The Analysis of CYPRESS FINANCIAL PLANNING LLC's Holdings
Currently, CYPRESS FINANCIAL PLANNING LLC holds 102 types of securities in its portfolio with a total value $357.7M. In the most recent quarter, they have increased their positions in VGIT (+117.8K shares, valued at $7.1M), VCSH (+85.7K shares, valued at $6.8M), DGRO (+49.5K shares, valued at $3.5M); decreased their positions in XLF (-154.0K shares, valued at $8.5M), VNQ (-68.1K shares, valued at $6.1M), PDEC (-6.7K shares, valued at $290.8K); initiated new positions in SCHG (+99.9K shares, valued at $3.3M), SCHV (+109.9K shares, valued at $3.3M), DFCF (+31.8K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCIT VANGUARD SCOTTSDALE FDS441.8K shares2.99%2025-12-312026-01-14
IVV ISHARES TR51.0K shares0.46%2025-12-312026-01-14 VGIT VANGUARD SCOTTSDALE FDS578.1K shares25.61%2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS426.3K shares25.16%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS482.7K shares6.66%2025-12-312026-01-14 VXF VANGUARD INDEX FDS112.7K shares0.38%2025-12-312026-01-14 DGRO ISHARES TR245.5K shares25.25%2025-12-312026-01-14 VNQ VANGUARD INDEX FDS190.9K shares-26.31%2025-12-312026-01-14 ANGL VANECK ETF TRUST467.4K shares6.34%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F187.9K shares4.39%2025-12-312026-01-14 IEFA ISHARES TR111.5K shares4.48%2025-12-312026-01-14 VIG VANGUARD SPECIALIZED FUNDS37.7K shares0.22%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR10.6K shares10.02%2025-12-312026-01-14 MS MORGAN STANLEY37.7K shares0.01%2025-12-312026-01-14 COF CAPITAL ONE FINL CORP22.7K shares-0.44%2025-12-312026-01-14 IEMG ISHARES INC57.7K shares5.19%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR99.9K sharesnew addition2025-12-312026-01-14 SCHV SCHWAB STRATEGIC TR109.9K sharesnew addition2025-12-312026-01-14 AAPL APPLE INC11.0K shares23.65%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP4.0K shares-1.76%2025-12-312026-01-14 IJR ISHARES TR16.1K shares-1.74%2025-12-312026-01-14 VUG VANGUARD INDEX FDS3.7K shares50.30%2025-12-312026-01-14 AMZN AMAZON COM INC6.8K shares0.31%2025-12-312026-01-14 SJNK SPDR SERIES TRUST62.6K shares8.98%2025-12-312026-01-14 IEF ISHARES TR15.5K shares-1.23%2025-12-312026-01-14 DFCF DIMENSIONAL ETF TRUST31.8K sharesnew addition2025-12-312026-01-14 MUB ISHARES TR12.2K shares41.55%2025-12-312026-01-14 DFSD DIMENSIONAL ETF TRUST27.2K sharesnew addition2025-12-312026-01-14 DGCB DIMENSIONAL ETF TRUST23.8K sharesnew addition2025-12-312026-01-14 VGK VANGUARD INTL EQUITY INDEX F12.9K shares0.00%2025-12-312026-01-14 LQD ISHARES TR9.0K shares10.44%2025-12-312026-01-14 PSEP INNOVATOR ETFS TRUST21.9K shares-3.93%2025-12-312026-01-14 SHM SPDR SERIES TRUST19.6K shares1.04%2025-12-312026-01-14 NFLX NETFLIX INC9.7K shares852.15%2025-12-312026-01-14 EFA ISHARES TR9.1K shares-0.89%2025-12-312026-01-14 DISV DIMENSIONAL ETF TRUST22.8K sharesnew addition2025-12-312026-01-14 IWF ISHARES TR1.8K shares0.00%2025-12-312026-01-14 DFAS DIMENSIONAL ETF TRUST12.0K sharesnew addition2025-12-312026-01-14 VTI VANGUARD INDEX FDS2.3K shares-2.39%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.2.3K shares59.08%2025-12-312026-01-14 TFI SPDR SERIES TRUST16.3K shares-13.58%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR27.1K shares-10.82%2025-12-312026-01-14 VTV VANGUARD INDEX FDS3.7K shares207.96%2025-12-312026-01-14 V VISA INC2.0K