Sponsored
The Analysis of CYPRESS FINANCIAL PLANNING LLC's Holdings & P&L
Currently, CYPRESS FINANCIAL PLANNING LLC holds 106 types of securities in its portfolio with a total value $408.2M. In the most recent quarter, they have increased their positions in JMBS (+415.2K shares, valued at $18.7M), VGIT (+44.2K shares, valued at $2.6M), QQQ (+3.4K shares, valued at $2.5M); decreased their positions in ANGL (-483.5K shares, valued at $14.1M), VIG (-1.0K shares, valued at $236.9K), AAPL (-655 shares, valued at $189.5K); initiated new positions in JMBS (+415.2K shares, valued at $18.7M), QQQ (+3.4K shares, valued at $2.5M), AVUV (+7.8K shares, valued at $977.1K).
1M P&L
-1.8M-0.54%
3M P&L
+1.5M+0.45%
HY P&L
-3.4M-1.03%
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/A308.7M
91.6%
2Capital Markets10.0M
3.0%
3Credit Services4.6M
1.4%
Top Industries by Stock Count
1N/A68 stocks
77.3%
2Drug Manufacturers - General2 stocks
2.3%
3Semiconductors2 stocks
2.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.5K sharesnew addition2026-06-302026-07-09
Sponsored
ISHARES TR
4.82%ISHARES TR
Shares55.1K
Event2026-06-30
Filed2026-07-09
VCIT
6.42%VANGUARD SCOTTSDALE FDS
Shares484.3K
Event2026-06-30
Filed2026-07-09
VGIT
7.23%VANGUARD SCOTTSDALE FDS
Shares655.8K
Event2026-06-30
Filed2026-07-09
VCSH
4.13%VANGUARD SCOTTSDALE FDS
Shares462.5K
Event2026-06-30
Filed2026-07-09
VEA
0.50%VANGUARD TAX-MANAGED FDS
Shares490.4K
Event2026-06-30
Filed2026-07-09
VXF
2.61%VANGUARD INDEX FDS
Shares120.7K
Event2026-06-30
Filed2026-07-09
DGRO
3.22%ISHARES TR
Shares267.0K
Event2026-06-30
Filed2026-07-09
VNQ
0.93%VANGUARD INDEX FDS
Shares197.5K
Event2026-06-30
Filed2026-07-09
JMBS
NewJANUS DETROIT STR TR
Shares415.2K
Event2026-06-30
Filed2026-07-09
ISHARES TR
8.98%ISHARES TR
Shares122.9K
Event2026-06-30
Filed2026-07-09
VWO
1.75%VANGUARD INTL EQUITY INDEX F
Shares194.2K
Event2026-06-30
Filed2026-07-09
MS
26.25%MORGAN STANLEY
Shares47.7K
Event2026-06-30
Filed2026-07-09
VIG
-2.62%VANGUARD SPECIALIZED FUNDS
Shares37.1K
Event2026-06-30
Filed2026-07-09
STATE STR SPDR S&P 500 ETF T
5.94%STATE STR SPDR S&P 500 ETF T
Shares11.2K
Event2026-06-30
Filed2026-07-09
IEMG
6.47%ISHARES INC
Shares61.0K
Event2026-06-30
Filed2026-07-09
COF
0.00%CAPITAL ONE FINL CORP
Shares22.7K
Event2026-06-30
Filed2026-07-09
SCHV
3.80%SCHWAB STRATEGIC TR
Shares107.9K
Event2026-06-30
Filed2026-07-09
SCHG
3.69%SCHWAB STRATEGIC TR
Shares101.9K
Event2026-06-30
Filed2026-07-09
AAPL
-5.86%APPLE INC
Shares10.5K
Event2026-06-30
Filed2026-07-09
QQQ
NewINVESCO QQQ TR
Shares3.4K
Event2026-06-30
Filed2026-07-09
IJR
-3.09%ISHARES TR
Shares16.6K
Event2026-06-30
Filed2026-07-09
VUG
505.13%VANGUARD INDEX FDS
Shares23.0K
Event2026-06-30
Filed2026-07-09
BRK.B
-2.33%BERKSHIRE HATHAWAY INC DEL
Shares3.7K
Event2026-06-30
Filed2026-07-09
LMT
8.41%LOCKHEED MARTIN CORP
Shares3.3K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
116.73%VANGUARD INDEX FDS
Shares4.4K
Event2026-06-30
Filed2026-07-09
AMZN
-5.35%AMAZON COM INC
Shares6.7K
Event2026-06-30
Filed2026-07-09
DFCF
10.28%DIMENSIONAL ETF TRUST
Shares36.5K
