Cypress Financial Planning LLC

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13F holdings as of 2026-03-31 · vs 2025-12-31 · long US-listed positions only

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Reported 13F value

$358.8M

Positions

New this quarter

Exited this quarter

Top-10 concentration

72%

Options (notional)0 calls · $03 puts · $3.8M

#	Holding		Shares	Value	% of 13F	QoQ Δ
1	VCITVANGUARD SCOTTSDALE FDS	ADD	455K	$37.7M	10.5%	+$552K
2	VGITVANGUARD SCOTTSDALE FDS	ADD	612K	$36.4M	10.2%	+$1.7M
3	VCSHVANGUARD SCOTTSDALE FDS	ADD	444K	$35.2M	9.8%	+$1.2M
4	IVVISHARES TR	ADD	53K	$34.3M	9.6%	-$879K
5	VEAVANGUARD TAX-MANAGED FDS	ADD	488K	$31.3M	8.7%	+$968K
6	VXFVANGUARD INDEX FDS	ADD	118K	$24.2M	6.7%	+$420K
7	DGROISHARES TR	ADD	259K	$18.2M	5.1%	+$989K
8	VNQVANGUARD INDEX FDS	ADD	196K	$17.4M	4.8%	+$328K
9	ANGLVANECK ETF TRUST	ADD	493K	$14.2M	3.9%	+$422K
10	VWOVANGUARD INTL EQUITY INDEX F	ADD	191K	$10.3M	2.9%	+$203K
11	IEFAISHARES TR	ADD	113K	$10.2M	2.8%	+$194K
12	VIGVANGUARD SPECIALIZED FUNDS	ADD	38K	$8.2M	2.3%	-$138K
13	SPYSTATE STR SPDR S&P 500 ETF T	TRIM	11K	$6.9M	1.9%	-$422K
14	MSMORGAN STANLEY	ADD	38K	$6.2M	1.7%	-$543K
15	COFCAPITAL ONE FINL CORP	TRIM	23K	$4.1M	1.2%	-$1.4M
16	IEMGISHARES INC	TRIM	57K	$4.0M	1.1%	+$109K
17	SCHVSCHWAB STRATEGIC TR	TRIM	104K	$3.2M	0.9%	-$85K
18	SCHGSCHWAB STRATEGIC TR	TRIM	98K	$2.9M	0.8%	-$394K
19	AAPLAPPLE INC	ADD	11K	$2.8M	0.8%	-$151K
20	IJRISHARES TR	ADD	17K	$2.1M	0.6%	+$168K
21	LMTLOCKHEED MARTIN CORP	TRIM	3K	$1.9M	0.5%	-$107K
22	BRK/BBERKSHIRE HATHAWAY INC DEL	ADD	4K	$1.8M	0.5%	-$88K
23	VUGVANGUARD INDEX FDS	ADD	4K	$1.7M	0.5%	-$164K
24	SJNKSPDR SERIES TRUST	TRIM	62K	$1.5M	0.4%	-$39K
25	IEFISHARES TR		16K	$1.5M	0.4%	-$16K
26	AMZNAMAZON COM INC	ADD	7K	$1.5M	0.4%	-$110K
27	DFCFDIMENSIONAL ETF TRUST	ADD	33K	$1.4M	0.4%	+$48K
28	MUBISHARES TR	ADD	13K	$1.4M	0.4%	+$69K
29	DFSDDIMENSIONAL ETF TRUST	ADD	28K	$1.4M	0.4%	+$60K
30	DGCBDIMENSIONAL ETF TRUST	ADD	25K	$1.3M	0.4%	+$49K
31	DECPPGIM ROCK ETF TR	ADD	38K	$1.1M	0.3%	+$161K
32	VGKVANGUARD INTL EQUITY INDEX F	TRIM	13K	$1.1M	0.3%	-$29K
33	LQDISHARES TR	ADD	9K	$992K	0.3%	-$7K
34	SHMSPDR SERIES TRUST	ADD	20K	$980K	0.3%	+$40K
35	NFLXNETFLIX INC.	TRIM	10K	$927K	0.3%	+$14K
36	TFISPDR SERIES TRUST	ADD	19K	$868K	0.2%	+$124K
37	EFAISHARES TR	TRIM	9K	$864K	0.2%	-$16K
38	DFASDIMENSIONAL ETF TRUST	TRIM	12K	$830K	0.2%	-$7K
39	DISVDIMENSIONAL ETF TRUST	TRIM	20K	$805K	0.2%	-$61K
40	VTVVANGUARD INDEX FDS	ADD	4K	$775K	0.2%	+$72K
41	FEBPPGIM ROCK ETF TR	NEW	25K	$773K	0.2%	new
42	IWFISHARES TR		2K	$758K	0.2%	-$90K
43	DUSBDIMENSIONAL ETF TRUST	ADD	14K	$709K	0.2%	+$112K
44	PSEPINNOVATOR ETFS TRUST	TRIM	16K	$703K	0.2%	-$258K
45	JPMJPMORGAN CHASE & CO	ADD	2K	$700K	0.2%	-$45K
46	SCHXSCHWAB STRATEGIC TR	ADD	27K	$698K	0.2%	-$38K
