CYPRESS FINANCIAL PLANNING LLC

Est. AUM

$362.6M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$37.7M	455130	10.39%	SOLE
2	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$36.4M	611605	10.04%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$35.2M	444194	9.71%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$34.3M	52574	9.47%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$31.3M	487941	8.62%	SOLE
6	VANGUARD INDEX FDS	EXTEND MKT ETF	$24.2M	117636	6.68%	SOLE
7	ISHARES TR	CORE DIV GRWTH	$18.2M	258712	5.01%	SOLE
8	VANGUARD INDEX FDS	REAL ESTATE ETF	$17.4M	195683	4.79%	SOLE
9	VANECK ETF TRUST	FALLEN ANGEL HG	$14.2M	492846	3.90%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.3M	190806	2.84%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$10.2M	112782	2.82%	SOLE
12	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.2M	38148	2.26%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.9M	10579	1.90%	SOLE
14	MORGAN STANLEY	COM NEW	$6.2M	37745	1.71%	SOLE
15	CAPITAL ONE FINL CORP	COM	$4.1M	22701	1.14%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$4.0M	57295	1.10%	SOLE
17	SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.2M	103910	0.87%	SOLE
18	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.9M	98294	0.79%	SOLE
19	APPLE INC	COM	$2.8M	11179	0.78%	SOLE
20	ISHARES TR	CORE S&P SCP ETF	$2.1M	17091	0.59%	SOLE
21	INVESCO QQQ TRPUT	UNIT SER 1	$1.9M	3200	0.51%	SOLE
22	LOCKHEED MARTIN CORP	COM	$1.9M	3069	0.51%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3784	0.50%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$1.7M	3798	0.46%	SOLE
25	MORGAN STANLEYPUT	COM NEW	$1.6M	10000	0.45%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	61908	0.43%	SOLE
27	ISHARES TR	7-10 YR TRSY BD	$1.5M	15533	0.41%	SOLE
28	AMAZON COM INC	COM	$1.5M	7118	0.41%	SOLE
29	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.4M	33139	0.39%	SOLE
30	ISHARES TR	NATIONAL MUN ETF	$1.4M	12982	0.38%	SOLE
31	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.4M	28462	0.38%	SOLE
32	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.3M	24761	0.37%	SOLE
33	PGIM ROCK ETF TR	S&P 500 BUFFER	$1.1M	38034	0.31%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.1M	12782	0.29%	SOLE
35	ISHARES TR	IBOXX INV CP ETF	$992K	9104	0.27%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$980K	20487	0.27%	SOLE
37	NETFLIX INC.	COM	$927K	9637	0.26%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$868K	19134	0.24%	SOLE
39	ISHARES TR	MSCI EAFE ETF	$864K	8894	0.24%	SOLE
40	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$830K	11664	0.23%	SOLE
41	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$805K	20418	0.22%	SOLE
42	VANGUARD INDEX FDS	VALUE ETF	$775K	3952	0.21%	SOLE
43	PGIM ROCK ETF TR	S&P 500 BUFFER	$773K	24697	0.21%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$758K	1777	0.21%	SOLE
45	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$709K	13982	0.20%	SOLE
46	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$703K	16318	0.19%	SOLE
47	JPMORGAN CHASE & CO	COM	$700K	2379	0.19%	SOLE
48	SCHWAB STRATEGIC TR	US LRG CAP ETF	$698K	27211	0.19%	SOLE
49	JOHNSON CONTROLS INTERNATION	SHS	$672K	5134	0.19%	SOLE
50	PGIM ROCK ETF TR	S&P 500 BUFFER	$661K	20868	0.18%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.