CYPRESS FINANCIAL PLANNING LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$306.5B
Holdings
81
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 413,772 | $34.3B | 11.20% | |
| 2 | IVVISHARES TR | 51,819 | $32.2B | 10.50% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 432,502 | $25.9B | 8.44% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 447,059 | $25.5B | 8.32% | |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 318,167 | $25.3B | 8.25% | |
| 6 | VNQVANGUARD INDEX FDS | 250,590 | $22.3B | 7.28% | |
| 7 | VXFVANGUARD INDEX FDS | 113,577 | $21.9B | 7.14% | |
| 8 | DGROISHARES TR | 195,249 | $12.5B | 4.07% | |
| 9 | ANGLVANECK ETF TRUST | 411,103 | $12.0B | 3.93% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 181,213 | $9.0B | 2.92% | |
| 11 | AQLTISHARES TR | 102,831 | $8.6B | 2.80% | |
| 12 | XLFSELECT SECTOR SPDR TR | 157,356 | $8.2B | 2.69% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 38,361 | $7.9B | 2.56% | |
| 14 | SPYSPDR S&P 500 ETF TR | 10,388 | $6.4B | 2.09% | Put |
| 15 | DWDMORGAN STANLEY | 37,713 | $5.3B | 1.73% | |
| 16 | COFCAPITAL ONE FINL CORP | 22,801 | $4.9B | 1.58% | |
| 17 | IEMGISHARES INC | 53,881 | $3.2B | 1.06% | |
| 18 | LMTLOCKHEED MARTIN CORP | 4,095 | $1.9B | 0.62% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,759 | $1.8B | 0.60% | |
| 20 | IJRISHARES TR | 16,575 | $1.8B | 0.59% | |
| 21 | AAPLAPPLE INC | 8,826 | $1.8B | 0.59% | |
| 22 | NDQINVESCO QQQ TR | 3,200 | $1.8B | 0.58% | Put |
| 23 | AMZNAMAZON COM INC | 6,900 | $1.5B | 0.49% | |
| 24 | IEFISHARES TR | 15,727 | $1.5B | 0.49% | |
| 25 | NFLXNETFLIX INC | 1,021 | $1.4B | 0.45% | |
| 26 | SJNKSPDR SERIES TRUST | 53,094 | $1.4B | 0.44% | |
| 27 | VUGVANGUARD INDEX FDS | 2,751 | $1.2B | 0.39% | |
| 28 | VGKVANGUARD INTL EQUITY INDEX F | 12,908 | $1.0B | 0.33% | |
| 29 | PSEPINNOVATOR ETFS TRUST | 23,305 | $952.9M | 0.31% | |
| 30 | LQDISHARES TR | 8,018 | $878.8M | 0.29% | |
| 31 | EFAISHARES TR | 9,442 | $844.0M | 0.28% | |
| 32 | MUBISHARES TR | 8,010 | $836.9M | 0.27% | |
| 33 | SHMSPDR SERIES TRUST | 16,993 | $812.8M | 0.27% | |
| 34 | SCHXSCHWAB STRATEGIC TR | 31,783 | $776.8M | 0.25% | |
| 35 | TFISPDR SERIES TRUST | 17,299 | $772.7M | 0.25% | |
| 36 | IWFISHARES TR | 1,798 | $763.4M | 0.25% | |
| 37 | VTIVANGUARD INDEX FDS | 2,385 | $724.9M | 0.24% | |
| 38 | MSFTMICROSOFT CORP | 1,363 | $678.0M | 0.22% | |
| 39 | HYDVANECK ETF TRUST | 13,082 | $656.8M | 0.21% | |
