Cypress Financial Planning LLC Top Holdings and 13F Report (2024) → $5,000 Gold? (From Stansberry Research) (Ad) About Cypress Financial Planning LLCInvestment ActivityCypress Financial Planning LLC has $218.63 million in total holdings as of March 31, 2024.Cypress Financial Planning LLC owns shares of 66 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 47.14% of the portfolio was purchased this quarter.About 0.39% of the portfolio was sold this quarter.This quarter, Cypress Financial Planning LLC has purchased 42 new stocks and bought additional shares in 33 stocks.Cypress Financial Planning LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $31,219,609iShares Core S&P 500 ETF $31,040,549Vanguard FTSE Developed Markets ETF $20,153,662Vanguard Short-Term Corporate Bond ETF $18,045,459Vanguard Extended Market ETF $15,130,993 Largest New Holdings this Quarter Vanguard Intermediate-Term Treasury Index ETF $13,236,808 HoldingMorgan Stanley $3,839,656 HoldingDiscover Financial Services $2,913,475 HoldingiShares Core S&P Small-Cap ETF $1,477,984 HoldingiShares Core MSCI Emerging Markets ETF $1,279,835 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 226,077 shares (about $13.24M)Vanguard Short-Term Corporate Bond ETF 159,294 shares (about $12.32M)iShares Core S&P 500 ETF 21,553 shares (about $11.33M)Vanguard FTSE Developed Markets ETF 174,523 shares (about $8.76M)Vanguard Intermediate-Term Corporate Bond ETF 94,818 shares (about $7.63M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 2,379 shares (about $434.43K)iShares iBoxx $ Investment Grade Corporate Bond ETF 2,550 shares (about $277.75K)SPDR Portfolio Intermediate Term Corporate Bond ETF 2,365 shares (about $77.31K)Vanguard Financials ETF 172 shares (about $17.61K)INNOVATOR ETFS TRUST 466 shares (about $12.69K) 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$31,219,609$7,633,798 ▲32.4%387,77314.3%ETFIVViShares Core S&P 500 ETF$31,040,549$11,331,012 ▲57.5%59,04314.2%ETFVEAVanguard FTSE Developed Markets ETF$20,153,662$8,755,828 ▲76.8%401,7079.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$18,045,459$12,315,013 ▲214.9%233,4178.3%ETFVXFVanguard Extended Market ETF$15,130,993$5,006,040 ▲49.4%86,3306.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$13,236,808$13,236,808 ▲New Holding226,0776.1%ETFVNQVanguard Real Estate ETF$11,566,346$4,753,802 ▲69.8%133,7465.3%ETFDGROiShares Core Dividend Growth ETF$10,960,742$4,806,556 ▲78.1%188,7835.0%ETFVIGVanguard Dividend Appreciation ETF$8,366,460$434,429 ▼-4.9%45,8163.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$7,219,654$5,672,104 ▲366.5%248,7823.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$6,745,195$3,125,235 ▲86.3%161,4843.1%ETFSPYSPDR S&P 500 ETF Trust$5,129,747$311,750 ▲6.5%9,8072.3%FinanceIEFAiShares Core MSCI EAFE ETF$5,003,244$4,729,372 ▲1,726.9%67,4112.3%ETFMSMorgan Stanley$3,839,656$3,839,656 ▲New Holding40,7781.8%FinanceDFSDiscover Financial Services$2,913,475$2,913,475 ▲New Holding22,2251.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,477,984$1,477,984 ▲New Holding13,3730.7%ETFAAPLApple$1,362,945$172,512 ▲14.5%7,9480.6%Computer and TechnologyAMZNAmazon.com$1,317,496$1,026,543 ▲352.8%7,3040.6%Retail/WholesaleSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,286,321$49,482 ▲4.0%51,0040.