Cypress Financial Planning

Cypress Financial Planning as of Dec. 31, 2022

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 50 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 19.9 $30M 385k 77.88
Ishares Tr Core S&p500 Etf (IVV) 15.1 $23M 60k 382.53
Vanguard Specialized Funds Div App Etf (VIG) 9.0 $14M 89k 151.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $13M 301k 42.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.4 $9.7M 129k 75.27
Vanguard Index Fds Extend Mkt Etf (VXF) 5.4 $8.1M 62k 132.10
Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $7.0M 85k 82.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $5.5M 140k 39.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $4.8M 13k 380.82
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.7 $4.1M 150k 27.06
Morgan Stanley Com New (MS) 2.4 $3.6M 42k 85.72
Ishares Tr Core Div Grwth (DGRO) 2.2 $3.3M 67k 49.86
Ishares Tr Core Msci Eafe (IEFA) 1.6 $2.4M 39k 62.17
Discover Financial Services (DFS) 1.4 $2.2M 22k 96.99
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 1.3 $2.0M 66k 29.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.3M 12k 106.16
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.8 $1.2M 38k 31.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 3.5k 309.91
Apple (AAPL) 0.6 $976k 7.8k 125.07
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $960k 10k 94.50
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $882k 36k 24.28
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $859k 17k 51.93
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $733k 13k 56.14
Lockheed Martin Corporation (LMT) 0.4 $635k 1.3k 477.53
Amazon (AMZN) 0.4 $609k 7.1k 85.82
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $605k 14k 44.78
Ishares Tr Msci Eafe Etf (EFA) 0.4 $556k 8.4k 66.22
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $529k 18k 29.40
Seagen 0.3 $521k 4.1k 128.70
Ishares Tr Tips Bd Etf (TIP) 0.3 $511k 4.8k 106.82
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $494k 12k 41.89
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.3 $472k 16k 29.16
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $469k 5.1k 91.35
Microsoft Corporation (MSFT) 0.3 $455k 1.9k 239.58
Netflix (NFLX) 0.3 $436k 1.5k 294.95
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.3 $430k 15k 29.77
American Tower Reit (AMT) 0.3 $404k 1.9k 214.67
Vanguard Index Fds Growth Etf (VUG) 0.3 $381k 1.8k 211.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $346k 1.8k 190.43
Ishares Tr Russell 2000 Etf (IWM) 0.2 $341k 2.0k 173.40
Vanguard World Fds Industrial Etf (VIS) 0.2 $329k 1.8k 183.08
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $328k 12k 27.47
UnitedHealth (UNH) 0.2 $325k 626.00 518.64
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $312k 6.8k 45.70
Procter & Gamble Company (PG) 0.2 $297k 2.0k 151.54
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $261k 5.1k 50.77
Cvr Partners (UAN) 0.2 $257k 2.5k 102.61
Equinix (EQIX) 0.2 $241k 364.00 662.32
Qualcomm (QCOM) 0.2 $239k 2.2k 107.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $228k 3.2k 72.22