CYPRESS FINANCIAL PLANNING LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$328.1B
Holdings
87
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 428,989 | $36.1B | 11.00% | |
| 2 | IVVISHARES TR | 50,816 | $34.0B | 10.37% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 460,231 | $27.6B | 8.42% | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 340,579 | $27.2B | 8.30% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 452,539 | $27.1B | 8.27% | |
| 6 | VNQVANGUARD INDEX FDS | 259,011 | $23.7B | 7.22% | |
| 7 | VXFVANGUARD INDEX FDS | 112,236 | $23.5B | 7.16% | |
| 8 | DGROISHARES TR | 196,008 | $13.3B | 4.07% | |
| 9 | ANGLVANECK ETF TRUST | 439,541 | $13.1B | 3.98% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 179,988 | $9.8B | 2.97% | |
| 11 | AQLTISHARES TR | 106,685 | $9.3B | 2.84% | |
| 12 | XLFSELECT SECTOR SPDR TR | 159,921 | $8.6B | 2.63% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 37,585 | $8.1B | 2.47% | |
| 14 | SPYSPDR S&P 500 ETF TR | 10,267 | $6.8B | 2.08% | Put |
| 15 | DWDMORGAN STANLEY | 37,717 | $6.0B | 1.83% | |
| 16 | COFCAPITAL ONE FINL CORP | 22,803 | $4.8B | 1.48% | |
| 17 | IEMGISHARES INC | 54,849 | $3.6B | 1.10% | |
| 18 | AAPLAPPLE INC | 8,858 | $2.3B | 0.69% | |
| 19 | LMTLOCKHEED MARTIN CORP | 4,093 | $2.0B | 0.62% | |
| 20 | IJRISHARES TR | 16,365 | $1.9B | 0.59% | |
| 21 | NDQINVESCO QQQ TR | 3,200 | $1.9B | 0.59% | Put |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,765 | $1.9B | 0.58% | |
| 23 | IEFISHARES TR | 15,727 | $1.5B | 0.46% | |
| 24 | AMZNAMAZON COM INC | 6,826 | $1.5B | 0.46% | |
| 25 | SJNKSPDR SERIES TRUST | 57,454 | $1.5B | 0.45% | |
| 26 | NFLXNETFLIX INC | 1,022 | $1.2B | 0.37% | |
| 27 | VUGVANGUARD INDEX FDS | 2,473 | $1.2B | 0.36% | |
| 28 | VGKVANGUARD INTL EQUITY INDEX F | 12,898 | $1.0B | 0.31% | |
| 29 | PSEPINNOVATOR ETFS TRUST | 22,829 | $980.5M | 0.30% | |
| 30 | SHMSPDR SERIES TRUST | 19,394 | $935.2M | 0.29% | |
| 31 | MUBISHARES TR | 8,634 | $919.4M | 0.28% | |
| 32 | LQDISHARES TR | 8,173 | $911.0M | 0.28% | |
| 33 | EFAISHARES TR | 9,210 | $859.9M | 0.26% | |
| 34 | TFISPDR SERIES TRUST | 18,836 | $858.4M | 0.26% | |
| 35 | IWFISHARES TR | 1,777 | $832.4M | 0.25% | |
| 36 | SCHXSCHWAB STRATEGIC TR | 30,432 | $801.6M | 0.24% | |
| 37 | VTIVANGUARD INDEX FDS | 2,384 | $782.4M | 0.24% | |
| 38 | HYDVANECK ETF TRUST | 14,636 | $745.0M | 0.23% | |
| 39 | NVDANVIDIA CORPORATION | 3,940 | $735.2M | 0.22% | |
| 40 | MSFTMICROSOFT CORP | 1,391 | $720.5M | 0.22% | |
| 41 | PAUGINNOVATOR ETFS TRUST | 14,849 | $630.6M | 0.19% | |
| 42 | IYRISHARES TR | 6,075 | $589.8M | 0.18% | |
