Cypress Financial Planning LLC Reduced Holdings in Q3 2025

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-776
- 2.02%
N/A
37.6K $6.85M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-242
- 9.23%
$96.22 - $98.19 $23.3K - $23.8K
2.38K $233K
VUG
Vanguard Growth ETF

ETFs
-278
- 10.11%
$433.97 - $484.08 $121K - $135K
2.47K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-74
- 1.07%
$211.65 - $238.24 $15.7K - $17.6K
6.83K $1.5M
POCT
Innovator U.S. Equity Power Bu

ETFs
-715
- 5.94%
$41.27 - $43.1 $29.5K - $30.8K
11.3K $488K
PDEC
Innovator U.S. Equity Power Bu
-611
- 4.33%
N/A
13.5K $0
PNOV
Innovator U.S. Equity Power Bu
-10
- 0.11%
N/A
9.31K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-44
- 0.38%
N/A
11.6K $0
PSEP
Innovator U.S. Equity Power Bu
-476
- 2.04%
N/A
22.8K $0
TSLA
Tesla, Inc.

Consumer Cyclical
-273
- 27.58%
$293.94 - $444.72 $80.2K - $121K
717 $318K
VTV
Vanguard Value ETF

ETFs
-21
- 1.73%
$175.51 - $186.57 $3.69K - $3.92K
1.19K $222K
IJUL
Innovator Etfs Tr

ETFs
-35
- 0.31%
$31.5 - $32.72 $1.1K - $1.15K
11.3K $369K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-112
- 1.74%
$50.19 - $53.05 $5.62K - $5.94K
6.32K $335K
VB
Vanguard Small Cap ETF

ETFs
-50
- 3.19%
$237.58 - $259.17 $11.9K - $13K
1.52K $385K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-130
- 1.16%
$37.99 - $39.69 $4.94K - $5.16K
11.1K $441K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-232
- 2.46%
$87.29 - $93.61 $20.3K - $21.7K
9.21K $859K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.35K
- 4.25%
$24.46 - $26.5 $33K - $35.8K
30.4K $801K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-10
- 0.08%
$75.26 - $80.19 $753 - $802
12.9K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
-99
- 4.68%
$214.92 - $244.84 $21.3K - $24.2K
2.02K $488K
SHOP
Shopify Inc.

Technology
-288
- 11.51%
$112.11 - $157.12 $32.3K - $45.3K
2.22K $329K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-91
- 1.87%
$98.99 - $112.2 $9.01K - $10.2K
4.77K $527K
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.04%
$303.93 - $329.86 $304 - $330
2.38K $782K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 1.17%
$420.11 - $472.68 $8.82K - $9.93K
1.78K $832K
GOOG
Alphabet Inc.

Communication Services
-105
- 4.64%
$175.16 - $255.24 $18.4K - $26.8K
2.16K $525K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-210
- 1.27%
$108.46 - $120.63 $22.8K - $25.3K
16.4K $1.94M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.05%
$410.74 - $499.21 $821 - $998
4.09K $2.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-221
- 2.24%
$617.65 - $666.84 $137K - $147K
9.67K $6.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.23K
- 0.68%
$49.43 - $54.52 $60.6K - $66.8K
180K $9.75M
VXF
Vanguard Extended Market ETF

ETFs
-1.34K
- 1.18%
$193.58 - $213.07 $260K - $286K
112K $23.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-1K
- 1.94%
$620.67 - $670.08 $623K - $672K
50.8K $34M
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
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