Cypress Financial Planning

Cypress Financial Planning as of Sept. 30, 2023

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 58 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 18.9 $33M 436k 75.98
Ishares Tr Core S&p500 Etf (IVV) 14.5 $25M 59k 429.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.2 $16M 215k 75.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.9 $16M 357k 43.72
Vanguard Specialized Funds Div App Etf (VIG) 7.8 $14M 88k 155.38
Vanguard Index Fds Extend Mkt Etf (VXF) 6.2 $11M 76k 143.33
Vanguard Index Fds Real Estate Etf (VNQ) 4.9 $8.6M 114k 75.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $6.0M 154k 39.21
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.0 $5.3M 196k 27.06
Morgan Stanley Com New (MS) 2.8 $5.0M 61k 81.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.4M 10k 427.48
Ishares Tr Core Div Grwth (DGRO) 2.3 $4.0M 81k 49.53
Ishares Tr Core Msci Eafe (IEFA) 1.8 $3.1M 49k 64.35
Discover Financial Services (DFS) 1.1 $1.9M 22k 86.63
Apple (AAPL) 0.7 $1.3M 7.5k 171.21
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.3M 12k 102.02
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.2M 12k 94.33
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.7 $1.2M 47k 24.46
Amazon (AMZN) 0.6 $1.0M 8.2k 127.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.0M 2.9k 350.30
Seagen 0.5 $859k 4.1k 212.15
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $738k 13k 57.93
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $646k 15k 43.70
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.3 $611k 18k 33.96
Microsoft Corporation (MSFT) 0.3 $608k 1.9k 315.75
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $572k 11k 50.26
Lockheed Martin Corporation (LMT) 0.3 $556k 1.4k 408.96
Ishares Tr Msci Eafe Etf (EFA) 0.3 $549k 8.0k 68.92
Netflix (NFLX) 0.3 $482k 1.3k 377.60
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.3 $444k 14k 32.40
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $439k 14k 31.45
Vanguard Index Fds Growth Etf (VUG) 0.2 $432k 1.6k 272.31
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.2 $426k 14k 31.05
Ishares Core Msci Emkt (IEMG) 0.2 $425k 8.9k 47.59
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $409k 4.6k 89.23
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $403k 8.2k 49.07
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $393k 8.5k 46.23
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $390k 12k 32.36
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $375k 11k 33.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $373k 1.8k 212.43
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $342k 11k 30.10
Cvr Partners (UAN) 0.2 $330k 4.0k 82.61
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $327k 11k 30.46
Ishares Tr Russell 2000 Etf (IWM) 0.2 $323k 1.8k 176.74
UnitedHealth (UNH) 0.2 $316k 627.00 504.19
American Tower Reit (AMT) 0.2 $310k 1.9k 164.45
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $303k 10k 29.52
Procter & Gamble Company (PG) 0.2 $286k 2.0k 145.86
Innovator Etfs Tr Innovator Inter (ISEP) 0.2 $273k 11k 24.41
Johnson Ctls Intl SHS (JCI) 0.2 $270k 5.1k 53.21
Equinix (EQIX) 0.2 $264k 364.00 726.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $251k 3.6k 69.78
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $247k 7.1k 34.80
Qualcomm (QCOM) 0.1 $232k 2.1k 111.06
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.1 $229k 6.2k 36.74
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $223k 7.6k 29.32
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $204k 4.0k 50.49
Intuitive Machines Class A Com (LUNR) 0.0 $39k 11k 3.65