Event2026-06-30
Filed2026-07-09
MUB
6.42%ISHARES TR
Shares13.8K
Event2026-06-30
Filed2026-07-09
IEF
0.00%ISHARES TR
Shares15.5K
Event2026-06-30
Filed2026-07-09
DGCB
2.24%DIMENSIONAL ETF TRUST
Shares25.3K
Event2026-06-30
Filed2026-07-09
DFSD
0.62%DIMENSIONAL ETF TRUST
Shares28.6K
Event2026-06-30
Filed2026-07-09
PGIM ROCK ETF TR
-3.62%PGIM ROCK ETF TR
Shares36.7K
Event2026-06-30
Filed2026-07-09
VGK
0.01%VANGUARD INTL EQUITY INDEX F
Shares12.8K
Event2026-06-30
Filed2026-07-09
SHM
12.19%SPDR SERIES TRUST
Shares23.0K
Event2026-06-30
Filed2026-07-09
AVUV
NewAMERICAN CENTY ETF TR
Shares7.8K
Event2026-06-30
Filed2026-07-09
TFI
9.76%SPDR SERIES TRUST
Shares21.0K
Event2026-06-30
Filed2026-07-09
LQD
-6.63%ISHARES TR
Shares8.5K
Event2026-06-30
Filed2026-07-09
PGIM ROCK ETF TR
5.34%PGIM ROCK ETF TR
Shares26.0K
Event2026-06-30
Filed2026-07-09
EFA
-4.35%ISHARES TR
Shares8.5K
Event2026-06-30
Filed2026-07-09
IWF
300.00%ISHARES TR
Shares7.1K
Event2026-06-30
Filed2026-07-09
VTV
1.32%VANGUARD INDEX FDS
Shares4.0K
Event2026-06-30
Filed2026-07-09
JPMORGAN CHASE & CO
9.96%JPMORGAN CHASE & CO
Shares2.6K
Event2026-06-30
Filed2026-07-09
MRCP
14.58%PGIM ROCK ETF TR
Shares23.9K
Event2026-06-30
Filed2026-07-09
NVDA
12.42%NVIDIA CORPORATION
Shares4.0K
Event2026-06-30
Filed2026-07-09
AVDV
NewAMERICAN CENTY ETF TR
Shares7.7K
Event2026-06-30
Filed2026-07-09
SCHX
-3.01%SCHWAB STRATEGIC TR
Shares26.4K
Event2026-06-30
Filed2026-07-09
GOOG
0.00%ALPHABET INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
JOHNSON CONTROLS INTERNATION
0.00%JOHNSON CONTROLS INTERNATION
Shares5.1K
Event2026-06-30
Filed2026-07-09
NETFLIX INC.
0.79%NETFLIX INC.
Shares9.7K
Event2026-06-30
Filed2026-07-09
VISA INC
15.16%VISA INC
Shares2.0K
Event2026-06-30
Filed2026-07-09
VTEB
14.70%VANGUARD MUN BD FDS
Shares13.1K
Event2026-06-30
Filed2026-07-09
SPDW
-2.19%SPDR INDEX SHS FDS
Shares13.1K
Event2026-06-30
Filed2026-07-09
IJS
0.19%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-09
SPDR SERIES TRUST
-2.25%SPDR SERIES TRUST
Shares7.4K
Event2026-06-30
Filed2026-07-09
DUSB
-11.95%DIMENSIONAL ETF TRUST
Shares12.3K
Event2026-06-30
Filed2026-07-09
PSEP
-20.25%INNOVATOR ETFS TRUST
Shares13.0K
Event2026-06-30
Filed2026-07-09
IWM
-2.56%ISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-07-09
VOO
4.19%VANGUARD INDEX FDS
Shares845
Event2026-06-30
Filed2026-07-09
SPIB
-1.16%SPDR SERIES TRUST
Shares17.1K
Event2026-06-30
Filed2026-07-09
VB
20.35%VANGUARD INDEX FDS
Shares1.9K
Event2026-06-30
Filed2026-07-09
MSFT
-3.66%MICROSOFT CORP
Shares1.4K
Event2026-06-30
Filed2026-07-09
USEW
0.00%EA SERIES TRUST
Shares9.1K
Event2026-06-30
Filed2026-07-09
PGIM ROCK ETF TR
11.72%PGIM ROCK ETF TR
Shares14.2K
Event2026-06-30
Filed2026-07-09
IDEC
-0.35%INNOVATOR ETFS TRUST
Shares14.1K
Event2026-06-30
Filed2026-07-09
EXXON MOBIL CORP
85.16%EXXON MOBIL CORP
Shares3.5K
Event2026-06-30
Filed2026-07-09
IJUL
49.55%INNOVATOR ETFS TRUST
Shares13.4K
Event2026-06-30
Filed2026-07-09
HEFA
-0.48%ISHARES TR
Shares8.9K
Event2026-06-30
Filed2026-07-09
IOCT
-3.14%INNOVATOR ETFS TRUST
Shares11.2K
Event2026-06-30
Filed2026-07-09
