Cypress Financial Planning LLC Purchases in Q2 2025

Cypress Financial Planning LLC

  • $302 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
22.8K
New
$150.57 - $212.76 $3.43M - $4.85M
22.8K $4.85M
IVV
Ishares Core S&P 500 ETF

ETFs
1.54K
+ 3.07%
$498.8 - $620.9 $770K - $959K
51.8K $32.2M
VXF
Vanguard Extended Market ETF

ETFs
7.92K
+ 7.49%
$150.43 - $192.71 $1.19M - $1.53M
114K $21.9M
VEA
Vanguard Ftse Developed Market

ETFs
9.71K
+ 2.22%
$45.65 - $57.01 $443K - $554K
447K $25.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
16.4K
+ 4.12%
$79.56 - $82.92 $1.3M - $1.36M
414K $34.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
20K
+ 6.69%
$77.94 - $79.5 $1.56M - $1.59M
318K $25.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
25.2K
+ 6.19%
$58.63 - $59.9 $1.48M - $1.51M
433K $25.9M
DGRO
Ishares Core Dividend Growth E

ETFs
6.64K
+ 3.52%
$55.22 - $63.94 $367K - $425K
195K $12.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25K
+ 6.48%
$27.29 - $29.28 $683K - $732K
411K $12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.53K
+ 1.42%
$39.89 - $49.46 $101K - $125K
181K $8.96M
XLF
Financial Sector Spdr

ETFs
5.88K
+ 3.88%
$43.92 - $52.37 $258K - $308K
157K $8.24M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
8.44K
+ 95.27%
$43.63 - $45.4 $368K - $383K
17.3K $772K
VB
Vanguard Small Cap ETF

ETFs
1.57K
New
$193.73 - $237.37 $304K - $372K
1.57K $371K
HYD
Vaneck High Yield Muni ETF

ETFs
7.15K
+ 120.38%
$49.08 - $51.35 $351K - $367K
13.1K $656K
HEFA
Ishares Currency Hedged Msci E

ETFs
9K
New
$32.11 - $38.21 $289K - $344K
9K $341K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.64K
+ 10.97%
$90.56 - $109.49 $148K - $179K
16.6K $1.81M
IEMG
Ishares Inc

ETFs
4.43K
+ 8.96%
N/A
53.9K $2.89M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.21K
New
$35.35 - $42.68 $184K - $222K
5.21K $222K
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.79K
New
$33.22 - $37.29 $192K - $216K
5.79K $215K
NVDA
Nvidia Corp

Technology
133
+ 3.57%
$94.31 - $157.99 $12.5K - $21K
3.86K $609K
IYR
Ishares Tr

ETFs
2.18K
+ 55.93%
$84.48 - $96.25 $184K - $210K
6.08K $571K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.06%
$71.14 - $105.62 $213 - $317
5.13K $541K
TSLA
Tesla, Inc.

Consumer Cyclical
160
+ 19.28%
$221.86 - $362.89 $35.5K - $58.1K
990 $314K
LMT
Lockheed Martin Corp

Industrials
33
+ 0.81%
$430.82 - $486.45 $14.2K - $16.1K
4.1K $1.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64
+ 8.27%
$456.74 - $568.03 $29.2K - $36.4K
838 $476K
SCHX
Schwab Strategic Tr Us Large C

ETFs
34
+ 0.11%
$19.6 - $24.44 $666 - $831
31.8K $776K
MUB
Ishares National Muni Bond ETF

ETFs
750
+ 10.33%
$102.31 - $105.8 $76.7K - $79.4K
8.01K $836K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.91%
$210.28 - $289.91 $2.73K - $3.77K
1.44K $417K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.05K
+ 6.6%
$47.02 - $47.83 $49.5K - $50.3K
17K $812K
IWM
Ishares Russell 2000 ETF

ETFs
112
+ 5.59%
$174.82 - $215.79 $19.6K - $24.2K
2.12K $456K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.19K
+ 2.29%
$24.12 - $25.48 $28.7K - $30.3K
53.1K $1.35M
POCT
Innovator U.S. Equity Power Bu

ETFs
153
+ 1.29%
$36.35 - $41.3 $5.56K - $6.32K
12K $497K
PFEB
Innovator U.S. Equity Power Bu

ETFs
281
+ 2.56%
$33.46 - $38.01 $9.4K - $10.7K
11.3K $427K
LQD
Ishares Iboxx $ Investment Gra

ETFs
108
+ 1.37%
$105.23 - $109.61 $11.4K - $11.8K
8.02K $878K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
807
+ 6.72%
$18.94 - $21.67 $15.3K - $17.5K
12.8K $271K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.02%
$83.54 - $100.04 $83.5 - $100
4.86K $483K
SPSB
Spdr Portfolio Short Term Corp

ETFs
82
+ 1.17%
$29.82 - $30.19 $2.45K - $2.48K
7.11K $214K
Innovator Etfs Trust
7.61K
New
N/A
7.61K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
77
+ 0.67%
N/A
11.7K $0
PNOV
Innovator U.S. Equity Power Bu
108
+ 1.17%
N/A
9.32K $0
PG
Procter & Gamble CO

Consumer Defensive
17
+ 1.01%
$157.66 - $172.39 $2.68K - $2.93K
1.7K $271K
ABBV
Abb Vie Inc.

Healthcare
16
+ 1.3%
$170.16 - $206.27 $2.72K - $3.3K
1.25K $231K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.51%
$483.48 - $539.8 $9.19K - $10.3K
3.76K $1.83M
AAPL
Apple Inc.

Technology
30
+ 0.34%
$172.42 - $223.89 $5.17K - $6.72K
8.83K $1.81M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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