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,279,835$1,279,835 ▲New Holding24,8030.6%ETFBRK.BBerkshire Hathaway$1,208,154$220,773 ▲22.4%2,8730.6%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,168,295$277,751 ▼-19.2%10,7260.5%FinanceVGKVanguard FTSE Europe ETF$874,073$874,073 ▲New Holding12,9800.4%ETFLMTLockheed Martin$851,062$86,425 ▲11.3%1,8710.4%AerospaceMSFTMicrosoft$802,313$802,313 ▲New Holding1,9070.4%Computer and TechnologyNFLXNetflix$776,168$776,168 ▲New Holding1,2780.4%Consumer DiscretionaryPOCTInnovator U.S. Equity Power Buffer ETF - October$696,639$151,984 ▲27.9%18,5820.3%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$684,511$684,511 ▲New Holding14,7270.3%FinanceEFAiShares MSCI EAFE ETF$666,066$23,400 ▲3.6%8,3400.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$632,528$43,748 ▲7.4%10,2800.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$630,905$630,905 ▲New Holding13,2990.3%FinanceBNDVanguard Total Bond Market ETF$628,613$374,045 ▲146.9%8,6550.3%ETFSCHXSchwab US Large-Cap ETF$614,991$614,991 ▲New Holding9,9100.3%ETFVUGVanguard Growth ETF$492,894$226,483 ▲85.0%1,4320.2%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$491,035$3,066 ▲0.6%13,4530.2%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$482,512$149,127 ▲44.7%13,6380.2%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$463,694$239,276 ▲106.6%12,6700.2%ETFVTIVanguard Total Stock Market ETF$449,145$47,306 ▲11.8%1,7280.2%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$446,259$181,909 ▲68.8%12,5530.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$438,895$77,312 ▼-15.0%13,4260.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$426,136$124,119 ▲41.1%11,2200.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$397,408$35,147 ▲9.7%3,8670.2%ETFAMTAmerican Tower$380,954$380,954 ▲New Holding1,9280.2%FinancePFEBInnovator U.S. Equity Power Buffer ETF - February$368,142$103,846 ▲39.3%10,7770.2%ETFIWMiShares Russell 2000 ETF$356,669$118,189 ▲49.6%1,6960.2%FinanceHYDVanEck High Yield Muni ETF$350,926$350,926 ▲New Holding6,7150.2%ETFQCOMQUALCOMM$348,589$348,589 ▲New Holding2,0590.2%Computer and TechnologyIOCTInnovator International Developed Power Buffer ETF-October$333,997$57,840 ▲20.9%11,5490.2%ETFJCIJohnson Controls International$331,042$331,042 ▲New Holding5,0680.2%Industrial ProductsHEFAiShares Currency Hedged MSCI EAFE ETF$323,407$11,859 ▼-3.5%9,2720.1%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$322,885$72,831 ▲29.1%9,9440.1%ETFPGProcter & Gamble$319,014$319,014 ▲New Holding1,9660.1%Consumer StaplesPJANInnovator U.S. Equity Power Buffer ETF - January$317,573$82,444 ▲35.1%8,1200.1%ETFUNHUnitedHealth Group$310,672$310,672 ▲New Holding6280.1%MedicalEQIXEquinix$300,335$300,335 ▲New Holding3640.1%FinanceINNOVATOR ETFS TRUST$297,895$12,689 ▼-4.1%10,9400.1%INNOVATOR INTERUANCVR Partners$275,0650.0%3,5000.1%Basic MaterialsBJANInnovator U.S. Equity Buffer ETF - January$271,1240.0%6,2270.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$255,037$255,037 ▲New Holding7,1160.1%ETFVFHVanguard Financials ETF$240,002$17,611 ▼-6.8%2,3440.1%ETFMUBiShares National Muni Bond ETF$238,442$238,442 ▲New Holding2,2160.1%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$235,989$235,989 ▲New Holding6,4110.1%TransportationVOOVanguard S&P 500 ETF$216,796$216,796 ▲New Holding4510.1%ETFVTVVanguard Value ETF$211,718$211,718 ▲New Holding1,3000.1%ETFIBMInternational Business Machines$208,782$208,782 ▲New Holding1,0930.1%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$200,441$200,441 ▲New Holding6,7330.1%ETFLUNRIntuitive Machines$0$22,455 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. 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