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CYPRESS FINANCIAL PLANNING LLC13F | |
CYPRESS FINANCIAL PLANNING LLC | |
Last update 2025-07-11 | 82 Stocks (6 new) |
Value $306.00 Mil | Turnover 6 % |
CYPRESS FINANCIAL PLANNING LLC... Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 413,772 | 34,309.9 | +4.12% | 11.200 | +0.44% | 0.060 | +3.73% | +5.21% | 53,364.2 | ||
IVV | iShares Core S&P 500 ETF | 51,819 | 32,174.5 | +3.07% | 10.500 | +0.31% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 432,502 | 25,868.0 | +6.19% | 8.440 | +0.49% | 0.080 | +1.30% | +4.24% | 31,616.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 447,059 | 25,486.8 | +2.22% | 8.320 | +0.18% | 0.020 | +14.16% | +23.88% | 163,588.6 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 318,167 | 25,294.3 | +6.69% | 8.250 | +0.52% | 0.070 | +1.03% | +1.64% | 34,956.2 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 250,590 | 22,317.5 | +4.54% | 7.280 | +0.32% | 0.070 | +7.03% | +5.41% | 34,182.3 | ||
VXF | Vanguard Extended Market Index ETF | 113,577 | 21,887.4 | +7.49% | 7.140 | +0.50% | 0.110 | +21.75% | +6.38% | 21,512.8 | ||
DGRO | iShares Core Dividend Growth ETF | 195,249 | 12,484.2 | +3.52% | 4.070 | +0.14% | 0.040 | +11.91% | +7.24% | 32,849.7 | ||
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 411,103 | 12,037.1 | +6.48% | 3.930 | +0.24% | 0.410 | +5.78% | +5.12% | 2,951.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 181,213 | 8,962.8 | +1.42% | 2.920 | +0.04% | 0.010 | +15.56% | +16.78% | 86,562.3 |
CYPRESS FINANCIAL PLANNING LLC's Historical Top Holdings Breakdowns
CYPRESS FINANCIAL PLANNING LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
COF | Capital One Financial Corp | 2025-06-30 | New Buy New Buy | +1.58% | 150.57 ($186.48) 212.76 | $219.46 | 17.69% | New holding | 22,801 | 22,801 | |
DFS Unlock Delisted | Discover Financial Services | 2025-06-30 | Sold Out Sold Out | -1.36% | 147.04 ($177) 204.07 | $200.05 | 13.02% | Sold Out | 0 | -22,247 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.52% | 77.94 ($78.77) 79.5 | $79.29 | 0.66% | Add 6.69% | 318,167 | 19,956 | |
VXF | Vanguard Extended Market Index ETF | 2025-06-30 | Add Add | +0.50% | 150.43 ($177.5) 192.71 | $200.85 | 13.15% | Add 7.49% | 113,577 | 7,915 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.49% | 58.63 ($59.2) 59.97 | $59.32 | 0.20% | Add 6.19% | 432,502 | 25,193 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.44% | 79.56 ($81.25) 82.92 | $82.53 | 1.58% | Add 4.12% | 413,772 | 16,381 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-06-30 | Add Add | +0.32% | 79.79 ($88.23) 91.42 | $92.04 | 4.32% | Add 4.54% | 250,590 | 10,874 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.31% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 3.07% | 51,819 | 1,544 | |
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 2025-06-30 | Add Add | +0.24% | 27.29 ($28.45) 29.28 | $29.21 | 2.67% | Add 6.48% | 411,103 | 25,015 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +0.18% | 45.65 ($53.52) 57.01 | $58.50 | 9.30% | Add 2.22% | 447,059 | 9,709 |
CYPRESS FINANCIAL PLANNING LLC Total Holding History ($B)
CYPRESS FINANCIAL PLANNING LLC's Asset Allocation
CYPRESS FINANCIAL PLANNING LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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CYPRESS FINANCIAL PLANNING LLC's Hypothetical Growth since 2025-06-30
CYPRESS FINANCIAL PLANNING LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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CYPRESS FINANCIAL PLANNING LLC's Holdings Heat Map
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CYPRESS FINANCIAL PLANNING LLC's Holdings Bubble Chart
CYPRESS FINANCIAL PLANNING LLC News
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