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
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$34.3M 11.2%
413,772
+16,381
IVV icon
2
iShares Core S&P 500 ETF
IVV
$660B
$32.2M 10.5%
51,819
+1,544
VGIT icon
3
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$25.9M 8.44%
432,502
+25,193
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$178B
$25.5M 8.32%
447,059
+9,709
VCSH icon
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$25.3M 8.25%
318,167
+19,956
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$34.1B
$22.3M 7.28%
250,590
+10,874
VXF icon
7
Vanguard Extended Market ETF
VXF
$24.3B
$21.9M 7.14%
113,577
+7,915
DGRO icon
8
iShares Core Dividend Growth ETF
DGRO
$35.3B
$12.5M 4.07%
195,249
+6,644
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$12M 3.93%
411,103
+25,015
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$8.96M 2.92%
181,213
+2,530
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$157B
$8.58M 2.8%
102,831
-999
XLF icon
12
Financial Select Sector SPDR Fund
XLF
$53.7B
$8.24M 2.69%
157,356
+5,880
VIG icon
13
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$7.85M 2.56%
38,361
-1,099
SPY icon
14
SPDR S&P 500 ETF Trust
SPY
$660B
$6.11M 1.99%
9,888
-40
MS icon
15
Morgan Stanley
MS
$252B
$5.31M 1.73%
37,713
-1,738
COF icon
16
Capital One
COF
$135B
$4.85M 1.58%
+22,801
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$3.23M 1.06%
53,881
+4,429
LMT icon
18
Lockheed Martin
LMT
$116B
$1.9M 0.62%
4,095
+33
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.83M 0.6%
3,759
+19
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$1.81M 0.59%
16,575
+1,639
AAPL icon
21
Apple
AAPL
$3.74T
$1.81M 0.59%
8,826
+30
AMZN icon
22
Amazon
AMZN
$2.27T
$1.51M 0.49%
6,900
-52
IEF icon
23
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$1.51M 0.49%
15,727
-791
NFLX icon
24
Netflix
NFLX
$510B
$1.37M 0.45%
1,021
-94
SJNK icon
25
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$1.35M 0.44%
53,094
+1,188
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