Cypress Financial Planning

Cypress Financial Planning as of March 31, 2023

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 55 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 20.0 $33M 409k 80.47
Ishares Tr Core S&p500 Etf (IVV) 15.7 $26M 63k 412.55
Vanguard Specialized Funds Div App Etf (VIG) 8.9 $15M 95k 155.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.8 $14M 317k 45.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.0 $12M 151k 76.34
Vanguard Index Fds Extend Mkt Etf (VXF) 5.7 $9.3M 67k 139.77
Vanguard Index Fds Real Estate Etf (VNQ) 4.7 $7.8M 95k 82.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $6.2M 153k 40.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $4.5M 11k 410.95
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.6 $4.3M 153k 27.88
Morgan Stanley Com New (MS) 2.2 $3.6M 42k 87.16
Ishares Tr Core Div Grwth (DGRO) 2.2 $3.5M 70k 50.31
Ishares Tr Core Msci Eafe (IEFA) 1.7 $2.8M 42k 67.40
Discover Financial Services (DFS) 1.3 $2.2M 22k 98.82
Apple (AAPL) 0.8 $1.3M 7.7k 166.17
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.3M 12k 109.92
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 11k 96.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $987k 3.2k 310.31
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $974k 40k 24.65
Seagen 0.5 $818k 4.1k 202.00
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $797k 13k 61.38
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $795k 15k 53.63
Amazon (AMZN) 0.4 $732k 7.1k 102.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $685k 14k 48.33
Lockheed Martin Corporation (LMT) 0.4 $639k 1.3k 486.62
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.4 $608k 19k 31.71
Ishares Tr Msci Eafe Etf (EFA) 0.4 $590k 8.2k 72.09
Microsoft Corporation (MSFT) 0.3 $551k 1.9k 287.23
Netflix (NFLX) 0.3 $515k 1.5k 348.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $489k 5.2k 93.59
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $479k 15k 32.56
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.3 $473k 15k 30.76
Vanguard Index Fds Growth Etf (VUG) 0.3 $439k 1.8k 249.21
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $402k 13k 31.49
American Tower Reit (AMT) 0.2 $379k 1.9k 201.10
Ishares Tr Tips Bd Etf (TIP) 0.2 $374k 3.4k 110.32
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $369k 7.9k 46.78
Cvr Partners (UAN) 0.2 $360k 4.0k 90.04
Ishares Tr Russell 2000 Etf (IWM) 0.2 $360k 2.0k 178.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $354k 1.7k 204.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $353k 12k 29.57
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $318k 11k 29.34
UnitedHealth (UNH) 0.2 $309k 626.00 494.19
Procter & Gamble Company (PG) 0.2 $293k 2.0k 149.49
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $290k 5.6k 51.61
Qualcomm (QCOM) 0.2 $278k 2.2k 124.74
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $275k 8.7k 31.73
Equinix (EQIX) 0.2 $258k 364.00 709.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $249k 3.4k 73.96
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $237k 7.1k 33.32
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $231k 4.9k 47.52
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.1 $228k 7.1k 31.90
Vanguard World Fds Industrial Etf (VIS) 0.1 $221k 1.2k 191.04
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.1 $220k 6.2k 35.29
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.1 $207k 7.2k 28.85