Discover Financial Services (DFS)	1.5	$4.2M		30k	140.29	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$2.7M	+25%	47k	57.41	View chart
Lockheed Martin Corporation (LMT)	0.8	$2.3M	+29%	3.9k	584.56	View chart
Apple (AAPL)	0.7	$1.9M	+3%	8.2k	233.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.7M		3.7k	460.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.6M		14k	116.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.2M	+134%	3.2k	383.93	View chart
Amazon (AMZN)	0.4	$1.2M		6.6k	186.33	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.4	$1.1M		45k	25.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$1.0M	+92%	27k	38.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.0M	-10%	8.9k	112.98	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$905k		13k	71.10	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.3	$812k	+2%	17k	46.83	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$800k		17k	48.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$771k		11k	67.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$764k		9.1k	83.63	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$763k	+48%	20k	37.86	View chart
Netflix (NFLX)	0.3	$757k	-8%	1.1k	709.27	View chart
Microsoft Corporation (MSFT)	0.3	$714k		1.7k	430.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$699k	NEW	1.9k	375.38	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$672k	-19%	10k	67.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$563k	-2%	2.0k	283.18	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$530k	-7%	4.9k	107.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$518k	-28%	13k	38.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$509k	+11%	13k	40.48	View chart
American Tower Reit (AMT)	0.2	$451k		1.9k	232.56	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$447k	+103%	15k	29.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$441k	-5%	2.0k	220.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$434k	-10%	11k	38.31	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$403k	+11%	3.7k	108.63	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$397k		5.1k	77.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$393k		744.00	527.67	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$386k		7.3k	53.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$381k	+43%	2.3k	167.19	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$379k	+6%	12k	30.79	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$376k	+34%	8.1k	46.56	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$368k	+16%	13k	28.98	View chart
Qualcomm (QCOM)	0.1	$366k		2.2k	170.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$362k		9.6k	37.56	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$359k	-18%	11k	33.71	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$328k		9.3k	35.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$321k	-3%	7.8k	41.32	View chart
UnitedHealth (UNH)	0.1	$315k		539.00	584.68	View chart
NVIDIA Corporation (NVDA)	0.1	$312k	+5%	2.6k	121.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$298k	-22%	8.3k	36.04	View chart
JPMorgan Chase & Co. (JPM)	0.1	$294k	+31%	1.4k	210.86	View chart
Procter & Gamble Company (PG)	0.1	$282k		1.6k	173.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$275k	-22%	7.8k	35.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$269k	-37%	7.3k	36.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$259k	+4%	6.6k	39.25	View chart
International Business Machines (IBM)	0.1	$255k	NEW	1.2k	221.14	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$250k	-22%	7.0k	35.94	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$241k	NEW	10k	23.17	View chart
Cvr Partners (UAN)	0.1	$235k		3.5k	67.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$227k		1.3k	174.57	View chart
Cava Group Ord (CAVA)	0.1	$223k	NEW	1.8k	123.85	View chart
Vanguard World Financials Etf (VFH)	0.1	$219k	-7%	2.0k	109.91	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$208k	NEW	4.6k	45.51	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$205k	NEW	6.8k	30.28	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$202k	NEW	3.7k	54.33	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$202k	NEW	6.1k	32.97	View chart
Electronic Arts (EA)	0.1	$200k	NEW	1.4k	143.44	View chart

Past Filings by Cypress Financial Planning

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

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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