| 40 | NVDANVIDIA CORPORATION | 3,860 | $609.9M | 0.20% | |
| 41 | PAUGINNOVATOR ETFS TRUST | 14,307 | $578.9M | 0.19% | |
| 42 | IYRISHARES TR | 6,075 | $575.7M | 0.19% | |
| 43 | PDECINNOVATOR ETFS TRUST | 14,126 | $565.2M | 0.18% | |
| 44 | JCIJOHNSON CTLS INTL PLC | 5,128 | $541.6M | 0.18% | |
| 45 | POCTINNOVATOR ETFS TRUST | 12,044 | $497.4M | 0.16% | |
| 46 | IJSISHARES TR | 4,862 | $483.7M | 0.16% | |
| 47 | PJULINNOVATOR ETFS TRUST | 10,935 | $479.5M | 0.16% | |
| 48 | VOOVANGUARD INDEX FDS | 838 | $476.0M | 0.16% | |
| 49 | SPYMSPDR SERIES TRUST | 6,529 | $474.6M | 0.15% | |
| 50 | IWMISHARES TR | 2,116 | $456.6M | 0.15% | |
| 51 | AMTAMERICAN TOWER CORP NEW | 1,936 | $427.9M | 0.14% | |
| 52 | DDTOINNOVATOR ETFS TRUST | 11,253 | $427.7M | 0.14% | |
| 53 | JPMJPMORGAN CHASE & CO. | 1,440 | $417.5M | 0.14% | |
| 54 | GOOGALPHABET INC | 2,261 | $401.1M | 0.13% | |
| 55 | IOCTINNOVATOR ETFS TRUST | 11,653 | $383.1M | 0.12% | |
| 56 | VBVANGUARD INDEX FDS | 1,568 | $371.6M | 0.12% | |
| 57 | PNOVINNOVATOR ETFS TRUST | 9,320 | $368.3M | 0.12% | |
| 58 | IDECINNOVATOR ETFS TRUST | 12,171 | $365.7M | 0.12% | |
| 59 | IJULINNOVATOR ETFS TRUST | 11,324 | $361.7M | 0.12% | |
| 60 | SPDWSPDR INDEX SHS FDS | 8,911 | $360.8M | 0.12% | |
| 61 | ISEPINNOVATOR ETFS TRUST | 11,625 | $359.4M | 0.12% | |
| 62 | QCOMQUALCOMM INC | 2,181 | $347.3M | 0.11% | |
| 63 | HEFAISHARES TR | 9,003 | $341.8M | 0.11% | |
| 64 | SPIBSPDR SERIES TRUST | 9,893 | $332.2M | 0.11% | |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 1,096 | $323.2M | 0.11% | |
| 66 | BJANINNOVATOR ETFS TRUST | 6,428 | $322.8M | 0.11% | |
| 67 | TSLATESLA INC | 990 | $314.6M | 0.10% | |
| 68 | UANCVR PARTNERS LP | 3,500 | $310.9M | 0.10% | |
| 69 | SHOPSHOPIFY INC | 2,503 | $288.7M | 0.09% | |
| 70 | PMAYINNOVATOR ETFS TRUST | 7,273 | $274.8M | 0.09% | |
| 71 | PGPROCTER AND GAMBLE CO | 1,703 | $271.3M | 0.09% | |
| 72 | SCHHSCHWAB STRATEGIC TR | 12,814 | $271.1M | 0.09% | |
| 73 | JNKSPDR SERIES TRUST | 2,621 | $254.9M | 0.08% | |
| 74 | ABBVABBVIE INC | 1,248 | $231.7M | 0.08% | |
| 75 | PMARINNOVATOR ETFS TRUST | 5,361 | $226.4M | 0.07% | |
| 76 | EAELECTRONIC ARTS INC | 1,399 | $223.4M | 0.07% | |
| 77 | SPSMSPDR SERIES TRUST | 5,212 | $222.0M | 0.07% | |
| 78 | PAPRINNOVATOR ETFS TRUST | 5,785 | $215.7M | 0.07% | |
| 79 | VTVVANGUARD INDEX FDS | 1,215 | $214.7M | 0.07% | |
| 80 | SPSBSPDR SERIES TRUST | 7,109 | $214.6M | 0.07% | |
| 81 | IJUNINNOVATOR ETFS TRUST | 7,609 | $211.1M | 0.07% |