Cypress Financial Planning LLC Top Holdings and 13F Report (2025) About Cypress Financial Planning LLCInvestment ActivityCypress Financial Planning LLC has $280.16 million in total holdings as of March 31, 2025.Cypress Financial Planning LLC owns shares of 80 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.08% of the portfolio was purchased this quarter.About 2.65% of the portfolio was sold this quarter.This quarter, Cypress Financial Planning LLC has purchased 79 new stocks and bought additional shares in 35 stocks.Cypress Financial Planning LLC sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $32,490,693iShares Core S&P 500 ETF $28,249,344Vanguard Intermediate-Term Treasury Index ETF $24,194,175Vanguard Short-Term Corporate Bond ETF $23,540,764Vanguard FTSE Developed Markets ETF $22,230,510 Largest New Holdings this Quarter 81369Y605 - Financial Select Sector SPDR Fund $7,545,020 Holding46090E103 - Invesco QQQ $1,500,544 Holding82509L107 - Shopify $238,986 Holding45782C524 - Innovator MSCI EAFE Power Buffer ETF - January $213,107 Holding30231G102 - Exxon Mobil $205,392 Holding Largest Purchases this Quarter Financial Select Sector SPDR Fund 151,476 shares (about $7.55M)Invesco QQQ 3,200 shares (about $1.50M)Vanguard Extended Market ETF 7,242 shares (about $1.25M)Vanguard Real Estate ETF 11,888 shares (about $1.08M)Vanguard Short-Term Corporate Bond ETF 5,311 shares (about $419.25K) Largest Sales this Quarter iShares Core S&P 500 ETF 5,147 shares (about $2.89M)Vanguard FTSE Developed Markets ETF 24,675 shares (about $1.25M)SPDR S&P 500 ETF Trust 684 shares (about $382.62K)iShares Core Dividend Growth ETF 5,983 shares (about $369.63K)Vanguard Dividend Appreciation ETF 1,175 shares (about $227.94K) 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$32,490,693$149,130 ▼-0.5%397,39111.6%ETFIVViShares Core S&P 500 ETF$28,249,344$2,892,081 ▼-9.3%50,27510.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$24,194,175$258,747 ▲1.1%407,3098.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$23,540,764$419,250 ▲1.8%298,2118.4%ETFVEAVanguard FTSE Developed Markets ETF$22,230,510$1,254,231 ▼-5.3%437,3507.9%ETFVNQVanguard Real Estate ETF$21,703,888$1,076,340 ▲5.2%239,7167.7%ETFVXFVanguard Extended Market ETF$18,201,279$1,247,503 ▲7.4%105,6626.5%ETFDGROiShares Core Dividend Growth ETF$11,652,017$369,630 ▼-3.1%188,6054.2%ETFANGLVanEck Fallen Angel High Yield Bond ETF$11,142,500$200,606 ▲1.8%386,0884.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$8,087,209$53,271 ▲0.7%178,6832.9%ETFIEFAiShares Core MSCI EAFE ETF$7,854,740$43,196 ▼-0.5%103,8302.8%ETFVIGVanguard Dividend Appreciation ETF$7,654,845$227,938 ▼-2.9%39,4602.7%ETFXLFFinancial Select Sector SPDR Fund$7,545,020$7,545,020 ▲New Holding151,4762.7%ETFSPYSPDR S&P 500 ETF Trust$5,833,319$382,623 ▼-6.2%10,4282.1%FinanceMSMorgan Stanley$5,769,448$350 ▲0.0%49,4512.1%FinanceDFSDiscover Financial Services$3,797,5630.0%22,2471.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$2,668,924$227,106 ▲9.3%49,4521.0%ETFBRK.BBerkshire Hathaway$1,991,849$1,065 ▼-0.1%3,7400.7%FinanceAAPLApple$1,953,930$68,641 ▼-3.4%8,7960.7%Computer and TechnologyLMTLockheed Martin$1,814,536$1,340 ▲0.1%4,0620.6%AerospaceIEFiShares 7-10 Year Treasury Bond ETF$1,575,322$5,531 ▼-0.3%16,5180.6%ETFIJRiShares Core S&P Small-Cap ETF$1,561,858$44,651 ▲2.9%14,9360.6%ETFQQQInvesco QQQ$1,500,544$1,500,544 ▲New Holding3,2000.5%FinanceAMZNAmazon.com$1,322,725$42,429 ▲3.3%6,9520.5%Retail/WholesaleSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,305,955$39,677 ▲3.1%51,9060.5%ETFNFLXNetflix$1,039,771$41,031 ▲4.1%1,1150.4%Consumer DiscretionaryVUGVanguard Growth ETF$1,020,867$174,285 ▼-14.6%2,7530.4%ETFVGKVanguard FTSE Europe ETF$914,766$9,408 ▲1.0%13,0290.3%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$897,526$96,179 ▼-9.7%23,3670.