Sponsored

The Analysis of CYPRESS FINANCIAL PLANNING LLC's Holdings & P&L

Currently, CYPRESS FINANCIAL PLANNING LLC holds 99 types of securities in its portfolio with a total value $358.8M. In the most recent quarter, they have increased their positions in VGIT (+33.5K shares, valued at $2.0M), VCSH (+17.9K shares, valued at $1.4M), VCIT (+13.3K shares, valued at $1.1M); decreased their positions in LMT (-952 shares, valued at $575.5K), PJUL (-5.3K shares, valued at $245.4K), PSEP (-5.6K shares, valued at $241.7K); initiated new positions in N/A (+24.7K shares, valued at $772.5K), MRCP (+20.9K shares, valued at $661.2K), N/A (+12.7K shares, valued at $405.4K).

1M P&L

+4.0M+1.09%

3M P&L

-5.2M-1.37%

HY P&L

+10.4M+2.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A327.8M

93.0%

2Capital Markets6.2M

1.8%

3Credit Services4.7M

1.3%

Top Industries by Stock Count

1N/A64 stocks

71.1%

2Credit Services2 stocks

2.2%

3Restaurants2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS455.1K shares3.01%2026-03-312026-04-15

VGIT VANGUARD SCOTTSDALE FDS611.6K shares5.80%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS444.2K shares4.21%2026-03-312026-04-15

IVV ISHARES TR52.6K shares2.99%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS487.9K shares1.09%2026-03-312026-04-15

VXF VANGUARD INDEX FDS117.6K shares4.42%2026-03-312026-04-15

DGRO ISHARES TR258.7K shares5.38%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS195.7K shares2.52%2026-03-312026-04-15

Sponsored

ANGL VANECK ETF TRUST492.8K shares5.44%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F190.8K shares1.55%2026-03-312026-04-15

IEFA ISHARES TR112.8K shares1.18%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS38.1K shares1.27%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T10.6K shares-0.54%2026-03-312026-04-15

MS MORGAN STANLEY37.7K shares0.06%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP22.7K shares-0.01%2026-03-312026-04-15

IEMG ISHARES INC57.3K shares-0.70%2026-03-312026-04-15

Sponsored

SCHV SCHWAB STRATEGIC TR103.9K shares-5.44%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR98.3K shares-1.56%2026-03-312026-04-15

AAPL APPLE INC11.2K shares2.06%2026-03-312026-04-15

IJR ISHARES TR17.1K shares6.28%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP3.1K shares-23.68%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares0.24%2026-03-312026-04-15

VUG VANGUARD INDEX FDS3.8K shares2.18%2026-03-312026-04-15

SJNK SPDR SERIES TRUST61.9K shares-1.13%2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC7.1K shares3.96%2026-03-312026-04-15

IEF ISHARES TR15.5K shares0.00%2026-03-312026-04-15

DFCF DIMENSIONAL ETF TRUST33.1K shares4.35%2026-03-312026-04-15

MUB ISHARES TR13.0K shares6.23%2026-03-312026-04-15

DFSD DIMENSIONAL ETF TRUST28.5K shares4.78%2026-03-312026-04-15

DGCB DIMENSIONAL ETF TRUST24.8K shares3.98%2026-03-312026-04-15

PGIM ROCK ETF TR PGIM ROCK ETF TR38.0K shares20.09%2026-03-312026-04-15

VGK VANGUARD INTL EQUITY INDEX F12.8K shares-0.90%2026-03-312026-04-15

Sponsored

LQD ISHARES TR9.1K shares0.86%2026-03-312026-04-15

SHM SPDR SERIES TRUST20.5K shares4.55%2026-03-312026-04-15

NFLX NETFLIX INC.9.6K shares-0.97%2026-03-312026-04-15

TFI SPDR SERIES TRUST19.1K shares17.54%2026-03-312026-04-15

EFA ISHARES TR8.9K shares-2.56%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST11.7K shares-2.85%2026-03-312026-04-15

DISV DIMENSIONAL ETF TRUST20.4K shares-10.44%2026-03-312026-04-15

VTV VANGUARD INDEX FDS4.0K shares7.48%2026-03-312026-04-15

Sponsored

PGIM ROCK ETF TR PGIM ROCK ETF TR24.7K sharesnew addition2026-03-312026-04-15

IWF ISHARES TR1.8K shares0.00%2026-03-312026-04-15

DUSB DIMENSIONAL ETF TRUST14.0K shares18.71%2026-03-312026-04-15

PSEP INNOVATOR ETFS TRUST16.3K shares-25.59%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO2.4K shares3.21%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR27.2K shares0.26%2026-03-312026-04-15

