Cypress Financial Planning

Cypress Financial Planning as of Dec. 31, 2023

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 42 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 21.4 $24M 293k 80.39
Ishares Tr Core S&p500 Etf (IVV) 16.0 $18M 38k 469.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.7 $11M 227k 47.10
Vanguard Index Fds Extend Mkt Etf (VXF) 8.3 $9.2M 58k 158.50
Vanguard Specialized Funds Div App Etf (VIG) 7.4 $8.1M 48k 168.50
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $6.8M 79k 86.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.2 $5.7M 74k 77.07
Ishares Tr Core Div Grwth (DGRO) 5.2 $5.7M 106k 53.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $4.3M 9.2k 467.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $3.5M 87k 40.43
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $1.5M 53k 28.53
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $1.4M 13k 109.05
Apple (AAPL) 1.1 $1.3M 6.9k 181.91
Spdr Ser Tr Bloomberg Sht Te (SJNK) 1.1 $1.2M 49k 24.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $854k 2.3k 363.68
Lockheed Martin Corporation (LMT) 0.7 $770k 1.7k 457.87
Ishares Tr Msci Eafe Etf (EFA) 0.5 $597k 8.0k 74.12
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $526k 9.6k 54.97
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.5 $521k 15k 35.88
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $515k 16k 32.61
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.4 $460k 13k 34.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $360k 1.5k 232.77
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $350k 3.5k 99.38
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.3 $311k 9.4k 32.98
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $302k 9.6k 31.40
Innovator Etfs Tr Innovator Inter (ISEP) 0.3 $295k 11k 25.86
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $285k 8.0k 35.81
Innovator Etfs Tr International Dv (IOCT) 0.2 $264k 9.5k 27.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $256k 3.5k 72.96
Ishares Tr Core Msci Eafe (IEFA) 0.2 $255k 3.7k 69.19
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.2 $255k 7.4k 34.22
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $252k 7.7k 32.56
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.2 $251k 6.2k 40.34
Cvr Partners (UAN) 0.2 $243k 3.5k 69.43
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $241k 7.7k 31.26
Amazon (AMZN) 0.2 $233k 1.6k 144.57
Vanguard Index Fds Growth Etf (VUG) 0.2 $233k 774.00 301.05
Vanguard World Fds Financials Etf (VFH) 0.2 $231k 2.5k 91.62
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.2 $222k 6.0k 36.88
Ishares Tr Russell 2000 Etf (IWM) 0.2 $220k 1.1k 193.82
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $213k 6.1k 34.76
Intuitive Machines Class A Com (LUNR) 0.0 $23k 11k 2.11