Cypress Financial Planning LLC Top Holdings and 13F Report (2025) About Cypress Financial Planning LLCInvestment ActivityCypress Financial Planning LLC has $306.47 million in total holdings as of June 30, 2025.Cypress Financial Planning LLC owns shares of 81 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.89% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Cypress Financial Planning LLC has purchased 80 new stocks and bought additional shares in 39 stocks.Cypress Financial Planning LLC sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $34,309,941iShares Core S&P 500 ETF $32,174,525Vanguard Intermediate-Term Treasury ETF $25,867,945Vanguard FTSE Developed Markets ETF $25,486,835Vanguard Short-Term Corporate Bond ETF $25,294,315 Largest New Holdings this Quarter 14040H105 - Capital One Financial $4,851,141 Holding922908751 - Vanguard Small-Cap ETF $371,585 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $341,754 Holding78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $222,031 Holding45782C870 - Innovator U.S. Equity Power Buffer ETF - April $215,723 Holding Largest Purchases this Quarter Capital One Financial 22,801 shares (about $4.85M)Vanguard Short-Term Corporate Bond ETF 19,956 shares (about $1.59M)Vanguard Extended Market ETF 7,915 shares (about $1.53M)Vanguard Intermediate-Term Treasury ETF 25,193 shares (about $1.51M)Vanguard Intermediate-Term Corporate Bond ETF 16,381 shares (about $1.36M) Largest Sales this Quarter Morgan Stanley 11,738 shares (about $1.65M)SPDR Portfolio Developed World ex-US ETF 9,625 shares (about $389.72K)Vanguard Dividend Appreciation ETF 1,099 shares (about $224.93K)Microsoft 281 shares (about $139.77K)Netflix 94 shares (about $125.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$34,309,941$1,358,311 ▲4.1%413,77211.2%ETFIVViShares Core S&P 500 ETF$32,174,525$958,673 ▲3.1%51,81910.5%ETFVGITVanguard Intermediate-Term Treasury ETF$25,867,945$1,506,793 ▲6.2%432,5028.4%ETFVEAVanguard FTSE Developed Markets ETF$25,486,835$553,510 ▲2.2%447,0598.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$25,294,315$1,586,504 ▲6.7%318,1678.3%ETFVNQVanguard Real Estate ETF$22,317,512$968,437 ▲4.5%250,5907.3%ETFVXFVanguard Extended Market ETF$21,887,407$1,525,298 ▲7.5%113,5777.1%ETFDGROiShares Core Dividend Growth ETF$12,484,221$424,817 ▲3.5%195,2494.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$12,037,096$732,439 ▲6.5%411,1033.9%ManufacturingVWOVanguard FTSE Emerging Markets ETF$8,962,814$125,134 ▲1.4%181,2132.9%ETFIEFAiShares Core MSCI EAFE ETF$8,584,332$83,397 ▼-1.0%102,8312.8%ETFXLFFinancial Select Sector SPDR Fund$8,240,733$307,936 ▲3.9%157,3562.7%ETFVIGVanguard Dividend Appreciation ETF$7,851,346$224,932 ▼-2.8%38,3612.6%ETFSPYSPDR S&P 500 ETF Trust$6,418,226$24,714 ▼-0.4%10,3882.1%FinanceMSMorgan Stanley$5,312,253$1,653,415 ▼-23.7%37,7131.7%FinanceCOFCapital One Financial$4,851,141$4,851,141 ▲New Holding22,8011.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,234,476$265,873 ▲9.0%53,8811.1%ETFLMTLockheed Martin$1,896,558$15,284 ▲0.8%4,0950.6%AerospaceBRK.BBerkshire Hathaway$1,826,009$9,230 ▲0.5%3,7590.6%FinanceIJRiShares Core S&P Small-Cap ETF$1,811,482$179,126 ▲11.0%16,5750.6%ETFAAPLApple$1,810,800$6,155 ▲0.3%8,8260.6%Computer and TechnologyQQQInvesco QQQ$1,765,2480.0%3,2000.6%FinanceAMZNAmazon.com$1,513,834$11,409 ▼-0.7%6,9000.5%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$1,506,175$75,754 ▼-4.8%15,7270.5%ETFNFLXNetflix$1,367,252$125,878 ▼-8.4%1,0210.4%Consumer DiscretionarySJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,352,835$30,270 ▲2.3%53,0940.4%ETFVUGVanguard Growth ETF$1,206,038$877 ▼-0.1%2,7510.4%ETFVGKVanguard FTSE Europe ETF$1,000,370$9,378 ▼-0.9%12,9080.3%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$952,941$2,535 ▼-0.3%23,3050.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$878,825$11,838 ▲1.4%8,0180.3%FinanceEFAiShares MSCI EAFE ETF$844,018$22,437 ▼-2.6%9,4420.3%FinanceMUBiShares National Muni Bond ETF$836,885$78,360 ▲10.3%8,0100.