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Cypress Financial Planning LLC Portfolio
$373.5M across 103 positions as of 2026-09-30, with 67% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+4.7%
-9.8% a year vs the S&P 500
3 years
+11.1%
-10.2% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 17
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -2.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $42.4M | 11.4% | 55,415 |
| VCSHVanguard Short-Term Corporate Bond ETF | $34.6M | 9.3% | 447,489 |
| VEAVanguard FTSE Developed Markets ETF | $34.3M | 9.2% | 486,271 |
| VXFVanguard Extended Market ETF | $28.2M | 7.6% | 121,883 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $25M | 6.7% | 441,394 |
| JMBSJANUS DETROIT STR TR | $20.9M | 5.6% | 493,861 |
| DGROiShares Core Dividend Growth ETF | $18.4M | 4.9% | 243,711 |
| VNQVanguard Real Estate ETF | $18.3M | 4.9% | 204,464 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $16.1M | 4.3% | 205,708 |
| IEFAiShares Core MSCI EAFE ETF | $13M | 3.5% | 134,444 |
| RSPInvesco S&P 500 Equal Weight ETF | $12.8M | 3.4% | 61,719 |
| VWOVanguard FTSE Emerging Markets ETF | $11.6M | 3.1% | 195,168 |
| VIGVanguard Div Appreciation ETF | $8.4M | 2.2% | 35,802 |
| SPYState Street SPDR S&P 500 ETF Trust | $7.8M | 2.1% | 10,252 |
| MSMorgan Stanley | $7.1M | 1.9% | 37,654 |
| IEMGiShares Core MSCI Emerging Markets ETF | $5.4M | 1.4% | 66,073 |
| COFCapital One Financial Corp | $4.4M | 1.2% | 22,722 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $3.6M | 1.0% | 101,248 |
| SCHVSchwab U.S. Large-Cap Value ETF | $3.5M | 0.9% | 105,203 |
| AAPLApple Inc | $3.2M | 0.9% | 9,705 |
| QQQInvesco QQQ Trust, Series 1put — a bet against | $2.4M | 0.6% | 3,200 |
| VTIVanguard Total Stock Market ETF | $2.2M | 0.6% | 5,929 |
| IJRiShares Core S&P Small-Cap ETF | $2.2M | 0.6% | 15,936 |
| VUGVanguard Growth ETF | $2.1M | 0.5% | 22,752 |
| BRK.BBerkshire Hathaway Inc | $1.7M | 0.4% | 3,327 |
| LMTLockheed Martin Corp | $1.7M | 0.4% | 3,246 |
| AMZNAmazon.com Inc | $1.6M | 0.4% | 6,484 |
| DFCFDimensional Core Fixed Income ETF | $1.5M | 0.4% | 36,393 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $1.4M | 0.4% | 30,020 |
| DIMENSIONAL ETF TRUST | $1.4M | 0.4% | 26,555 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $1.2M | 0.3% | 25,604 |
| PGIM ROCK ETF TR | $1.1M | 0.3% | 33,695 |
| VGKVanguard FTSEEuropean ETF | $1.1M | 0.3% | 12,721 |
| PGIM ROCK ETF TR | $922K | 0.2% | 26,374 |
| AVUVAvantis U.S. Small Cap Value ETF | $913.7K | 0.2% | 7,759 |
| IEFiShares 7-10 Year Treasury Bond ETF | $899.2K | 0.2% | 10,068 |
| IWFiShares Russell 1000 Growth ETF | $890.3K | 0.2% | 7,108 |
| EFAiShares MSCI EAFE ETF | $881.4K | 0.2% | 8,484 |
| NVDANVIDIA Corp | $869.1K | 0.2% | 3,806 |
| VTVVanguard Value ETF | $865.2K | 0.2% | 4,004 |
| MUBiShares National Muni Bond ETF | $858.2K | 0.2% | 8,489 |
| AVDVAvantis International Small Cap Value ETF | $854.3K | 0.2% | 7,810 |
| JOHNSON CONTROLS INTERNATION | $763.3K | 0.2% | 5,135 |
| PGIM ROCK ETF TR | $756.4K | 0.2% | 21,451 |
| JPMJPMorgan Chase & Co | $751.9K | 0.2% | 2,273 |
| GOOGAlphabet Inc | $749K | 0.2% | 2,198 |
| MSFTMicrosoft Corp | $743.8K | 0.2% | 1,450 |
| VVisa Inc | $718K | 0.2% | 1,998 |
