Cypress Financial Planning LLC Top Holdings and 13F Report (2024) About Cypress Financial Planning LLCInvestment ActivityCypress Financial Planning LLC has $270.47 million in total holdings as of September 30, 2024.Cypress Financial Planning LLC owns shares of 76 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.84% of the portfolio was purchased this quarter.About 1.78% of the portfolio was sold this quarter.This quarter, Cypress Financial Planning LLC has purchased 68 new stocks and bought additional shares in 43 stocks.Cypress Financial Planning LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $32,854,811iShares Core S&P 500 ETF $32,527,772Vanguard Intermediate-Term Treasury Index ETF $23,379,915Vanguard FTSE Developed Markets ETF $22,665,035Vanguard Short-Term Corporate Bond ETF $21,555,688 Largest New Holdings this Quarter iShares Russell 1000 Growth ETF $699,333 HoldingInternational Business Machines $254,536 HoldingSchwab U.S. REIT ETF $241,246 HoldingCAVA Group $222,930 HoldingSPDR Portfolio S&P 600 Small Cap ETF $207,844 Holding Largest Purchases this Quarter Vanguard Real Estate ETF 65,217 shares (about $6.35M)Vanguard Intermediate-Term Treasury Index ETF 40,366 shares (about $2.44M)VanEck Fallen Angel High Yield Bond ETF 47,346 shares (about $1.39M)iShares Core MSCI EAFE ETF 17,423 shares (about $1.36M)Vanguard Extended Market ETF 5,912 shares (about $1.08M) Largest Sales this Quarter iShares Core S&P 500 ETF 3,614 shares (about $2.08M)iShares Core Dividend Growth ETF 9,980 shares (about $625.65K)Vanguard Dividend Appreciation ETF 1,967 shares (about $389.58K)Innovator U.S. Equity Power Buffer ETF - October 5,238 shares (about $204.02K)SPDR S&P 500 ETF Trust 353 shares (about $193.84K) 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$32,854,811$974,432 ▲3.1%392,29612.1%ETFIVViShares Core S&P 500 ETF$32,527,772$2,084,611 ▼-6.0%56,39212.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$23,379,915$2,438,911 ▲11.6%386,9578.6%ETFVEAVanguard FTSE Developed Markets ETF$22,665,035$413,238 ▲1.9%429,1818.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$21,555,688$1,033,412 ▲5.0%271,4148.0%ETFVNQVanguard Real Estate ETF$20,955,242$6,353,442 ▲43.5%215,1027.7%ETFVXFVanguard Extended Market ETF$18,490,739$1,075,925 ▲6.2%101,6036.8%ETFDGROiShares Core Dividend Growth ETF$12,308,241$625,646 ▼-4.8%196,3354.6%ETFANGLVanEck Fallen Angel High Yield Bond ETF$10,563,278$1,392,446 ▲15.2%359,1733.9%ManufacturingVWOVanguard FTSE Emerging Markets ETF$8,316,391$339,688 ▲4.3%173,8013.1%ETFIEFAiShares Core MSCI EAFE ETF$8,163,562$1,359,865 ▲20.0%104,5943.0%ETFVIGVanguard Dividend Appreciation ETF$8,044,207$389,584 ▼-4.6%40,6153.0%ETFSPYSPDR S&P 500 ETF Trust$6,228,838$193,845 ▼-3.0%11,3432.3%FinanceMSMorgan Stanley$4,110,929$48,710 ▼-1.2%54,4351.5%FinanceDFSDiscover Financial Services$3,121,734$420 ▲0.0%29,7441.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$2,707,398$551,308 ▲25.6%47,1591.0%ETFLMTLockheed Martin$2,274,523$515,582 ▲29.3%3,8910.8%AerospaceAAPLApple$1,904,409$59,651 ▲3.2%8,1730.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,714,929$2,301 ▲0.1%3,7260.6%FinanceIJRiShares Core S&P Small-Cap ETF$1,594,399$22,807 ▲1.5%13,6320.6%ETFVUGVanguard Growth ETF$1,237,790$709,119 ▲134.1%3,2240.5%ETFAMZNAmazon.com$1,229,425$5,031 ▲0.4%6,5980.5%Retail/WholesaleSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,146,030$18,386 ▲1.6%44,5060.4%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$1,029,483$494,224 ▲92.3%26,7190.