Cypress Financial Planning LLC Top Holdings and 13F Report (2025) About Cypress Financial Planning LLCInvestment ActivityCypress Financial Planning LLC has $272.52 million in total holdings as of December 31, 2024.Cypress Financial Planning LLC owns shares of 79 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.27% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Cypress Financial Planning LLC has purchased 76 new stocks and bought additional shares in 39 stocks.Cypress Financial Planning LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $32,625,940Vanguard Intermediate-Term Corporate Bond ETF $32,045,013Vanguard Intermediate-Term Treasury Index ETF $23,371,251Vanguard Short-Term Corporate Bond ETF $22,849,127Vanguard FTSE Developed Markets ETF $22,094,054 Largest New Holdings this Quarter iShares 7-10 Year Treasury Bond ETF $1,532,451 HoldingiShares U.S. Real Estate ETF $360,514 HoldingINNOVATOR ETFS TRUST $322,724 HoldingSPDR Bloomberg High Yield Bond ETF $298,917 HoldingTesla $237,054 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 21,486 shares (about $1.68M)Vanguard FTSE Developed Markets ETF 32,844 shares (about $1.57M)iShares 7-10 Year Treasury Bond ETF 16,576 shares (about $1.53M)Vanguard Real Estate ETF 12,726 shares (about $1.13M)Vanguard Intermediate-Term Treasury Index ETF 15,996 shares (about $927.77K) Largest Sales this Quarter Discover Financial Services 7,497 shares (about $1.30M)Vanguard Extended Market ETF 3,183 shares (about $604.70K)iShares Core S&P 500 ETF 970 shares (about $571.02K)Morgan Stanley 4,987 shares (about $500.84K)SPDR Nuveen Barclays Municipal Bond ETF 8,486 shares (about $387.13K) 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 PortfolioSectorIVViShares Core S&P 500 ETF$32,625,940$571,022 ▼-1.7%55,42212.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$32,045,013$555,389 ▲1.8%399,21511.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$23,371,251$927,767 ▲4.1%402,9538.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$22,849,127$1,676,123 ▲7.9%292,9008.4%ETFVEAVanguard FTSE Developed Markets ETF$22,094,054$1,570,601 ▲7.7%462,0258.1%ETFVNQVanguard Real Estate ETF$20,294,949$1,133,634 ▲5.9%227,8287.4%ETFVXFVanguard Extended Market ETF$18,697,781$604,705 ▼-3.1%98,4206.9%ETFDGROiShares Core Dividend Growth ETF$11,936,028$107,161 ▼-0.9%194,5884.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$10,869,858$572,368 ▲5.6%379,1374.0%ManufacturingVIGVanguard Dividend Appreciation ETF$7,957,552$3,917 ▲0.0%40,6352.9%ETFVWOVanguard FTSE Emerging Markets ETF$7,817,346$163,168 ▲2.1%177,5062.9%ETFIEFAiShares Core MSCI EAFE ETF$7,337,302$13,564 ▼-0.2%104,4012.7%ETFSPYSPDR S&P 500 ETF Trust$6,222,931$129,364 ▼-2.0%11,1122.3%FinanceMSMorgan Stanley$4,966,028$500,841 ▼-9.2%49,4481.8%FinanceDFSDiscover Financial Services$3,853,848$1,298,705 ▼-25.2%22,2471.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$2,362,642$100,001 ▼-4.1%45,2440.9%ETFAAPLApple$2,280,048$233,389 ▲11.4%9,1050.8%Computer and TechnologyLMTLockheed Martin$1,972,430$81,638 ▲4.3%4,0590.7%AerospaceBRK.BBerkshire Hathaway$1,696,174$7,252 ▲0.4%3,7420.6%FinanceIJRiShares Core S&P Small-Cap ETF$1,671,727$101,048 ▲6.4%14,5090.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,532,451$1,532,451 ▲New Holding16,5760.6%ETFAMZNAmazon.com$1,476,299$28,741 ▲2.0%6,7290.5%Retail/WholesaleVUGVanguard Growth ETF$1,322,848$410 ▼0.0%3,2230.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,270,807$147,031 ▲13.1%50,3290.5%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$1,011,176$33,144 ▼-3.2%25,8710.