Cypress Financial Planning

Cypress Financial Planning as of Sept. 30, 2022

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 51 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 21.5 $30M 400k 75.68
Ishares Tr Core S&p500 Etf (IVV) 15.0 $21M 59k 358.65
Vanguard Specialized Funds Div App Etf (VIG) 8.7 $12M 91k 135.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.6 $12M 163k 74.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $11M 295k 36.36
Vanguard Index Fds Extend Mkt Etf (VXF) 5.4 $7.5M 59k 127.12
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $6.3M 79k 80.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $5.0M 137k 36.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $3.8M 11k 357.18
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.7 $3.8M 144k 26.23
Morgan Stanley Com New (MS) 2.3 $3.3M 42k 79.00
Ishares Tr Core Div Grwth (DGRO) 2.1 $2.9M 65k 44.47
Discover Financial Services (DFS) 1.4 $2.0M 22k 90.94
Ishares Tr Core Msci Eafe (IEFA) 1.4 $1.9M 36k 52.66
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.0M 20k 51.78
Apple (AAPL) 0.7 $1.0M 7.5k 138.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $935k 3.5k 267.14
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $911k 38k 23.79
Amazon (AMZN) 0.6 $821k 7.3k 112.98
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $725k 7.1k 102.42
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $719k 8.2k 87.16
Ishares Tr Tips Bd Etf (TIP) 0.5 $690k 6.6k 104.94
Lockheed Martin Corporation (LMT) 0.4 $617k 1.6k 386.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $592k 13k 46.15
Seagen 0.4 $554k 4.1k 136.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $547k 13k 42.03
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $512k 16k 31.32
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.3 $481k 17k 27.82
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $464k 12k 38.16
Ishares Tr Msci Eafe Etf (EFA) 0.3 $447k 8.0k 56.05
Microsoft Corporation (MSFT) 0.3 $440k 1.9k 233.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $420k 5.1k 82.47
Vanguard Index Fds Growth Etf (VUG) 0.3 $418k 2.0k 213.81
American Tower Reit (AMT) 0.3 $411k 1.9k 214.85
UnitedHealth (UNH) 0.3 $373k 738.00 505.42
Vanguard World Fds Industrial Etf (VIS) 0.3 $370k 2.3k 157.65
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $362k 12k 29.89
Netflix (NFLX) 0.2 $348k 1.5k 235.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $334k 4.7k 71.25
Ishares Tr Russell 2000 Etf (IWM) 0.2 $324k 2.0k 164.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $312k 1.7k 179.41
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $308k 11k 28.47
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $294k 6.7k 43.92
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $284k 9.9k 28.64
Vanguard Index Fds Small Cp Etf (VB) 0.2 $279k 1.6k 171.17
Qualcomm (QCOM) 0.2 $252k 2.2k 113.06
Procter & Gamble Company (PG) 0.2 $246k 1.9k 126.22
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $245k 8.6k 28.66
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.2 $213k 7.2k 29.49
Electronic Arts (EA) 0.1 $209k 1.8k 115.92
Equinix (EQIX) 0.1 $207k 364.00 568.68