| VTEBVanguard Tax-Exempt Bond ETF | $708K | 0.2% | 14,949 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $682.3K | 0.2% | 13,588 |
| NFLXNetflix Inc | $680.6K | 0.2% | 9,781 |
| VOOVanguard S&P 500 ETF | $660.8K | 0.2% | 943 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $657.1K | 0.2% | 7,321 |
| IJSiShares S&P SmallCap 600 Value ETF | $610K | 0.2% | 4,762 |
| SCHXSchwab U.S. Large-Cap ETF | $609K | 0.2% | 20,301 |
| INNOVATOR ETFS TRUST | $595.6K | 0.2% | 17,059 |
| INNOVATOR ETFS TRUST | $591.7K | 0.2% | 16,378 |
| IWMiShares Russell 2000 Index Fund | $536.1K | 0.1% | 1,929 |
| VBVanguard Small-Cap ETF | $529.4K | 0.1% | 1,861 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $514.4K | 0.1% | 12,026 |
| EA SERIES TRUST | $502K | 0.1% | 9,073 |
| INNOVATOR ETFS TRUST | $486.6K | 0.1% | 14,094 |
| PGIM ROCK ETF TR | $481.5K | 0.1% | 13,488 |
| INNOVATOR ETFS TRUST | $470.8K | 0.1% | 10,047 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $468.2K | 0.1% | 4,582 |
| INNOVATOR ETFS TRUST | $419.4K | 0.1% | 11,105 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $404.5K | 0.1% | 8,720 |
| QCOMQualcomm Inc | $403.5K | 0.1% | 2,192 |
| PGIM ROCK ETF TR | $385.5K | 0.1% | 11,614 |
| DIMENSIONAL ETF TRUST | $361.4K | 0.1% | 8,523 |
| ABBVAbbVie Inc | $345.4K | 0.1% | 1,320 |
| INOVINNOVATOR ETFS TRUST | $344.9K | 0.1% | 9,369 |
| MCDMcDonald's Corp | $337.7K | 0.1% | 1,462 |
| UNHUnitedHealth Group Inc | $336K | 0.1% | 915 |
| SHOPShopify Inc | $335.9K | 0.1% | 2,265 |
| IDEViShares Core MSCI International Developed Markets ETF | $333K | 0.1% | 3,721 |
| IYRISHARES TR | $329.5K | 0.1% | 3,467 |
| AMTAmerican Tower Corp | $317.9K | 0.1% | 1,942 |
| SPYState Street SPDR S&P 500 ETF Trustput — a bet against | $305.1K | 0.1% | 400 |
| PGIM ROCK ETF TR | $291.5K | 0.1% | 8,696 |
| VBKVanguard Small-Cap Growth ETF | $282.1K | 0.1% | 835 |
| TSLATesla Inc | $278.5K | 0.1% | 785 |
| INNOVATOR ETFS TRUST | $270.2K | 0.1% | 8,651 |
| SCHHSchwab U.S. REIT ETF | $268.4K | 0.1% | 12,176 |
| PGProcter & Gamble Co | $259.8K | 0.1% | 1,789 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $259.5K | 0.1% | 4,909 |
| INNOVATOR ETFS TRUST | $257K | 0.1% | 5,455 |
| PLTRPalantir Technologies Inc | $254.4K | 0.1% | 1,360 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $252.6K | 0.1% | 8,536 |
| IBMInternational Business Machines Corp | $251.1K | 0.1% | 1,142 |
| JNJJohnson & Johnson | $245.6K | 0.1% | 928 |
| AVGOBroadcom Inc | $242.5K | 0.1% | 691 |
| VBRVanguard Small-Cap Value ETF | $240.7K | 0.1% | 1,042 |
| INNOVATOR ETFS TRUST | $235.4K | 0.1% | 7,500 |
| BURLBurlington Stores Inc | $231.4K | 0.1% | 866 |
| SCHFSchwab International Equity ETF | $229K | 0.1% | 8,338 |
| PGIM ROCK ETF TR | $224.3K | 0.1% | 7,051 |
| INVESCO EXCH TRD SLF IDX FD | $216.1K | 0.1% | 11,070 |
| SPCXSpace Exploration Technologies Corp | $214.7K | 0.1% | 1,423 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $214.4K | 0.1% | 4,247 |
| IWDiShares Russell 1000 Value ETF | $209K | 0.1% | 843 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $202.8K | 0.1% | 8,641 |
| PGIM ROCK ETF TR | $202K | 0.1% | 6,050 |
Quarter ending 2026-09-30.
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