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$971,606$18,270 ▲1.9%9,0940.4%FinanceNFLXNetflix$954,604$3,565 ▲0.4%1,0710.4%Consumer DiscretionaryVGKVanguard FTSE Europe ETF$818,446$10,473 ▲1.3%12,8950.3%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$765,111$11,011 ▼-1.4%19,8730.3%ETFIWFiShares Russell 1000 Growth ETF$748,1440.0%1,8630.3%ETFSCHXSchwab US Large-Cap ETF$736,024$472,587 ▲179.4%31,7530.3%ETFMSFTMicrosoft$722,873$23,183 ▲3.3%1,7150.3%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$721,939$65,730 ▼-8.3%15,2340.3%FinanceEFAiShares MSCI EAFE ETF$720,335$29,866 ▲4.3%9,5270.3%FinanceMUBiShares National Muni Bond ETF$696,624$301,217 ▲76.2%6,5380.3%ETFSPLGSPDR Portfolio S&P 500 ETF$626,529$59,978 ▼-8.7%9,0880.2%ETFVTIVanguard Total Stock Market ETF$592,994$17,100 ▲3.0%2,0460.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$535,003$434 ▲0.1%4,9260.2%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$529,389$94,436 ▲21.7%13,7790.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$523,820$2,374 ▼-0.5%13,2390.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$505,279$11,898 ▼-2.3%12,2730.2%ETFVOOVanguard S&P 500 ETF$467,687$66,812 ▲16.7%8680.2%ETFIWMiShares Russell 2000 ETF$441,478$663 ▲0.2%1,9980.2%FinanceGOOGAlphabet$433,822$190 ▲0.0%2,2780.2%Computer and TechnologyNVDANVIDIA$408,510$63,385 ▲18.4%3,0420.1%Computer and TechnologyJCIJohnson Controls International$404,358$553 ▲0.1%5,1230.1%ConstructionTFISPDR Nuveen Barclays Municipal Bond ETF$404,148$387,132 ▼-48.9%8,8590.1%FinanceBJANInnovator U.S. Equity Buffer ETF - January$387,1000.0%8,0730.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$363,106$87,036 ▲31.5%9,5870.1%ETFIOCTInnovator International Developed Power Buffer ETF - October$360,5500.0%12,3040.1%ETFIYRiShares U.S. Real Estate ETF$360,514$360,514 ▲New Holding3,8740.1%ETFAMTAmerican Tower$354,348$917 ▼-0.3%1,9320.1%FinanceINNOVATOR ETFS TRUST$352,295$2,508 ▲0.7%12,7850.1%INNOVATOR INTERSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$350,257$1,179 ▲0.3%10,6920.1%ETFJPMJPMorgan Chase & Co.$340,628$6,952 ▲2.1%1,4210.1%FinanceIJULInnovator MSCI EAFE Power Buffer ETF - July$337,143$83,753 ▼-19.9%12,1730.1%ETFQCOMQUALCOMM$335,045$4,148 ▲1.3%2,1810.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$322,836$6,075 ▼-1.8%9,4590.1%ETFINNOVATOR ETFS TRUST$322,724$322,724 ▲New Holding12,1710.1%INTERNATIONAL DEHEFAiShares Currency Hedged MSCI EAFE ETF$320,986$521 ▼-0.2%9,2370.1%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$304,6670.0%8,2790.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$298,917$298,917 ▲New Holding3,1310.1%FinanceHYDVanEck High Yield Muni ETF$295,212$82,122 ▼-21.8%5,6870.1%ETFPGProcter & Gamble$288,786$15,587 ▲5.7%1,7230.1%Consumer StaplesPJANInnovator U.S. Equity Power Buffer ETF - January$275,301$52,644 ▼-16.1%6,5160.1%ETFUNHUnitedHealth Group$271,647$1,012 ▼-0.4%5370.1%MedicalPMAYInnovator U.S. Equity Power Buffer ETF - May$269,916$10,341 ▼-3.7%7,5170.1%ETFUANCVR Partners$265,8600.0%3,5000.1%Basic MaterialsIBMInternational Business Machines$255,515$2,419 ▲1.0%1,1620.1%Computer and TechnologyPMARInnovator U.S. Equity Power Buffer ETF - March$252,916$11,816 ▼-4.5%6,2930.1%TransportationSCHHSchwab U.S. REIT ETF$242,822$23,545 ▲10.7%11,5300.1%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$240,006$15,526 ▼-6.1%6,5390.1%ETFTSLATesla$237,054$237,054 ▲New Holding5870.1%Auto/Tires/TrucksABBVAbbVie$227,730$227,730 ▲New Holding1,2820.1%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$206,555$206,555 ▲New Holding4,0100.1%ManufacturingVTVVanguard Value ETF$205,869$14,391 ▼-6.5%1,2160.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$205,108$2,538 ▲1.3%6,8690.1%ETFEAElectronic Arts$204,674$439 ▲0.2%1,3990.1%Consumer DiscretionaryCAVACAVA Group$203,0400.0%1,8000.1%Retail/WholesaleVFHVanguard Financials ETF$0$218,941 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$207,844 ▼-100.0%00.0%ETFNYFiShares New York Muni Bond ETF$0$202,271 ▼-100.0%00.0%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$0$202,200 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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