JCI JOHNSON CONTROLS INTERNATION5.1K shares0.00%2026-03-312026-04-15

MRCP PGIM ROCK ETF TR20.9K sharesnew addition2026-03-312026-04-15

Sponsored

VTI VANGUARD INDEX FDS2.0K shares-13.19%2026-03-312026-04-15

NVDA NVIDIA CORPORATION3.6K shares11.76%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.2K shares-0.05%2026-03-312026-04-15

HYD VANECK ETF TRUST12.2K shares-4.85%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS13.4K shares-4.42%2026-03-312026-04-15

SPIB SPDR SERIES TRUST17.3K shares-4.06%2026-03-312026-04-15

SPYM SPDR SERIES TRUST7.6K shares5.64%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS11.4K shares-9.32%2026-03-312026-04-15

Sponsored

IJS ISHARES TR4.8K shares0.00%2026-03-312026-04-15

MSFT MICROSOFT CORP1.4K shares1.14%2026-03-312026-04-15

V VISA INC1.7K shares-11.75%2026-03-312026-04-15

IWM ISHARES TR2.0K shares-0.20%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS811 shares2.79%2026-03-312026-04-15

IDEC INNOVATOR ETFS TRUST14.2K shares-0.34%2026-03-312026-04-15

EA SERIES TRUST EA SERIES TRUST9.1K shares0.00%2026-03-312026-04-15

MCD MCDONALDS CORP1.3K shares-7.76%2026-03-312026-04-15

Sponsored

VB VANGUARD INDEX FDS1.5K shares-15.50%2026-03-312026-04-15

PGIM ROCK ETF TR PGIM ROCK ETF TR12.7K sharesnew addition2026-03-312026-04-15

IOCT INNOVATOR ETFS TRUST11.5K shares0.00%2026-03-312026-04-15

HEFA ISHARES TR8.9K shares-0.73%2026-03-312026-04-15

PEP PEPSICO INC2.4K shares-6.69%2026-03-312026-04-15

ISEP INNOVATOR ETFS TRUST10.8K shares-18.10%2026-03-312026-04-15

INOV INNOVATOR ETFS TRUST9.7K shares-1.39%2026-03-312026-04-15

AMT AMERICAN TOWER CORP1.9K shares0.00%2026-03-312026-04-15

Sponsored

XOM EXXON MOBIL CORP1.9K shares-21.62%2026-03-312026-04-15

IYR ISHARES TR3.4K shares-1.83%2026-03-312026-04-15

DFEV DIMENSIONAL ETF TRUST8.9K shares-2.75%2026-03-312026-04-15

IJUL INNOVATOR ETFS TRUST9.0K shares-2.62%2026-03-312026-04-15

SPSB SPDR SERIES TRUST9.8K shares12.73%2026-03-312026-04-15

ABBV ABBVIE INC1.3K shares3.71%2026-03-312026-04-15

EA ELECTRONIC ARTS INC1.4K shares-0.21%2026-03-312026-04-15

TSLA TESLA INC767 shares5.07%2026-03-312026-04-15

Sponsored

QCOM QUALCOMM INC2.2K shares1.05%2026-03-312026-04-15

BURL BURLINGTON STORES INC866 sharesnew addition2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS1.1K shares1.81%2026-03-312026-04-15

SCHH SCHWAB STRATEGIC TR12.5K shares4.02%2026-03-312026-04-15

IJAN INNOVATOR ETFS TRUST7.3K sharesnew addition2026-03-312026-04-15

SHOP SHOPIFY INC2.2K shares0.00%2026-03-312026-04-15

PBNV PGIM ROCK ETF TR8.9K shares0.00%2026-03-312026-04-15

PG PROCTER & GAMBLE CO1.8K shares15.65%2026-03-312026-04-15

Sponsored

UNH UNITEDHEALTH GROUP INC933 shares4.13%2026-03-312026-04-15

PJUL INNOVATOR ETFS TRUST5.5K shares-49.47%2026-03-312026-04-15

IFEB INNOVATOR ETFS TRUST8.3K sharesnew addition2026-03-312026-04-15

CAVA CAVA GROUP INC3.0K sharesnew addition2026-03-312026-04-15

PDEC INNOVATOR ETFS TRUST5.7K shares-16.67%2026-03-312026-04-15

SPSM SPDR SERIES TRUST5.0K shares-2.56%2026-03-312026-04-15

SPDR SERIES TRUST SPDR SERIES TRUST2.4K shares7.00%2026-03-312026-04-15

IJUN INNOVATOR ETFS TRUST7.6K shares0.00%2026-03-312026-04-15

Sponsored

BROADCOM INC BROADCOM INC697 shares8.91%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC1.4K shares11.82%2026-03-312026-04-15

