Cypress Financial Planning LLC Top Holdings and 13F Report (2025) About Cypress Financial Planning LLCInvestment ActivityCypress Financial Planning LLC has $328.06 million in total holdings as of September 30, 2025.Cypress Financial Planning LLC owns shares of 87 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Cypress Financial Planning LLC has purchased 81 new stocks and bought additional shares in 41 stocks.Cypress Financial Planning LLC sold shares of 31 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $36,082,254iShares Core S&P 500 ETF $34,010,987Vanguard Intermediate-Term Treasury ETF $27,627,646Vanguard Short-Term Corporate Bond ETF $27,222,494Vanguard FTSE Developed Markets ETF $27,116,144 Largest New Holdings this Quarter 25434V591 - DIMENSIONAL ETF TRUST $341,871 Holding91324P102 - UnitedHealth Group $298,033 Holding92343V104 - Verizon Communications $265,360 Holding11135F101 - Broadcom $242,186 Holding69608A108 - PALANTIR TECHNOLOGIES INC $230,032 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 22,412 shares (about $1.79M)Vanguard Intermediate-Term Treasury ETF 27,729 shares (about $1.66M)Vanguard Intermediate-Term Corporate Bond ETF 15,217 shares (about $1.28M)VanEck Fallen Angel High Yield Bond ETF 28,438 shares (about $845.46K)Vanguard Real Estate ETF 8,421 shares (about $769.85K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,003 shares (about $671.30K)Vanguard Extended Market ETF 1,341 shares (about $280.73K)Vanguard Dividend Appreciation ETF 776 shares (about $167.45K)Vanguard Growth ETF 278 shares (about $133.33K)Tesla 273 shares (about $121.41K) 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$36,082,254$1,279,901 ▲3.7%428,98911.0%ETFIVViShares Core S&P 500 ETF$34,010,987$671,305 ▼-1.9%50,81610.4%ETFVGITVanguard Intermediate-Term Treasury ETF$27,627,646$1,664,571 ▲6.4%460,2318.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$27,222,494$1,791,392 ▲7.0%340,5798.3%ETFVEAVanguard FTSE Developed Markets ETF$27,116,144$328,362 ▲1.2%452,5398.3%ETFVNQVanguard Real Estate ETF$23,678,810$769,849 ▲3.4%259,0117.2%ETFVXFVanguard Extended Market ETF$23,495,537$280,726 ▼-1.2%112,2367.2%ETFDGROiShares Core Dividend Growth ETF$13,344,252$51,673 ▲0.4%196,0084.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$13,067,554$845,462 ▲6.9%439,5414.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$9,751,724$66,370 ▼-0.7%179,9883.0%ETFIEFAiShares Core MSCI EAFE ETF$9,314,667$336,493 ▲3.7%106,6852.8%ETFXLFFinancial Select Sector SPDR Fund$8,614,960$138,177 ▲1.6%159,9212.6%ETFVIGVanguard Dividend Appreciation ETF$8,110,467$167,453 ▼-2.0%37,5852.5%ETFSPYSPDR S&P 500 ETF Trust$6,839,670$80,608 ▼-1.2%10,2672.1%FinanceMSMorgan Stanley$5,995,510$636 ▲0.0%37,7171.8%FinanceCOFCapital One Financial$4,847,466$425 ▲0.0%22,8031.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,615,646$63,811 ▲1.8%54,8491.1%ETFAAPLApple$2,255,608$8,149 ▲0.4%8,8580.7%Computer and TechnologyLMTLockheed Martin$2,043,348$998 ▼0.0%4,0930.6%AerospaceIJRiShares Core S&P Small-Cap ETF$1,944,653$24,954 ▼-1.3%16,3650.6%ETFQQQInvesco QQQ$1,921,1840.0%3,2000.6%FinanceBRK.BBerkshire Hathaway$1,892,816$3,016 ▲0.2%3,7650.6%FinanceIEFiShares 7-10 Year Treasury Bond ETF$1,517,0260.0%15,7270.5%ETFAMZNAmazon.com$1,498,789$16,248 ▼-1.1%6,8260.5%Retail/WholesaleSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,470,822$111,616 ▲8.2%57,4540.4%ETFNFLXNetflix$1,225,296$1,199 ▲0.1%1,0220.4%Consumer DiscretionaryVUGVanguard Growth ETF$1,186,076$133,332 ▼-10.1%2,4730.4%ETFVGKVanguard FTSE Europe ETF$1,029,260$798 ▼-0.1%12,8980.3%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$980,506$20,444 ▼-2.0%22,8290.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$935,179$115,776 ▲14.1%19,3940.3%FinanceMUBiShares National Muni Bond ETF$919,435$66,450 ▲7.8%8,6340.