CYPRESS FINANCIAL PLANNING LLC
CIK: 0001937021SEC EDGAR →
Portfolio Value
$362.2B
Holdings
103
As of
Q4 2025
New Positions
6
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 441,834 | $37.1B | 10.24% |
| 2 | ISHARES TR | 51,050 | $35.2B | 9.72% |
| 3 | VANGUARD SCOTTSDALE FDS | 578,081 | $34.7B | 9.58% |
| 4 | VANGUARD SCOTTSDALE FDS | 426,252 | $34.0B | 9.39% |
| 5 | VANGUARD TAX-MANAGED FDS | 482,694 | $30.3B | 8.36% |
| 6 | VANGUARD INDEX FDS | 112,660 | $23.8B | 6.57% |
| 7 | ISHARES TR | 245,493 | $17.2B | 4.74% |
| 8 | VANGUARD INDEX FDS | 190,871 | $17.0B | 4.70% |
| 9 | VANECK ETF TRUST | 467,398 | $13.7B | 3.79% |
| 10 | VANGUARD INTL EQUITY INDEX F | 187,889 | $10.1B | 2.79% |
Quarterly Changes
New Positions (19)
$8.5B · 38K shares
$3.3B · 100K shares
$3.3B · 110K shares
$1.4B · 32K shares
$1.3B · 27K shares
$1.3B · 24K shares
$968.0M · 32K shares
$866.0M · 23K shares
$836.0M · 12K shares
$690.0M · 2K shares
$632.0M · 13K shares
$460.0M · 9K shares
$433.0M · 1K shares
$373.0M · 3K shares
$338.0M · 10K shares
$309.0M · 9K shares
$299.0M · 4K shares
$263.0M · 9K shares
$250.0M · 825 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $320.7B | 88.5% |
| Unknown | 14 | $26.7B | 7.4% |
| Technology | 8 | $5.8B | 1.6% |
| Industrials | 2 | $2.6B | 0.7% |
| Consumer Cyclical | 3 | $2.4B | 0.7% |
| Communication Services | 3 | $1.9B | 0.5% |
| Consumer Defensive | 2 | $592.0M | 0.2% |
| Healthcare | 2 | $588.0M | 0.2% |
| Basic Materials | 1 | $343.0M | 0.1% |
| Real Estate | 1 | $342.0M | 0.1% |
| Energy | 1 | $295.0M | 0.1% |