CFP

Cypress Financial Planning Portfolio holdings

AUM $358M
1-Year Est. Return 12.55%
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.84M
3
+$3.46M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.26M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.25M

Top Sells

1
+$8.5M
2
+$6.08M
3
+$291K
4
VZ icon
Verizon
VZ
+$265K
5
IYR icon
iShares US Real Estate ETF
IYR
+$244K

Sector Composition

1 Financials 4.37%
2 Technology 1.62%
3 Industrials 0.72%
4 Consumer Discretionary 0.66%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$37.1M 10.24%
441,834
+12,845
IVV icon
2
iShares Core S&P 500 ETF
IVV
$761B
$35.2M 9.72%
51,050
+234
VGIT icon
3
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$34.7M 9.58%
578,081
+117,850
VCSH icon
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$34M 9.39%
426,252
+85,673
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$202B
$30.3M 8.36%
482,694
+30,155
VXF icon
6
Vanguard Extended Market ETF
VXF
$26.5B
$23.8M 6.57%
112,660
+424
DGRO icon
7
iShares Core Dividend Growth ETF
DGRO
$37.1B
$17.2M 4.74%
245,493
+49,485
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$35.5B
$17M 4.7%
190,871
-68,140
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.19B
$13.7M 3.79%
467,398
+27,857
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$10.1M 2.79%
187,889
+7,901
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$170B
$10M 2.77%
111,464
+4,779
VIG icon
12
Vanguard Dividend Appreciation ETF
VIG
$105B
$8.34M 2.3%
37,668
+83
SPY icon
13
SPDR S&P 500 ETF Trust
SPY
$714B
$7.3M 2.02%
10,636
+969
MS icon
14
Morgan Stanley
MS
$301B
$6.76M 1.86%
37,721
+4
COF icon
15
Capital One
COF
$152B
$5.54M 1.53%
22,703
-100
IEMG icon
16
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$3.89M 1.07%
57,698
+2,849
SCHG icon
17
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$3.26M 0.9%
+99,854
SCHV icon
18
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$3.25M 0.9%
+109,891
AAPL icon
19
Apple
AAPL
$3.76T
$2.99M 0.83%
10,953
+2,095
LMT icon
20
Lockheed Martin
LMT
$135B
$1.96M 0.54%
4,021
-72
IJR icon
21
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$1.96M 0.54%
16,081
-284
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.9M 0.53%
3,775
+10
VUG icon
23
Vanguard Growth ETF
VUG
$202B
$1.82M 0.5%
3,717
+1,244
AMZN icon
24
Amazon
AMZN
$2.56T
$1.59M 0.44%
6,847
+21
SJNK icon
25
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.29B
$1.59M 0.44%
62,616
+5,162
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