CYPRESS FINANCIAL PLANNING LLC
101 holdingsFiling period: 2026-03-31Current AUM: $389.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 455.1K | $37.7M | $37.0M | 9.50% | +13.3K | 2026-03-31 |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 611.6K | $36.4M | $35.7M | 9.17% | +33.5K | 2026-03-31 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 444.2K | $35.2M | $34.9M | 8.97% | +17.9K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 52.6K | $34.3M | $39.4M | 10.13% | +1.5K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 487.9K | $31.3M | $34.5M | 8.85% | +5.2K | 2026-03-31 |
| 6 | VXF | VANGUARD INDEX FDS | 117.6K | $24.2M | $27.8M | 7.14% | +5.0K | 2026-03-31 |
| 7 | DGRO | ISHARES TR | 258.7K | $18.2M | $20.2M | 5.18% | +13.2K | 2026-03-31 |
| 8 | VNQ | VANGUARD INDEX FDS | 195.7K | $17.4M | $19.4M | 4.97% | +4.8K | 2026-03-31 |
| 9 | ANGL | VANECK ETF TRUST | 492.8K | $14.2M | $14.3M | 3.66% | +25.4K | 2026-03-31 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 190.8K | $10.3M | $11.2M | 2.88% | +2.9K | 2026-03-31 |
| 11 | IEFA | ISHARES TR | 112.8K | $10.2M | $11.1M | 2.85% | +1.3K | 2026-03-31 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 38.1K | $8.2M | $9.1M | 2.34% | +480 | 2026-03-31 |
| 13 | MS | MORGAN STANLEY | 47.7K | $7.9M | $10.0M | 2.58% | +9.9K | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 11.0K | $7.1M | $8.2M | 2.11% | +332 | 2026-03-31 |
| 15 | COF | CAPITAL ONE FINL CORP | 22.7K | $4.1M | $4.7M | 1.22% | -2 | 2026-03-31 |
| 16 | IEMG | ISHARES INC | 57.3K | $4.0M | $4.4M | 1.14% | -403 | 2026-03-31 |
| 17 | SCHV | SCHWAB STRATEGIC TR | 103.9K | $3.2M | $3.5M | 0.91% | -5,981 | 2026-03-31 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 98.3K | $2.9M | $3.4M | 0.86% | -1,560 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 11.2K | $2.8M | $3.5M | 0.89% | +226 | 2026-03-31 |
| 20 | IJR | ISHARES TR | 17.1K | $2.1M | $2.5M | 0.64% | +1.0K | 2026-03-31 |
| 21 | LMT | LOCKHEED MARTIN CORP | 3.1K | $1.9M | $1.8M | 0.46% | -952 | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 3.2K | $1.9M | $2.2M | 0.57% | +3.2K | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.8K | $1.8M | $1.8M | 0.47% | +9 | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS | 3.8K | $1.7M | $1.9M | 0.50% | +81 | 2026-03-31 |
| 25 | SJNK | SPDR SERIES TRUST | 61.9K | $1.5M | $1.5M | 0.40% | -708 | 2026-03-31 |
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