| 43 | SPYMSPDR SERIES TRUST | 7,361 | $576.7M | 0.18% | |
| 44 | PDECINNOVATOR ETFS TRUST | 13,515 | $567.9M | 0.17% | |
| 45 | JCIJOHNSON CTLS INTL PLC | 5,130 | $564.0M | 0.17% | |
| 46 | PJULINNOVATOR ETFS TRUST | 11,748 | $535.7M | 0.16% | |
| 47 | IJSISHARES TR | 4,771 | $527.7M | 0.16% | |
| 48 | GOOGALPHABET INC | 2,156 | $525.1M | 0.16% | |
| 49 | VOOVANGUARD INDEX FDS | 850 | $520.6M | 0.16% | |
| 50 | POCTINNOVATOR ETFS TRUST | 11,329 | $488.3M | 0.15% | |
| 51 | IWMISHARES TR | 2,017 | $488.0M | 0.15% | |
| 52 | JPMJPMORGAN CHASE & CO. | 1,449 | $457.1M | 0.14% | |
| 53 | DDTOINNOVATOR ETFS TRUST | 11,123 | $441.5M | 0.13% | |
| 54 | ISEPINNOVATOR ETFS TRUST | 13,399 | $427.0M | 0.13% | |
| 55 | IOCTINNOVATOR ETFS TRUST | 11,609 | $396.7M | 0.12% | |
| 56 | SPDWSPDR INDEX SHS FDS | 9,047 | $387.1M | 0.12% | |
| 57 | VBVANGUARD INDEX FDS | 1,518 | $386.0M | 0.12% | |
| 58 | PNOVINNOVATOR ETFS TRUST | 9,310 | $382.3M | 0.12% | |
| 59 | IDECINNOVATOR ETFS TRUST | 12,171 | $378.2M | 0.12% | |
| 60 | AMTAMERICAN TOWER CORP NEW | 1,937 | $372.5M | 0.11% | |
| 61 | IJULINNOVATOR ETFS TRUST | 11,289 | $369.0M | 0.11% | |
| 62 | QCOMQUALCOMM INC | 2,185 | $363.5M | 0.11% | |
| 63 | HEFAISHARES TR | 9,029 | $357.6M | 0.11% | |
| 64 | DUSBDIMENSIONAL ETF TRUST | 6,732 | $341.9M | 0.10% | |
| 65 | SPIBSPDR SERIES TRUST | 9,907 | $335.7M | 0.10% | |
| 66 | BJANINNOVATOR ETFS TRUST | 6,316 | $334.8M | 0.10% | |
| 67 | SHOPSHOPIFY INC | 2,215 | $329.2M | 0.10% | |
| 68 | TSLATESLA INC | 717 | $318.9M | 0.10% | |
| 69 | UANCVR PARTNERS LP | 3,500 | $315.4M | 0.10% | |
| 70 | IBMINTERNATIONAL BUSINESS MACHS | 1,099 | $310.2M | 0.09% | |
| 71 | UNHUNITEDHEALTH GROUP INC | 863 | $298.0M | 0.09% | |
| 72 | ABBVABBVIE INC | 1,259 | $291.5M | 0.09% | |
| 73 | SCHHSCHWAB STRATEGIC TR | 13,454 | $290.2M | 0.09% | |
| 74 | EAELECTRONIC ARTS INC | 1,399 | $282.2M | 0.09% | |
| 75 | PMAYINNOVATOR ETFS TRUST | 7,236 | $281.4M | 0.09% | |
| 76 | BACVERIZON COMMUNICATIONS INC | 6,038 | $265.4M | 0.08% | |
| 77 | PGPROCTER AND GAMBLE CO | 1,724 | $264.9M | 0.08% | |
| 78 | SPSMSPDR SERIES TRUST | 5,245 | $242.9M | 0.07% | |
| 79 | AVGOBROADCOM INC | 734 | $242.2M | 0.07% | |
| 80 | PMARINNOVATOR ETFS TRUST | 5,361 | $235.4M | 0.07% | |
| 81 | JNKSPDR SERIES TRUST | 2,379 | $233.1M | 0.07% | |
| 82 | PLTRPALANTIR TECHNOLOGIES INC | 1,261 | $230.0M | 0.07% | |
| 83 | VTVVANGUARD INDEX FDS | 1,194 | $222.7M | 0.07% | |
| 84 | PAPRINNOVATOR ETFS TRUST | 5,785 | $221.9M | 0.07% | |
| 85 | SPSBSPDR SERIES TRUST | 7,245 | $219.5M | 0.07% | |
| 86 | IJUNINNOVATOR ETFS TRUST | 7,609 | $216.1M | 0.07% | |
| 87 | XOMEXXON MOBIL CORP | 1,776 | $200.3M | 0.06% |