47	JOHNSON CONTROLS INTERNATION		5K	$672K	0.2%	+$51K
48	MRCPPGIM ROCK ETF TR	NEW	21K	$661K	0.2%	new
49	VTIVANGUARD INDEX FDS	TRIM	2K	$648K	0.2%	-$138K
50	NVDANVIDIA CORPORATION	ADD	4K	$626K	0.2%	+$24K
51	GOOGALPHABET INC	TRIM	2K	$622K	0.2%	-$60K
52	HYDVANECK ETF TRUST	TRIM	12K	$611K	0.2%	-$44K
53	SPDWSPDR INDEX SHS FDS	TRIM	13K	$611K	0.2%	-$13K
54	SPIBSPDR SERIES TRUST	TRIM	17K	$580K	0.2%	-$30K
55	SPYMSPDR SERIES TRUST	ADD	8K	$579K	0.2%	+$248
56	VTEBVANGUARD MUN BD FDS	TRIM	11K	$569K	0.2%	-$63K
57	IJSISHARES TR		5K	$565K	0.2%	+$18K
58	MSFTMICROSOFT CORP	ADD	1K	$525K	0.1%	-$159K
59	VVISA INC	TRIM	2K	$524K	0.1%	-$166K
60	IWMISHARES TR	TRIM	2K	$495K	0.1%	-$1K
61	VOOVANGUARD INDEX FDS	ADD	811	$485K	0.1%	-$14K
62	IDECINNOVATOR ETFS TRUST	TRIM	14K	$461K	0.1%	+$1K
63	USEWEA SERIES TRUST		9K	$443K	0.1%	-$17K
64	MCDMCDONALDS CORP	TRIM	1K	$406K	0.1%	-$27K
65	VBVANGUARD INDEX FDS	TRIM	2K	$405K	0.1%	-$71K
66	JANPPGIM ROCK ETF TR	NEW	13K	$405K	0.1%	new
67	IOCTINNOVATOR ETFS TRUST		12K	$404K	0.1%	+$808
68	HEFAISHARES TR	TRIM	9K	$379K	0.1%	+$6K
69	PEPPEPSICO INC	TRIM	2K	$377K	0.1%	+$3K
70	ISEPINNOVATOR ETFS TRUST	TRIM	11K	$354K	0.1%	-$76K
71	INOVINNOVATOR ETFS TRUST	TRIM	10K	$335K	0.1%	-$4K
72	AMTAMERICAN TOWER CORP		2K	$335K	0.1%	-$8K
73	XOMEXXON MOBIL CORP	TRIM	2K	$325K	0.1%	+$30K
74	IYRISHARES TR	TRIM	3K	$325K	0.1%	-$7K
75	DFEVDIMENSIONAL ETF TRUST	TRIM	9K	$319K	0.1%	+$10K
76	IJULINNOVATOR ETFS TRUST	TRIM	9K	$303K	0.1%	-$6K
77	SPSBSPDR SERIES TRUST	ADD	10K	$295K	0.1%	+$32K
78	ABBVABBVIE INC	ADD	1K	$286K	0.1%	-$5K
79	EAELECTRONIC ARTS INC	TRIM	1K	$286K	0.1%	-$1K
80	TSLATESLA INC	ADD	767	$285K	0.1%	-$47K
81	QCOMQUALCOMM INC	ADD	2K	$285K	0.1%	-$95K
82	BURLBURLINGTON STORES INC	NEW	866	$282K	0.1%	new
83	IBMINTERNATIONAL BUSINESS MACHS	ADD	1K	$272K	0.1%	-$61K
84	SCHHSCHWAB STRATEGIC TR	ADD	12K	$268K	0.1%	+$16K
85	IJANINNOVATOR ETFS TRUST	NEW	7K	$263K	0.1%	new
86	SHOPSHOPIFY INC		2K	$263K	0.1%	-$100K
87	PBNVPGIM ROCK ETF TR		9K	$258K	0.1%	-$5K
88	PGPROCTER & GAMBLE CO	ADD	2K	$254K	0.1%	+$35K
89	UNHUNITEDHEALTH GROUP INC	ADD	933	$253K	0.1%	-$45K
90	PJULINNOVATOR ETFS TRUST	TRIM	5K	$251K	0.1%	-$252K
91	IFEBINNOVATOR ETFS TRUST	NEW	8K	$246K	0.1%	new
92	CAVACAVA GROUP INC	NEW	3K	$243K	0.1%	new
93	PDECINNOVATOR ETFS TRUST	TRIM	6K	$242K	0.1%	-$56K
94	SPSMSPDR SERIES TRUST	TRIM	5K	$241K	0.1%	-$2K
95	JNKSPDR SERIES TRUST	ADD	2K	$233K	0.1%	+$12K
96	IJUNINNOVATOR ETFS TRUST		8K	$224K	0.1%	+$1K
97	AVGOBROADCOM INC	ADD	697	$216K	0.1%	-$8K
98	PLTRPALANTIR TECHNOLOGIES INC	ADD	1K	$206K	0.1%	-$22K
99	PNOVINNOVATOR ETFS TRUST	TRIM	5K	$205K	0.1%	-$209K

Source: SEC Form 13F. Values are as-of 2026-03-31 (quarter-end), not live. Percentages are of reported 13F value, not the fund’s full AUM (13F excludes shorts, cash, bonds, most non-US holdings).