sharesnew addition2025-12-312026-01-14 MSFT MICROSOFT CORP1.4K shares0.93%2025-12-312026-01-14 ALPHABET INC ALPHABET INC2.2K shares0.65%2025-12-312026-01-14 HYD VANECK ETF TRUST12.8K shares-12.47%2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS12.6K sharesnew addition2025-12-312026-01-14 SPDW SPDR INDEX SHS FDS14.0K shares54.69%2025-12-312026-01-14 JCI JOHNSON CTLS INTL PLC5.1K shares0.08%2025-12-312026-01-14 SPIB SPDR SERIES TRUST18.0K shares81.87%2025-12-312026-01-14 NVDA NVIDIA CORPORATION3.2K shares-18.43%2025-12-312026-01-14 DUSB DIMENSIONAL ETF TRUST11.8K shares74.96%2025-12-312026-01-14 SPYM SPDR SERIES TRUST7.2K shares-2.64%2025-12-312026-01-14 IJS ISHARES TR4.8K shares0.02%2025-12-312026-01-14 PJUL INNOVATOR ETFS TRUST10.8K shares-8.13%2025-12-312026-01-14 IWM ISHARES TR2.0K shares-0.89%2025-12-312026-01-14 VB VANGUARD INDEX FDS1.8K shares20.69%2025-12-312026-01-14 IDEC INNOVATOR ETFS TRUST14.2K shares16.83%2025-12-312026-01-14 MCD MCDONALDS CORP1.4K sharesnew addition2025-12-312026-01-14 ISEP INNOVATOR ETFS TRUST13.2K shares-1.64%2025-12-312026-01-14 PAUG INNOVATOR ETFS TRUST9.8K shares-34.15%2025-12-312026-01-14 PFEB INNOVATOR ETFS TRUST10.2K shares-8.08%2025-12-312026-01-14 PNOV INNOVATOR ETFS TRUST9.9K shares6.10%2025-12-312026-01-14 IOCT INNOVATOR ETFS TRUST11.5K shares-0.61%2025-12-312026-01-14 QCOM QUALCOMM INC2.2K shares0.18%2025-12-312026-01-14 HEFA ISHARES TR9.0K shares-0.38%2025-12-312026-01-14 PEP PEPSICO INC2.6K sharesnew addition2025-12-312026-01-14 SHOP SHOPIFY INC2.2K shares0.00%2025-12-312026-01-14 AMT AMERICAN TOWER CORP NEW1.9K shares0.10%2025-12-312026-01-14 INOV INNOVATOR ETFS TRUST9.8K sharesnew addition2025-12-312026-01-14 POCT INNOVATOR ETFS TRUST7.7K shares-32.28%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.27%2025-12-312026-01-14 TSLA TESLA INC730 shares1.81%2025-12-312026-01-14 IYR ISHARES TR3.5K shares-42.44%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR5.9K shares-96.33%2025-12-312026-01-14 DFEV DIMENSIONAL ETF TRUST9.2K sharesnew addition2025-12-312026-01-14 IJUL INNOVATOR ETFS TRUST9.2K shares-18.40%2025-12-312026-01-14 IDEV ISHARES TR3.6K sharesnew addition2025-12-312026-01-14 PDEC INNOVATOR ETFS TRUST6.8K shares-49.41%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC896 shares3.82%2025-12-312026-01-14 XOM EXXON MOBIL CORP2.4K shares37.50%2025-12-312026-01-14 ABBV ABBVIE INC1.3K shares0.71%2025-12-312026-01-14 EA ELECTRONIC ARTS INC1.4K shares0.36%2025-12-312026-01-14 PMAY INNOVATOR ETFS TRUST7.2K shares-0.28%2025-12-312026-01-14 PBNV PGIM ROCK ETF TR8.9K sharesnew addition2025-12-312026-01-14 SPSB SPDR SERIES TRUST8.7K shares19.93%2025-12-312026-01-14 SCHH SCHWAB STRATEGIC TR12.0K shares-10.96%2025-12-312026-01-14 VBK VANGUARD INDEX FDS825 sharesnew addition2025-12-312026-01-14 SPSM SPDR SERIES TRUST5.1K shares-2.40%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-01-14 BROADCOM INC BROADCOM INC640 shares-12.81%2025-12-312026-01-14 IJUN INNOVATOR ETFS TRUST7.6K shares0.00%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO1.5K shares-11.77%2025-12-312026-01-14 PMAR INNOVATOR ETFS TRUST4.7K shares-12.98%2025-12-312026-01-14 BJAN INNOVATOR ETFS TRUST3.7K shares-41.28%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
MS Put PutMORGAN STANLEY100 sharesnew addition2025-12-312026-01-14 SPY Put PutSPDR S&P 500 ETF TR11 shares-97.25%2025-12-312026-01-14