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$859,754$128,691 ▼-13.0%7,9100.3%FinanceEFAiShares MSCI EAFE ETF$792,207$13,567 ▲1.7%9,6930.3%FinanceMUBiShares National Muni Bond ETF$765,494$76,128 ▲11.0%7,2600.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$758,792$33,653 ▲4.6%15,9410.3%FinanceSCHXSchwab US Large-Cap ETF$701,018$88 ▼0.0%31,7490.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$673,788$329,951 ▲96.0%18,5360.2%ETFVTIVanguard Total Stock Market ETF$656,908$94,551 ▲16.8%2,3900.2%ETFIWFiShares Russell 1000 Growth ETF$649,240$23,471 ▼-3.5%1,7980.2%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$642,222$108,580 ▼-14.5%16,9990.2%ETFMSFTMicrosoft$617,141$26,653 ▼-4.1%1,6440.2%Computer and TechnologyPDECInnovator U.S. Equity Power Buffer ETF - December$537,454$19,364 ▲3.7%14,2940.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$473,880$6,337 ▼-1.3%4,8610.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$461,965$52,370 ▼-10.2%11,8910.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$454,348$38,904 ▼-7.9%11,3050.2%ETFSPLGSPDR Portfolio S&P 500 ETF$448,092$149,539 ▼-25.0%6,8140.2%ETFAMTAmerican Tower$421,274$870 ▲0.2%1,9360.2%FinanceJCIJohnson Controls International$410,564$160 ▲0.0%5,1250.1%ConstructionNVDANVIDIA$403,949$74,243 ▲22.5%3,7270.1%Computer and TechnologyIWMiShares Russell 2000 ETF$399,778$1,197 ▲0.3%2,0040.1%FinanceTFISPDR Nuveen Barclays Municipal Bond ETF$399,2750.0%8,8590.1%FinanceVOOVanguard S&P 500 ETF$397,766$48,307 ▼-10.8%7740.1%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$393,017$96,463 ▲32.5%10,9720.1%ETFIYRiShares U.S. Real Estate ETF$373,042$2,107 ▲0.6%3,8960.1%ETFINNOVATOR ETFS TRUST$362,515$5,177 ▼-1.4%12,6050.1%INNOVATOR INTERIOCTInnovator International Developed Power Buffer ETF - October$354,804$22,313 ▼-5.9%11,5760.1%ETFGOOGAlphabet$354,017$1,875 ▼-0.5%2,2660.1%Computer and TechnologyJPMJPMorgan Chase & Co.$350,043$1,472 ▲0.4%1,4270.1%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$343,989$11,401 ▼-3.2%10,3490.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$342,871$13,958 ▼-3.9%9,2120.1%ETFINNOVATOR ETFS TRUST$339,9280.0%12,1710.1%INTERNATIONAL DEQCOMQUALCOMM$335,331$307 ▲0.1%2,1830.1%Computer and TechnologyIJULInnovator MSCI EAFE Power Buffer ETF - July$334,327$20,151 ▼-5.7%11,4810.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$325,539$50,922 ▼-13.5%6,9810.1%ETFHYDVanEck High Yield Muni ETF$303,804$12,744 ▲4.4%5,9360.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$298,003$381 ▼-0.1%3,1270.1%FinanceIBMInternational Business Machines$289,522$497 ▲0.2%1,1640.1%Computer and TechnologyPMARInnovator U.S. Equity Power Buffer ETF - March$289,368$38,058 ▲15.1%7,2460.1%TransportationPGProcter & Gamble$287,273$6,304 ▼-2.1%1,6860.1%Consumer StaplesUNHUnitedHealth Group$287,015$5,761 ▲2.0%5480.1%MedicalPMAYInnovator U.S. Equity Power Buffer ETF - May$264,311$4,797 ▼-1.8%7,3830.1%ETFUANCVR Partners$263,0950.0%3,5000.1%Basic MaterialsSCHHSchwab U.S. REIT ETF$258,271$10,260 ▲4.1%12,0070.1%ETFABBVAbbVie$258,171$10,478 ▼-3.9%1,2320.1%MedicalSHOPShopify$238,986$238,986 ▲New Holding2,5030.1%Computer and TechnologyTSLATesla$215,190$63,001 ▲41.4%8300.1%Auto/Tires/TrucksIJANInnovator MSCI EAFE Power Buffer ETF - January$213,107$213,107 ▲New Holding6,6650.1%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$211,995$58,224 ▼-21.5%5,1120.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$211,513$4,756 ▲2.3%7,0270.1%ETFVTVVanguard Value ETF$209,879$173 ▼-0.1%1,2150.1%ETFXOMExxon Mobil$205,392$205,392 ▲New Holding1,7270.1%EnergyEAElectronic Arts$202,1830.0%1,3990.1%Consumer DiscretionaryHEFAiShares Currency Hedged MSCI EAFE ETF$0$320,986 ▼-100.0%00.0%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$0$240,006 ▼-100.0%00.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$0$206,555 ▼-100.0%00.0%ManufacturingCAVACAVA Group$0$203,040 ▼-100.0%00.0%Retail/WholesaleShowing 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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