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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
-1.28%
1 Year Est. Return
+13.08%
3 Year Est. Return
+37.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$363M
AUM Growth
+$357K
Cap. Flow
+$8.26M
Cap. Flow %
2.28%
Top 10 Hldgs %
71.46%
Holding
112
New
7
Increased
45
Reduced
37
Closed
10

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.01M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.43M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$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

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$586K
2
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$424K
3
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$417K
4
UAN icon
CVR Partners
UAN
+$344K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$338K

Sector Composition

Rank Sector Weight
1 Financials 3.69%
2 Technology 1.44%
3 Consumer Discretionary 0.74%
4 Industrials 0.7%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$37.7M 10.39%
455,130
+13,296
+3% +$1.11M
VGIT icon
2
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$36.4M 10.04%
611,605
+33,524
+6% +$2.01M
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$35.2M 9.71%
444,194
+17,942
+4% +$1.43M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$881B
$34.3M 9.47%
52,574
+1,524
+3% +$1.04M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$226B
$31.3M 8.62%
487,941
+5,247
+1% +$346K
VXF icon
6
Vanguard Extended Market ETF
VXF
$30.5B
$24.2M 6.68%
117,636
+4,976
+4% +$1.07M
DGRO icon
7
iShares Core Dividend Growth ETF
DGRO
$42.1B
$18.2M 5.01%
258,712
+13,219
+5% +$948K
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$39.6B
$17.4M 4.79%
195,683
+4,812
+3% +$441K
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$14.2M 3.9%
492,846
+25,448
+5% +$746K
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$10.3M 2.84%
190,806
+2,917
+2% +$163K
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$186B
$10.2M 2.82%
112,782
+1,318
+1% +$123K
VIG icon
12
Vanguard Dividend Appreciation ETF
VIG
$111B
$8.2M 2.26%
38,148
+480
+1% +$107K
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$6.88M 1.9%
10,579
-57
-0.5% -$38.8K
MS icon
14
Morgan Stanley
MS
$339B
$6.21M 1.71%
37,745
+24
+0.1% +$4.16K
COF icon
15
Capital One
COF
$128B
$4.14M 1.14%
22,701
-2
-0% -$418
IEMG icon
16
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$4M 1.1%
57,295
-403
-0.7% -$29.1K
SCHV
17
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$3.17M 0.87%
103,910
-5,981
-5% -$186K
SCHG icon
18
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$2.86M 0.79%
98,294
-1,560
-2% -$48.5K
AAPL icon
19
Apple
AAPL
$4.9T
$2.84M 0.78%
11,179
+226
+2% +$58.8K
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.12M 0.59%
17,091
+1,010
+6% +$128K
LMT icon
21
Lockheed Martin
LMT
$117B
$1.86M 0.51%
3,069
-952
-24% -$586K
QQQ icon
22
PUT
Invesco QQQ Trust
QQQ
$466B
– –
0
– –
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.81M 0.5%
3,784
+9
+0.2% +$4.42K
VUG icon
24
Vanguard Growth ETF
VUG
$221B
$1.66M 0.46%
22,788
+486
+2% +$37.8K
MS icon
25
PUT
Morgan Stanley
MS
$339B
– –
0
– –
1
2 3 4 5

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CW
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VCP
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OWA
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WG
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TCCM
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SWC
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SAM
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Cypress Financial Planning's Q1 2026 Portfolio in Review

As of Q1 2026, Cypress Financial Planning held 112 positions worth $363M, up 0.1% from $362M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cypress Financial Planning's Q1 2026 filing shows 7 new, 45 increased, 37 reduced and 10 closed positions. Its largest new stake was PGIM US Large-Cap Buffer 12 ETF February: 24,697 shares worth $773K. The largest sale was Lockheed Martin, an estimated $586K.

By sector, the portfolio is most concentrated in Financials at 3.7% of assets, down from 4.3% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Cypress Financial Planning's largest Q1 2026 buy was PGIM US Large-Cap Buffer 12 ETF February: 24,697 shares worth $773K.
  • Cypress Financial Planning added most to Vanguard Intermediate-Term Treasury ETF in Q1 2026, an estimated $2.01M increase.
  • Cypress Financial Planning's biggest Q1 2026 reduction was Lockheed Martin, cutting an estimated $586K.
  • Cypress Financial Planning fully exited Innovator US Equity Power Buffer ETF August in Q1 2026, selling an estimated $424K.
  • Cypress Financial Planning's ten largest holdings make up 71% of its $363M portfolio in Q1 2026.
  • Cypress Financial Planning opened 7 new positions and closed 10 in Q1 2026.
  • Cypress Financial Planning's portfolio value rose 0.1% quarter-over-quarter to $363M.

Based on Cypress Financial Planning's 13F filing for Q1 2026, filed 15 Apr 2026.