CYPRESS FINANCIAL PLANNING LLC
CIK: 0001937021SEC EDGAR →
Portfolio Value
$362.2M
Holdings
103
As of
Q4 2025
New Positions
6
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 441,834 | $37.1M | 10.24% |
| 2 | ISHARES TR | 51,050 | $35.2M | 9.72% |
| 3 | VANGUARD SCOTTSDALE FDS | 578,081 | $34.7M | 9.58% |
| 4 | VANGUARD SCOTTSDALE FDS | 426,252 | $34.0M | 9.39% |
| 5 | VANGUARD TAX-MANAGED FDS | 482,694 | $30.3M | 8.36% |
| 6 | VANGUARD INDEX FDS | 112,660 | $23.8M | 6.57% |
| 7 | ISHARES TR | 245,493 | $17.2M | 4.74% |
| 8 | VANGUARD INDEX FDS | 190,871 | $17.0M | 4.70% |
| 9 | VANECK ETF TRUST | 467,398 | $13.7M | 3.79% |
| 10 | VANGUARD INTL EQUITY INDEX F | 187,889 | $10.1M | 2.79% |
Quarterly Changes
New Positions (19)
$8.5M · 38K shares
$3.3M · 100K shares
$3.3M · 110K shares
$1.4M · 32K shares
$1.3M · 27K shares
$1.3M · 24K shares
$968K · 32K shares
$866K · 23K shares
$836K · 12K shares
$690K · 2K shares
$632K · 13K shares
$460K · 9K shares
$433K · 1K shares
$373K · 3K shares
$338K · 10K shares
$309K · 9K shares
$299K · 4K shares
$263K · 9K shares
$250K · 825 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $320.7M | 88.5% |
| Unknown | 14 | $26.7M | 7.4% |
| Technology | 8 | $5.8M | 1.6% |
| Industrials | 2 | $2.6M | 0.7% |
| Consumer Cyclical | 3 | $2.4M | 0.7% |
| Communication Services | 3 | $1.9M | 0.5% |
| Consumer Defensive | 2 | $592K | 0.2% |
| Healthcare | 2 | $588K | 0.2% |
| Basic Materials | 1 | $343K | 0.1% |
| Real Estate | 1 | $342K | 0.1% |
| Energy | 1 | $295K | 0.1% |