Cypress Financial Planning LLC Portfolio Holdings by Sector
Cypress Financial Planning LLC
- $240 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV VCIT VEA VGIT VCSH VXF VNQ DGRO 46 stocks |
$219,701
91.69% of portfolio
|
  28  
|
  16  
|
  2  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS MS 2 stocks |
$5,352
2.23% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
1
Puts
|
Credit Services | Financial Services
DFS DFS 2 stocks |
$3,890
1.62% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,667
0.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,513
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$1,405
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,269
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$786
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$732
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM NVDA 2 stocks |
$722
0.3% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$546
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$376
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$339
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$291
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$273
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
UAN 1 stocks |
$264
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$264
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$214
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|