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,008,107$113,769 ▼-10.1%8,9230.4%FinanceVGKVanguard FTSE Europe ETF$905,103$8,390 ▼-0.9%12,7300.3%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$812,266$18,030 ▲2.3%17,3450.3%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$800,135$8,136 ▼-1.0%16,6210.3%FinanceSCHXSchwab US Large-Cap ETF$771,082$1,153 ▲0.1%11,3650.3%ETFEFAiShares MSCI EAFE ETF$763,704$5,603 ▲0.7%9,1320.3%FinancePAUGInnovator U.S. Equity Power Buffer ETF - August$763,220$249,157 ▲48.5%20,1590.3%ETFNFLXNetflix$756,791$70,218 ▼-8.5%1,0670.3%Consumer DiscretionaryMSFTMicrosoft$714,298$8,606 ▲1.2%1,6600.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$699,333$699,333 ▲New Holding1,8630.3%ETFSPLGSPDR Portfolio S&P 500 ETF$672,266$167,358 ▼-19.9%9,9580.2%ETFVTIVanguard Total Stock Market ETF$562,680$15,858 ▼-2.7%1,9870.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$529,944$45,113 ▼-7.8%4,9220.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$517,996$204,020 ▼-28.3%13,2990.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$508,509$52,786 ▲11.6%12,5620.2%ETFAMTAmerican Tower$450,469$233 ▲0.1%1,9370.2%FinanceIJULInnovator MSCI EAFE Power Buffer ETF - July$446,888$227,193 ▲103.4%15,1970.2%ETFIWMiShares Russell 2000 ETF$440,676$26,065 ▼-5.6%1,9950.2%FinancePDECInnovator U.S. Equity Power Buffer ETF - December$433,708$49,420 ▼-10.2%11,3210.2%ETFMUBiShares National Muni Bond ETF$403,126$40,193 ▲11.1%3,7110.1%ETFJCIJohnson Controls International$397,053$621 ▲0.2%5,1160.1%ConstructionVOOVanguard S&P 500 ETF$392,586$1,583 ▼-0.4%7440.1%ETFHYDVanEck High Yield Muni ETF$385,766$1,168 ▲0.3%7,2690.1%ETFGOOGAlphabet$380,692$115,361 ▲43.5%2,2770.1%Computer and TechnologyIOCTInnovator International Developed Power Buffer ETF - October$378,779$23,243 ▲6.5%12,3040.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$375,879$96,938 ▲34.8%8,0730.1%ETFINNOVATOR ETFS TRUST$367,872$53,178 ▲16.9%12,6940.1%INNOVATOR INTERQCOMQUALCOMM$366,288$4,591 ▲1.3%2,1540.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$361,966$751 ▲0.2%9,6370.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$359,200$82,216 ▼-18.6%10,6560.1%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$327,706$496 ▲0.2%9,2520.1%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$320,726$12,644 ▼-3.8%7,7620.1%ETFUNHUnitedHealth Group$315,143$1,169 ▲0.4%5390.1%MedicalNVDANVIDIA$312,101$17,487 ▲5.9%2,5700.1%Computer and TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$298,375$84,730 ▼-22.1%8,2790.1%ETFJPMJPMorgan Chase & Co.$293,517$69,584 ▲31.1%1,3920.1%FinancePGProcter & Gamble$282,390$4,331 ▲1.6%1,6300.1%Consumer StaplesPMAYInnovator U.S. Equity Power Buffer ETF - May$275,077$77,748 ▼-22.0%7,8050.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$269,110$164,442 ▼-37.9%7,2890.1%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$258,540$11,775 ▲4.8%6,5870.1%TransportationIBMInternational Business Machines$254,536$254,536 ▲New Holding1,1510.1%Computer and TechnologyPAPRInnovator U.S. Equity Power Buffer ETF - April$250,214$71,664 ▼-22.3%6,9620.1%ETFSCHHSchwab U.S. REIT ETF$241,246$241,246 ▲New Holding10,4120.1%ETFUANCVR Partners$234,9550.0%3,5000.1%Basic MaterialsVTVVanguard Value ETF$227,116$175 ▲0.1%1,3010.1%ETFCAVACAVA Group$222,930$222,930 ▲New Holding1,8000.1%Retail/WholesaleVFHVanguard Financials ETF$218,941$16,706 ▼-7.1%1,9920.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$207,844$207,844 ▲New Holding4,5670.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$205,420$205,420 ▲New Holding6,7840.1%ETFNYFiShares New York Muni Bond ETF$202,271$202,271 ▲New Holding3,7230.1%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$202,200$202,200 ▲New Holding6,1320.1%ETFEAElectronic Arts$200,242$200,242 ▲New Holding1,3960.1%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$0$246,267 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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