CYPRESS FINANCIAL PLANNING LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$362.2B
Holdings
103
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (103 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 441,834 | $37.1B | 10.24% | |
| 2 | IVVISHARES TR | 51,050 | $35.2B | 9.72% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 578,081 | $34.7B | 9.58% | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 426,252 | $34.0B | 9.39% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 482,694 | $30.3B | 8.36% | |
| 6 | VXFVANGUARD INDEX FDS | 112,660 | $23.8B | 6.57% | |
| 7 | DGROISHARES TR | 245,493 | $17.2B | 4.74% | |
| 8 | VNQVANGUARD INDEX FDS | 190,871 | $17.0B | 4.70% | |
| 9 | ANGLVANECK ETF TRUST | 467,398 | $13.7B | 3.79% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 187,889 | $10.1B | 2.79% | |
| 11 | AQLTISHARES TR | 111,464 | $10.0B | 2.77% | |
| 12 | DWDMORGAN STANLEY | 37,821 | $8.5B | 2.36% | Put |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 37,668 | $8.3B | 2.30% | |
| 14 | SPYSPDR S&P 500 ETF TR | 10,647 | $8.1B | 2.22% | Put |
| 15 | COFCAPITAL ONE FINL CORP | 22,703 | $5.5B | 1.53% | |
| 16 | IEMGISHARES INC | 57,698 | $3.9B | 1.07% | |
| 17 | SCHGSCHWAB STRATEGIC TR | 99,854 | $3.3B | 0.90% | |
| 18 | SCHVSCHWAB STRATEGIC TR | 109,891 | $3.3B | 0.90% | |
| 19 | AAPLAPPLE INC | 10,953 | $3.0B | 0.82% | |
| 20 | NDQINVESCO QQQ TR | 32 | $2.0B | 0.55% | Put |
| 21 | LMTLOCKHEED MARTIN CORP | 4,021 | $2.0B | 0.54% | |
| 22 | IJRISHARES TR | 16,081 | $2.0B | 0.54% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,775 | $1.9B | 0.52% | |
| 24 | VUGVANGUARD INDEX FDS | 3,717 | $1.8B | 0.50% | |
| 25 | AMZNAMAZON COM INC | 6,847 | $1.6B | 0.44% | |
| 26 | SJNKSPDR SERIES TRUST | 62,616 | $1.6B | 0.44% | |
| 27 | IEFISHARES TR | 15,533 | $1.5B | 0.41% | |
| 28 | DFCFDIMENSIONAL ETF TRUST | 31,758 | $1.4B | 0.37% | |
| 29 | MUBISHARES TR | 12,221 | $1.3B | 0.36% | |
| 30 | DFSDDIMENSIONAL ETF TRUST | 27,163 | $1.3B | 0.36% | |
| 31 | DGCBDIMENSIONAL ETF TRUST | 23,814 | $1.3B | 0.36% | |
| 32 | VGKVANGUARD INTL EQUITY INDEX F | 12,898 | $1.1B | 0.30% | |
| 33 | LQDISHARES TR | 9,026 | $998.0M | 0.28% | |
| 34 | DECPPGIM ROCK ETF TR | 31,671 | $968.0M | 0.27% | |
| 35 | PSEPINNOVATOR ETFS TRUST | 21,931 | $960.0M | 0.27% | |
| 36 | SHMSPDR SERIES TRUST | 19,595 | $940.0M | 0.26% | |
| 37 | NFLXNETFLIX INC | 9,731 | $912.0M | 0.25% | |
| 38 | EFAISHARES TR | 9,128 | $880.0M | 0.24% | |
| 39 | DISVDIMENSIONAL ETF TRUST | 22,798 | $866.0M | 0.24% | |
| 40 | IWFISHARES TR | 1,777 | $847.0M | 0.23% | |
| 41 | DFASDIMENSIONAL ETF TRUST | 12,006 | $836.0M | 0.23% | |
| 42 | VTIVANGUARD INDEX FDS | 2,327 | $786.0M | 0.22% | |
| 43 | JPMJPMORGAN CHASE & CO. | 2,305 | $744.0M | 0.21% | |
| 44 | TFISPDR SERIES TRUST | 16,279 | $743.0M | 0.21% | |
| 45 | SCHXSCHWAB STRATEGIC TR | 27,140 | $736.0M | 0.20% | |
| 46 | VTVVANGUARD INDEX FDS | 3,677 | $703.0M | 0.19% | |
| 47 | VVISA INC | 1,966 | $690.0M | 0.19% | |
| 48 | MSFTMICROSOFT CORP | 1,404 | $684.0M | 0.19% | |
| 49 | GOOGALPHABET INC | 2,170 | $682.0M | 0.19% | |