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$911,022$17,277 ▲1.9%8,1730.3%FinanceEFAiShares MSCI EAFE ETF$859,935$21,662 ▼-2.5%9,2100.3%FinanceTFISPDR Nuveen ICE Municipal Bond ETF$858,357$70,041 ▲8.9%18,8360.3%FinanceIWFiShares Russell 1000 Growth ETF$832,365$9,837 ▼-1.2%1,7770.3%ETFSCHXSchwab US Large-Cap ETF$801,591$35,586 ▼-4.3%30,4320.2%ETFVTIVanguard Total Stock Market ETF$782,405$328 ▼0.0%2,3840.2%ETFHYDVanEck High Yield Muni ETF$744,972$79,099 ▲11.9%14,6360.2%ETFNVDANVIDIA$735,155$14,927 ▲2.1%3,9400.2%Computer and TechnologyMSFTMicrosoft$720,546$14,504 ▲2.1%1,3910.2%Computer and TechnologyPAUGInnovator U.S. Equity Power Buffer ETF - August$630,637$23,019 ▲3.8%14,8490.2%ETFIYRiShares U.S. Real Estate ETF$589,7610.0%6,0750.2%ETFSPLGSPDR Portfolio S&P 500 ETF$576,669$65,180 ▲12.7%7,3610.2%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$567,900$25,674 ▼-4.3%13,5150.2%ETFJCIJohnson Controls International$564,044$220 ▲0.0%5,1300.2%ConstructionPJULInnovator U.S. Equity Power Buffer ETF - July$535,709$37,073 ▲7.4%11,7480.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$527,654$10,064 ▼-1.9%4,7710.2%ETFGOOGAlphabet$525,105$25,573 ▼-4.6%2,1560.2%Computer and TechnologyVOOVanguard S&P 500 ETF$520,559$7,349 ▲1.4%8500.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$488,280$30,817 ▼-5.9%11,3290.1%ETFIWMiShares Russell 2000 ETF$488,033$23,954 ▼-4.7%2,0170.1%FinanceJPMJPMorgan Chase & Co.$457,107$2,839 ▲0.6%1,4490.1%FinancePFEBInnovator U.S. Equity Power Buffer ETF - February$441,472$5,160 ▼-1.2%11,1230.1%ETFINNOVATOR ETFS TRUST$426,995$56,533 ▲15.3%13,3990.1%INNOVATOR INTERIOCTInnovator International Developed Power Buffer ETF - October$396,680$1,503 ▼-0.4%11,6090.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$387,121$5,819 ▲1.5%9,0470.1%ETFVBVanguard Small-Cap ETF$385,997$12,714 ▼-3.2%1,5180.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$382,269$411 ▼-0.1%9,3100.1%ETFINNOVATOR ETFS TRUST$378,1980.0%12,1710.1%INTERNATIONAL DEAMTAmerican Tower$372,533$192 ▲0.1%1,9370.1%FinanceIJULInnovator MSCI EAFE Power Buffer ETF - July$368,990$1,144 ▼-0.3%11,2890.1%ETFQCOMQUALCOMM$363,508$665 ▲0.2%2,1850.1%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$357,639$1,030 ▲0.3%9,0290.1%ETFDIMENSIONAL ETF TRUST$341,871$341,871 ▲New Holding6,7320.1%ULTRASHORT FIXEDSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$335,741$474 ▲0.1%9,9070.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$334,847$5,938 ▼-1.7%6,3160.1%ETFSHOPIFY INC$329,171$42,800 ▼-11.5%2,2150.1%CL A SUB VTG SHSTSLATesla$318,864$121,408 ▼-27.6%7170.1%Auto/Tires/TrucksUANCVR Partners$315,4200.0%3,5000.1%Basic MaterialsIBMInternational Business Machines$310,207$847 ▲0.3%1,0990.1%Computer and TechnologyUNHUnitedHealth Group$298,033$298,033 ▲New Holding8630.1%MedicalABBVAbbVie$291,478$2,547 ▲0.9%1,2590.1%MedicalSCHHSchwab U.S. REIT ETF$290,203$13,805 ▲5.0%13,4540.1%ETFEAElectronic Arts$282,1790.0%1,3990.1%Consumer DiscretionaryPMAYInnovator U.S. Equity Power Buffer ETF - May$281,444$1,439 ▼-0.5%7,2360.1%ETFVZVerizon Communications$265,360$265,360 ▲New Holding6,0380.1%Computer and TechnologyPGProcter & Gamble$264,915$3,227 ▲1.2%1,7240.1%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$242,948$1,529 ▲0.6%5,2450.1%ETFAVGOBroadcom$242,186$242,186 ▲New Holding7340.1%Computer and TechnologyPMARInnovator U.S. Equity Power Buffer ETF - March$235,4020.0%5,3610.1%TransportationJNKSPDR Bloomberg High Yield Bond ETF$233,118$23,714 ▼-9.2%2,3790.1%FinancePALANTIR TECHNOLOGIES INC$230,032$230,032 ▲New Holding1,2610.1%CL AVTVVanguard Value ETF$222,669$3,916 ▼-1.7%1,1940.1%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$221,9130.0%5,7850.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$219,451$4,119 ▲1.9%7,2450.1%ETFINNOVATOR ETFS TRUST$216,0960.0%7,6090.1%INNOVATOR INTL DXOMExxon Mobil$200,295$200,295 ▲New Holding1,7760.1%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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