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CIK: 0001937021
Total reported value
$412.9M
$412.9M
76 檔
32.2%
According to the latest 13F quarterly dataset, Cypress Financial Planning LLC managed an equity portfolio of $412.9M at the end of Q3 2024, spanning 76 distinct U.S. exchange-listed positions.
In Q3 2024, Cypress Financial Planning LLC displayed an active expansion posture, initiating 9 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 12.15% | -0.70% | +3.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.03% | +0.52% | -6.02% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.64% | -0.67% | +11.65% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.38% | -0.16% | +1.86% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.97% | -0.86% | +5.04% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.75% | -0.18% | +43.51% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.84% | +0.52% | +6.18% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.55% | -0.11% | -4.84% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.91% | -3.83% | +15.18% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.07% | -0.03% | +4.26% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.02% | +0.05% | +19.99% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.97% | -0.13% | -4.62% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | +0.13% | -3.02% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.52% | +0.75% | -1.17% | |
| 15 | DFSEUR | Discover Financial Services | Stock-Other | 1.15% | — | +0.01% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | +0.12% | +25.57% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | -0.10% | +29.31% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.04% | +3.23% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.05% | +0.13% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | +1.45% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.02% | +134.13% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.02% | +0.41% | |
| 23 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.42% | -0.43% | EXIT | |
| 24 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.04% | +92.33% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.37% | -0.05% | -10.14% | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.33% | -0.02% | -0.92% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.30% | -0.01% | +2.27% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.30% | — | -1.01% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | — | +0.15% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.03% | +0.74% | |
| 31 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.28% | — | +48.47% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.28% | -0.09% | -8.49% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.02% | +1.22% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | — | — | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | -19.93% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.21% | -2.74% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | -7.84% | |
| 38 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.19% | — | -28.26% | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.07% | EXIT | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.17% | — | +0.05% | |
| 41 | IJUL | Innovator International Deve | ETF-Other | 0.17% | +0.04% | +103.41% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | — | -5.58% | |
| 43 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.16% | -0.01% | -10.23% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | -0.02% | +11.07% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.01% | +0.16% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | -0.40% | |
| 47 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.14% | -0.17% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | +43.48% | |
| 49 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.14% | -0.01% | +6.54% | |
| 50 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.14% | +0.05% | NEW |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 76 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, IVV, VGIT) accounted for 32.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWF
市值: $699.3K
Top Position Liquidated / Trimmed
BND
前期市值: $246.3K
During Q3 2024, Cypress Financial Planning LLC's top holdings by market value included VCIT (12.2%)、IVV (12.0%)、VGIT (8.6%). The largest single position, VCIT, represented 12.2% of total portfolio value.
In Q3 2024, Cypress Financial Planning LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 1 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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