Cypress Financial Planning

Cypress Financial Planning as of June 30, 2024

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 68 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.6 $33M 60k 547.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 12.6 $30M 381k 79.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $21M 421k 49.42
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.4 $20M 347k 58.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.3 $20M 258k 77.28
Vanguard Index Fds Extend Mkt Etf (VXF) 6.7 $16M 96k 168.79
Vanguard Index Fds Real Estate Etf (VNQ) 5.2 $13M 150k 83.76
Ishares Tr Core Div Grwth (DGRO) 4.9 $12M 206k 57.61
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.7 $8.8M 312k 28.30
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $7.8M 43k 182.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $7.3M 167k 43.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $6.4M 12k 544.22
Ishares Tr Core Msci Eafe (IEFA) 2.6 $6.3M 87k 72.64
Morgan Stanley Com New (MS) 2.2 $5.4M 55k 97.19
Discover Financial Services (DFS) 1.6 $3.9M 30k 130.81
Ishares Core Msci Emkt (IEMG) 0.8 $2.0M 38k 53.53
Apple (AAPL) 0.7 $1.7M 7.9k 210.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 3.7k 406.80
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.4M 13k 106.66
Lockheed Martin Corporation (LMT) 0.6 $1.4M 3.0k 467.10
Amazon (AMZN) 0.5 $1.3M 6.6k 193.26
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.5 $1.1M 44k 24.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.1M 9.9k 107.12
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $858k 13k 66.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $796k 12k 64.00
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $792k 17k 47.19
Netflix (NFLX) 0.3 $787k 1.2k 674.88
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $776k 17k 45.75
Microsoft Corporation (MSFT) 0.3 $733k 1.6k 446.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $729k 11k 64.25
Ishares Tr Msci Eafe Etf (EFA) 0.3 $710k 9.1k 78.33
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.3 $710k 19k 38.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $547k 2.0k 267.53
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $521k 14k 37.47
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $520k 5.3k 97.27
Vanguard Index Fds Growth Etf (VUG) 0.2 $515k 1.4k 374.01
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $496k 14k 36.51
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $473k 13k 37.51
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $437k 11k 38.85
Ishares Tr Russell 2000 Etf (IWM) 0.2 $429k 2.1k 202.89
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $426k 13k 32.56
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $426k 12k 36.30
Qualcomm (QCOM) 0.2 $424k 2.1k 199.18
American Tower Reit (AMT) 0.2 $376k 1.9k 194.38
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $374k 7.2k 51.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $374k 747.00 500.13
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $373k 11k 35.13
Ishares Tr National Mun Etf (MUB) 0.1 $356k 3.3k 106.55
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $342k 10k 34.11
Johnson Ctls Intl SHS (JCI) 0.1 $340k 5.1k 66.47
Innovator Etfs Trust International Dv (IOCT) 0.1 $338k 12k 29.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $337k 9.6k 35.08
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $329k 9.2k 35.55
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $325k 8.1k 40.23
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $310k 9.0k 34.66
NVIDIA Corporation (NVDA) 0.1 $300k 2.4k 123.54
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $296k 11k 27.22
Alphabet Cap Stk Cl C (GOOG) 0.1 $291k 1.6k 183.42
UnitedHealth (UNH) 0.1 $274k 537.00 509.26
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $270k 6.0k 45.10
Cvr Partners (UAN) 0.1 $265k 3.5k 75.66
Procter & Gamble Company (PG) 0.1 $265k 1.6k 164.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $246k 3.4k 72.05
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $238k 6.3k 37.92
JPMorgan Chase & Co. (JPM) 0.1 $215k 1.1k 202.26
Vanguard World Financials Etf (VFH) 0.1 $214k 2.1k 99.88
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $210k 7.5k 28.12
Vanguard Index Fds Value Etf (VTV) 0.1 $209k 1.3k 160.41