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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 47.64% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$7.1M), VCSH (+$6.8M), DGRO, SCHG, SCHV, VEA, DFCF, DFSD, DGCB, VCIT.
Started 18 new stock positions in DGCB, SCHV, IDEV, MCD, DISV, DFSD, DFAS, VBK, INOV, SCHG. DFEV, Ea Series Trust, PBNV, DFCF, VTEB, DECP, PEP, V.
Reduced shares in these 10 stocks: QQQ (-$196M), XLF (-$8.5M), VNQ (-$6.1M), PDEC, VZ, IYR, PAPR, PAUG, POCT, BJAN.
Sold out of its positions in PAPR, VZ.
Cypress Financial Planning was a net seller of stock by $-169M.
Cypress Financial Planning has $360M in assets under management (AUM), dropping by 9.65%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 103 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.3	$37M	+2%	442k	83.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.8	$35M		51k	689.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	9.6	$35M	+25%	578k	60.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	9.5	$34M	+25%	426k	79.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.4	$30M	+6%	483k	62.77	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.6	$24M		113k	211.16	View chart
Ishares Tr Core Div Grwth (DGRO)	4.8	$17M	+25%	246k	69.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.7	$17M	-26%	191k	89.22	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.8	$14M	+6%	467k	29.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$10M	+4%	188k	53.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$10M	+4%	112k	89.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$8.3M		38k	221.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$7.3M	+3%	11k	686.55	View chart
Morgan Stanley Com New (MS)	1.9	$6.8M		38k	179.08	View chart
Capital One Financial (COF)	1.5	$5.5M		23k	243.97	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.9M	+5%	58k	67.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$3.3M	NEW	100k	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$3.3M	NEW	110k	29.61	View chart
Apple (AAPL)	0.8	$3.0M	+23%	11k	272.84	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.6	$2.0M	-99%	32.00	61942.56	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.0M		4.0k	488.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.0M		16k	121.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.9M		3.8k	503.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.8M	+50%	3.7k	490.33	View chart
Amazon (AMZN)	0.4	$1.6M		6.8k	232.53	View chart
Spdr Series Trust State Street Spd (SJNK)	0.4	$1.6M	+8%	63k	25.32	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.5M		16k	96.48	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$1.4M	NEW	32k	42.56	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.3M	+41%	12k	107.10	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$1.3M	NEW	27k	47.95	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$1.3M	NEW	24k	54.24	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$1.1M		13k	83.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$999k	+10%	9.0k	110.66	View chart
Pgim Rock Etf Tr S&p 500 Buffer (DECP)	0.3	$969k	NEW	32k	30.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$961k	-3%	22k	43.81	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$940k		20k	47.99	View chart
Netflix (NFLX)	0.3	$913k	+852%	9.7k	93.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$880k		9.1k	96.44	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$866k	NEW	23k	38.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$848k		1.8k	476.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$837k	NEW	12k	69.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$786k	-2%	2.3k	337.87	View chart
JPMorgan Chase & Co. (JPM)	0.2	$745k	+59%	2.3k	323.02	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$744k	-13%	16k	45.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$736k	-10%	27k	27.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$704k	+207%	3.7k	191.44	View chart
Visa Com Cl A (V)	0.2	$690k	NEW	2.0k	351.07	View chart
Microsoft Corporation (MSFT)	0.2	$685k		1.4k	487.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$683k		2.2k	314.56	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$655k	-12%	13k	51.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$632k	NEW	13k	50.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$623k	+54%	14k	44.53	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$621k		5.1k	120.94	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$610k	+81%	18k	33.86	View chart
NVIDIA Corporation (NVDA)	0.2	$603k	-18%	3.2k	187.52	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$597k	+74%	12k	50.65	View chart
Spdr Series Trust State Street Spd (SPLG)	0.2	$579k	-2%	7.2k	80.82	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$548k		4.8k	114.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$503k	-8%	11k	46.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$499k	-7%	789.00	631.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$496k		2.0k	248.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$476k	+20%	1.8k	260.04	View chart
Ea Series Trust Cambria Us Equal	0.1	$461k	NEW	9.1k	50.76	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$460k	+16%	14k	32.37	View chart
McDonald's Corporation (MCD)	0.1	$433k	NEW	1.4k	305.84	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$430k		13k	32.65	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$424k	-34%	9.8k	43.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$417k	-8%	10k	40.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$415k	+6%	9.9k	41.97	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$404k		12k	34.98	View chart
Qualcomm (QCOM)	0.1	$380k		2.2k	173.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$374k		9.0k	41.54	View chart
Pepsi (PEP)	0.1	$373k	NEW	2.6k	143.58	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$363k		2.2k	163.74	View chart
Cvr Partners (UAN)	0.1	$344k		3.5k	98.27	View chart
American Tower Reit (AMT)	0.1	$343k		1.9k	176.73	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$339k	NEW	9.8k	34.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$338k	-32%	7.7k	44.04	View chart
International Business Machines (IBM)	0.1	$333k		1.1k	302.18	View chart
Tesla Motors (TSLA)	0.1	$332k		730.00	454.43	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$331k	-42%	3.5k	94.71	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$324k	-96%	5.9k	55.18	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$309k	NEW	9.2k	33.74	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$309k	-18%	9.2k	33.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$299k	NEW	3.6k	82.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$298k	-49%	6.8k	43.55	View chart
UnitedHealth (UNH)	0.1	$298k	+3%	896.00	332.23	View chart
Exxon Mobil Corporation (XOM)	0.1	$295k	+37%	2.4k	120.81	View chart
Abbvie (ABBV)	0.1	$291k		1.3k	229.79	View chart
Electronic Arts (EA)	0.1	$287k		1.4k	204.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$286k		7.2k	39.62	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)	0.1	$263k	NEW	8.9k	29.46	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$263k	+19%	8.7k	30.21	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$252k	-10%	12k	21.04	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$251k	NEW	825.00	303.78	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$243k	-2%	5.1k	47.44	View chart
Palantir Technologies Cl A (PLTR)	0.1	$228k		1.3k	180.84	View chart
Broadcom (AVGO)	0.1	$224k	-12%	640.00	349.90	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$223k		7.6k	29.26	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$221k	-4%	2.3k	97.30	View chart
Procter & Gamble Company (PG)	0.1	$219k	-11%	1.5k	144.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$210k	-12%	4.7k	44.99	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$204k	-41%	3.7k	55.03	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 Q4 filed Jan. 14, 2026
Cypress Financial Planning 2025 Q3 filed Oct. 9, 2025
Cypress Financial Planning 2025 Q2 filed July 11, 2025
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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