Cypress Wealth Services, LLC
398 holdingsFiling period: 2026-03-31Current AUM: $791.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 164.6K | $41.8M | $50.8M | 6.42% | -3,488 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 45.9K | $30.0M | $34.4M | 4.35% | +3.8K | 2026-03-31 |
| 3 | SPYM | SPDR SERIES TRUST | 357.7K | $27.4M | $31.4M | 3.97% | -9,560 | 2026-03-31 |
| 4 | DYNF | BLACKROCK ETF TRUST | 409.6K | $23.8M | $27.6M | 3.49% | -9,236 | 2026-03-31 |
| 5 | IVE | ISHARES TR | 80.4K | $17.0M | $18.6M | 2.35% | -9,333 | 2026-03-31 |
| 6 | IVW | ISHARES TR | 144.1K | $16.3M | $19.5M | 2.46% | +2.6K | 2026-03-31 |
| 7 | QUAL | ISHARES TR | 78.8K | $15.1M | $17.3M | 2.18% | -904 | 2026-03-31 |
| 8 | EFV | ISHARES TR | 199.0K | $14.8M | $16.1M | 2.03% | -44,771 | 2026-03-31 |
| 9 | SCHZ | SCHWAB STRATEGIC TR | 589.0K | $13.7M | $13.4M | 1.69% | +39.4K | 2026-03-31 |
| 10 | CORO | BLACKROCK ETF TRUST | 380.9K | $12.2M | $13.6M | 1.72% | -- | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 17.0K | $11.0M | $12.7M | 1.60% | -889 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 25.7K | $9.5M | $11.9M | 1.51% | +367 | 2026-03-31 |
| 13 | MGK | VANGUARD WORLD FD | 24.1K | $8.8M | $10.4M | 1.31% | -1,059 | 2026-03-31 |
| 14 | VOO | VANGUARD INDEX FDS | 14.8K | $8.8M | $10.2M | 1.28% | +1.2K | 2026-03-31 |
| 15 | THRO | BLACKROCK ETF TRUST | 243.9K | $8.8M | $10.4M | 1.31% | +21.5K | 2026-03-31 |
| 16 | BAI | BLACKROCK ETF TRUST | 267.1K | $8.8M | $11.0M | 1.40% | +18.2K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 49.0K | $8.5M | $9.8M | 1.24% | -1,624 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 29.1K | $8.4M | $10.3M | 1.31% | -739 | 2026-03-31 |
| 19 | ESGU | ISHARES TR | 56.4K | $8.0M | $9.2M | 1.17% | -1,587 | 2026-03-31 |
| 20 | IEMG | ISHARES INC | 110.6K | $7.7M | $8.6M | 1.08% | -12,219 | 2026-03-31 |
| 21 | IUSB | ISHARES TR | 166.8K | $7.7M | $7.6M | 0.96% | +16.0K | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 35.2K | $7.3M | $9.5M | 1.21% | -839 | 2026-03-31 |
| 23 | OEF | ISHARES TR | 21.5K | $6.8M | $7.9M | 1.00% | -40,365 | 2026-03-31 |
| 24 | VYM | VANGUARD WHITEHALL FDS | 45.2K | $6.7M | $7.3M | 0.93% | -757 | 2026-03-31 |
| 25 | VO | VANGUARD INDEX FDS | 22.6K | $6.5M | $7.3M | 0.92% | -486 | 2026-03-31 |
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