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
+3.07%
+4.86%
53,338.9
 
IVV
iShares Core S&P 500 ETF
51,819
32,174.5
+3.07%
10.500
+0.31%
0.010
+19.67%
+7.80%
634,518.9
 
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
+0.86%
+4.09%
31,611.5
 
VEA
Vanguard FTSE Developed Markets ETF
447,059
25,486.8
+2.22%
8.320
+0.18%
0.020
+12.49%
+19.94%
157,607.2
 
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
+1.88%
+3.77%
35,004.9
 
VNQ
Vanguard Real Estate Index Fund ETF
250,590
22,317.5
+4.54%
7.280
+0.32%
0.070
+4.59%
+3.00%
33,484.2
 
VXF
Vanguard Extended Market Index ETF
113,577
21,887.4
+7.49%
7.140
+0.50%
0.110
+22.95%
+5.13%
21,536.8
 
DGRO
iShares Core Dividend Growth ETF
195,249
12,484.2
+3.52%
4.070
+0.14%
0.040
+11.81%
+6.66%
32,435.0
 
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
+5.54%
+4.61%
2,937.5
 
VWO
Vanguard FTSE Emerging Markets ETF
181,213
8,962.8
+1.42%
2.920
+0.04%
0.010
+16.94%
+15.09%
86,951.2
 

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
$218.28
17.05%
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
$79.23
0.58%
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
$198.49
11.83%
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
$59.23
0.05%
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
$82.25
1.23%
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
$89.94
1.94%
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
$630.67
9.87%
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
$29.07
2.18%
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
$56.64
5.83%
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

  • 1

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

Discussions on CYPRESS FINANCIAL PLANNING LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.