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Size ($ in 1000's)
At 03/31/2024: $218,635
At 12/31/2023: $110,178
Cypress Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cypress Financial Planning LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Cypress Financial Planning LLC top holdings by largest position size, as per the latest 13f filing made by Cypress Financial Planning LLC.
In the Cypress Financial Planning LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cypress Financial Planning LLC in that top holding, then the share count change between reporting periods, and finally the Cypress Financial Planning LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VCIT) |
387,773 |
+94,818 |
$31,220 | | VCIT | 387,773 | +94,818 | $31,220 | | ISHARES TR (IVV) |
59,043 |
+21,553 |
$31,041 | | IVV | 59,043 | +21,553 | $31,041 | | VANGUARD TAX MANAGED FDS (VEA) |
401,707 |
+174,523 |
$20,154 | | VEA | 401,707 | +174,523 | $20,154 | | VANGUARD SCOTTSDALE FDS (VCSH) |
233,417 |
+159,294 |
$18,045 | | VCSH | 233,417 | +159,294 | $18,045 | | VANGUARD INDEX FDS (VXF) |
86,330 |
+28,562 |
$15,131 | | VXF | 86,330 | +28,562 | $15,131 | | VANGUARD SCOTTSDALE FDS (VGIT) |
226,077 |
+226,077 |
$13,237 | | VGIT | 226,077 | +226,077 | $13,237 | | VANGUARD INDEX FDS (VNQ) |
133,746 |
+54,970 |
$11,566 | | VNQ | 133,746 | +54,970 | $11,566 | | ISHARES TR (DGRO) |
188,783 |
+82,786 |
$10,961 | | DGRO | 188,783 | +82,786 | $10,961 | | VANGUARD SPECIALIZED FUNDS (VIG) |
45,816 |
-2,379 |
$8,366 | | VIG | 45,816 | -2,379 | $8,366 | | VANECK ETF TRUST (ANGL) |
248,782 |
+195,455 |
$7,220 | | ANGL | 248,782 | +195,455 | $7,220 | | VANGUARD INTL EQUITY INDEX F (VWO) |
161,484 |
+74,820 |
$6,745 | | VWO | 161,484 | +74,820 | $6,745 | | ISHARES TR (IEFA) |
67,411 |
+63,721 |
$5,003 | | IEFA | 67,411 | +63,721 | $5,003 |  SPDR S&P 500 ETF TR (SPY) |
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$4,606 | | SPY | 9,307 | +96 | $4,868 | | Put | 500 | +500 | $262 | | MORGAN STANLEY |
40,778 |
+40,778 |
$3,840 | | MS | 40,778 | +40,778 | $3,840 | | DISCOVER FINL SVCS |
22,225 |
+22,225 |
$2,913 | | DFS | 22,225 | +22,225 | $2,913 | | ISHARES TR (IJR) |
13,373 |
+13,373 |
$1,478 | | IJR | 13,373 | +13,373 | $1,478 | | APPLE INC |
7,948 |
+1,006 |
$1,363 | | AAPL | 7,948 | +1,006 | $1,363 | | AMAZON COM INC |
7,304 |
+5,691 |
$1,317 | | AMZN | 7,304 | +5,691 | $1,317 | | SPDR SER TR (SJNK) |
51,004 |
+1,962 |
$1,286 | | SJNK | 51,004 | +1,962 | $1,286 | | ISHARES INC (IEMG) |
24,803 |
+24,803 |
$1,280 | | IEMG | 24,803 | +24,803 | $1,280 | | BERKSHIRE HATHAWAY INC DEL |
