Cypress Financial Planning

Cypress Financial Planning as of June 30, 2023

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 54 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 19.0 $34M 426k 78.64
Ishares Tr Core S&p500 Etf (IVV) 15.9 $28M 63k 446.35
Vanguard Specialized Funds Div App Etf (VIG) 8.7 $15M 95k 162.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $15M 319k 46.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.4 $13M 173k 75.38
Vanguard Index Fds Extend Mkt Etf (VXF) 5.9 $11M 70k 149.42
Vanguard Index Fds Real Estate Etf (VNQ) 5.0 $8.9M 106k 84.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $6.4M 157k 41.08
Morgan Stanley Com New (MS) 3.0 $5.3M 62k 86.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $4.9M 11k 443.79
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.6 $4.5M 164k 27.61
Ishares Tr Core Div Grwth (DGRO) 2.3 $4.0M 78k 51.61
Ishares Tr Core Msci Eafe (IEFA) 1.9 $3.3M 49k 67.54
Discover Financial Services (DFS) 1.5 $2.6M 22k 118.09
Apple (AAPL) 0.8 $1.5M 7.6k 192.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.2M 11k 107.49
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 11k 100.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.1M 3.1k 342.00
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $999k 41k 24.53
Amazon (AMZN) 0.5 $932k 7.2k 130.22
Seagen 0.4 $787k 4.1k 194.43
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $781k 13k 61.52
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $735k 14k 52.21
Netflix (NFLX) 0.4 $652k 1.5k 441.44
Microsoft Corporation (MSFT) 0.4 $651k 1.9k 337.99
Lockheed Martin Corporation (LMT) 0.3 $608k 1.3k 462.58
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.3 $596k 18k 33.43
Ishares Tr Msci Eafe Etf (EFA) 0.3 $572k 7.9k 72.42
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $548k 12k 46.08
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $533k 5.6k 95.76
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $529k 10k 52.13
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.3 $487k 15k 32.75
Vanguard Index Fds Growth Etf (VUG) 0.3 $480k 1.7k 282.98
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $424k 13k 33.30
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $411k 13k 31.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $396k 1.8k 220.96
Ishares Tr Russell 2000 Etf (IWM) 0.2 $376k 2.0k 187.65
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $370k 7.2k 51.16
American Tower Reit (AMT) 0.2 $367k 1.9k 195.04
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $358k 12k 30.43
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $334k 11k 30.82
Cvr Partners (UAN) 0.2 $332k 4.0k 82.94
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $332k 9.7k 34.26
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $317k 6.8k 46.94
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $310k 10k 29.82
UnitedHealth (UNH) 0.2 $300k 627.00 477.88
Procter & Gamble Company (PG) 0.2 $299k 2.0k 152.49
Equinix (EQIX) 0.2 $285k 364.00 783.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $254k 3.5k 72.30
Qualcomm (QCOM) 0.1 $251k 2.1k 120.09
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $249k 7.1k 35.12
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.1 $241k 7.1k 33.94
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.1 $235k 6.2k 37.74
Ishares Tr Tips Bd Etf (TIP) 0.1 $206k 1.9k 106.99