Cypress Financial Planning LLC Incresed Positions in Q3 2025

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.4K
+ 7.04%
$78.96 - $80.04 $1.77M - $1.79M
341K $27.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.2K
+ 3.68%
$81.75 - $84.54 $1.24M - $1.29M
429K $36.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
27.7K
+ 6.41%
$58.97 - $60.36 $1.64M - $1.67M
460K $27.6M
VEA
Vanguard Ftse Developed Market

ETFs
5.48K
+ 1.23%
$56.02 - $60.3 $307K - $330K
453K $27.1M
VNQ
Vanguard Specialized Funds Van

ETFs
8.42K
+ 3.36%
$88.47 - $93.24 $745K - $785K
259K $23.7M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
28.4K
+ 6.92%
$28.95 - $29.73 $823K - $845K
440K $13.1M
DGRO
Ishares Core Dividend Growth E

ETFs
759
+ 0.39%
$64.12 - $68.08 $48.7K - $51.7K
196K $13.3M
IEFA
Ishares Tr

ETFs
3.85K
+ 3.75%
$81.7 - $87.53 $315K - $337K
107K $9.31M
MS
Morgan Stanley

Financial Services
4
+ 0.01%
$139.09 - $161.16 $556 - $645
37.7K $6M
AAPL
Apple Inc.

Technology
32
+ 0.36%
$202.38 - $256.87 $6.48K - $8.22K
8.86K $2.26M
NVDA
Nvidia Corp

Technology
80
+ 2.07%
$153.3 - $186.58 $12.3K - $14.9K
3.94K $735K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.4K
+ 14.13%
$47.76 - $48.46 $115K - $116K
19.4K $935K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.36K
+ 8.21%
$25.28 - $25.63 $110K - $112K
57.5K $1.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
832
+ 12.74%
$72.65 - $78.68 $60.4K - $65.5K
7.36K $576K
HYD
Vaneck High Yield Muni ETF

ETFs
1.55K
+ 11.88%
$48.85 - $50.94 $75.9K - $79.2K
14.6K $744K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.54K
+ 8.88%
$44.22 - $45.74 $68K - $70.3K
18.8K $858K
MUB
Ishares National Muni Bond ETF

ETFs
624
+ 7.79%
$103.24 - $106.68 $64.4K - $66.6K
8.63K $919K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.16%
$459.11 - $506.91 $2.75K - $3.04K
3.77K $1.89M
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.88%
$184.85 - $231.54 $2.03K - $2.55K
1.26K $291K
PJUL
Innovator U.S. Equity Power Bu

ETFs
813
+ 7.43%
$43.83 - $45.64 $35.6K - $37.1K
11.7K $536K
PAUG
Innovator U.S. Equity Power Bu

ETFs
542
+ 3.79%
$40.45 - $42.49 $21.9K - $23K
14.8K $630K
IEMG
Ishares Inc

ETFs
968
+ 1.8%
N/A
54.8K $2.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 1.43%
$567.77 - $614.76 $6.81K - $7.38K
850 $520K
MSFT
Microsoft Corp

Technology
28
+ 2.05%
$491.09 - $535.64 $13.8K - $15K
1.39K $720K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.63%
$282.78 - $316.06 $2.55K - $2.84K
1.45K $457K
LQD
Ishares Iboxx $ Investment Gra

ETFs
155
+ 1.93%
$107.66 - $112.36 $16.7K - $17.4K
8.17K $911K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
136
+ 1.53%
$39.8 - $42.86 $5.41K - $5.83K
9.05K $387K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.04%
$103.24 - $111.73 $206 - $223
5.13K $564K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33
+ 0.63%
$42.26 - $47.16 $1.39K - $1.56K
5.25K $242K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
640
+ 4.99%
$20.76 - $21.78 $13.3K - $13.9K
13.5K $290K
QCOM
Qualcomm Inc

Technology
4
+ 0.18%
$145.84 - $173.55 $583 - $694
2.19K $363K
HEFA
Ishares Currency Hedged Msci E

ETFs
26
+ 0.29%
$37.2 - $39.61 $967 - $1.03K
9.03K $357K
SPSB
Spdr Portfolio Short Term Corp

ETFs
136
+ 1.91%
$30.02 - $30.29 $4.08K - $4.12K
7.25K $219K
SPIB
Spdr Portfolio Intermediate Te

ETFs
14
+ 0.14%
$33.26 - $34.01 $466 - $476
9.91K $335K
Innovator Etfs Trust
1.77K
+ 15.26%
N/A
13.4K $0
COF
Capital One Financial Corp

Financial Services
2
+ 0.01%
$207.29 - $229.74 $415 - $459
22.8K $4.85M
PG
Procter & Gamble CO

Consumer Defensive
21
+ 1.23%
$150.47 - $161.22 $3.16K - $3.39K
1.72K $264K
IBM
International Business Machines Corp

Technology
3
+ 0.27%
$234.77 - $292.47 $704 - $877
1.1K $310K
AMT
American Tower Corp

Real Estate
1
+ 0.05%
$192.32 - $232.35 $192 - $232
1.94K $372K
NFLX
Netflix Inc

Communication Services
1
+ 0.1%
$1147.87 - $1297.18 $1.15K - $1.3K
1.02K $1.23M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 1 Puts 1
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