PNOV INNOVATOR ETFS TRUST5.0K shares-49.09%2026-03-312026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

3.01%

Shares455.1K

Event2026-03-31

Filed2026-04-15

VGIT

VANGUARD SCOTTSDALE FDS

5.80%

Shares611.6K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

4.21%

Shares444.2K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

2.99%

Shares52.6K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

1.09%

Shares487.9K

Event2026-03-31

Filed2026-04-15

VXF

VANGUARD INDEX FDS

4.42%

Shares117.6K

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

5.38%

Shares258.7K

Event2026-03-31

Filed2026-04-15

VNQ

VANGUARD INDEX FDS

2.52%

Shares195.7K

Event2026-03-31

Filed2026-04-15

ANGL

VANECK ETF TRUST

5.44%

Shares492.8K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

1.55%

Shares190.8K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

1.18%

Shares112.8K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

1.27%

Shares38.1K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.54%

Shares10.6K

Event2026-03-31

Filed2026-04-15

MORGAN STANLEY

0.06%

Shares37.7K

Event2026-03-31

Filed2026-04-15

COF

CAPITAL ONE FINL CORP

-0.01%

Shares22.7K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

-0.70%

Shares57.3K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

-5.44%

Shares103.9K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

-1.56%

Shares98.3K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

2.06%

Shares11.2K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

6.28%

Shares17.1K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

-23.68%

Shares3.1K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.24%

Shares3.8K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

2.18%

Shares3.8K

Event2026-03-31

Filed2026-04-15

SJNK

SPDR SERIES TRUST

-1.13%

Shares61.9K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

3.96%

Shares7.1K

Event2026-03-31

Filed2026-04-15

IEF

ISHARES TR

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-15

DFCF

DIMENSIONAL ETF TRUST

4.35%

Shares33.1K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

6.23%

Shares13.0K

Event2026-03-31

Filed2026-04-15

DFSD

DIMENSIONAL ETF TRUST

4.78%

Shares28.5K

Event2026-03-31

Filed2026-04-15

DGCB

DIMENSIONAL ETF TRUST

3.98%

Shares24.8K

Event2026-03-31

Filed2026-04-15

PGIM ROCK ETF TR

20.09%

Shares38.0K

Event2026-03-31

Filed2026-04-15

VGK

VANGUARD INTL EQUITY INDEX F

-0.90%

Shares12.8K

Event2026-03-31

Filed2026-04-15

LQD

ISHARES TR

0.86%

Shares9.1K

Event2026-03-31

Filed2026-04-15

SHM

SPDR SERIES TRUST

4.55%

Shares20.5K

Event2026-03-31

Filed2026-04-15

NFLX

NETFLIX INC.

