Cypress Financial Planning

Cypress Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 103 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.3 $37M 442k 83.99
Ishares Tr Core S&p500 Etf (IVV) 9.8 $35M 51k 689.92
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.6 $35M 578k 60.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.5 $34M 426k 79.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $30M 483k 62.77
Vanguard Index Fds Extend Mkt Etf (VXF) 6.6 $24M 113k 211.16
Ishares Tr Core Div Grwth (DGRO) 4.8 $17M 246k 69.93
Vanguard Index Fds Real Estate Etf (VNQ) 4.7 $17M 191k 89.22
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.8 $14M 467k 29.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $10M 188k 53.81
Ishares Tr Core Msci Eafe (IEFA) 2.8 $10M 112k 89.86
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $8.3M 38k 221.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $7.3M 11k 686.55
Morgan Stanley Com New (MS) 1.9 $6.8M 38k 179.08
Capital One Financial (COF) 1.5 $5.5M 23k 243.97
Ishares Core Msci Emkt (IEMG) 1.1 $3.9M 58k 67.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $3.3M 100k 32.62
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $3.3M 110k 29.61
Apple (AAPL) 0.8 $3.0M 11k 272.84
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ) 0.6 $2.0M 32.00 61942.56
Lockheed Martin Corporation (LMT) 0.5 $2.0M 4.0k 488.04
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.0M 16k 121.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.9M 3.8k 503.71
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.8M 3.7k 490.33
Amazon (AMZN) 0.4 $1.6M 6.8k 232.53
Spdr Series Trust State Street Spd (SJNK) 0.4 $1.6M 63k 25.32
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.5M 16k 96.48
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $1.4M 32k 42.56
Ishares Tr National Mun Etf (MUB) 0.4 $1.3M 12k 107.10
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $1.3M 27k 47.95
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $1.3M 24k 54.24
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $1.1M 13k 83.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $999k 9.0k 110.66
Pgim Rock Etf Tr S&p 500 Buffer (DECP) 0.3 $969k 32k 30.58
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.3 $961k 22k 43.81
Spdr Series Trust State Street Spd (SHM) 0.3 $940k 20k 47.99
Netflix (NFLX) 0.3 $913k 9.7k 93.78
Ishares Tr Msci Eafe Etf (EFA) 0.2 $880k 9.1k 96.44
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $866k 23k 38.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $848k 1.8k 476.95
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $837k 12k 69.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $786k 2.3k 337.87
JPMorgan Chase & Co. (JPM) 0.2 $745k 2.3k 323.02
Spdr Series Trust State Street Spd (TFI) 0.2 $744k 16k 45.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $736k 27k 27.12
Vanguard Index Fds Value Etf (VTV) 0.2 $704k 3.7k 191.44
Visa Com Cl A (V) 0.2 $690k 2.0k 351.07
Microsoft Corporation (MSFT) 0.2 $685k 1.4k 487.59
Alphabet Cap Stk Cl C (GOOG) 0.2 $683k 2.2k 314.56
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $655k 13k 51.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $632k 13k 50.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $623k 14k 44.53
Johnson Ctls Intl SHS (JCI) 0.2 $621k 5.1k 120.94
Spdr Series Trust State Street Spd (SPIB) 0.2 $610k 18k 33.86
NVIDIA Corporation (NVDA) 0.2 $603k 3.2k 187.52
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $597k 12k 50.65
Spdr Series Trust State Street Spd (SPLG) 0.2 $579k 7.2k 80.82
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $548k 4.8k 114.76
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $503k 11k 46.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $499k 789.00 631.81
Ishares Tr Russell 2000 Etf (IWM) 0.1 $496k 2.0k 248.03
Vanguard Index Fds Small Cp Etf (VB) 0.1 $476k 1.8k 260.04
Ea Series Trust Cambria Us Equal 0.1 $461k 9.1k 50.76
Innovator Etfs Trust International De (IDEC) 0.1 $460k 14k 32.37
McDonald's Corporation (MCD) 0.1 $433k 1.4k 305.84
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $430k 13k 32.65
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $424k 9.8k 43.37
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $417k 10k 40.79
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $415k 9.9k 41.97
Innovator Etfs Trust International Dv (IOCT) 0.1 $404k 12k 34.98
Qualcomm (QCOM) 0.1 $380k 2.2k 173.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $374k 9.0k 41.54
Pepsi (PEP) 0.1 $373k 2.6k 143.58
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $363k 2.2k 163.74
Cvr Partners (UAN) 0.1 $344k 3.5k 98.27
American Tower Reit (AMT) 0.1 $343k 1.9k 176.73
Innovator Etfs Trust Intl Dev Pwr Buf (INOV) 0.1 $339k 9.8k 34.59
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $338k 7.7k 44.04
International Business Machines (IBM) 0.1 $333k 1.1k 302.18
Tesla Motors (TSLA) 0.1 $332k 730.00 454.43
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $331k 3.5k 94.71
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $324k 5.9k 55.18
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $309k 9.2k 33.74
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $309k 9.2k 33.52
Ishares Tr Core Msci Intl (IDEV) 0.1 $299k 3.6k 82.48
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $298k 6.8k 43.55
UnitedHealth (UNH) 0.1 $298k 896.00 332.23
Exxon Mobil Corporation (XOM) 0.1 $295k 2.4k 120.81
Abbvie (ABBV) 0.1 $291k 1.3k 229.79
Electronic Arts (EA) 0.1 $287k 1.4k 204.35
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $286k 7.2k 39.62
Pgim Rock Etf Tr S&p 500 Buffer (PBNV) 0.1 $263k 8.9k 29.46
Spdr Series Trust State Street Spd (SPSB) 0.1 $263k 8.7k 30.21
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $252k 12k 21.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $251k 825.00 303.78
Spdr Series Trust State Street Spd (SPSM) 0.1 $243k 5.1k 47.44
Palantir Technologies Cl A (PLTR) 0.1 $228k 1.3k 180.84
Broadcom (AVGO) 0.1 $224k 640.00 349.90
Innovator Etfs Trust Innovator Intl D (IJUN) 0.1 $223k 7.6k 29.26
Spdr Series Trust State Street Spd (JNK) 0.1 $221k 2.3k 97.30
Procter & Gamble Company (PG) 0.1 $219k 1.5k 144.00
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $210k 4.7k 44.99
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $204k 3.7k 55.03