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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.11T
$622K 0.17%
2,169
-1
HYD icon
52
VanEck High Yield Muni ETF
HYD
$4.08B
$611K 0.17%
12,190
-621
SPDW icon
53
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.5B
$611K 0.17%
13,377
-618
SPIB icon
54
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$580K 0.16%
17,287
-731
SPYM
55
State Street SPDR Portfolio S&P 500 ETF
SPYM
$134B
$579K 0.16%
7,571
+404
VTEB icon
56
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
$569K 0.16%
11,398
-1,171
IJS icon
57
iShares S&P Small-Cap 600 Value ETF
IJS
$7.65B
$565K 0.16%
4,772
MSFT icon
58
Microsoft
MSFT
$3.14T
$525K 0.15%
1,420
+16
V icon
59
Visa
V
$610B
$524K 0.15%
1,735
-231
IWM icon
60
iShares Russell 2000 ETF
IWM
$77.2B
$495K 0.14%
1,995
-4
VOO icon
61
Vanguard S&P 500 ETF
VOO
$893B
$485K 0.14%
811
+22
IDEC icon
62
Innovator International Developed Power Buffer ETF December
IDEC
$45M
$461K 0.13%
14,170
-49
USEW
63
Cambria US EW ETF
USEW
$181M
$443K 0.12%
9,073
MCD icon
64
McDonald's
MCD
$221B
$406K 0.11%
1,307
-110
VB icon
65
Vanguard Small-Cap ETF
VB
$76.9B
$405K 0.11%
1,548
-284
JANP icon
66
PGIM US Large-Cap Buffer 12 ETF January
JANP
$41.8M
$405K 0.11%
+12,706
IOCT icon
67
Innovator International Developed Power Buffer ETF October
IOCT
$183M
$404K 0.11%
11,538
HEFA icon
68
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.25B
$379K 0.11%
8,929
-66
PEP icon
69
PepsiCo
PEP
$216B
$377K 0.1%
2,425
-174
ISEP icon
70
Innovator International Developed Power Buffer ETF September
ISEP
$93.6M
$354K 0.1%
10,793
-2,386
INOV icon
71
Innovator International Developed Power Buffer ETF November
INOV
$56.3M
$335K 0.09%
9,662
-136
AMT icon
72
American Tower
AMT
$85B
$335K 0.09%
1,939
XOM icon
73
Exxon Mobil
XOM
$609B
$325K 0.09%
1,914
-528
IYR icon
74
iShares US Real Estate ETF
IYR
$4.46B
$325K 0.09%
3,433
-64
DFEV icon
75
Dimensional Emerging Markets Value ETF
DFEV
$1.75B
$319K 0.09%
8,907
-252
1 2
3
4 5