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CIK: 0001937021
Total reported value
$412.9M
$412.9M
80 檔
31.7%
At the close of Q1 2025, Cypress Financial Planning LLC disclosed equity holdings valued at approximately $412.9M, spread across 80 reported holdings.
Cypress Financial Planning LLC executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.60% | -0.70% | -0.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.08% | +0.52% | -9.29% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.64% | -0.67% | +1.08% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.40% | -0.86% | +1.81% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.94% | -0.16% | -5.34% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.75% | -0.18% | +5.22% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.50% | +0.52% | +7.36% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.16% | -0.11% | -3.07% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.98% | -3.83% | +1.83% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.89% | -0.03% | +0.66% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.80% | +0.05% | -0.55% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.73% | -0.13% | -2.89% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.69% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +0.13% | -6.16% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 2.06% | +0.75% | +0.01% | |
| 16 | DFSEUR | Discover Financial Services | Stock-Other | 1.36% | — | — | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | +0.12% | +9.30% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.05% | -0.05% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.04% | -3.39% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | -0.10% | +0.07% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.56% | -0.05% | -0.35% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | — | +2.94% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.66% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.02% | +3.31% | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.47% | -0.43% | EXIT | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.09% | +4.11% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.02% | -14.58% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.33% | -0.02% | +1.04% | |
| 29 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.32% | -0.04% | -9.68% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.31% | -0.05% | -13.02% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.03% | +1.74% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.27% | -0.02% | +11.04% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.27% | — | +4.64% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | — | -0.01% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.24% | -0.01% | +95.96% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.21% | +16.81% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | — | -3.49% | |
| 38 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.23% | — | -14.46% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.02% | -4.14% | |
| 40 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.01% | +3.74% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.17% | — | -1.32% | |
| 42 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.16% | — | -10.18% | |
| 43 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.16% | -0.07% | EXIT | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | -25.02% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.15% | — | +0.21% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.01% | +0.04% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.03% | +22.52% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.14% | — | +0.30% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.14% | -0.01% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | -10.83% |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 80 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VCIT, IVV, VGIT) accounted for 31.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
XLF
市值: $7.5M
Top Position Liquidated / Trimmed
HEFA
前期市值: $321.0K
During Q1 2025, Cypress Financial Planning LLC's top holdings by market value included VCIT (11.6%)、IVV (10.1%)、VGIT (8.6%). The largest single position, VCIT, represented 11.6% of total portfolio value.
In Q1 2025, Cypress Financial Planning LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 22 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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