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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 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
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$36.1M 11%
428,989
+15,217
+4% +$1.27M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$858B
$34M 10.37%
50,816
-1,003
-2% -$646K
VGIT icon
3
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$27.6M 8.42%
460,231
+27,729
+6% +$1.66M
VCSH icon
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$27.2M 8.3%
340,579
+22,412
+7% +$1.78M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$223B
$27.1M 8.27%
452,539
+5,480
+1% +$319K
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$39.9B
$23.7M 7.22%
259,011
+8,421
+3% +$764K
VXF icon
7
Vanguard Extended Market ETF
VXF
$30B
$23.5M 7.16%
112,236
-1,341
-1% -$271K
DGRO icon
8
iShares Core Dividend Growth ETF
DGRO
$42.8B
$13.3M 4.07%
196,008
+759
+0.4% +$50.2K
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$13.1M 3.98%
439,541
+28,438
+7% +$833K
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$9.75M 2.97%
179,988
-1,225
-0.7% -$63.1K
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$186B
$9.31M 2.84%
106,685
+3,854
+4% +$327K
XLF icon
12
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$8.61M 2.63%
159,921
+2,565
+2% +$136K
VIG icon
13
Vanguard Dividend Appreciation ETF
VIG
$111B
$8.11M 2.47%
37,585
-776
-2% -$163K
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$6.44M 1.96%
9,667
-221
-2% -$142K
MS icon
15
Morgan Stanley
MS
$319B
$6M 1.83%
37,717
+4
+0% +$591
COF icon
16
Capital One
COF
$128B
$4.85M 1.48%
22,803
+2
+0% +$438
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$3.62M 1.1%
54,849
+968
+2% +$60.4K
AAPL icon
18
Apple
AAPL
$4.97T
$2.26M 0.69%
8,858
+32
+0.4% +$7.23K
LMT icon
19
Lockheed Martin
LMT
$131B
$2.04M 0.62%
4,093
-2
-0% -$907
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.94M 0.59%
16,365
-210
-1% -$24.2K
QQQ icon
21
PUT
Invesco QQQ Trust
QQQ
$436B
– –
0
– –
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.89M 0.58%
3,765
+6
+0.2% +$2.91K
IEF icon
23
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$1.52M 0.46%
15,727
– –
AMZN icon
24
Amazon
AMZN
$2.44T
$1.5M 0.46%
6,826
-74
-1% -$16.8K
SJNK icon
25
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$1.47M 0.45%
57,454
+4,360
+8% +$111K
1
2 3 4

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CW
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VCP
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OWA
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TCCM
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SWC
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SP
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MIA
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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.