Cypress Financial Planning LLC
107 holdingsFiling period: 2026-06-30Current AUM: $407.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 55.1K | $41.3M | $42.4M | 10.40% | +2.5K | 2026-06-30 |
| 2 | VCIT | Vanguard Scottsdale Fds | 484.3K | $40.0M | $38.4M | 9.44% | +29.2K | 2026-06-30 |
| 3 | VGIT | Vanguard Scottsdale Fds | 655.8K | $38.7M | $37.6M | 9.24% | +44.2K | 2026-06-30 |
| 4 | VCSH | Vanguard Scottsdale Fds | 462.5K | $36.6M | $35.9M | 8.82% | +18.3K | 2026-06-30 |
| 5 | VEA | Vanguard Tax-Managed Fds | 490.4K | $34.9M | $34.0M | 8.35% | +2.4K | 2026-06-30 |
| 6 | VXF | Vanguard Index Fds | 120.7K | $29.7M | $27.8M | 6.84% | +3.1K | 2026-06-30 |
| 7 | DGRO | iShares TR | 267.0K | $20.2M | $21.4M | 5.25% | +8.3K | 2026-06-30 |
| 8 | VNQ | Vanguard Index Fds | 197.5K | $19.0M | $18.4M | 4.52% | +1.8K | 2026-06-30 |
| 9 | JMBS | Janus Detroit Str TR | 415.2K | $18.7M | $18.0M | 4.41% | -- | 2026-06-30 |
| 10 | MS | Morgan Stanley | 57.7K | $12.1M | $10.6M | 2.60% | +9.9K | 2026-06-30 |
| 11 | IEFA | iShares TR | 122.9K | $11.9M | $11.8M | 2.90% | +10.1K | 2026-06-30 |
| 12 | VWO | Vanguard Intl Equity Index F | 194.2K | $11.6M | $11.0M | 2.69% | +3.3K | 2026-06-30 |
| 13 | VIG | Vanguard Specialized Funds | 37.1K | $8.8M | $9.1M | 2.23% | -1,001 | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 11.6K | $8.7M | $8.9M | 2.18% | +628 | 2026-06-30 |
| 15 | IEMG | iShares Inc | 61.0K | $5.1M | $4.6M | 1.13% | +3.7K | 2026-06-30 |
| 16 | QQQ | Invesco Qqq TR | 6.6K | $4.8M | $4.7M | 1.15% | +3.4K | 2026-06-30 |
| 17 | COF | Capital One Finl Corp | 22.7K | $4.6M | $4.6M | 1.13% | -- | 2026-06-30 |
| 18 | SCHV | Schwab Strategic TR | 107.9K | $3.8M | $3.7M | 0.92% | +3.9K | 2026-06-30 |
| 19 | SCHG | Schwab Strategic TR | 101.9K | $3.4M | $3.6M | 0.88% | +3.6K | 2026-06-30 |
| 20 | AAPL | Apple Inc | 10.5K | $3.0M | $3.6M | 0.89% | -655 | 2026-06-30 |
| 21 | IJR | iShares TR | 16.6K | $2.5M | $2.3M | 0.57% | -528 | 2026-06-30 |
| 22 | VUG | Vanguard Index Fds | 23.0K | $2.0M | $2.0M | 0.49% | +19.2K | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Inc Del | 3.7K | $1.8M | $1.8M | 0.45% | -88 | 2026-06-30 |
| 24 | LMT | Lockheed Martin Corp | 3.3K | $1.7M | $2.1M | 0.52% | +258 | 2026-06-30 |
| 25 | VTI | Vanguard Index Fds | 4.4K | $1.6M | $1.6M | 0.40% | +2.4K | 2026-06-30 |
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