Cypress Financial Planning

Cypress Financial Planning as of March 31, 2026

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 100 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.4 $38M 455k 82.75
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 10.0 $36M 612k 59.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.7 $35M 444k 79.27
Ishares Tr Core S&p500 Etf (IVV) 9.5 $34M 53k 653.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $31M 488k 64.08
Vanguard Index Fds Extend Mkt Etf (VXF) 6.7 $24M 118k 205.80
Ishares Tr Core Div Grwth (DGRO) 5.0 $18M 259k 70.18
Vanguard Index Fds Real Estate Etf (VNQ) 4.8 $17M 196k 88.70
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.9 $14M 493k 28.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $10M 191k 54.05
Ishares Tr Core Msci Eafe (IEFA) 2.8 $10M 113k 90.53
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $8.2M 38k 215.06
Morgan Stanley Com New (MS) 2.2 $7.9M 48k 164.57
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.0 $7.1M 11k 650.35
Capital One Financial (COF) 1.1 $4.1M 23k 182.43
Ishares Core Msci Emkt (IEMG) 1.1 $4.0M 57k 69.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $3.2M 104k 30.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.9M 98k 29.13
Apple (AAPL) 0.8 $2.8M 11k 253.78
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.1M 17k 124.31
Lockheed Martin Corporation (LMT) 0.5 $1.9M 3.1k 604.48
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ) 0.5 $1.9M 3.2k 579.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.8M 3.8k 479.20
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.7M 3.8k 436.79
Spdr Series Trust State Street Spd (SJNK) 0.4 $1.5M 62k 24.98
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.5M 16k 95.44
Amazon (AMZN) 0.4 $1.5M 7.1k 208.27
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $1.4M 33k 42.22
Ishares Tr National Mun Etf (MUB) 0.4 $1.4M 13k 106.15
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $1.4M 29k 47.88
Dimensional Etf Trust Global Cr Etf (DGCB) 0.4 $1.3M 25k 54.13
Pgim Rock Etf Tr S&p 500 Buffer (DECP) 0.3 $1.1M 38k 29.70
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $1.1M 13k 82.43
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $992k 9.1k 108.99
Spdr Series Trust State Street Spd (SHM) 0.3 $980k 21k 47.83
Netflix (NFLX) 0.3 $927k 9.6k 96.15
Spdr Series Trust State Street Spd (TFI) 0.2 $868k 19k 45.34
Ishares Tr Msci Eafe Etf (EFA) 0.2 $864k 8.9k 97.13
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $830k 12k 71.13
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $805k 20k 39.44
Vanguard Index Fds Value Etf (VTV) 0.2 $775k 4.0k 196.21
Pgim Rock Etf Tr S&p 500 Buffer (FEBP) 0.2 $773k 25k 31.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $758k 1.8k 426.40
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $709k 14k 50.71
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $703k 16k 43.06
JPMorgan Chase & Co. (JPM) 0.2 $700k 2.4k 294.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $698k 27k 25.64
Johnson Controls Internation SHS (JCI) 0.2 $672k 5.1k 130.95
Pgim Rock Etf Tr S&p 500 Buffer (MRCP) 0.2 $661k 21k 31.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $648k 2.0k 320.76
NVIDIA Corporation (NVDA) 0.2 $627k 3.6k 174.41
Alphabet Cap Stk Cl C (GOOG) 0.2 $622k 2.2k 286.88
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $611k 12k 50.14
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $611k 13k 45.65
Spdr Series Trust State Street Spd (SPIB) 0.2 $580k 17k 33.54
Spdr Series Trust State Street Spd (SPYM) 0.2 $580k 7.6k 76.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $569k 11k 49.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $565k 4.8k 118.45
Microsoft Corporation (MSFT) 0.1 $526k 1.4k 370.05
Visa Com Cl A (V) 0.1 $524k 1.7k 302.24
Ishares Tr Russell 2000 Etf (IWM) 0.1 $495k 2.0k 248.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $485k 811.00 597.66
Innovator Etfs Trust International De (IDEC) 0.1 $461k 14k 32.56
Ea Series Trust Cambria Us Equal (USEW) 0.1 $444k 9.1k 48.88
McDonald's Corporation (MCD) 0.1 $406k 1.3k 310.79
Vanguard Index Fds Small Cp Etf (VB) 0.1 $406k 1.5k 261.92
Pgim Rock Etf Tr S&p 500 Buffer (JANP) 0.1 $405k 13k 31.91
Innovator Etfs Trust International Dv (IOCT) 0.1 $404k 12k 35.05
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $379k 8.9k 42.49
Pepsi (PEP) 0.1 $377k 2.4k 155.29
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $354k 11k 32.79
Innovator Etfs Trust Intl Dev Pwr Buf (INOV) 0.1 $335k 9.7k 34.69
American Tower Reit (AMT) 0.1 $335k 1.9k 172.59
Exxon Mobil Corporation (XOM) 0.1 $325k 1.9k 169.68
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $325k 3.4k 94.56
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $319k 8.9k 35.78
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $303k 9.0k 33.75
Spdr Series Trust State Street Spd (SPSB) 0.1 $295k 9.8k 30.07
Abbvie (ABBV) 0.1 $286k 1.3k 217.47
Electronic Arts (EA) 0.1 $286k 1.4k 203.87
Tesla Motors (TSLA) 0.1 $285k 767.00 371.75
Qualcomm (QCOM) 0.1 $285k 2.2k 128.79
Burlington Stores (BURL) 0.1 $282k 866.00 325.38
International Business Machines (IBM) 0.1 $272k 1.1k 242.29
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $268k 13k 21.49
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.1 $263k 7.3k 36.28
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $263k 2.2k 118.62
Pgim Rock Etf Tr S&p 500 Buffer (PBNV) 0.1 $258k 8.9k 28.91
Procter & Gamble Company (PG) 0.1 $254k 1.8k 144.43
UnitedHealth (UNH) 0.1 $253k 933.00 270.67
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $251k 5.5k 45.97
Innovator Etfs Trust Intl Developed P (IFEB) 0.1 $246k 8.3k 29.81
Cava Group Ord (CAVA) 0.1 $243k 3.0k 80.90
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $242k 5.7k 42.50
Spdr Series Trust State Street Spd (SPSM) 0.1 $241k 5.0k 48.32
Spdr Series Trust State Street Spd (JNK) 0.1 $233k 2.4k 95.72
Innovator Etfs Trust Innovator Intl D (IJUN) 0.1 $224k 7.6k 29.42
Broadcom (AVGO) 0.1 $216k 697.00 309.65
Palantir Technologies Cl A (PLTR) 0.1 $206k 1.4k 146.28
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $206k 5.0k 40.86