Cypress Financial Planning LLC

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13F holdings as of 2024-06-30 · vs 2024-03-31 · 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

$239.0M

Positions

New this quarter

Exited this quarter

Top-10 concentration

76%

Options (notional)0 calls · $03 puts · $2.7M

#	Holding		Shares	Value	% of 13F	QoQ Δ
1	IVVISHARES TR	ADD	60K	$32.8M	13.7%	+$1.8M
2	VCITVANGUARD SCOTTSDALE FDS	TRIM	381K	$30.4M	12.7%	-$793K
3	VEAVANGUARD TAX-MANAGED FDS	ADD	421K	$20.8M	8.7%	+$670K
4	VGITVANGUARD SCOTTSDALE FDS	ADD	347K	$20.2M	8.4%	+$6.9M
5	VCSHVANGUARD SCOTTSDALE FDS	ADD	258K	$20.0M	8.4%	+$1.9M
6	VXFVANGUARD INDEX FDS	ADD	96K	$16.2M	6.8%	+$1.0M
7	VNQVANGUARD INDEX FDS	ADD	150K	$12.6M	5.3%	+$988K
8	DGROISHARES TR	ADD	206K	$11.9M	5.0%	+$925K
9	ANGLVANECK ETF TRUST	ADD	312K	$8.8M	3.7%	+$1.6M
10	VIGVANGUARD SPECIALIZED FUNDS	TRIM	43K	$7.8M	3.3%	-$593K
11	VWOVANGUARD INTL EQUITY INDEX F	ADD	167K	$7.3M	3.1%	+$550K
12	IEFAISHARES TR	ADD	87K	$6.3M	2.6%	+$1.3M
13	SPYSTATE STR SPDR S&P 500 ETF T	ADD	11K	$6.1M	2.5%	+$1.2M
14	MSMORGAN STANLEY	TRIM	40K	$3.9M	1.6%	+$56K
15	254709108	ADD	22K	$2.9M	1.2%	-$4K
16	IEMGISHARES INC	ADD	38K	$2.0M	0.8%	+$731K
17	AAPLAPPLE INC	TRIM	8K	$1.7M	0.7%	+$305K
18	BRK/BBERKSHIRE HATHAWAY INC DEL	ADD	4K	$1.5M	0.6%	+$306K
19	IJRISHARES TR	ADD	13K	$1.4M	0.6%	-$45K
20	LMTLOCKHEED MARTIN CORP	ADD	3K	$1.4M	0.6%	+$554K
21	AMZNAMAZON COM INC	TRIM	7K	$1.3M	0.5%	-$48K
22	SJNKSPDR SERIES TRUST	TRIM	44K	$1.1M	0.5%	-$193K
23	LQDISHARES TR	TRIM	10K	$1.1M	0.4%	-$105K
24	VGKVANGUARD INTL EQUITY INDEX F	TRIM	13K	$858K	0.4%	-$16K
25	SPYMSPDR SERIES TRUST	ADD	12K	$796K	0.3%	+$163K
26	SHMSPDR SERIES TRUST	ADD	17K	$792K	0.3%	+$161K
27	NFLXNETFLIX INC.	TRIM	1K	$787K	0.3%	+$11K
28	TFISPDR SERIES TRUST	ADD	17K	$776K	0.3%	+$91K
29	MSFTMICROSOFT CORP	TRIM	2K	$733K	0.3%	-$69K
30	SCHXSCHWAB STRATEGIC TR	ADD	11K	$729K	0.3%	+$114K
31	EFAISHARES TR	ADD	9K	$710K	0.3%	+$44K
32	POCTINNOVATOR ETFS TRUST	TRIM	19K	$710K	0.3%	+$13K
33	VTIVANGUARD INDEX FDS	ADD	2K	$547K	0.2%	+$97K
34	PSEPINNOVATOR ETFS TRUST	ADD	14K	$521K	0.2%	+$29K
35	IJSISHARES TR	ADD	5K	$520K	0.2%	+$122K
36	VUGVANGUARD INDEX FDS	TRIM	1K	$515K	0.2%	+$22K
37	PAUGINNOVATOR ETFS TRUST	TRIM	14K	$496K	0.2%	+$13K
38	PDECINNOVATOR ETFS TRUST	TRIM	13K	$473K	0.2%	+$9K
39	PJULINNOVATOR ETFS TRUST	ADD	11K	$437K	0.2%	+$11K
40	IWMISHARES TR	ADD	2K	$429K	0.2%	+$72K
41	SPIBSPDR SERIES TRUST	TRIM	13K	$426K	0.2%	-$13K
42	PNOVINNOVATOR ETFS TRUST	TRIM	12K	$426K	0.2%	-$20K
43	QCOMQUALCOMM INC	ADD	2K	$424K	0.2%	+$75K
44	AMTAMERICAN TOWER CORP	ADD	2K	$376K	0.2%	-$5K
45	HYDVANECK ETF TRUST	ADD	7K	$374K	0.2%	+$23K
46	VOOVANGUARD INDEX FDS	ADD	747	$374K	0.2%	+$157K
47	PFEBINNOVATOR ETFS TRUST	TRIM	11K	$373K	0.2%	+$5K
48	MUBISHARES TR	ADD	3K	$356K	0.1%	+$118K
49	PMAYINNOVATOR ETFS TRUST	ADD	10K	$341K	0.1%	+$19K
50	JOHNSON CONTROLS INTERNATION	ADD	5K	$340K	0.1%	+$8K
51	IOCTINNOVATOR ETFS TRUST		12K	$338K	0.1%	+$4K
52	SPDWSPDR INDEX SHS FDS	ADD	10K	$337K	0.1%	+$82K
53	HEFAISHARES TR	TRIM	9K	$328K	0.1%	+$5K
54	PJANINNOVATOR ETFS TRUST	TRIM	8K	$325K	0.1%	+$7K
55	PAPRINNOVATOR ETFS TRUST	NEW	9K	$310K	0.1%	new
56	NVDANVIDIA CORPORATION	NEW	2K	$300K	0.1%	new
57	ISEPINNOVATOR ETFS TRUST	TRIM	11K	$296K	0.1%	-$2K
58	GOOGALPHABET INC	NEW	2K	$291K	0.1%	new
59	UNHUNITEDHEALTH GROUP INC	TRIM	537	$273K	0.1%	-$37K
60	BJANINNOVATOR ETFS TRUST	TRIM	6K	$270K	0.1%	-$939
61	UANCVR PARTNERS LP/CVR NITROGEN		4K	$265K	0.1%	-$10K
62	PGPROCTER & GAMBLE CO	TRIM	2K	$265K	0.1%	-$54K
63	BNDVANGUARD BD INDEX FDS	TRIM	3K	$246K	0.1%	-$382K
64	PMARINNOVATOR ETFS TRUST	TRIM	6K	$238K	0.1%	+$2K
65	JPMJPMORGAN CHASE & CO	NEW	1K	$215K	0.1%	new
66	VFHVANGUARD WORLD FD	TRIM	2K	$214K	0.1%	-$26K
67	IJULINNOVATOR ETFS TRUST	NEW	7K	$210K	0.1%	new
68	VTVVANGUARD INDEX FDS		1K	$209K	0.1%	-$3K

Source: SEC Form 13F. Values are as-of 2024-06-30 (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).