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CIK: 0001937021
Total reported value
$412.9M
$412.9M
66 檔
28.0%
As reported in its official Q1 2024 Form 13F filing, Cypress Financial Planning LLC's tracked investment portfolio stood at $412.9M with 66 total positions.
During Q1 2024, Cypress Financial Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 14.28% | -0.70% | +32.37% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.20% | +0.52% | +57.49% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.22% | -0.16% | +76.82% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.25% | -0.86% | +214.91% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.92% | +0.52% | +49.44% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.05% | -0.67% | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.29% | -0.18% | +69.78% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.01% | -0.11% | +78.10% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.83% | -0.13% | -4.94% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.30% | -3.83% | +366.52% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.09% | -0.03% | +86.33% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | +0.13% | +6.47% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.29% | +0.05% | +1726.86% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.76% | +0.75% | — | |
| 15 | DFSEUR | Discover Financial Services | Stock-Other | 1.33% | — | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.62% | -0.04% | +14.49% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.02% | +352.82% | |
| 19 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.59% | -0.43% | EXIT | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.12% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.05% | +22.36% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.53% | -0.05% | -19.21% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.40% | -0.02% | — | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.10% | +11.30% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.02% | — | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.09% | — | |
| 27 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.32% | — | +27.90% | |
| 28 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.31% | -0.01% | — | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.03% | +3.64% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | +7.43% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.29% | — | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | — | +146.93% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | +0.02% | +85.01% | |
| 35 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.22% | -0.04% | +0.63% | |
| 36 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.22% | — | +44.73% | |
| 37 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.21% | -0.01% | +106.62% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.21% | +11.77% | |
| 39 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.20% | -0.06% | EXIT | |
| 40 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.20% | -0.02% | -14.98% | |
| 41 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.07% | EXIT | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | — | +9.70% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.17% | — | — | |
| 44 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.17% | — | +39.29% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | — | +49.56% | |
| 46 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.16% | -0.17% | EXIT | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.16% | +0.02% | — | |
| 48 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.15% | -0.01% | +20.94% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.01% | — | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.15% | — | -3.54% |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 66 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VCIT, IVV, VEA) accounted for 28.0% of total reported equity market value during Q1 2024.
During Q1 2024, Cypress Financial Planning LLC's top holdings by market value included VCIT (14.3%)、IVV (14.2%)、VEA (9.2%). The largest single position, VCIT, represented 14.3% of total portfolio value.
In Q1 2024, Cypress Financial Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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