Cypress Financial Planning

Cypress Financial Planning as of March 31, 2024

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 66 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 14.3 $31M 388k 80.51
Ishares Tr Core S&p500 Etf (IVV) 14.2 $31M 59k 525.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.2 $20M 402k 50.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.3 $18M 233k 77.31
Vanguard Index Fds Extend Mkt Etf (VXF) 6.9 $15M 86k 175.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.1 $13M 226k 58.55
Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $12M 134k 86.48
Ishares Tr Core Div Grwth (DGRO) 5.0 $11M 189k 58.06
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $8.4M 46k 182.61
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.3 $7.2M 249k 29.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $6.7M 162k 41.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $5.1M 9.8k 523.07
Ishares Tr Core Msci Eafe (IEFA) 2.3 $5.0M 67k 74.22
Morgan Stanley Com New (MS) 1.8 $3.8M 41k 94.16
Discover Financial Services (DFS) 1.3 $2.9M 22k 131.09
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.5M 13k 110.52
Apple (AAPL) 0.6 $1.4M 7.9k 171.48
Amazon (AMZN) 0.6 $1.3M 7.3k 180.38
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $1.3M 51k 25.22
Ishares Core Msci Emkt (IEMG) 0.6 $1.3M 25k 51.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 2.9k 420.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $1.2M 11k 108.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $874k 13k 67.34
Lockheed Martin Corporation (LMT) 0.4 $851k 1.9k 454.87
Microsoft Corporation (MSFT) 0.4 $802k 1.9k 420.72
Netflix (NFLX) 0.4 $776k 1.3k 607.33
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.3 $697k 19k 37.49
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $685k 15k 46.48
Ishares Tr Msci Eafe Etf (EFA) 0.3 $666k 8.3k 79.86
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $633k 10k 61.53
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $631k 13k 47.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $629k 8.7k 72.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $615k 9.9k 62.06
Vanguard Index Fds Growth Etf (VUG) 0.2 $493k 1.4k 344.20
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $491k 14k 36.50
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $483k 14k 35.38
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $464k 13k 36.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $449k 1.7k 259.92
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $446k 13k 35.55
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $439k 13k 32.69
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $426k 11k 37.98
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $397k 3.9k 102.77
American Tower Reit (AMT) 0.2 $381k 1.9k 197.59
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $368k 11k 34.16
Ishares Tr Russell 2000 Etf (IWM) 0.2 $357k 1.7k 210.30
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $351k 6.7k 52.26
Qualcomm (QCOM) 0.2 $349k 2.1k 169.30
Innovator Etfs Trust International Dv (IOCT) 0.2 $334k 12k 28.92
Johnson Ctls Intl SHS (JCI) 0.2 $331k 5.1k 65.32
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $323k 9.3k 34.88
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $323k 9.9k 32.47
Procter & Gamble Company (PG) 0.1 $319k 2.0k 162.27
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $318k 8.1k 39.11
UnitedHealth (UNH) 0.1 $311k 628.00 494.70
Equinix (EQIX) 0.1 $300k 364.00 825.10
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $298k 11k 27.23
Cvr Partners (UAN) 0.1 $275k 3.5k 78.59
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $271k 6.2k 43.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $255k 7.1k 35.84
Vanguard World Financials Etf (VFH) 0.1 $240k 2.3k 102.39
Ishares Tr National Mun Etf (MUB) 0.1 $238k 2.2k 107.60
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $236k 6.4k 36.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $217k 451.00 480.70
Vanguard Index Fds Value Etf (VTV) 0.1 $212k 1.3k 162.86
International Business Machines (IBM) 0.1 $209k 1.1k 191.02
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $200k 6.7k 29.77