CF

CYPRESS FINANCIAL PLANNING LLC

13F
CYPRESS FINANCIAL PLANNING LLC
Last update 2025-07-11 82 Stocks (6 new)
Value $306.00 Mil Turnover 6 %
Countries:
Top Holdings: VCIT(11.20%)IVV(10.50%)VGIT(8.44%)VEA(8.32%)VCSH(8.25%)
Summary Stock Picks Current Portfolio
CYPRESS FINANCIAL PLANNING LLC... Top Holdings of 2025-06-30 View Full List
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
+2.15%
+3.85%
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
+12.49%
+8.34%
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 View Full List
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)

To

CYPRESS FINANCIAL PLANNING LLC's Asset Allocation

To

CYPRESS FINANCIAL PLANNING LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

CYPRESS FINANCIAL PLANNING LLC's Holdings Heat Map

Size field:

CYPRESS FINANCIAL PLANNING LLC's Holdings Bubble Chart

CYPRESS FINANCIAL PLANNING LLC News

  • 1

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