CYPRESS FINANCIAL PLANNING LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$280.2B
Holdings
80
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 397,391 | $32.5B | 11.60% | |
| 2 | IVVISHARES TR | 50,275 | $28.2B | 10.08% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 407,309 | $24.2B | 8.64% | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 298,211 | $23.5B | 8.40% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 437,350 | $22.2B | 7.94% | |
| 6 | VNQVANGUARD INDEX FDS | 239,716 | $21.7B | 7.75% | |
| 7 | VXFVANGUARD INDEX FDS | 105,662 | $18.2B | 6.50% | |
| 8 | DGROISHARES TR | 188,605 | $11.7B | 4.16% | |
| 9 | ANGLVANECK ETF TRUST | 386,088 | $11.1B | 3.98% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 178,683 | $8.1B | 2.89% | |
| 11 | AQLTISHARES TR | 103,830 | $7.9B | 2.80% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 39,460 | $7.7B | 2.73% | |
| 13 | XLFSELECT SECTOR SPDR TR | 151,476 | $7.5B | 2.69% | |
| 14 | SPYSPDR S&P 500 ETF TR | 10,428 | $5.8B | 2.08% | Put |
| 15 | DWDMORGAN STANLEY | 49,451 | $5.8B | 2.06% | Put |
| 16 | DFSEURDISCOVER FINL SVCS | 22,247 | $3.8B | 1.36% | |
| 17 | IEMGISHARES INC | 49,452 | $2.7B | 0.95% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,740 | $2.0B | 0.71% | |
| 19 | AAPLAPPLE INC | 8,796 | $2.0B | 0.70% | |
| 20 | LMTLOCKHEED MARTIN CORP | 4,062 | $1.8B | 0.65% | |
| 21 | IEFISHARES TR | 16,518 | $1.6B | 0.56% | |
| 22 | IJRISHARES TR | 14,936 | $1.6B | 0.56% | |
| 23 | NDQINVESCO QQQ TR | 3,200 | $1.5B | 0.54% | Put |
| 24 | AMZNAMAZON COM INC | 6,952 | $1.3B | 0.47% | |
| 25 | SJNKSPDR SER TR | 51,906 | $1.3B | 0.47% | |
| 26 | NFLXNETFLIX INC | 1,115 | $1.0B | 0.37% | |
| 27 | VUGVANGUARD INDEX FDS | 2,753 | $1.0B | 0.36% | |
| 28 | VGKVANGUARD INTL EQUITY INDEX F | 13,029 | $914.8M | 0.33% | |
| 29 | PSEPINNOVATOR ETFS TRUST | 23,367 | $897.5M | 0.32% | |
| 30 | LQDISHARES TR | 7,910 | $859.8M | 0.31% | |
| 31 | EFAISHARES TR | 9,693 | $792.2M | 0.28% | |
| 32 | MUBISHARES TR | 7,260 | $765.5M | 0.27% | |
| 33 | SHMSPDR SER TR | 15,941 | $758.8M | 0.27% | |
| 34 | SCHXSCHWAB STRATEGIC TR | 31,749 | $701.0M | 0.25% | |
| 35 | SPDWSPDR INDEX SHS FDS | 18,536 | $673.8M | 0.24% | |
| 36 | VTIVANGUARD INDEX FDS | 2,390 | $656.9M | 0.23% | |
| 37 | IWFISHARES TR | 1,798 | $649.2M | 0.23% | |
| 38 | PAUGINNOVATOR ETFS TRUST | 16,999 | $642.2M | 0.23% | |
| 39 | MSFTMICROSOFT CORP | 1,644 | $617.1M | 0.22% | |
