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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, VGIT, VCSH, IVV, VEA, and represent 48.24% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VGIT, QQQ, MS, VCSH, VCIT, VXF, IVV, DGRO, FEBP, ANGL.
Started 7 new stock positions in IFEB, FEBP, CAVA, BURL, MRCP, IJAN, JANP.
Reduced shares in these 10 stocks: LMT, PAUG, PFEB, UAN, POCT, , IDEV, PMAY, VBK, PJUL.
Sold out of its positions in UAN, PMAY, PMAR, BJAN, PFEB, PAUG, POCT, IDEV, XLF, VBK.
Cypress Financial Planning was a net buyer of stock by $12M.
Cypress Financial Planning has $363M in assets under management (AUM), dropping by 0.80%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 100 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.4	$38M	+3%	455k	82.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	10.0	$36M	+5%	612k	59.55	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	9.7	$35M	+4%	444k	79.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.5	$34M	+2%	53k	653.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.6	$31M		488k	64.08	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.7	$24M	+4%	118k	205.80	View chart
Ishares Tr Core Div Grwth (DGRO)	5.0	$18M	+5%	259k	70.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.8	$17M	+2%	196k	88.70	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.9	$14M	+5%	493k	28.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$10M		191k	54.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$10M		113k	90.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$8.2M		38k	215.06	View chart
Morgan Stanley Com New (MS)	2.2	$7.9M	+26%	48k	164.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$7.1M	+3%	11k	650.35	View chart
Capital One Financial (COF)	1.1	$4.1M		23k	182.43	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$4.0M		57k	69.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$3.2M	-5%	104k	30.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$2.9M		98k	29.13	View chart
Apple (AAPL)	0.8	$2.8M	+2%	11k	253.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.1M	+6%	17k	124.31	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.9M	-23%	3.1k	604.48	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.5	$1.9M	+9900%	3.2k	579.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.8M		3.8k	479.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.7M	+2%	3.8k	436.79	View chart
Spdr Series Trust State Street Spd (SJNK)	0.4	$1.5M		62k	24.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.5M		16k	95.44	View chart
Amazon (AMZN)	0.4	$1.5M	+3%	7.1k	208.27	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$1.4M	+4%	33k	42.22	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.4M	+6%	13k	106.15	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$1.4M	+4%	29k	47.88	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$1.3M	+3%	25k	54.13	View chart
Pgim Rock Etf Tr S&p 500 Buffer (DECP)	0.3	$1.1M	+20%	38k	29.70	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$1.1M		13k	82.43	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$992k		9.1k	108.99	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$980k	+4%	21k	47.83	View chart
Netflix (NFLX)	0.3	$927k		9.6k	96.15	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$868k	+17%	19k	45.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$864k	-2%	8.9k	97.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$830k	-2%	12k	71.13	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$805k	-10%	20k	39.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$775k	+7%	4.0k	196.21	View chart
Pgim Rock Etf Tr S&p 500 Buffer (FEBP)	0.2	$773k	NEW	25k	31.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$758k		1.8k	426.40	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$709k	+18%	14k	50.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$703k	-25%	16k	43.06	View chart
JPMorgan Chase & Co. (JPM)	0.2	$700k	+3%	2.4k	294.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$698k		27k	25.64	View chart
Johnson Controls Internation SHS (JCI)	0.2	$672k		5.1k	130.95	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.2	$661k	NEW	21k	31.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$648k	-13%	2.0k	320.76	View chart
NVIDIA Corporation (NVDA)	0.2	$627k	+11%	3.6k	174.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$622k		2.2k	286.88	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$611k	-4%	12k	50.14	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$611k	-4%	13k	45.65	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$580k	-4%	17k	33.54	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$580k	+5%	7.6k	76.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$569k	-9%	11k	49.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$565k		4.8k	118.45	View chart
Microsoft Corporation (MSFT)	0.1	$526k		1.4k	370.05	View chart
Visa Com Cl A (V)	0.1	$524k	-11%	1.7k	302.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$495k		2.0k	248.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$485k	+2%	811.00	597.66	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$461k		14k	32.56	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.1	$444k		9.1k	48.88	View chart
McDonald's Corporation (MCD)	0.1	$406k	-7%	1.3k	310.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$406k	-15%	1.5k	261.92	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JANP)	0.1	$405k	NEW	13k	31.91	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$404k		12k	35.05	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$379k		8.9k	42.49	View chart
Pepsi (PEP)	0.1	$377k	-6%	2.4k	155.29	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$354k	-18%	11k	32.79	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$335k		9.7k	34.69	View chart
American Tower Reit (AMT)	0.1	$335k		1.9k	172.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$325k	-21%	1.9k	169.68	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$325k		3.4k	94.56	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$319k	-2%	8.9k	35.78	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$303k	-2%	9.0k	33.75	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$295k	+12%	9.8k	30.07	View chart
Abbvie (ABBV)	0.1	$286k	+3%	1.3k	217.47	View chart
Electronic Arts (EA)	0.1	$286k		1.4k	203.87	View chart
Tesla Motors (TSLA)	0.1	$285k	+5%	767.00	371.75	View chart
Qualcomm (QCOM)	0.1	$285k		2.2k	128.79	View chart
Burlington Stores (BURL)	0.1	$282k	NEW	866.00	325.38	View chart
International Business Machines (IBM)	0.1	$272k		1.1k	242.29	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$268k	+4%	13k	21.49	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$263k	NEW	7.3k	36.28	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$263k		2.2k	118.62	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)	0.1	$258k		8.9k	28.91	View chart
Procter & Gamble Company (PG)	0.1	$254k	+15%	1.8k	144.43	View chart
UnitedHealth (UNH)	0.1	$253k	+4%	933.00	270.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$251k	-49%	5.5k	45.97	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$246k	NEW	8.3k	29.81	View chart
Cava Group Ord (CAVA)	0.1	$243k	NEW	3.0k	80.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$242k	-16%	5.7k	42.50	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$241k	-2%	5.0k	48.32	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$233k	+7%	2.4k	95.72	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$224k		7.6k	29.42	View chart
Broadcom (AVGO)	0.1	$216k	+8%	697.00	309.65	View chart
Palantir Technologies Cl A (PLTR)	0.1	$206k	+11%	1.4k	146.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$206k	-49%	5.0k	40.86	View chart

Past Filings by Cypress Financial Planning

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

Cypress Financial Planning 2026 Q1 filed April 15, 2026
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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