CFP

Cypress Financial Planning Portfolio holdings

AUM $326M
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.66M
3
+$1.28M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$845K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$770K

Top Sells

1
+$671K
2
+$281K
3
+$167K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$147K
5
VUG icon
Vanguard Growth ETF
VUG
+$133K

Sector Composition

1 Financials 4.05%
2 Technology 1.59%
3 Industrials 0.8%
4 Communication Services 0.71%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$36.1M 11%
428,989
+15,217
IVV icon
2
iShares Core S&P 500 ETF
IVV
$660B
$34M 10.37%
50,816
-1,003
VGIT icon
3
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$27.6M 8.42%
460,231
+27,729
VCSH icon
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$27.2M 8.3%
340,579
+22,412
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$178B
$27.1M 8.27%
452,539
+5,480
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$34.1B
$23.7M 7.22%
259,011
+8,421
VXF icon
7
Vanguard Extended Market ETF
VXF
$24.3B
$23.5M 7.16%
112,236
-1,341
DGRO icon
8
iShares Core Dividend Growth ETF
DGRO
$35.3B
$13.3M 4.07%
196,008
+759
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$13.1M 3.98%
439,541
+28,438
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$9.75M 2.97%
179,988
-1,225
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$157B
$9.31M 2.84%
106,685
+3,854
XLF icon
12
Financial Select Sector SPDR Fund
XLF
$53.7B
$8.61M 2.63%
159,921
+2,565
VIG icon
13
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$8.11M 2.47%
37,585
-776
SPY icon
14
SPDR S&P 500 ETF Trust
SPY
$660B
$6.44M 1.96%
9,667
-221
MS icon
15
Morgan Stanley
MS
$252B
$6M 1.83%
37,717
+4
COF icon
16
Capital One
COF
$135B
$4.85M 1.48%
22,803
+2
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$3.62M 1.1%
54,849
+968
AAPL icon
18
Apple
AAPL
$3.74T
$2.26M 0.69%
8,858
+32
LMT icon
19
Lockheed Martin
LMT
$116B
$2.04M 0.62%
4,093
-2
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$1.94M 0.59%
16,365
-210
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.89M 0.58%
3,765
+6
IEF icon
22
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$1.52M 0.46%
15,727
AMZN icon
23
Amazon
AMZN
$2.27T
$1.5M 0.46%
6,826
-74
SJNK icon
24
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$1.47M 0.45%
57,454
+4,360
NFLX icon
25
Netflix
NFLX
$510B
$1.23M 0.37%
1,022
+1
1
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