-0.97%

Shares9.6K

Event2026-03-31

Filed2026-04-15

TFI

SPDR SERIES TRUST

17.54%

Shares19.1K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

-2.56%

Shares8.9K

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

-2.85%

Shares11.7K

Event2026-03-31

Filed2026-04-15

DISV

DIMENSIONAL ETF TRUST

-10.44%

Shares20.4K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

7.48%

Shares4.0K

Event2026-03-31

Filed2026-04-15

PGIM ROCK ETF TR

New

Shares24.7K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-15

DUSB

DIMENSIONAL ETF TRUST

18.71%

Shares14.0K

Event2026-03-31

Filed2026-04-15

PSEP

INNOVATOR ETFS TRUST

-25.59%

Shares16.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

3.21%

Shares2.4K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

0.26%

Shares27.2K

Event2026-03-31

Filed2026-04-15

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-15

MRCP

PGIM ROCK ETF TR

New

Shares20.9K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-13.19%

Shares2.0K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

11.76%

Shares3.6K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-15

HYD

VANECK ETF TRUST

-4.85%

Shares12.2K

Event2026-03-31

Filed2026-04-15

SPDW

SPDR INDEX SHS FDS

-4.42%

Shares13.4K

Event2026-03-31

Filed2026-04-15

SPIB

SPDR SERIES TRUST

-4.06%

Shares17.3K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

5.64%

Shares7.6K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

-9.32%

Shares11.4K

Event2026-03-31

Filed2026-04-15

IJS

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

1.14%

Shares1.4K

Event2026-03-31

Filed2026-04-15

VISA INC

-11.75%

Shares1.7K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

-0.20%

Shares2.0K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

2.79%

Shares811

Event2026-03-31

Filed2026-04-15

IDEC

INNOVATOR ETFS TRUST

-0.34%

Shares14.2K

Event2026-03-31

Filed2026-04-15

EA SERIES TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

-7.76%

Shares1.3K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-15.50%

Shares1.5K

Event2026-03-31

Filed2026-04-15

PGIM ROCK ETF TR

New

Shares12.7K

Event2026-03-31

Filed2026-04-15

IOCT

INNOVATOR ETFS TRUST

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-15

HEFA

ISHARES TR

-0.73%

Shares8.9K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

-6.69%

Shares2.4K

Event2026-03-31

Filed2026-04-15

ISEP

INNOVATOR ETFS TRUST

-18.10%

Shares10.8K

Event2026-03-31

Filed2026-04-15

INOV

INNOVATOR ETFS TRUST

-1.39%

Shares9.7K

Event2026-03-31

Filed2026-04-15

AMT

AMERICAN TOWER CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-21.62%

Shares1.9K

Event2026-03-31

Filed2026-04-15

IYR

ISHARES TR

-1.83%

Shares3.4K

Event2026-03-31

Filed2026-04-15

DFEV

DIMENSIONAL ETF TRUST

-2.75%

Shares8.9K

Event2026-03-31

Filed2026-04-15

IJUL

INNOVATOR ETFS TRUST

-2.62%

Shares9.0K

Event2026-03-31

Filed2026-04-15

SPSB

SPDR SERIES TRUST

12.73%

Shares9.8K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

3.71%

Shares1.3K

Event2026-03-31

Filed2026-04-15

ELECTRONIC ARTS INC

-0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

5.07%

Shares767

Event2026-03-31

Filed2026-04-15

QCOM

QUALCOMM INC

1.05%

Shares2.2K

Event2026-03-31

Filed2026-04-15

BURL

BURLINGTON STORES INC

New

Shares866

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

1.81%

Shares1.1K

Event2026-03-31

Filed2026-04-15

SCHH

SCHWAB STRATEGIC TR

4.02%

Shares12.5K

Event2026-03-31

Filed2026-04-15

IJAN

INNOVATOR ETFS TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-04-15

SHOP

SHOPIFY INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-15

PBNV

PGIM ROCK ETF TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

15.65%

Shares1.8K

Event2026-03-31

Filed2026-04-15

UNH

UNITEDHEALTH GROUP INC

4.13%

Shares933

Event2026-03-31

Filed2026-04-15

PJUL

INNOVATOR ETFS TRUST

-49.47%

Shares5.5K

Event2026-03-31

Filed2026-04-15

IFEB

INNOVATOR ETFS TRUST

New

Shares8.3K

Event2026-03-31

Filed2026-04-15

CAVA

CAVA GROUP INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-15

PDEC

INNOVATOR ETFS TRUST

-16.67%

Shares5.7K

Event2026-03-31

Filed2026-04-15

SPSM

SPDR SERIES TRUST

-2.56%

Shares5.0K

Event2026-03-31

Filed2026-04-15

SPDR SERIES TRUST

7.00%

Shares2.4K

Event2026-03-31

Filed2026-04-15

IJUN

INNOVATOR ETFS TRUST

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

8.91%

Shares697

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

11.82%

Shares1.4K

Event2026-03-31

Filed2026-04-15

PNOV

INNOVATOR ETFS TRUST

-49.09%

Shares5.0K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR3.2K shares9900.00%2026-03-312026-04-15

MS Put PutMORGAN STANLEY10.0K shares9900.00%2026-03-312026-04-15

SPY Put PutSTATE STR SPDR S&P 500 ETF T400 shares3536.36%2026-03-312026-04-15

INVESCO QQQ TR Put

INVESCO QQQ TR

9900.00%

Shares3.2K

Event2026-03-31

Filed2026-04-15

MS Put

MORGAN STANLEY

9900.00%

Shares10.0K

Event2026-03-31

Filed2026-04-15

SPY Put

STATE STR SPDR S&P 500 ETF T

3536.36%

Shares400

Event2026-03-31

Filed2026-04-15