Cypress Financial Planning

Cypress Financial Planning as of Sept. 30, 2024

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 12.0 $33M 392k 83.75
Ishares Tr Core S&p500 Etf (IVV) 11.9 $33M 56k 576.82
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.6 $23M 387k 60.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $23M 429k 52.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.9 $22M 271k 79.42
Vanguard Index Fds Real Estate Etf (VNQ) 7.7 $21M 215k 97.42
Vanguard Index Fds Extend Mkt Etf (VXF) 6.8 $19M 102k 181.99
Ishares Tr Core Div Grwth (DGRO) 4.5 $12M 196k 62.69
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.9 $11M 359k 29.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $8.3M 174k 47.85
Ishares Tr Core Msci Eafe (IEFA) 3.0 $8.2M 105k 78.05
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $8.0M 41k 198.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $6.5M 11k 573.76
Morgan Stanley Com New (MS) 2.1 $5.7M 54k 104.24
Discover Financial Services (DFS) 1.5 $4.2M 30k 140.29
Ishares Core Msci Emkt (IEMG) 1.0 $2.7M 47k 57.41
Lockheed Martin Corporation (LMT) 0.8 $2.3M 3.9k 584.56
Apple (AAPL) 0.7 $1.9M 8.2k 233.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.7M 3.7k 460.26
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.6M 14k 116.96
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.2M 3.2k 383.93
Amazon (AMZN) 0.4 $1.2M 6.6k 186.33
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.4 $1.1M 45k 25.75
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.4 $1.0M 27k 38.53
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.0M 8.9k 112.98
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $905k 13k 71.10
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $812k 17k 46.83
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $800k 17k 48.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $771k 11k 67.85
Ishares Tr Msci Eafe Etf (EFA) 0.3 $764k 9.1k 83.63
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.3 $763k 20k 37.86
Netflix (NFLX) 0.3 $757k 1.1k 709.27
Microsoft Corporation (MSFT) 0.3 $714k 1.7k 430.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $699k 1.9k 375.38
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $672k 10k 67.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $563k 2.0k 283.18
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $530k 4.9k 107.67
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $518k 13k 38.95
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $509k 13k 40.48
American Tower Reit (AMT) 0.2 $451k 1.9k 232.56
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.2 $447k 15k 29.41
Ishares Tr Russell 2000 Etf (IWM) 0.2 $441k 2.0k 220.89
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $434k 11k 38.31
Ishares Tr National Mun Etf (MUB) 0.1 $403k 3.7k 108.63
Johnson Ctls Intl SHS (JCI) 0.1 $397k 5.1k 77.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $393k 744.00 527.67
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $386k 7.3k 53.07
Alphabet Cap Stk Cl C (GOOG) 0.1 $381k 2.3k 167.19
Innovator Etfs Trust International Dv (IOCT) 0.1 $379k 12k 30.79
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $376k 8.1k 46.56
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $368k 13k 28.98
Qualcomm (QCOM) 0.1 $366k 2.2k 170.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $362k 9.6k 37.56
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $359k 11k 33.71
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $328k 9.3k 35.42
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $321k 7.8k 41.32
UnitedHealth (UNH) 0.1 $315k 539.00 584.68
NVIDIA Corporation (NVDA) 0.1 $312k 2.6k 121.44
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $298k 8.3k 36.04
JPMorgan Chase & Co. (JPM) 0.1 $294k 1.4k 210.86
Procter & Gamble Company (PG) 0.1 $282k 1.6k 173.25
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $275k 7.8k 35.24
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $269k 7.3k 36.92
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $259k 6.6k 39.25
International Business Machines (IBM) 0.1 $255k 1.2k 221.14
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $250k 7.0k 35.94
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $241k 10k 23.17
Cvr Partners (UAN) 0.1 $235k 3.5k 67.13
Vanguard Index Fds Value Etf (VTV) 0.1 $227k 1.3k 174.57
Cava Group Ord (CAVA) 0.1 $223k 1.8k 123.85
Vanguard World Financials Etf (VFH) 0.1 $219k 2.0k 109.91
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $208k 4.6k 45.51
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $205k 6.8k 30.28
Ishares Tr New York Mun Etf (NYF) 0.1 $202k 3.7k 54.33
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.1 $202k 6.1k 32.97
Electronic Arts (EA) 0.1 $200k 1.4k 143.44