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CIK: 0001937021
Total reported value
$412.9M
$412.9M
68 檔
30.1%
In Q2 2024, Cypress Financial Planning LLC's U.S. equity holdings reached a combined market value of $412.9M, distributed across 68 disclosed stock positions.
During Q2 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.59% | +0.52% | +1.63% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 12.59% | -0.70% | -1.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.62% | -0.16% | +4.89% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.35% | -0.67% | +53.31% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.26% | -0.86% | +10.70% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.68% | +0.52% | +10.84% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.19% | -0.18% | +12.07% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.92% | -0.11% | +9.29% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.65% | -3.83% | +25.34% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.22% | -0.13% | -7.06% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.02% | -0.03% | +3.23% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.63% | +0.13% | +19.26% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.62% | +0.05% | +29.31% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 2.21% | +0.75% | +35.07% | |
| 15 | DFSEUR | Discover Financial Services | Stock-Other | 1.61% | — | +33.81% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | +0.12% | +51.42% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.04% | -0.39% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.05% | +29.52% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | +0.48% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.10% | +60.82% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.02% | -10.04% | |
| 22 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.45% | -0.43% | EXIT | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.44% | -0.05% | -7.42% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.35% | -0.02% | -1.02% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | — | +20.98% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.33% | — | +26.25% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.09% | -8.76% | |
| 28 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.32% | -0.01% | +15.16% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | -14.00% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | — | +14.51% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.03% | +8.69% | |
| 32 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.29% | — | -0.24% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.21% | +18.23% | |
| 34 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.22% | -0.04% | +3.26% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.21% | — | +38.12% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.21% | +0.02% | -3.84% | |
| 37 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.21% | — | -0.44% | |
| 38 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.20% | -0.01% | -0.47% | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.18% | -0.07% | EXIT | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | — | +24.59% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.18% | -0.02% | -2.47% | |
| 42 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.18% | -0.06% | EXIT | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.18% | +0.02% | +3.30% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.16% | — | +0.41% | |
| 45 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.15% | -0.17% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | +65.63% | |
| 47 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.15% | — | -1.36% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | -0.02% | +50.77% | |
| 49 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.14% | — | +0.67% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.01% | +0.79% |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 68 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VCIT, VEA) accounted for 30.1% of total reported equity market value during Q2 2024.
During Q2 2024, Cypress Financial Planning LLC's top holdings by market value included IVV (13.6%)、VCIT (12.6%)、VEA (8.6%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q2 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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