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$1,208 | | BRK.B | 2,873 | +525 | $1,208 | | ISHARES TR (LQD) |
10,726 |
-2,550 |
$1,168 | | LQD | 10,726 | -2,550 | $1,168 | | VANGUARD INTL EQUITY INDEX F (VGK) |
12,980 |
+12,980 |
$874 | | VGK | 12,980 | +12,980 | $874 | | LOCKHEED MARTIN CORP |
1,871 |
+190 |
$851 | | LMT | 1,871 | +190 | $851 | | MICROSOFT CORP |
1,907 |
+1,907 |
$802 | | MSFT | 1,907 | +1,907 | $802 | | NETFLIX INC |
1,278 |
+1,278 |
$776 | | NFLX | 1,278 | +1,278 | $776 | | INNOVATOR ETFS TRUST (POCT) |
18,582 |
+4,054 |
$697 | | POCT | 18,582 | +4,054 | $697 | | SPDR SER TR (TFI) |
14,727 |
+14,727 |
$685 | | TFI | 14,727 | +14,727 | $685 | | ISHARES TR (EFA) |
8,340 |
+293 |
$666 | | EFA | 8,340 | +293 | $666 | | SPDR SER TR (SPLG) |
10,280 |
+711 |
$633 | | SPLG | 10,280 | +711 | $633 | | SPDR SER TR (SHM) |
13,299 |
+13,299 |
$631 | | SHM | 13,299 | +13,299 | $631 | | VANGUARD BD INDEX FDS (BND) |
8,655 |
+5,150 |
$629 | | BND | 8,655 | +5,150 | $629 | | SCHWAB STRATEGIC TR |
9,910 |
+9,910 |
$615 | | SCHX | 9,910 | +9,910 | $615 | | VANGUARD INDEX FDS (VUG) |
1,432 |
+658 |
$493 | | VUG | 1,432 | +658 | $493 | | INNOVATOR ETFS TRUST (PSEP) |
13,453 |
+84 |
$491 | | PSEP | 13,453 | +84 | $491 | | INNOVATOR ETFS TRUST (PAUG) |
13,638 |
+4,215 |
$483 | | PAUG | 13,638 | +4,215 | $483 | | INNOVATOR ETFS TRUST (PDEC) |
12,670 |
+6,538 |
$464 | | PDEC | 12,670 | +6,538 | $464 | | VANGUARD INDEX FDS (VTI) |
1,728 |
+182 |
$449 | | VTI | 1,728 | +182 | $449 | | INNOVATOR ETFS TRUST (PNOV) |
12,553 |
+5,117 |
$446 | | PNOV | 12,553 | +5,117 | $446 | | SPDR SER TR (SPIB) |
13,426 |
-2,365 |
$439 | | SPIB | 13,426 | -2,365 | $439 | | INNOVATOR ETFS TRUST (PJUL) |
11,220 |
+3,268 |
$426 | | PJUL | 11,220 | +3,268 | $426 | | ISHARES TR (IJS) |
3,867 |
+342 |
$397 | | IJS | 3,867 | +342 | $397 | | AMERICAN TOWER CORP NEW |
1,928 |
+1,928 |
$381 | | AMT | 1,928 | +1,928 | $381 | | INNOVATOR ETFS TRUST (PFEB) |
10,777 |
+3,040 |
$368 | | PFEB | 10,777 | +3,040 | $368 | | ISHARES TR (IWM) |
1,696 |
+562 |
$357 | | IWM | 1,696 | +562 | $357 | | VANECK ETF TRUST (HYD) |
6,715 |
+6,715 |
$351 | | HYD | 6,715 | +6,715 | $351 | | QUALCOMM INC |
2,059 |
+2,059 |
$349 | | QCOM | 2,059 | +2,059 | $349 | | INNOVATOR ETFS TRUST (IOCT) |
11,549 |
+2,000 |
$334 | | IOCT | 11,549 | +2,000 | $334 | | JOHNSON CTLS INTL PLC |
5,068 |
+5,068 |
$331 | | JCI | 5,068 | +5,068 | $331 | | ISHARES TR (HEFA) |
9,272 |
-340 |
$323 | | HEFA | 9,272 | -340 | $323 |
See Full List: All Stocks Held By Cypress Financial Planning LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cypress Financial Planning LLC
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