Cypress Financial Planning LLC Incresed Positions in Q3 2024

Cypress Financial Planning LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
65.2K
+ 43.51%
$82.97 - $98.97 $5.41M - $6.45M
215K $21M
VGIT
Vanguard Intermediate Term Tre

ETFs
40.4K
+ 11.65%
$57.8 - $60.8 $2.33M - $2.45M
387K $23.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.6K
+ 3.06%
$79.29 - $84.02 $923K - $978K
392K $32.9M
VXF
Vanguard Extended Market ETF

ETFs
5.91K
+ 6.18%
$163.98 - $182.92 $969K - $1.08M
102K $18.5M
VEA
Vanguard Ftse Developed Market

ETFs
7.83K
+ 1.86%
$47.6 - $53.31 $372K - $417K
429K $22.7M
IEFA
Ishares Tr

ETFs
17.4K
+ 19.99%
$70.09 - $78.74 $1.22M - $1.37M
105K $8.16M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
47.3K
+ 15.18%
$28.11 - $29.42 $1.33M - $1.39M
359K $10.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13K
+ 5.04%
$76.94 - $79.54 $1M - $1.03M
271K $21.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.1K
+ 4.26%
$41.9 - $48.26 $297K - $343K
174K $8.32M
LMT
Lockheed Martin Corp

Industrials
882
+ 29.31%
$460.3 - $584.56 $406K - $516K
3.89K $2.27M
IEMG
Ishares Inc

ETFs
9.6K
+ 25.57%
$53.64 - $53.64 $515K - $515K
47.2K $2.53M
PAUG
Innovator U.S. Equity Power Bu

ETFs
6.58K
+ 48.47%
$35.57 - $37.86 $234K - $249K
20.2K $763K
AAPL
Apple Inc.

Technology
256
+ 3.23%
$207.23 - $234.82 $53.1K - $60.1K
8.17K $1.9M
IJUL
Innovator Etfs Tr

ETFs
7.73K
+ 103.41%
$27.47 - $29.55 $212K - $228K
15.2K $446K
DFS
Discover Financial Services

Financial Services
4
+ 0.02%
$123.41 - $144.72 $494 - $579
22.2K $3.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.13%
$405.19 - $478.57 $2.03K - $2.39K
3.73K $1.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
195
+ 1.45%
$105.53 - $118.34 $20.6K - $23.1K
13.6K $1.59M
BJAN
Innovator U.S. Equity Buffer E

ETFs
2.08K
+ 34.75%
$43.63 - $46.56 $90.8K - $96.9K
8.07K $375K
GOOG
Alphabet Inc.

Communication Services
690
+ 43.48%
$149.54 - $192.66 $103K - $133K
2.28K $380K
JPM
Jpmorgan Chase & CO

Financial Services
330
+ 31.07%
$194.9 - $224.8 $64.3K - $74.2K
1.39K $293K
AMT
American Tower Corp

Real Estate
1
+ 0.05%
$192.27 - $242.73 $192 - $243
1.94K $450K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.3K
+ 11.58%
$37.89 - $40.48 $49.4K - $52.8K
12.6K $508K
JCI
Johnson Controls International PLC

Industrials
8
+ 0.16%
$65.52 - $77.61 $524 - $621
5.12K $397K
SJNK
Spdr Bloomberg Short Term High

ETFs
714
+ 1.63%
$24.8 - $25.75 $17.7K - $18.4K
44.5K $1.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
67
+ 0.74%
$75.32 - $84.37 $5.05K - $5.65K
9.13K $763K
MUB
Ishares National Muni Bond ETF

ETFs
370
+ 11.07%
$106.13 - $108.7 $39.3K - $40.2K
3.71K $403K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17
+ 0.15%
$61.11 - $67.85 $1.04K - $1.15K
11.4K $771K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.37%
$488.01 - $604.18 $976 - $1.21K
539 $315K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
385
+ 2.27%
$45.6 - $46.83 $17.6K - $18K
17.3K $812K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20
+ 0.21%
$33.74 - $37.96 $675 - $759
9.64K $361K
PMAR
Innovator U.S. Equity Power Bu

ETFs
300
+ 4.77%
$36.89 - $39.25 $11.1K - $11.8K
6.59K $258K
VTV
Vanguard Value ETF

ETFs
1
+ 0.08%
$159.75 - $174.57 $160 - $175
1.3K $227K
PG
Procter & Gamble CO

Consumer Defensive
25
+ 1.56%
$160.76 - $177.82 $4.02K - $4.45K
1.63K $282K
NVDA
Nvidia Corp

Technology
144
+ 5.94%
$98.91 - $134.91 $14.2K - $19.4K
2.57K $312K
HYD
Vaneck High Yield Muni ETF

ETFs
22
+ 0.3%
$51.46 - $53.07 $1.13K - $1.17K
7.27K $385K
PSEP
Innovator U.S. Equity Power Bu
12.8K
+ 92.33%
N/A
26.7K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
755
+ 6.54%
N/A
12.3K $0
Innovator Etfs Trust
1.84K
+ 16.9%
N/A
12.7K $0
HEFA
Ishares Currency Hedged Msci E

ETFs
14
+ 0.15%
$32.34 - $35.85 $453 - $502
9.25K $327K
MSFT
Microsoft Corp

Technology
20
+ 1.22%
$395.15 - $467.56 $7.9K - $9.35K
1.66K $714K
AMZN
Amazon Com Inc

Consumer Cyclical
27
+ 0.41%
$161.02 - $200.0 $4.35K - $5.4K
6.6K $1.23M
QCOM
Qualcomm Inc

Technology
27
+ 1.27%
$156.12 - $209.64 $4.22K - $5.66K
2.15K $366K
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email