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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 46.35% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VCSH, VGIT, VCIT, ANGL, VNQ, DUSB, IEFA, VEA, UNH, VZ.
Started 6 new stock positions in UNH, PLTR, DUSB, XOM, VZ, AVGO.
Reduced shares in these 10 stocks: IVV, VXF, VIG, VUG, TSLA, SPY, VWO, SHOP, SCHX, POCT.
Cypress Financial Planning was a net buyer of stock by $7.7M.
Cypress Financial Planning has $328M in assets under management (AUM), dropping by 7.05%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 87 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	11.0	$36M	+3%	429k	84.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.4	$34M		51k	669.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.4	$28M	+6%	460k	60.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.3	$27M	+7%	341k	79.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$27M		453k	59.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	7.2	$24M	+3%	259k	91.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	7.2	$24M		112k	209.34	View chart
Ishares Tr Core Div Grwth (DGRO)	4.1	$13M		196k	68.08	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	4.0	$13M	+6%	440k	29.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$9.8M		180k	54.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$9.3M	+3%	107k	87.31	View chart
Select Sector Spdr Tr Financial (XLF)	2.6	$8.6M		160k	53.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$8.1M	-2%	38k	215.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$6.8M		10k	666.18	View chart
Morgan Stanley Com New (MS)	1.8	$6.0M		38k	158.96	View chart
Capital One Financial (COF)	1.5	$4.8M		23k	212.58	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.6M		55k	65.92	View chart
Apple (AAPL)	0.7	$2.3M		8.9k	254.64	View chart
Lockheed Martin Corporation (LMT)	0.6	$2.0M		4.1k	499.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.9M		16k	118.83	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.6	$1.9M		3.2k	600.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.9M		3.8k	502.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$1.5M		16k	96.46	View chart
Amazon (AMZN)	0.5	$1.5M		6.8k	219.57	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.4	$1.5M	+8%	58k	25.60	View chart
Netflix (NFLX)	0.4	$1.2M		1.0k	1198.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.2M	-10%	2.5k	479.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$1.0M		13k	79.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$981k	-2%	23k	42.95	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.3	$935k	+14%	19k	48.22	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$919k	+7%	8.6k	106.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$911k		8.2k	111.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$860k	-2%	9.2k	93.37	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.3	$858k	+8%	19k	45.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$832k		1.8k	468.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$802k	-4%	30k	26.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$782k		2.4k	328.19	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$745k	+11%	15k	50.90	View chart
NVIDIA Corporation (NVDA)	0.2	$735k	+2%	3.9k	186.59	View chart
Microsoft Corporation (MSFT)	0.2	$721k	+2%	1.4k	518.01	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$631k	+3%	15k	42.47	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$590k		6.1k	97.08	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$577k	+12%	7.4k	78.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$568k	-4%	14k	42.02	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$564k		5.1k	109.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$536k	+7%	12k	45.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$528k		4.8k	110.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$525k	-4%	2.2k	243.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$521k		850.00	612.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$488k	-5%	11k	43.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$488k	-4%	2.0k	241.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$457k		1.4k	315.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$442k		11k	39.69	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$427k	+15%	13k	31.87	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$397k		12k	34.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$387k		9.0k	42.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$386k	-3%	1.5k	254.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$382k		9.3k	41.06	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$378k		12k	31.07	View chart
American Tower Reit (AMT)	0.1	$373k		1.9k	192.32	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$369k		11k	32.69	View chart
Qualcomm (QCOM)	0.1	$364k		2.2k	166.37	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$358k		9.0k	39.61	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$342k	NEW	6.7k	50.78	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$336k		9.9k	33.89	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$335k		6.3k	53.02	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$329k	-11%	2.2k	148.61	View chart
Tesla Motors (TSLA)	0.1	$319k	-27%	717.00	444.72	View chart
Cvr Partners (UAN)	0.1	$315k		3.5k	90.12	View chart
International Business Machines (IBM)	0.1	$310k		1.1k	282.26	View chart
UnitedHealth (UNH)	0.1	$298k	NEW	863.00	345.35	View chart
Abbvie (ABBV)	0.1	$292k		1.3k	231.52	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$290k	+4%	14k	21.57	View chart
Electronic Arts (EA)	0.1	$282k		1.4k	201.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$281k		7.2k	38.90	View chart
Verizon Communications (VZ)	0.1	$265k	NEW	6.0k	43.95	View chart
Procter & Gamble Company (PG)	0.1	$265k		1.7k	153.66	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$243k		5.2k	46.32	View chart
Broadcom (AVGO)	0.1	$242k	NEW	734.00	329.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$235k		5.4k	43.91	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$233k	-9%	2.4k	97.99	View chart
Palantir Technologies Cl A (PLTR)	0.1	$230k	NEW	1.3k	182.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$223k		1.2k	186.49	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$222k		5.8k	38.36	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$220k		7.2k	30.29	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$216k		7.6k	28.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$200k	NEW	1.8k	112.78	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 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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