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CFP

Cypress Financial Planning Portfolio holdings

AUM $413M
1-Year Est. Return 13.08%
This Fund
S&P 500
This Quarter Est. Return
+4.61%
1 Year Est. Return
+13.08%
3 Year Est. Return
+37.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$21.6M
Cap. Flow
+$7.56M
Cap. Flow %
2.31%
Top 10 Hldgs %
71.75%
Holding
89
New
6
Increased
41
Reduced
31
Closed
–

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.78M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.66M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$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

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$646K
2
VXF icon
Vanguard Extended Market ETF
VXF
+$271K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$163K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$142K
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$127K

Sector Composition

Rank Sector Weight
1 Financials 4.02%
2 Technology 1.58%
3 Industrials 0.79%
4 Communication Services 0.7%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
51
iShares Russell 2000 ETF
IWM
$83B
$488K 0.15%
2,017
-99
-5% -$22.7K
JPM icon
52
JPMorgan Chase
JPM
$950B
$457K 0.14%
1,449
+9
+0.6% +$2.68K
PFEB icon
53
Innovator US Equity Power Buffer ETF February
PFEB
$926M
$441K 0.13%
11,123
-130
-1% -$5.05K
ISEP icon
54
Innovator International Developed Power Buffer ETF September
ISEP
$66.2M
$427K 0.13%
13,399
+1,774
+15% +$55.5K
IOCT icon
55
Innovator International Developed Power Buffer ETF October
IOCT
$169M
$397K 0.12%
11,609
-44
-0.4% -$1.47K
SPDW icon
56
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$387K 0.12%
9,047
+136
+2% +$5.64K
VB icon
57
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
$386K 0.12%
1,518
-50
-3% -$12.4K
PNOV icon
58
Innovator US Equity Power Buffer ETF November
PNOV
$894M
$382K 0.12%
9,310
-10
-0.1% -$403
IDEC icon
59
Innovator International Developed Power Buffer ETF December
IDEC
$43M
$378K 0.12%
12,171
– –
AMT icon
60
American Tower
AMT
$80.6B
$373K 0.11%
1,937
+1
+0.1% +$208
IJUL icon
61
Innovator International Developed Power Buffer ETF July
IJUL
$253M
$369K 0.11%
11,289
-35
-0.3% -$1.13K
QCOM icon
62
Qualcomm
QCOM
$171B
$364K 0.11%
2,185
+4
+0.2% +$634
HEFA icon
63
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.64B
$358K 0.11%
9,029
+26
+0.3% +$1K
DUSB icon
64
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
$342K 0.1%
+6,732
New +$342K
SPIB icon
65
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$336K 0.1%
9,907
+14
+0.1% +$471
BJAN icon
66
Innovator US Equity Buffer ETF January
BJAN
$347M
$335K 0.1%
6,316
-112
-2% -$5.78K
SHOP icon
67
Shopify
SHOP
$160B
$329K 0.1%
2,215
-288
-12% -$39K
TSLA icon
68
Tesla
TSLA
$1.29T
$319K 0.1%
717
-273
-28% -$94.7K
UAN icon
69
CVR Partners
UAN
$1.33B
$315K 0.1%
3,500
– –
IBM icon
70
IBM
IBM
$222B
$310K 0.09%
1,099
+3
+0.3% +$785
UNH icon
71
UnitedHealth
UNH
$370B
$298K 0.09%
+863
New +$261K
ABBV icon
72
AbbVie
ABBV
$433B
$291K 0.09%
1,259
+11
+0.9% +$2.24K
SCHH icon
73
Schwab US REIT ETF
SCHH
$11.4B
$290K 0.09%
13,454
+640
+5% +$13.7K
EA icon
74
Electronic Arts
EA
$53B
$282K 0.09%
1,399
– –
PMAY icon
75
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$281K 0.09%
7,236
-37
-0.5% -$1.42K
1 2
3
4

Similar funds

LCM
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VCP
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TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
SWC
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SP
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MIA
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CSUI
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HIF
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Cypress Financial Planning's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Financial Planning held 89 positions worth $328M, up 7% from $306M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Cypress Financial Planning's Q3 2025 filing shows 6 new, 41 increased and 31 reduced positions. Its largest new stake was Dimensional Ultrashort Fixed Income ETF: 6,732 shares worth $342K. The largest sale was iShares Core S&P 500 ETF, an estimated $646K.

By sector, the portfolio is most concentrated in Financials at 4% of assets, down from 4% a quarter earlier, followed by Technology and Industrials.

  • Cypress Financial Planning's largest Q3 2025 buy was Dimensional Ultrashort Fixed Income ETF: 6,732 shares worth $342K.
  • Cypress Financial Planning added most to Vanguard Short-Term Corporate Bond ETF in Q3 2025, an estimated $1.78M increase.
  • Cypress Financial Planning's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $646K.
  • Cypress Financial Planning's ten largest holdings make up 72% of its $328M portfolio in Q3 2025.
  • Cypress Financial Planning opened 6 new positions and closed 0 in Q3 2025.
  • Cypress Financial Planning's portfolio value rose 7% quarter-over-quarter to $328M.

Based on Cypress Financial Planning's 13F filing for Q3 2025, filed 9 Oct 2025.