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$812,775$50,317 ▲6.6%16,9930.3%FinanceSCHXSchwab US Large-Cap ETF$776,780$831 ▲0.1%31,7830.3%ETFTFISPDR Nuveen ICE Municipal Bond ETF$772,746$377,015 ▲95.3%17,2990.3%FinanceIWFiShares Russell 1000 Growth ETF$763,3950.0%1,7980.2%ETFVTIVanguard Total Stock Market ETF$724,917$1,520 ▼-0.2%2,3850.2%ETFMSFTMicrosoft$677,970$139,772 ▼-17.1%1,3630.2%Computer and TechnologyHYDVanEck High Yield Muni ETF$656,847$358,801 ▲120.4%13,0820.2%ETFNVDANVIDIA$609,867$21,014 ▲3.6%3,8600.2%Computer and TechnologyPAUGInnovator U.S. Equity Power Buffer ETF - August$578,861$108,918 ▼-15.8%14,3070.2%ETFIYRiShares U.S. Real Estate ETF$575,728$206,504 ▲55.9%6,0750.2%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$565,181$6,722 ▼-1.2%14,1260.2%ETFJCIJohnson Controls International$541,619$317 ▲0.1%5,1280.2%ConstructionPOCTInnovator U.S. Equity Power Buffer ETF - October$497,417$6,319 ▲1.3%12,0440.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$483,698$99 ▲0.0%4,8620.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$479,500$16,225 ▼-3.3%10,9350.2%ETFVOOVanguard S&P 500 ETF$476,009$36,354 ▲8.3%8380.2%ETFSPLGSPDR Portfolio S&P 500 ETF$474,599$20,717 ▼-4.2%6,5290.2%ETFIWMiShares Russell 2000 ETF$456,612$24,168 ▲5.6%2,1160.1%FinanceAMTAmerican Tower$427,8950.0%1,9360.1%FinancePFEBInnovator U.S. Equity Power Buffer ETF - February$427,727$10,681 ▲2.6%11,2530.1%ETFJPMJPMorgan Chase & Co.$417,470$3,769 ▲0.9%1,4400.1%FinanceGOOGAlphabet$401,079$887 ▼-0.2%2,2610.1%Computer and TechnologyIOCTInnovator International Developed Power Buffer ETF - October$383,076$2,531 ▲0.7%11,6530.1%ETFVBVanguard Small-Cap ETF$371,585$371,585 ▲New Holding1,5680.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$368,326$4,268 ▲1.2%9,3200.1%ETFINNOVATOR ETFS TRUST$365,6730.0%12,1710.1%INTERNATIONAL DEIJULInnovator MSCI EAFE Power Buffer ETF - July$361,689$5,015 ▼-1.4%11,3240.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$360,806$389,716 ▼-51.9%8,9110.1%ETFINNOVATOR ETFS TRUST$359,386$30,297 ▼-7.8%11,6250.1%INNOVATOR INTERQCOMQUALCOMM$347,346$319 ▼-0.1%2,1810.1%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$341,754$341,754 ▲New Holding9,0030.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$332,214$15,313 ▼-4.4%9,8930.1%ETFIBMInternational Business Machines$323,176$20,051 ▼-5.8%1,0960.1%Computer and TechnologyBJANInnovator U.S. Equity Buffer ETF - January$322,844$27,774 ▼-7.9%6,4280.1%ETFTSLATesla$314,590$50,843 ▲19.3%9900.1%Auto/Tires/TrucksUANCVR Partners$310,9400.0%3,5000.1%Basic MaterialsSHOPShopify$288,7210.0%2,5030.1%Computer and TechnologyPMAYInnovator U.S. Equity Power Buffer ETF - May$274,834$4,157 ▼-1.5%7,2730.1%ETFPGProcter & Gamble$271,292$2,708 ▲1.0%1,7030.1%Consumer StaplesSCHHSchwab U.S. REIT ETF$271,144$17,076 ▲6.7%12,8140.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$254,945$49,219 ▼-16.2%2,6210.1%FinanceABBVAbbVie$231,679$2,970 ▲1.3%1,2480.1%MedicalPMARInnovator U.S. Equity Power Buffer ETF - March$226,395$79,604 ▼-26.0%5,3610.1%TransportationEAElectronic Arts$223,4200.0%1,3990.1%Consumer DiscretionarySPSMSPDR Portfolio S&P 600 Small Cap ETF$222,031$222,031 ▲New Holding5,2120.1%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$215,723$215,723 ▲New Holding5,7850.1%ETFVTVVanguard Value ETF$214,7390.0%1,2150.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$214,621$2,476 ▲1.2%7,1090.1%ETFINNOVATOR ETFS TRUST$211,074$211,074 ▲New Holding7,6090.1%INNOVATOR INTL DDFSDiscover Financial Services$0$3,797,563 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$287,015 ▼-100.0%00.0%MedicalIJANInnovator MSCI EAFE Power Buffer ETF - January$0$213,107 ▼-100.0%00.0%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$0$211,995 ▼-100.0%00.0%ETFXOMExxon Mobil$0$205,392 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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