| 50 | HYDVANECK ETF TRUST | 12,811 | $654.0M | 0.18% | |
| 51 | VTEBVANGUARD MUN BD FDS | 12,569 | $632.0M | 0.17% | |
| 52 | SPDWSPDR INDEX SHS FDS | 13,995 | $623.0M | 0.17% | |
| 53 | JCIJOHNSON CTLS INTL PLC | 5,134 | $620.0M | 0.17% | |
| 54 | SPIBSPDR SERIES TRUST | 18,018 | $610.0M | 0.17% | |
| 55 | NVDANVIDIA CORPORATION | 3,214 | $602.0M | 0.17% | |
| 56 | DUSBDIMENSIONAL ETF TRUST | 11,778 | $596.0M | 0.16% | |
| 57 | SPYMSPDR SERIES TRUST | 7,167 | $579.0M | 0.16% | |
| 58 | IJSISHARES TR | 4,772 | $547.0M | 0.15% | |
| 59 | PJULINNOVATOR ETFS TRUST | 10,793 | $502.0M | 0.14% | |
| 60 | VOOVANGUARD INDEX FDS | 789 | $498.0M | 0.14% | |
| 61 | IWMISHARES TR | 1,999 | $495.0M | 0.14% | |
| 62 | VBVANGUARD INDEX FDS | 1,832 | $476.0M | 0.13% | |
| 63 | IDECINNOVATOR ETFS TRUST | 14,219 | $460.0M | 0.13% | |
| 64 | USEWEA SERIES TRUST | 9,073 | $460.0M | 0.13% | |
| 65 | MCDMCDONALDS CORP | 1,417 | $433.0M | 0.12% | |
| 66 | ISEPINNOVATOR ETFS TRUST | 13,179 | $430.0M | 0.12% | |
| 67 | PAUGINNOVATOR ETFS TRUST | 9,778 | $424.0M | 0.12% | |
| 68 | DDTOINNOVATOR ETFS TRUST | 10,224 | $417.0M | 0.12% | |
| 69 | PNOVINNOVATOR ETFS TRUST | 9,878 | $414.0M | 0.11% | |
| 70 | IOCTINNOVATOR ETFS TRUST | 11,538 | $403.0M | 0.11% | |
| 71 | QCOMQUALCOMM INC | 2,189 | $380.0M | 0.10% | |
| 72 | HEFAISHARES TR | 8,995 | $373.0M | 0.10% | |
| 73 | PEPPEPSICO INC | 2,599 | $373.0M | 0.10% | |
| 74 | SHOPSHOPIFY INC | 2,215 | $362.0M | 0.10% | |
| 75 | UANCVR PARTNERS LP | 3,500 | $343.0M | 0.09% | |
| 76 | AMTAMERICAN TOWER CORP NEW | 1,939 | $342.0M | 0.09% | |
| 77 | INOVINNOVATOR ETFS TRUST | 9,798 | $338.0M | 0.09% | |
| 78 | POCTINNOVATOR ETFS TRUST | 7,672 | $337.0M | 0.09% | |
| 79 | IBMINTERNATIONAL BUSINESS MACHS | 1,102 | $332.0M | 0.09% | |
| 80 | TSLATESLA INC | 730 | $331.0M | 0.09% | |
| 81 | IYRISHARES TR | 3,497 | $331.0M | 0.09% | |
| 82 | XLFSELECT SECTOR SPDR TR | 5,876 | $324.0M | 0.09% | |
| 83 | DFEVDIMENSIONAL ETF TRUST | 9,159 | $309.0M | 0.09% | |
| 84 | IJULINNOVATOR ETFS TRUST | 9,212 | $308.0M | 0.09% | |
| 85 | IDEVISHARES TR | 3,627 | $299.0M | 0.08% | |
| 86 | PDECINNOVATOR ETFS TRUST | 6,837 | $297.0M | 0.08% | |
| 87 | UNHUNITEDHEALTH GROUP INC | 896 | $297.0M | 0.08% | |
| 88 | XOMEXXON MOBIL CORP | 2,442 | $295.0M | 0.08% | |
| 89 | ABBVABBVIE INC | 1,268 | $291.0M | 0.08% | |
| 90 | EAELECTRONIC ARTS INC | 1,404 | $286.0M | 0.08% | |
| 91 | PMAYINNOVATOR ETFS TRUST | 7,216 | $285.0M | 0.08% | |
| 92 | PBNVPGIM ROCK ETF TR | 8,938 | $263.0M | 0.07% | |
| 93 | SPSBSPDR SERIES TRUST | 8,689 | $262.0M | 0.07% | |
| 94 | SCHHSCHWAB STRATEGIC TR | 11,979 | $252.0M | 0.07% | |
| 95 | VBKVANGUARD INDEX FDS | 825 | $250.0M | 0.07% | |
| 96 | SPSMSPDR SERIES TRUST | 5,119 | $242.0M | 0.07% | |
| 97 | PLTRPALANTIR TECHNOLOGIES INC | 1,261 | $228.0M | 0.06% | |
| 98 | AVGOBROADCOM INC | 640 | $223.0M | 0.06% | |
| 99 | IJUNINNOVATOR ETFS TRUST | 7,609 | $222.0M | 0.06% | |
| 100 | JNKSPDR SERIES TRUST | 2,271 | $220.0M | 0.06% |
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