CYPRESS FINANCIAL PLANNING LLC Portfolio Holdings - 13F Filings | 13F Fund Database
CYPRESS FINANCIAL PLANNING LLC 13F Holdings
CIK 0001937021 · HADDON HEIGHTS, NJ
As of Sep 30, 2025, CYPRESS FINANCIAL PLANNING LLC reported
87 positions worth $328.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 428,989 | $36.1M | 11.00% |
| ISHARES CORE S&P 500 ETF | IVV | — | 50,816 | $34.0M | 10.37% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 460,231 | $27.6M | 8.42% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 340,579 | $27.2M | 8.30% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 452,539 | $27.1M | 8.27% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 259,011 | $23.7M | 7.22% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 112,236 | $23.5M | 7.16% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 196,008 |
|
3.3M4.07% |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | — | 439,541 |
3.1M | 3.98% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 179,988 | $9.8M | 2.97% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 106,685 | $9.3M | 2.84% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 159,921 | $8.6M | 2.63% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 37,585 | $8.1M | 2.47% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,267 | $6.8M | 2.08% |
| MORGAN STANLEY | MS | Financial Services | 37,717 | $6.0M | 1.83% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 22,803 | $4.8M | 1.48% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 54,849 | $3.6M | 1.10% |
| APPLE INC | AAPL | Technology | 8,858 | $2.3M | 0.69% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 4,093 | $2.0M | 0.62% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 16,365 |
.9M | 0.59% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 3,200 |
.9M | 0.59% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,765 |
.9M | 0.58% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 15,727 |
.5M | 0.46% |
| AMAZON.COM INC | AMZN | Equity | 6,826 |
.5M | 0.46% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 57,454 |
.5M | 0.45% |