| 40 | PDECINNOVATOR ETFS TRUST | 14,294 | $537.5M | 0.19% | |
| 41 | IJSISHARES TR | 4,861 | $473.9M | 0.17% | |
| 42 | POCTINNOVATOR ETFS TRUST | 11,891 | $462.0M | 0.16% | |
| 43 | PJULINNOVATOR ETFS TRUST | 11,305 | $454.3M | 0.16% | |
| 44 | SPYMSPDR SER TR | 6,814 | $448.1M | 0.16% | |
| 45 | AMTAMERICAN TOWER CORP NEW | 1,936 | $421.3M | 0.15% | |
| 46 | JCIJOHNSON CTLS INTL PLC | 5,125 | $410.6M | 0.15% | |
| 47 | NVDANVIDIA CORPORATION | 3,727 | $403.9M | 0.14% | |
| 48 | IWMISHARES TR | 2,004 | $399.8M | 0.14% | |
| 49 | TFISPDR SER TR | 8,859 | $399.3M | 0.14% | |
| 50 | VOOVANGUARD INDEX FDS | 774 | $397.8M | 0.14% | |
| 51 | DDTOINNOVATOR ETFS TRUST | 10,972 | $393.0M | 0.14% | |
| 52 | IYRISHARES TR | 3,896 | $373.0M | 0.13% | |
| 53 | ISEPINNOVATOR ETFS TRUST | 12,605 | $362.5M | 0.13% | |
| 54 | IOCTINNOVATOR ETFS TRUST | 11,576 | $354.8M | 0.13% | |
| 55 | GOOGALPHABET INC | 2,266 | $354.0M | 0.13% | |
| 56 | JPMJPMORGAN CHASE & CO. | 1,427 | $350.0M | 0.12% | |
| 57 | SPIBSPDR SER TR | 10,349 | $344.0M | 0.12% | |
| 58 | PNOVINNOVATOR ETFS TRUST | 9,212 | $342.9M | 0.12% | |
| 59 | IDECINNOVATOR ETFS TRUST | 12,171 | $339.9M | 0.12% | |
| 60 | QCOMQUALCOMM INC | 2,183 | $335.3M | 0.12% | |
| 61 | IJULINNOVATOR ETFS TRUST | 11,481 | $334.3M | 0.12% | |
| 62 | BJANINNOVATOR ETFS TRUST | 6,981 | $325.5M | 0.12% | |
| 63 | HYDVANECK ETF TRUST | 5,936 | $303.8M | 0.11% | |
| 64 | JNKSPDR SER TR | 3,127 | $298.0M | 0.11% | |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 1,164 | $289.5M | 0.10% | |
| 66 | PMARINNOVATOR ETFS TRUST | 7,246 | $289.4M | 0.10% | |
| 67 | PGPROCTER AND GAMBLE CO | 1,686 | $287.3M | 0.10% | |
| 68 | UNHUNITEDHEALTH GROUP INC | 548 | $287.0M | 0.10% | |
| 69 | PMAYINNOVATOR ETFS TRUST | 7,383 | $264.3M | 0.09% | |
| 70 | UANCVR PARTNERS LP | 3,500 | $263.1M | 0.09% | |
| 71 | SCHHSCHWAB STRATEGIC TR | 12,007 | $258.3M | 0.09% | |
| 72 | ABBVABBVIE INC | 1,232 | $258.2M | 0.09% | |
| 73 | SHOPSHOPIFY INC | 2,503 | $239.0M | 0.09% | |
| 74 | TSLATESLA INC | 830 | $215.2M | 0.08% | |
| 75 | IJANINNOVATOR ETFS TRUST | 6,665 | $213.1M | 0.08% | |
| 76 | PJANINNOVATOR ETFS TRUST | 5,112 | $212.0M | 0.08% | |
| 77 | SPSBSPDR SER TR | 7,027 | $211.5M | 0.08% | |
| 78 | VTVVANGUARD INDEX FDS | 1,215 | $209.9M | 0.07% | |
| 79 | XOMEXXON MOBIL CORP | 1,727 | $205.4M | 0.07% | |
| 80 | EAELECTRONIC ARTS INC | 1,399 | $202.2M | 0.07% |