Cypress Financial Planning

Cypress Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.9 $33M 55k 588.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.7 $32M 399k 80.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.5 $23M 403k 58.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.3 $23M 293k 78.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.1 $22M 462k 47.82
Vanguard Index Fds Real Estate Etf (VNQ) 7.4 $20M 228k 89.08
Vanguard Index Fds Extend Mkt Etf (VXF) 6.8 $19M 98k 189.98
Ishares Tr Core Div Grwth (DGRO) 4.4 $12M 195k 61.34
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.0 $11M 379k 28.67
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $8.0M 41k 195.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $7.8M 178k 44.04
Ishares Tr Core Msci Eafe (IEFA) 2.7 $7.3M 104k 70.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $6.5M 11k 586.08
Morgan Stanley Com New (MS) 2.3 $6.2M 49k 125.72
Discover Financial Services 1.4 $3.9M 22k 173.23
Ishares Core Msci Emkt (IEMG) 0.9 $2.4M 45k 52.22
Apple (AAPL) 0.8 $2.3M 9.1k 250.42
Lockheed Martin Corporation (LMT) 0.7 $2.0M 4.1k 485.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.7M 3.7k 453.28
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.7M 15k 115.22
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.5M 17k 92.45
Amazon (AMZN) 0.5 $1.5M 6.7k 219.39
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.3M 3.2k 410.44
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.5 $1.3M 50k 25.25
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.4 $1.0M 26k 39.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $972k 9.1k 106.84
Netflix (NFLX) 0.3 $955k 1.1k 891.32
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $818k 13k 63.47
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.3 $765k 20k 38.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $748k 1.9k 401.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $736k 32k 23.18
Microsoft Corporation (MSFT) 0.3 $723k 1.7k 421.50
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $722k 15k 47.39
Ishares Tr Msci Eafe Etf (EFA) 0.3 $720k 9.5k 75.61
Ishares Tr National Mun Etf (MUB) 0.3 $697k 6.5k 106.55
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $627k 9.1k 68.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $593k 2.0k 289.83
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $535k 4.9k 108.61
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $529k 14k 38.42
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $524k 13k 39.57
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $505k 12k 41.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $468k 868.00 538.81
Ishares Tr Russell 2000 Etf (IWM) 0.2 $442k 2.0k 220.96
Alphabet Cap Stk Cl C (GOOG) 0.2 $434k 2.3k 190.44
NVIDIA Corporation (NVDA) 0.1 $409k 3.0k 134.29
Johnson Ctls Intl SHS (JCI) 0.1 $404k 5.1k 78.93
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $404k 8.9k 45.62
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $387k 8.1k 47.95
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $363k 9.6k 37.87
Innovator Etfs Trust International Dv (IOCT) 0.1 $361k 12k 29.30
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $361k 3.9k 93.06
American Tower Reit (AMT) 0.1 $354k 1.9k 183.41
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $352k 13k 27.56
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $350k 11k 32.76
JPMorgan Chase & Co. (JPM) 0.1 $341k 1.4k 239.71
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $337k 12k 27.70
Qualcomm (QCOM) 0.1 $335k 2.2k 153.62
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $323k 9.5k 34.13
Innovator Etfs Trust International De (IDEC) 0.1 $323k 12k 26.52
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $321k 9.2k 34.75
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $305k 8.3k 36.80
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $299k 3.1k 95.47
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $295k 5.7k 51.91
Procter & Gamble Company (PG) 0.1 $289k 1.7k 167.61
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $275k 6.5k 42.25
UnitedHealth (UNH) 0.1 $272k 537.00 505.86
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $270k 7.5k 35.91
Cvr Partners (UAN) 0.1 $266k 3.5k 75.96
International Business Machines (IBM) 0.1 $256k 1.2k 219.89
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $253k 6.3k 40.19
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $243k 12k 21.06
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $240k 6.5k 36.70
Tesla Motors (TSLA) 0.1 $237k 587.00 403.84
Abbvie (ABBV) 0.1 $228k 1.3k 177.64
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $207k 4.0k 51.51
Vanguard Index Fds Value Etf (VTV) 0.1 $206k 1.2k 169.30
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $205k 6.9k 29.86
Electronic Arts (EA) 0.1 $205k 1.4k 146.30
Cava Group Ord (CAVA) 0.1 $203k 1.8k 112.80