CFP

Cypress Financial Planning Portfolio holdings

AUM $358M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
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
+$1.78M
2
+$1.66M
3
+$1.27M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$833K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$764K

Top Sells

1
+$646K
2
+$271K
3
+$163K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$142K
5
VUG icon
Vanguard Growth ETF
VUG
+$127K

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
VUG icon
26
Vanguard Growth ETF
VUG
$196B
$1.19M 0.36%
2,473
-278
VGK icon
27
Vanguard FTSE Europe ETF
VGK
$30.8B
$1.03M 0.32%
12,898
-10
PSEP icon
28
Innovator US Equity Power Buffer ETF September
PSEP
$883M
$981K 0.3%
22,829
-476
SHM icon
29
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$935K 0.29%
19,394
+2,401
MUB icon
30
iShares National Muni Bond ETF
MUB
$42.8B
$919K 0.28%
8,634
+624
LQD icon
31
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
$911K 0.28%
8,173
+155
EFA icon
32
iShares MSCI EAFE ETF
EFA
$74.9B
$860K 0.26%
9,210
-232
TFI icon
33
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.03B
$858K 0.26%
18,836
+1,537
IWF icon
34
iShares Russell 1000 Growth ETF
IWF
$117B
$832K 0.26%
1,777
-21
SCHX icon
35
Schwab US Large- Cap ETF
SCHX
$64.1B
$802K 0.25%
30,432
-1,351
VTI icon
36
Vanguard Total Stock Market ETF
VTI
$582B
$782K 0.24%
2,384
-1
HYD icon
37
VanEck High Yield Muni ETF
HYD
$4.22B
$745K 0.23%
14,636
+1,554
NVDA icon
38
NVIDIA
NVDA
$4.45T
$735K 0.23%
3,940
+80
MSFT icon
39
Microsoft
MSFT
$3.01T
$721K 0.22%
1,391
+28
PAUG icon
40
Innovator US Equity Power Buffer ETF August
PAUG
$889M
$631K 0.19%
14,849
+542
IYR icon
41
iShares US Real Estate ETF
IYR
$4.2B
$590K 0.18%
6,075
SPYM
42
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$577K 0.18%
7,361
+832
PDEC icon
43
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
$568K 0.17%
13,515
-611
JCI icon
44
Johnson Controls International
JCI
$85.8B
$564K 0.17%
5,130
+2
PJUL icon
45
Innovator US Equity Power Buffer ETF July
PJUL
$1B
$536K 0.16%
11,748
+813
IJS icon
46
iShares S&P Small-Cap 600 Value ETF
IJS
$7.61B
$528K 0.16%
4,771
-91
GOOG icon
47
Alphabet (Google) Class C
GOOG
$3.67T
$525K 0.16%
2,156
-105
VOO icon
48
Vanguard S&P 500 ETF
VOO
$855B
$521K 0.16%
850
+12
POCT icon
49
Innovator US Equity Power Buffer ETF October
POCT
$1.07B
$488K 0.15%
11,329
-715
IWM icon
50
iShares Russell 2000 ETF
IWM
$74.2B
$488K 0.15%
2,017
-99
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