Cypress Financial Planning

Cypress Financial Planning as of June 30, 2025

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 81 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.2 $34M 414k 82.92
Ishares Tr Core S&p500 Etf (IVV) 10.5 $32M 52k 620.90
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.4 $26M 433k 59.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $26M 447k 57.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.3 $25M 318k 79.50
Vanguard Index Fds Real Estate Etf (VNQ) 7.3 $22M 251k 89.06
Vanguard Index Fds Extend Mkt Etf (VXF) 7.1 $22M 114k 192.71
Ishares Tr Core Div Grwth (DGRO) 4.1 $13M 195k 63.94
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.9 $12M 411k 29.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $9.0M 181k 49.46
Ishares Tr Core Msci Eafe (IEFA) 2.8 $8.6M 103k 83.48
Select Sector Spdr Tr Financial (XLF) 2.7 $8.2M 157k 52.37
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $7.9M 38k 204.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $6.4M 10k 617.85
Morgan Stanley Com New (MS) 1.7 $5.3M 38k 140.86
Capital One Financial (COF) 1.6 $4.9M 23k 212.76
Ishares Core Msci Emkt (IEMG) 1.1 $3.2M 54k 60.03
Lockheed Martin Corporation (LMT) 0.6 $1.9M 4.1k 463.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.8M 3.8k 485.77
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.8M 17k 109.29
Apple (AAPL) 0.6 $1.8M 8.8k 205.17
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ) 0.6 $1.8M 3.2k 551.64
Amazon (AMZN) 0.5 $1.5M 6.9k 219.40
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.5M 16k 95.77
Netflix (NFLX) 0.4 $1.4M 1.0k 1339.13
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.4 $1.4M 53k 25.48
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.2M 2.8k 438.40
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $1.0M 13k 77.50
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.3 $953k 23k 40.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $879k 8.0k 109.61
Ishares Tr Msci Eafe Etf (EFA) 0.3 $844k 9.4k 89.39
Ishares Tr National Mun Etf (MUB) 0.3 $837k 8.0k 104.48
Spdr Series Trust Nuveen Ice Short (SHM) 0.3 $813k 17k 47.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $777k 32k 24.44
Spdr Series Trust Nuveen Ice Munic (TFI) 0.3 $773k 17k 44.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $763k 1.8k 424.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $725k 2.4k 303.95
Microsoft Corporation (MSFT) 0.2 $678k 1.4k 497.41
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $657k 13k 50.21
NVIDIA Corporation (NVDA) 0.2 $610k 3.9k 158.00
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $579k 14k 40.46
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $576k 6.1k 94.77
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $565k 14k 40.01
Johnson Ctls Intl SHS (JCI) 0.2 $542k 5.1k 105.62
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $497k 12k 41.30
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $484k 4.9k 99.49
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $480k 11k 43.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $476k 838.00 568.03
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $475k 6.5k 72.69
Ishares Tr Russell 2000 Etf (IWM) 0.1 $457k 2.1k 215.79
American Tower Reit (AMT) 0.1 $428k 1.9k 221.02
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $428k 11k 38.01
JPMorgan Chase & Co. (JPM) 0.1 $418k 1.4k 289.91
Alphabet Cap Stk Cl C (GOOG) 0.1 $401k 2.3k 177.39
Innovator Etfs Trust International Dv (IOCT) 0.1 $383k 12k 32.87
Vanguard Index Fds Small Cp Etf (VB) 0.1 $372k 1.6k 236.98
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $368k 9.3k 39.52
Innovator Etfs Trust International De (IDEC) 0.1 $366k 12k 30.04
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $362k 11k 31.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $361k 8.9k 40.49
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $359k 12k 30.91
Qualcomm (QCOM) 0.1 $347k 2.2k 159.26
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $342k 9.0k 37.96
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $332k 9.9k 33.58
International Business Machines (IBM) 0.1 $323k 1.1k 294.87
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $323k 6.4k 50.22
Tesla Motors (TSLA) 0.1 $315k 990.00 317.77
Cvr Partners (UAN) 0.1 $311k 3.5k 88.84
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $289k 2.5k 115.35
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $275k 7.3k 37.79
Procter & Gamble Company (PG) 0.1 $271k 1.7k 159.30
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $271k 13k 21.16
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $255k 2.6k 97.27
Abbvie (ABBV) 0.1 $232k 1.2k 185.64
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $226k 5.4k 42.23
Electronic Arts (EA) 0.1 $223k 1.4k 159.70
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $222k 5.2k 42.60
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $216k 5.8k 37.29
Vanguard Index Fds Value Etf (VTV) 0.1 $215k 1.2k 176.74
Spdr Series Trust Portfolio Short (SPSB) 0.1 $215k 7.1k 30.19
Innovator Etfs Trust Innovator Intl D (IJUN) 0.1 $211k 7.6k 27.74