CYPRESS FINANCIAL PLANNING LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$362.2M
Holdings
103
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
VCITVANGUARD SCOTTSDALE FDS | $37.1M |
IVVISHARES TR | $35.2M |
VGITVANGUARD SCOTTSDALE FDS | $34.7M |
VCSHVANGUARD SCOTTSDALE FDS | $34.0M |
VEAVANGUARD TAX-MANAGED FDS | $30.3M |
VXFVANGUARD INDEX FDS | $23.8M |
DGROISHARES TR | $17.2M |
VNQVANGUARD INDEX FDS | $17.0M |
ANGLVANECK ETF TRUST | $13.7M |
VWOVANGUARD INTL EQUITY INDEX F | $10.1M |
AQLTISHARES TR | $10.0M |
DWDMORGAN STANLEY | $8.5M |
VIGVANGUARD SPECIALIZED FUNDS | $8.3M |
SPYSPDR S&P 500 ETF TR | $8.1M |
COFCAPITAL ONE FINL CORP | $5.5M |
IEMGISHARES INC | $3.9M |
SCHGSCHWAB STRATEGIC TR | $3.3M |
SCHVSCHWAB STRATEGIC TR | $3.3M |
AAPLAPPLE INC | $3.0M |
NDQINVESCO QQQ TR | $2.0M |
LMTLOCKHEED MARTIN CORP | $2.0M |
IJRISHARES TR | $2.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.9M |
VUGVANGUARD INDEX FDS | $1.8M |
AMZNAMAZON COM INC | $1.6M |
SJNKSPDR SERIES TRUST | $1.6M |
IEFISHARES TR | $1.5M |
DFCFDIMENSIONAL ETF TRUST | $1.4M |
MUBISHARES TR | $1.3M |
DFSDDIMENSIONAL ETF TRUST | $1.3M |
DGCBDIMENSIONAL ETF TRUST | $1.3M |
VGKVANGUARD INTL EQUITY INDEX F | $1.1M |
LQDISHARES TR | $998K |
DECPPGIM ROCK ETF TR | $968K |
PSEPINNOVATOR ETFS TRUST | $960K |
SHMSPDR SERIES TRUST | $940K |
NFLXNETFLIX INC | $912K |
EFAISHARES TR | $880K |
DISVDIMENSIONAL ETF TRUST | $866K |
IWFISHARES TR | $847K |
DFASDIMENSIONAL ETF TRUST | $836K |
VTIVANGUARD INDEX FDS | $786K |
JPMJPMORGAN CHASE & CO. | $744K |
TFISPDR SERIES TRUST | $743K |
SCHXSCHWAB STRATEGIC TR | $736K |
VTVVANGUARD INDEX FDS | $703K |
VVISA INC | $690K |
MSFTMICROSOFT CORP | $684K |
GOOGALPHABET INC | $682K |
HYDVANECK ETF TRUST | $654K |
VTEBVANGUARD MUN BD FDS | $632K |
SPDWSPDR INDEX SHS FDS | $623K |
JCIJOHNSON CTLS INTL PLC | $620K |
SPIBSPDR SERIES TRUST | $610K |
NVDANVIDIA CORPORATION | $602K |
DUSBDIMENSIONAL ETF TRUST | $596K |
SPYMSPDR SERIES TRUST | $579K |
IJSISHARES TR | $547K |
PJULINNOVATOR ETFS TRUST | $502K |
VOOVANGUARD INDEX FDS | $498K |
IWMISHARES TR | $495K |
VBVANGUARD INDEX FDS | $476K |
IDECINNOVATOR ETFS TRUST | $460K |
USEWEA SERIES TRUST | $460K |
MCDMCDONALDS CORP | $433K |
ISEPINNOVATOR ETFS TRUST | $430K |
PAUGINNOVATOR ETFS TRUST | $424K |
DDTOINNOVATOR ETFS TRUST | $417K |
PNOVINNOVATOR ETFS TRUST | $414K |
IOCTINNOVATOR ETFS TRUST | $403K |
QCOMQUALCOMM INC | $380K |
HEFAISHARES TR | $373K |
PEPPEPSICO INC | $373K |
SHOPSHOPIFY INC | $362K |
UANCVR PARTNERS LP | $343K |
AMTAMERICAN TOWER CORP NEW | $342K |
INOVINNOVATOR ETFS TRUST | $338K |
POCTINNOVATOR ETFS TRUST | $337K |
IBMINTERNATIONAL BUSINESS MACHS | $332K |
TSLATESLA INC | $331K |
IYRISHARES TR | $331K |
XLFSELECT SECTOR SPDR TR | $324K |
DFEVDIMENSIONAL ETF TRUST | $309K |
IJULINNOVATOR ETFS TRUST | $308K |
IDEVISHARES TR | $299K |
PDECINNOVATOR ETFS TRUST | $297K |
UNHUNITEDHEALTH GROUP INC | $297K |
XOMEXXON MOBIL CORP | $295K |
ABBVABBVIE INC | $291K |
EAELECTRONIC ARTS INC | $286K |
PMAYINNOVATOR ETFS TRUST | $285K |
PBNVPGIM ROCK ETF TR | $263K |
SPSBSPDR SERIES TRUST | $262K |
SCHHSCHWAB STRATEGIC TR | $252K |
VBKVANGUARD INDEX FDS | $250K |
SPSMSPDR SERIES TRUST | $242K |
PLTRPALANTIR TECHNOLOGIES INC | $228K |
AVGOBROADCOM INC | $223K |
IJUNINNOVATOR ETFS TRUST | $222K |
JNKSPDR SERIES TRUST | $220K |
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