Cypress Financial Planning LLC Reduced Holdings in Q1 2025

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-5.15K
- 9.29%
$554.06 - $615.85 $2.85M - $3.17M
50.3K $28.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-684
- 6.45%
$551.42 - $612.93 $377K - $419K
9.93K $5.55M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.98K
- 3.07%
$60.46 - $64.42 $362K - $385K
189K $11.5M
AAPL
Apple Inc.

Technology
-309
- 3.39%
$209.68 - $247.1 $64.8K - $76.4K
8.8K $1.95M
VUG
Vanguard Growth ETF

ETFs
-470
- 14.58%
$369.1 - $427.61 $173K - $201K
2.75K $1.02M
VIG
Vanguard Dividend Appreciation

ETFs
-1.18K
- 2.89%
N/A
39.5K $7.19M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.27K
- 25.02%
$64.88 - $72.1 $148K - $164K
6.81K $445K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.87K
- 14.46%
$37.4 - $39.42 $107K - $113K
17K $640K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.18K
- 13.02%
$105.1 - $109.61 $124K - $130K
7.91K $858K
MSFT
Microsoft Corp

Technology
-71
- 4.14%
$375.39 - $447.2 $26.7K - $31.8K
1.64K $617K
GOOG
Alphabet Inc.

Communication Services
-12
- 0.53%
$156.06 - $207.71 $1.87K - $2.49K
2.27K $354K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-94
- 10.83%
$507.05 - $563.67 $47.7K - $53K
774 $395K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.4K
- 21.55%
$41.09 - $43.24 $57.7K - $60.7K
5.11K $211K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-65
- 1.32%
$96.3 - $112.23 $6.26K - $7.29K
4.86K $472K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.35K
- 10.18%
$38.53 - $40.49 $51.9K - $54.6K
11.9K $460K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-1.09K
- 13.53%
$46.03 - $49.45 $50.3K - $54K
6.98K $324K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-968
- 7.89%
$39.81 - $42.17 $38.5K - $40.8K
11.3K $453K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4
- 0.01%
$21.75 - $24.28 $87 - $97.1
31.7K $697K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-343
- 3.21%
$32.5 - $33.3 $11.1K - $11.4K
10.3K $343K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-134
- 1.78%
$35.29 - $36.56 $4.73K - $4.9K
7.38K $263K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4
- 0.13%
$94.86 - $97.12 $379 - $388
3.13K $297K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 2.15%
$158.56 - $176.26 $5.87K - $6.52K
1.69K $287K
IOCT
Innovator Etfs Tr Intl Dev Pow
-728
- 5.92%
N/A
11.6K $0
IJUL
Innovator Etfs Tr

ETFs
-692
- 5.68%
$27.58 - $29.96 $19.1K - $20.7K
11.5K $336K
Innovator Etfs Trust
-180
- 1.41%
N/A
12.6K $0
PNOV
Innovator U.S. Equity Power Bu
-375
- 3.91%
N/A
9.21K $0
PSEP
Innovator U.S. Equity Power Bu
-2.5K
- 9.68%
N/A
23.4K $0
VTV
Vanguard Value ETF

ETFs
-1
- 0.08%
$167.73 - $179.21 $168 - $179
1.22K $207K
ABBV
Abb Vie Inc.

Healthcare
-50
- 3.9%
$169.2 - $216.66 $8.46K - $10.8K
1.23K $258K
IEF
Ishares Barclays

ETFs
-58
- 0.35%
$91.17 - $95.39 $5.29K - $5.53K
16.5K $1.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.05%
$442.66 - $534.52 $885 - $1.07K
3.74K $1.96M
VEA
Vanguard Ftse Developed Market

ETFs
-24.7K
- 5.34%
$47.4 - $52.99 $1.17M - $1.31M
437K $22.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.82K
- 0.46%
$79.17 - $82.04 $144K - $150K
397K $32.5M
IEFA
Ishares Tr

ETFs
-571
- 0.55%
$69.57 - $78.65 $39.7K - $44.9K
104K $7.93M
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 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