QCOM
-2.44%QUALCOMM INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
MCD
8.80%MCDONALDS CORP
Shares1.4K
Event2026-06-30
Filed2026-07-09
DFEV
-0.64%DIMENSIONAL ETF TRUST
Shares8.8K
Event2026-06-30
Filed2026-07-09
AMT
18.93%AMERICAN TOWER CORP
Shares2.3K
Event2026-06-30
Filed2026-07-09
UNITEDHEALTH GROUP INC
-5.14%UNITEDHEALTH GROUP INC
Shares885
Event2026-06-30
Filed2026-07-09
PEP
8.95%PEPSICO INC
Shares2.6K
Event2026-06-30
Filed2026-07-09
ISEP
-4.75%INNOVATOR ETFS TRUST
Shares10.3K
Event2026-06-30
Filed2026-07-09
IYR
0.99%ISHARES TR
Shares3.5K
Event2026-06-30
Filed2026-07-09
INOV
-2.95%INNOVATOR ETFS TRUST
Shares9.4K
Event2026-06-30
Filed2026-07-09
IDEV
NewISHARES TR
Shares3.8K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
0.23%ABBVIE INC
Shares1.3K
Event2026-06-30
Filed2026-07-09
TSLA
0.00%TESLA INC
Shares767
Event2026-06-30
Filed2026-07-09
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares1.1K
Event2026-06-30
Filed2026-07-09
SPSB
4.44%SPDR SERIES TRUST
Shares10.2K
Event2026-06-30
Filed2026-07-09
VBK
NewVANGUARD INDEX FDS
Shares836
Event2026-06-30
Filed2026-07-09
SCHH
-1.69%SCHWAB STRATEGIC TR
Shares12.3K
Event2026-06-30
Filed2026-07-09
EA
0.00%ELECTRONIC ARTS INC
Shares1.4K
Event2026-06-30
Filed2026-07-09
SPSM
-2.55%SPDR SERIES TRUST
Shares4.9K
Event2026-06-30
Filed2026-07-09
PBNV
0.00%PGIM ROCK ETF TR
Shares8.9K
Event2026-06-30
Filed2026-07-09
IJUN
15.73%INNOVATOR ETFS TRUST
Shares8.8K
Event2026-06-30
Filed2026-07-09
BURLINGTON STORES INC
0.00%BURLINGTON STORES INC
Shares866
Event2026-06-30
Filed2026-07-09
ANGL
-98.11%VANECK ETF TRUST
Shares9.3K
Event2026-06-30
Filed2026-07-09
IJAN
-1.50%INNOVATOR ETFS TRUST
Shares7.1K
Event2026-06-30
Filed2026-07-09
PDEC
-1.12%INNOVATOR ETFS TRUST
Shares5.6K
Event2026-06-30
Filed2026-07-09
PG
0.00%PROCTER & GAMBLE CO
Shares1.8K
Event2026-06-30
Filed2026-07-09
IFEB
-1.82%INNOVATOR ETFS TRUST
Shares8.1K
Event2026-06-30
Filed2026-07-09
VBR
NewVANGUARD INDEX FDS
Shares1.0K
Event2026-06-30
Filed2026-07-09
SHOP
-0.05%SHOPIFY INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
BROADCOM INC
-4.45%BROADCOM INC
Shares666
Event2026-06-30
Filed2026-07-09
APRP
NewPGIM ROCK ETF TR
Shares7.6K
Event2026-06-30
Filed2026-07-09
JNJ
NewJOHNSON & JOHNSON
Shares897
Event2026-06-30
Filed2026-07-09
SCHF
NewSCHWAB STRATEGIC TR
Shares8.0K
Event2026-06-30
Filed2026-07-09
J P MORGAN EXCHANGE TRADED F
NewJ P MORGAN EXCHANGE TRADED F
Shares3.5K
Event2026-06-30
Filed2026-07-09
QYLD
NewGLOBAL X FDS
Shares11.3K
Event2026-06-30
Filed2026-07-09
BJAN
NewINNOVATOR ETFS TRUST
Shares3.5K
Event2026-06-30
Filed2026-07-09
IWD
NewISHARES TR
Shares845
Event2026-06-30
Filed2026-07-09
XYLD
NewGLOBAL X FDS
Shares5.0K
Event2026-06-30
Filed2026-07-09
LLY
NewELI LILLY & CO
Shares169
Event2026-06-30
Filed2026-07-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
QQQ Put
0.00%INVESCO QQQ TR
Shares3.2K
Event2026-06-30
Filed2026-07-09
MS Put
0.00%MORGAN STANLEY
Shares10.0K
Event2026-06-30
Filed2026-07-09
STATE STR SPDR S&P 500 ETF T Put
0.00%STATE STR SPDR S&P 500 ETF T
Shares400
Event2026-06-30
Filed2026-07-09