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CIK: 0001937021
Total reported value
$412.9M
$412.9M
79 檔
32.2%
During the Q4 2024 filing period, Cypress Financial Planning LLC (CIK: 0001937021) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $412.9M across 79 reported positions.
In Q4 2024, Cypress Financial Planning LLC displayed an active expansion posture, initiating 7 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.97% | +0.52% | -1.72% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.76% | -0.70% | +1.76% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.58% | -0.67% | +4.13% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.38% | -0.86% | +7.92% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.11% | -0.16% | +7.65% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.45% | -0.18% | +5.92% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.86% | +0.52% | -3.13% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.38% | -0.11% | -0.89% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.99% | -3.83% | +5.56% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.92% | -0.13% | +0.05% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.87% | -0.03% | +2.13% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.69% | +0.05% | -0.18% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | +0.13% | -2.04% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.82% | +0.75% | -9.16% | |
| 15 | DFSEUR | Discover Financial Services | Stock-Other | 1.41% | — | -25.21% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.87% | +0.12% | -4.06% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.84% | -0.04% | +11.40% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.72% | -0.10% | +4.32% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.05% | +0.43% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | — | +6.43% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.56% | -0.05% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | -0.02% | +1.99% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.02% | -0.03% | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.47% | -0.43% | EXIT | |
| 25 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.04% | -3.17% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.36% | -0.05% | +1.92% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.09% | +0.37% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.30% | -0.02% | +1.30% | |
| 29 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.28% | — | -1.42% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | — | — | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.27% | — | +179.39% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.02% | +3.31% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.26% | — | -8.34% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.03% | +4.33% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | -0.02% | +76.18% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | -8.74% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.21% | +2.97% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | +0.08% | |
| 39 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.01% | +21.71% | |
| 40 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.19% | — | -0.45% | |
| 41 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.07% | EXIT | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | +16.67% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | — | +0.15% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.02% | +0.04% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.03% | +18.37% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.01% | +0.14% | |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.15% | -0.01% | -48.92% | |
| 48 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.14% | +0.05% | NEW | |
| 49 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.13% | -0.06% | EXIT | |
| 50 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.13% | -0.01% | — |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 79 disclosed positions in Q4 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 IVV, VCIT, VGIT) accounted for 32.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEF
市值: $1.5M
Top Position Liquidated / Trimmed
VFH
前期市值: $218.9K
During Q4 2024, Cypress Financial Planning LLC's top holdings by market value included IVV (12.0%)、VCIT (11.8%)、VGIT (8.6%). The largest single position, IVV, represented 12.0% of total portfolio value.
In Q4 2024, Cypress Financial Planning LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 4 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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