$150 Million is the total value of CYPRESS FINANCIAL PLANNING LLC's 52 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,803 | -100.0% | -0.15% | – |
| PJAN | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -7,222 | -100.0% | -0.15% | – |
| PJUL | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -8,550 | -100.0% | -0.17% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,630 | -100.0% | -0.20% | – |
| POCT | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -9,917 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 21.5% |
| ISHARES TR | 6 | Q3 2023 | 15.9% |
| VANGUARD SPECIALIZED FUNDS | 6 | Q3 2023 | 9.1% |
| VANGUARD TAX-MANAGED INTL FD | 6 | Q3 2023 | 8.9% |
| VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 9.2% |
| VANGUARD INDEX FDS | 6 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 6 | Q3 2023 | 5.0% |
| VANGUARD INTL EQUITY INDEX F | 6 | Q3 2023 | 3.8% |
| VANECK ETF TRUST | 6 | Q3 2023 | 3.0% |
| SPDR S&P 500 ETF TR | 6 | Q3 2023 | 2.7% |
View CYPRESS FINANCIAL PLANNING LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.