$146 Million is the total value of CYPRESS FINANCIAL PLANNING LLC's 54 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $29,594,000 | – | 369,835 | +100.0% | 20.28% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $20,945,000 | – | 55,241 | +100.0% | 14.36% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $12,976,000 | – | 90,447 | +100.0% | 8.89% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $12,718,000 | – | 166,767 | +100.0% | 8.72% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $11,610,000 | – | 284,555 | +100.0% | 7.96% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $7,358,000 | – | 56,126 | +100.0% | 5.04% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $6,613,000 | – | 72,586 | +100.0% | 4.53% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,578,000 | – | 133,925 | +100.0% | 3.82% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $3,866,000 | – | 10,249 | +100.0% | 2.65% | – |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $3,587,000 | – | 132,748 | +100.0% | 2.46% | – |
| MS | New | MORGAN STANLEY | $3,192,000 | – | 41,973 | +100.0% | 2.19% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $2,901,000 | – | 51,988 | +100.0% | 1.99% | – |
| DGRO | New | ISHARES TRcore div grwth | $2,853,000 | – | 59,877 | +100.0% | 1.96% | – |
| DFS | New | DISCOVER FINL SVCS | $2,102,000 | – | 22,224 | +100.0% | 1.44% | – |
| IEFA | New | ISHARES TRcore msci eafe | $1,689,000 | – | 28,696 | +100.0% | 1.16% | – |
| AAPL | New | APPLE INC | $1,029,000 | – | 7,524 | +100.0% | 0.70% | – |
| TIP | New | ISHARES TRtips bd etf | $1,016,000 | – | 8,917 | +100.0% | 0.70% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $955,000 | – | 3,498 | +100.0% | 0.66% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $909,000 | – | 8,260 | +100.0% | 0.62% | – |
| SJNK | New | SPDR SER TRbloomberg sht te | $788,000 | – | 32,654 | +100.0% | 0.54% | – |
| AMZN | New | AMAZON COM INC | $768,000 | – | 7,232 | +100.0% | 0.53% | – |
| SGEN | New | SEAGEN INC | $717,000 | – | 4,050 | +100.0% | 0.49% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $674,000 | – | 7,295 | +100.0% | 0.46% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $672,000 | – | 12,723 | +100.0% | 0.46% | – |
| LMT | New | LOCKHEED MARTIN CORP | $632,000 | – | 1,471 | +100.0% | 0.43% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $538,000 | – | 16,474 | +100.0% | 0.37% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $521,000 | – | 11,770 | +100.0% | 0.36% | – |
| EFA | New | ISHARES TRmsci eafe etf | $500,000 | – | 8,000 | +100.0% | 0.34% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $488,000 | – | 1,911 | +100.0% | 0.33% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $483,000 | – | 10,891 | +100.0% | 0.33% | – |
| MSFT | New | MICROSOFT CORP | $476,000 | – | 1,852 | +100.0% | 0.33% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $450,000 | – | 2,019 | +100.0% | 0.31% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $445,000 | – | 4,995 | +100.0% | 0.30% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $415,000 | – | 2,542 | +100.0% | 0.28% | – |
| TFI | New | SPDR SER TRnuveen blmbrg mu | $410,000 | – | 8,947 | +100.0% | 0.28% | – |
| HEFA | New | ISHARES TRhdg msci eafe | $406,000 | – | 12,754 | +100.0% | 0.28% | – |
| PSEP | New | INNOVATOR ETFS TRus eqty pwr buf | $404,000 | – | 14,386 | +100.0% | 0.28% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $354,000 | – | 689 | +100.0% | 0.24% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $346,000 | – | 4,596 | +100.0% | 0.24% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $343,000 | – | 2,026 | +100.0% | 0.24% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $327,000 | – | 1,734 | +100.0% | 0.22% | – |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $311,000 | – | 10,817 | +100.0% | 0.21% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $307,000 | – | 1,741 | +100.0% | 0.21% | – |
| QCOM | New | QUALCOMM INC | $284,000 | – | 2,226 | +100.0% | 0.20% | – |
| PG | New | PROCTER AND GAMBLE CO | $279,000 | – | 1,943 | +100.0% | 0.19% | – |
| NFLX | New | NETFLIX INC | $258,000 | – | 1,475 | +100.0% | 0.18% | – |
| POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $254,000 | – | 9,050 | +100.0% | 0.17% | – |
| EQIX | New | EQUINIX INC | $239,000 | – | 364 | +100.0% | 0.16% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $233,000 | – | 4,594 | +100.0% | 0.16% | – |
| USMV | New | ISHARES TRmsci usa min vol | $233,000 | – | 3,313 | +100.0% | 0.16% | – |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $228,000 | – | 7,744 | +100.0% | 0.16% | – |
| EA | New | ELECTRONIC ARTS INC | $219,000 | – | 1,803 | +100.0% | 0.15% | – |
| PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $211,000 | – | 7,039 | +100.0% | 0.14% | – |
| JNK | New | SPDR SER TRbloomberg high y | $206,000 | – | 2,276 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 9 | Q2 2024 | 21.5% |
| ISHARES TR | 9 | Q2 2024 | 16.0% |
| VANGUARD TAX-MANAGED INTL FD | 9 | Q2 2024 | 9.7% |
| VANGUARD SCOTTSDALE FDS | 9 | Q2 2024 | 9.2% |
| VANGUARD SPECIALIZED FUNDS | 9 | Q2 2024 | 9.1% |
| VANGUARD INDEX FDS | 9 | Q2 2024 | 8.3% |
| VANGUARD INDEX FDS | 9 | Q2 2024 | 6.2% |
| VANGUARD INTL EQUITY INDEX F | 9 | Q2 2024 | 3.8% |
| ISHARES TR | 9 | Q2 2024 | 5.2% |
| VANECK ETF TRUST | 9 | Q2 2024 | 3.7% |
View CYPRESS FINANCIAL PLANNING LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-20 |
View CYPRESS FINANCIAL PLANNING LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.