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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, VEA, VCSH, VXF, and represent 52.87% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$13M), VCSH (+$12M), IVV (+$11M), VEA (+$8.8M), VCIT (+$7.6M), ANGL (+$5.7M), VXF (+$5.0M), DGRO, VNQ, IEFA.
Started 25 new stock positions in JCI, MUB, IBM, SPDW, PG, AMT, IEMG, HYD, SPSB, VGIT.
Reduced shares in these 7 stocks: VIG, LQD, SPIB, LUNR, VFH, ISEP, HEFA.
Sold out of its position in LUNR.
Cypress Financial Planning was a net buyer of stock by $102M.
Cypress Financial Planning has $219M in assets under management (AUM), dropping by 98.45%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 66 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	14.3	$31M	+32%	388k	80.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	14.2	$31M	+57%	59k	525.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.2	$20M	+76%	402k	50.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.3	$18M	+214%	233k	77.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.9	$15M	+49%	86k	175.27	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.1	$13M	NEW	226k	58.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	5.3	$12M	+69%	134k	86.48	View chart
Ishares Tr Core Div Grwth (DGRO)	5.0	$11M	+78%	189k	58.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.8	$8.4M	-4%	46k	182.61	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.3	$7.2M	+366%	249k	29.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$6.7M	+86%	162k	41.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$5.1M	+6%	9.8k	523.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$5.0M	+1726%	67k	74.22	View chart
Morgan Stanley Com New (MS)	1.8	$3.8M	NEW	41k	94.16	View chart
Discover Financial Services (DFS)	1.3	$2.9M	NEW	22k	131.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.5M	NEW	13k	110.52	View chart
Apple (AAPL)	0.6	$1.4M	+14%	7.9k	171.48	View chart
Amazon (AMZN)	0.6	$1.3M	+352%	7.3k	180.38	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.6	$1.3M	+4%	51k	25.22	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.3M	NEW	25k	51.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M	+22%	2.9k	420.52	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.2M	-19%	11k	108.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$874k	NEW	13k	67.34	View chart
Lockheed Martin Corporation (LMT)	0.4	$851k	+11%	1.9k	454.87	View chart
Microsoft Corporation (MSFT)	0.4	$802k	NEW	1.9k	420.72	View chart
Netflix (NFLX)	0.4	$776k	NEW	1.3k	607.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$697k	+27%	19k	37.49	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.3	$685k	NEW	15k	46.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$666k	+3%	8.3k	79.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$633k	+7%	10k	61.53	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$631k	NEW	13k	47.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$629k	+146%	8.7k	72.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$615k	NEW	9.9k	62.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$493k	+85%	1.4k	344.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$491k		14k	36.50	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$483k	+44%	14k	35.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$464k	+106%	13k	36.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$449k	+11%	1.7k	259.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$446k	+68%	13k	35.55	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$439k	-14%	13k	32.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$426k	+41%	11k	37.98	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$397k	+9%	3.9k	102.77	View chart
American Tower Reit (AMT)	0.2	$381k	NEW	1.9k	197.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$368k	+39%	11k	34.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$357k	+49%	1.7k	210.30	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$351k	NEW	6.7k	52.26	View chart
Qualcomm (QCOM)	0.2	$349k	NEW	2.1k	169.30	View chart
Innovator Etfs Trust International Dv (IOCT)	0.2	$334k	+20%	12k	28.92	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$331k	NEW	5.1k	65.32	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$323k	-3%	9.3k	34.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$323k	+29%	9.9k	32.47	View chart
Procter & Gamble Company (PG)	0.1	$319k	NEW	2.0k	162.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$318k	+35%	8.1k	39.11	View chart
UnitedHealth (UNH)	0.1	$311k	NEW	628.00	494.70	View chart
Equinix (EQIX)	0.1	$300k	NEW	364.00	825.10	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$298k	-4%	11k	27.23	View chart
Cvr Partners (UAN)	0.1	$275k		3.5k	78.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$271k		6.2k	43.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$255k	NEW	7.1k	35.84	View chart
Vanguard World Financials Etf (VFH)	0.1	$240k	-6%	2.3k	102.39	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$238k	NEW	2.2k	107.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$236k	NEW	6.4k	36.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$217k	NEW	451.00	480.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$212k	NEW	1.3k	162.86	View chart
International Business Machines (IBM)	0.1	$209k	NEW	1.1k	191.02	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$200k	NEW	6.7k	29.77	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 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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