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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.59M
3
+$1.53M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.51M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.36M

Top Sells

1
+$3.8M
2
+$390K
3
+$287K
4
MS icon
Morgan Stanley
MS
+$245K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$225K

Sector Composition

1 Financials 4.08%
2 Technology 1.33%
3 Industrials 0.8%
4 Communication Services 0.65%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
26
Vanguard Growth ETF
VUG
$195B
$1.21M 0.39%
2,751
-2
VGK icon
27
Vanguard FTSE Europe ETF
VGK
$27.6B
$1M 0.33%
12,908
-121
PSEP icon
28
Innovator US Equity Power Buffer ETF September
PSEP
$986M
$953K 0.31%
23,305
-62
LQD icon
29
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$879K 0.29%
8,018
+108
EFA icon
30
iShares MSCI EAFE ETF
EFA
$68.2B
$844K 0.28%
9,442
-251
MUB icon
31
iShares National Muni Bond ETF
MUB
$40.3B
$837K 0.27%
8,010
+750
SHM icon
32
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$813K 0.27%
16,993
+1,052
SCHX icon
33
Schwab US Large- Cap ETF
SCHX
$60.7B
$777K 0.25%
31,783
+34
TFI icon
34
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
$773K 0.25%
17,299
+8,440
IWF icon
35
iShares Russell 1000 Growth ETF
IWF
$122B
$763K 0.25%
1,798
VTI icon
36
Vanguard Total Stock Market ETF
VTI
$543B
$725K 0.24%
2,385
-5
MSFT icon
37
Microsoft
MSFT
$3.82T
$678K 0.22%
1,363
-281
HYD icon
38
VanEck High Yield Muni ETF
HYD
$3.51B
$657K 0.21%
13,082
+7,146
NVDA icon
39
NVIDIA
NVDA
$4.46T
$610K 0.2%
3,860
+133
PAUG icon
40
Innovator US Equity Power Buffer ETF August
PAUG
$1B
$579K 0.19%
14,307
-2,692
IYR icon
41
iShares US Real Estate ETF
IYR
$3.76B
$576K 0.19%
6,075
+2,179
PDEC icon
42
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$565K 0.18%
14,126
-168
JCI icon
43
Johnson Controls International
JCI
$71.2B
$542K 0.18%
5,128
+3
POCT icon
44
Innovator US Equity Power Buffer ETF October
POCT
$773M
$497K 0.16%
12,044
+153
IJS icon
45
iShares S&P Small-Cap 600 Value ETF
IJS
$6.57B
$484K 0.16%
4,862
+1
PJUL icon
46
Innovator US Equity Power Buffer ETF July
PJUL
$1.21B
$480K 0.16%
10,935
-370
VOO icon
47
Vanguard S&P 500 ETF
VOO
$757B
$476K 0.16%
838
+64
SPLG icon
48
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$475K 0.15%
6,529
-285
IWM icon
49
iShares Russell 2000 ETF
IWM
$69.9B
$457K 0.15%
2,116
+112
AMT icon
50
American Tower
AMT
$89.6B
$428K 0.14%
1,936
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