S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Obama’s 2024 Confession (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
The AI Singularity Clock Is Ticking (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
The Retirement of Your Dreams Awaits You… (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Obama’s 2024 Confession (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
The AI Singularity Clock Is Ticking (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
The Retirement of Your Dreams Awaits You… (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Obama’s 2024 Confession (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
The AI Singularity Clock Is Ticking (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
The Retirement of Your Dreams Awaits You… (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Obama’s 2024 Confession (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
The AI Singularity Clock Is Ticking (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
The Retirement of Your Dreams Awaits You… (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage

Cypress Financial Planning LLC Top Holdings and 13F Report (2024)

About Cypress Financial Planning LLC

Investment Activity

  • Cypress Financial Planning LLC has $110.17 million in total holdings as of December 31, 2023.
  • Cypress Financial Planning LLC owns shares of 42 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 2.23% of the portfolio was purchased this quarter.
  • About 71.83% of the portfolio was sold this quarter.
  • This quarter, Cypress Financial Planning LLC has purchased 58 new stocks and bought additional shares in 7 stocks.
  • Cypress Financial Planning LLC sold shares of 30 stocks and completely divested from 19 stocks this quarter.

Largest Purchases this Quarter

iShares Core Dividend Growth ETF
25,075 shares (about $1.35M)
Vanguard Financials ETF
2,516 shares (about $230.52K)
Lockheed Martin
322 shares (about $147.43K)

Largest Sales this Quarter

Vanguard Intermediate-Term Corporate Bond ETF
142,536 shares (about $11.46M)
Vanguard Short-Term Corporate Bond ETF
140,605 shares (about $10.84M)
iShares Core S&P 500 ETF
21,694 shares (about $10.19M)
Vanguard Dividend Appreciation ETF
39,570 shares (about $6.67M)
Vanguard FTSE Developed Markets ETF
129,584 shares (about $6.10M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Financial Planning LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$23,550,652$11,458,469 -32.7%292,95521.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,603,675$10,186,560 -36.7%37,49016.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$10,700,366$6,103,406 -36.3%227,1849.7%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$9,156,295$2,927,516 -24.2%57,7688.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,120,858$6,667,545 -45.1%48,1957.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$6,840,081$3,062,998 -30.9%78,7766.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$5,712,623$10,836,358 -65.5%74,1235.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$5,687,810$1,345,527 31.0%105,9975.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,304,116$509,335 -10.6%9,2113.9%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,503,836$2,707,363 -43.6%86,6643.2%ETF
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$1,521,419$4,069,090 -72.8%53,3271.4%Manufacturing
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,447,737$92,365 6.8%13,2761.3%Finance
Apple Inc. stock logo
AAPL
Apple
$1,262,819$98,959 -7.3%6,9421.1%Computer and Technology
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$1,224,579$50,489 4.3%49,0421.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$853,921$198,933 -18.9%2,3480.8%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$769,679$147,434 23.7%1,6810.7%Aerospace
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$596,475$6,226 1.1%8,0470.5%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$526,008$99,276 -15.9%9,5690.5%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$521,265$124,253 -19.2%14,5280.5%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$514,960$59,906 13.2%15,7910.5%ETF
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$460,027$11,803 -2.5%13,3690.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$359,862$48,882 -12.0%1,5460.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$350,315$105,144 -23.1%3,5250.3%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$310,771$141,155 -31.2%9,4230.3%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$301,817$55,264 -15.5%9,6120.3%ETF
INNOVATOR ETFS TR
$294,960$5,612 1.9%11,4060.3%INNOVATOR INTER
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$284,761$113,697 -28.5%7,9520.3%ETF
IOCT
Innovator International Developed Power Buffer ETF-October
$263,982$263,982 New Holding9,5490.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$255,742$6,786 -2.6%3,5050.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$255,311$3,097,912 -92.4%3,6900.2%ETF
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$254,460$254,460 New Holding7,4360.2%ETF
Innovator U.S. Equity Power Buffer ETF - February stock logo
PFEB
Innovator U.S. Equity Power Buffer ETF - February
$251,880$97,633 -27.9%7,7370.2%ETF
BJAN
Innovator U.S. Equity Buffer ETF - January
$251,1970.0%6,2270.2%ETF
CVR Partners, LP stock logo
UAN
CVR Partners
$243,005$34,715 -12.5%3,5000.2%Basic Materials
Innovator U.S. Equity Power Buffer ETF - May stock logo
PMAY
Innovator U.S. Equity Power Buffer ETF - May
$240,739$80,340 -25.0%7,7010.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$233,191$949,245 -80.3%1,6130.2%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$233,013$244,152 -51.2%7740.2%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$230,516$230,516 New Holding2,5160.2%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$221,723$39,499 -15.1%6,0120.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$219,792$134,317 -37.9%1,1340.2%Finance
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$213,148$205,709 -49.1%6,1320.2%ETF
Intuitive Machines, Inc. stock logo
LUNR
Intuitive Machines
$22,4550.0%10,6420.0%Aerospace
Morgan Stanley stock logo
MS
Morgan Stanley
$0$4,973,540 -100.0%00.0%Finance
Discover Financial Services stock logo
DFS
Discover Financial Services
$0$1,925,352 -100.0%00.0%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$1,164,032 -100.0%00.0%ETF
Seagen Inc. stock logo
SGEN
Seagen
$0$859,208 -100.0%00.0%Medical
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$0$737,507 -100.0%00.0%ETF
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$0$645,624 -100.0%00.0%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$0$607,819 -100.0%00.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$0$482,195 -100.0%00.0%Consumer Discretionary
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$0$425,264 -100.0%00.0%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$0$402,816 -100.0%00.0%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$0$392,863 -100.0%00.0%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$316,127 -100.0%00.0%Medical
American Tower Co. stock logo
AMT
American Tower
$0$309,495 -100.0%00.0%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$0$285,586 -100.0%00.0%Consumer Staples
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$0$269,615 -100.0%00.0%Industrial Products
Equinix, Inc. stock logo
EQIX
Equinix
$0$264,284 -100.0%00.0%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$232,226 -100.0%00.0%Computer and Technology
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$0$223,330 -100.0%00.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$0$203,929 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.