Cypress Financial Planning LLC Portfolio Holdings
Cypress Financial Planning LLC
- $302 Million
- Q2 2025
Cypress Financial Planning LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $34.3M, Ishares Core S&P 500 ETF with a value of $32.2M, Vanguard Intermediate Term Tre with a value of $25.9M, Vanguard Ftse Developed Market with a value of $25.5M, and Vanguard Sht Term Corp Bd ETF with a value of $25.3M.
Examining the 13F form we can see an increase of $25.8M in the current position value, from $276M to 302M.
Below you can find more details about Cypress Financial Planning LLC portfolio as well as his latest detailed transactions.