CFP

Cypress Financial Planning Portfolio holdings

AUM $359M
1-Year Est. Return 11.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.43M
3
+$1.11M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Top Sells

1
+$586K
2
+$424K
3
+$417K
4
UAN icon
CVR Partners
UAN
+$344K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$338K

Sector Composition

1 Financials 3.73%
2 Technology 1.46%
3 Consumer Discretionary 0.75%
4 Industrials 0.7%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
$37.7M 10.5%
455,130
+13,296
VGIT icon
2
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.5B
$36.4M 10.15%
611,605
+33,524
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.7B
$35.2M 9.81%
444,194
+17,942
IVV icon
4
iShares Core S&P 500 ETF
IVV
$782B
$34.3M 9.57%
52,574
+1,524
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$223B
$31.3M 8.71%
487,941
+5,247
VXF icon
6
Vanguard Extended Market ETF
VXF
$28.2B
$24.2M 6.75%
117,636
+4,976
DGRO icon
7
iShares Core Dividend Growth ETF
DGRO
$39.3B
$18.2M 5.06%
258,712
+13,219
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$37.3B
$17.4M 4.84%
195,683
+4,812
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$14.2M 3.94%
492,846
+25,448
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$10.3M 2.87%
190,806
+2,917
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$184B
$10.2M 2.85%
112,782
+1,318
VIG icon
12
Vanguard Dividend Appreciation ETF
VIG
$105B
$8.2M 2.29%
38,148
+480
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$6.88M 1.92%
10,579
-57
MS icon
14
Morgan Stanley
MS
$298B
$6.21M 1.73%
37,745
+24
COF icon
15
Capital One
COF
$128B
$4.14M 1.15%
22,701
-2
IEMG icon
16
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$4M 1.11%
57,295
-403
SCHV icon
17
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$3.17M 0.88%
103,910
-5,981
SCHG icon
18
Schwab US Large-Cap Growth ETF
SCHG
$54.4B
$2.86M 0.8%
98,294
-1,560
AAPL icon
19
Apple
AAPL
$3.97T
$2.84M 0.79%
11,179
+226
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$101B
$2.12M 0.59%
17,091
+1,010
LMT icon
21
Lockheed Martin
LMT
$136B
$1.86M 0.52%
3,069
-952
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.02T
$1.81M 0.51%
3,784
+9
VUG icon
23
Vanguard Growth ETF
VUG
$210B
$1.66M 0.46%
3,798
+81
SJNK icon
24
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.65B
$1.55M 0.43%
61,908
-708
AMZN icon
25
Amazon
AMZN
$2.69T
$1.48M 0.41%
7,118
+271
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