Cypress Financial Planning

Cypress Financial Planning as of June 30, 2026

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 106 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.0 $41M 55k 748.89
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.7 $40M 484k 82.65
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.4 $39M 656k 58.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.9 $37M 463k 79.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.5 $35M 490k 71.25
Vanguard Index Fds Extend Mkt Etf (VXF) 7.2 $30M 121k 246.21
Ishares Tr Core Div Grwth (DGRO) 4.9 $20M 267k 75.79
Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $19M 198k 96.43
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.5 $19M 415k 44.99
Morgan Stanley Com New (MS) 2.9 $12M 58k 209.04
Ishares Tr Core Msci Eafe (IEFA) 2.9 $12M 123k 96.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $12M 194k 59.69
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $8.8M 37k 236.62
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.1 $8.7M 12k 746.80
Ishares Core Msci Emkt (IEMG) 1.2 $5.1M 61k 82.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $4.8M 6.6k 736.51
Capital One Financial (COF) 1.1 $4.6M 23k 200.62
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $3.8M 108k 34.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $3.4M 102k 33.84
Apple (AAPL) 0.7 $3.0M 11k 289.36
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.5M 17k 148.31
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.0M 23k 86.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M 3.7k 500.39
Lockheed Martin Corporation (LMT) 0.4 $1.7M 3.3k 509.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.6M 4.4k 370.03
Amazon (AMZN) 0.4 $1.6M 6.7k 238.34
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.4 $1.5M 37k 42.21
Ishares Tr National Mun Etf (MUB) 0.4 $1.5M 14k 107.62
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.5M 16k 94.57
Dimensional Etf Trust Global Cr Etf (DGCB) 0.3 $1.4M 25k 54.67
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $1.4M 29k 47.75
Pgim Rock Etf Tr S&p 500 Buffer (DECP) 0.3 $1.2M 37k 32.49
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $1.1M 13k 88.54
Spdr Series Trust St Nuve Term Etf (SHM) 0.3 $1.1M 23k 47.97
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $977k 7.8k 124.76
Spdr Series Trust St Str Nuvee Etf (TFI) 0.2 $962k 21k 45.80
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $927k 8.5k 109.07
Pgim Rock Etf Tr S&p 500 Buffer (FEBP) 0.2 $885k 26k 34.01
Ishares Tr Msci Eafe Etf (EFA) 0.2 $884k 8.5k 103.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $883k 7.1k 124.17
Vanguard Index Fds Value Etf (VTV) 0.2 $873k 4.0k 217.91
JPMorgan Chase & Co. (JPM) 0.2 $856k 2.6k 327.28
Pgim Rock Etf Tr S&p 500 Buffer (MRCP) 0.2 $822k 24k 34.39
NVIDIA Corporation (NVDA) 0.2 $808k 4.0k 200.07
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $793k 7.7k 103.05
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $777k 26k 29.43
Alphabet Cap Stk Cl C (GOOG) 0.2 $766k 2.2k 353.36
Johnson Controls Internation SHS (JCI) 0.2 $750k 5.1k 146.11
Netflix (NFLX) 0.2 $694k 9.7k 71.40
Visa Com Cl A (V) 0.2 $686k 2.0k 343.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $661k 13k 50.58
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $659k 13k 50.39
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $654k 4.8k 136.69
Spdr Series Trust St Str P500etf (SPYM) 0.2 $650k 7.4k 87.88
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.2 $625k 12k 50.78
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $599k 13k 46.05
Ishares Tr Russell 2000 Etf (IWM) 0.1 $584k 1.9k 300.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $581k 845.00 687.01
Spdr Series Trust St Inter Bd Etf (SPIB) 0.1 $572k 17k 33.46
Vanguard Index Fds Small Cp Etf (VB) 0.1 $565k 1.9k 303.12
Microsoft Corporation (MSFT) 0.1 $510k 1.4k 372.95
Ea Series Trust Camb Us Equa Etf (USEW) 0.1 $507k 9.1k 55.83
Pgim Rock Etf Tr S&p 500 Buffer (JANP) 0.1 $493k 14k 34.72
Innovator Etfs Trust Intl De Pwr Dece (IDEC) 0.1 $485k 14k 34.32
Exxon Mobil Corporation (XOM) 0.1 $485k 3.5k 136.70
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $483k 13k 35.97
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $417k 8.9k 46.93
Innovator Etfs Trust International Dv (IOCT) 0.1 $413k 11k 36.99
Qualcomm (QCOM) 0.1 $399k 2.2k 184.81
McDonald's Corporation (MCD) 0.1 $385k 1.4k 270.38
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $378k 8.9k 42.67
American Tower Reit (AMT) 0.1 $377k 2.3k 163.59
UnitedHealth (UNH) 0.1 $368k 885.00 415.79
Pepsi (PEP) 0.1 $358k 2.6k 135.39
Innovator Etfs Trust Innovator Inter (ISEP) 0.1 $356k 10k 34.60
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $355k 3.5k 102.25
Innovator Etfs Trust Intl Dev Pwr Buf (INOV) 0.1 $344k 9.4k 36.73
Ishares Tr Core Msci Intl (IDEV) 0.1 $340k 3.8k 89.01
Abbvie (ABBV) 0.1 $332k 1.3k 251.60
Tesla Motors (TSLA) 0.1 $323k 767.00 420.60
International Business Machines (IBM) 0.1 $315k 1.1k 281.11
Spdr Series Trust St Shor Corp Etf (SPSB) 0.1 $307k 10k 30.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $306k 836.00 365.70
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $290k 12k 23.68
Electronic Arts (EA) 0.1 $287k 1.4k 205.04
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $280k 4.9k 57.67
Pgim Rock Etf Tr S&p 500 Buffer (PBNV) 0.1 $277k 8.9k 30.98
Innovator Etfs Trust Intl De Pw June (IJUN) 0.1 $275k 8.8k 31.18
Burlington Stores (BURL) 0.1 $274k 866.00 316.80
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $273k 9.3k 29.24
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.1 $272k 7.1k 38.08
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $259k 5.6k 45.89
Procter & Gamble Company (PG) 0.1 $258k 1.8k 146.66
Innovator Etfs Trust Intl Developed P (IFEB) 0.1 $254k 8.1k 31.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $253k 1.0k 242.99
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $253k 2.2k 114.18
Broadcom (AVGO) 0.1 $252k 666.00 377.98
Pgim Rock Etf Tr S&p 500 Buffer (APRP) 0.1 $247k 7.6k 32.55
Johnson & Johnson (JNJ) 0.1 $228k 897.00 253.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $222k 8.0k 27.70
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $213k 3.5k 61.46
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $209k 11k 18.43
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $207k 3.5k 58.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $205k 845.00 242.43
Global X Fds S&p 500 Covered (XYLD) 0.0 $203k 5.0k 40.79
Eli Lilly & Co. (LLY) 0.0 $203k 169.00 1201.33