Cypress Financial Planning

Cypress Financial Planning as of Sept. 30, 2025

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 87 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.0 $36M 429k 84.11
Ishares Tr Core S&p500 Etf (IVV) 10.4 $34M 51k 669.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.4 $28M 460k 60.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.3 $27M 341k 79.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $27M 453k 59.92
Vanguard Index Fds Real Estate Etf (VNQ) 7.2 $24M 259k 91.42
Vanguard Index Fds Extend Mkt Etf (VXF) 7.2 $24M 112k 209.34
Ishares Tr Core Div Grwth (DGRO) 4.1 $13M 196k 68.08
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.0 $13M 440k 29.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $9.8M 180k 54.18
Ishares Tr Core Msci Eafe (IEFA) 2.8 $9.3M 107k 87.31
Select Sector Spdr Tr Financial (XLF) 2.6 $8.6M 160k 53.87
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $8.1M 38k 215.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $6.8M 10k 666.18
Morgan Stanley Com New (MS) 1.8 $6.0M 38k 158.96
Capital One Financial (COF) 1.5 $4.8M 23k 212.58
Ishares Core Msci Emkt (IEMG) 1.1 $3.6M 55k 65.92
Apple (AAPL) 0.7 $2.3M 8.9k 254.64
Lockheed Martin Corporation (LMT) 0.6 $2.0M 4.1k 499.23
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.9M 16k 118.83
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ) 0.6 $1.9M 3.2k 600.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.9M 3.8k 502.74
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.5M 16k 96.46
Amazon (AMZN) 0.5 $1.5M 6.8k 219.57
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.4 $1.5M 58k 25.60
Netflix (NFLX) 0.4 $1.2M 1.0k 1198.92
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.2M 2.5k 479.61
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $1.0M 13k 79.80
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.3 $981k 23k 42.95
Spdr Series Trust Nuveen Ice Short (SHM) 0.3 $935k 19k 48.22
Ishares Tr National Mun Etf (MUB) 0.3 $919k 8.6k 106.49
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $911k 8.2k 111.47
Ishares Tr Msci Eafe Etf (EFA) 0.3 $860k 9.2k 93.37
Spdr Series Trust Nuveen Ice Munic (TFI) 0.3 $858k 19k 45.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $832k 1.8k 468.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $802k 30k 26.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $782k 2.4k 328.19
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $745k 15k 50.90
NVIDIA Corporation (NVDA) 0.2 $735k 3.9k 186.59
Microsoft Corporation (MSFT) 0.2 $721k 1.4k 518.01
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $631k 15k 42.47
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $590k 6.1k 97.08
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $577k 7.4k 78.34
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $568k 14k 42.02
Johnson Ctls Intl SHS (JCI) 0.2 $564k 5.1k 109.95
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $536k 12k 45.60
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $528k 4.8k 110.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $525k 2.2k 243.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $521k 850.00 612.42
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $488k 11k 43.10
Ishares Tr Russell 2000 Etf (IWM) 0.1 $488k 2.0k 241.96
JPMorgan Chase & Co. (JPM) 0.1 $457k 1.4k 315.46
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $442k 11k 39.69
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $427k 13k 31.87
Innovator Etfs Trust International Dv (IOCT) 0.1 $397k 12k 34.17
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $387k 9.0k 42.79
Vanguard Index Fds Small Cp Etf (VB) 0.1 $386k 1.5k 254.28
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $382k 9.3k 41.06
Innovator Etfs Trust International De (IDEC) 0.1 $378k 12k 31.07
American Tower Reit (AMT) 0.1 $373k 1.9k 192.32
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $369k 11k 32.69
Qualcomm (QCOM) 0.1 $364k 2.2k 166.37
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $358k 9.0k 39.61
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $342k 6.7k 50.78
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $336k 9.9k 33.89
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $335k 6.3k 53.02
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $329k 2.2k 148.61
Tesla Motors (TSLA) 0.1 $319k 717.00 444.72
Cvr Partners (UAN) 0.1 $315k 3.5k 90.12
International Business Machines (IBM) 0.1 $310k 1.1k 282.26
UnitedHealth (UNH) 0.1 $298k 863.00 345.35
Abbvie (ABBV) 0.1 $292k 1.3k 231.52
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $290k 14k 21.57
Electronic Arts (EA) 0.1 $282k 1.4k 201.70
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $281k 7.2k 38.90
Verizon Communications (VZ) 0.1 $265k 6.0k 43.95
Procter & Gamble Company (PG) 0.1 $265k 1.7k 153.66
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $243k 5.2k 46.32
Broadcom (AVGO) 0.1 $242k 734.00 329.95
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $235k 5.4k 43.91
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $233k 2.4k 97.99
Palantir Technologies Cl A (PLTR) 0.1 $230k 1.3k 182.42
Vanguard Index Fds Value Etf (VTV) 0.1 $223k 1.2k 186.49
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $222k 5.8k 38.36
Spdr Series Trust Portfolio Short (SPSB) 0.1 $220k 7.2k 30.29
Innovator Etfs Trust Innovator Intl D (IJUN) 0.1 $216k 7.6k 28.40
Exxon Mobil Corporation (XOM) 0.1 $200k 1.8k 112.78