Cypress Financial Planning LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Cypress Financial Planning LLC reported 66 stock positions worth $218.4 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 14.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 14.2%) and Vanguard Ftse Developed ETF (VEA, 9.2%). Compared with Q4 2023, it opened 25 new positions, sold out of 1, added to 33 and reduced 6. The biggest buy was a new position in Vanguard Intermediate-Term T (VGIT) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- HADDON HEIGHTS, NJ
- CIK
- 0001937021
- Portfolio Value
- $218.4M (Q1 2024)
- SEC Filing
- 0001085146-24-001781 ↗ filed Apr 12, 2024
Holdings Value
Holdings 66 stocks · $218.4M
| VCIT Vanguard Int-Term Corporate | 14.30% | 387,773 | $31.2M | Add +32.4% |
| IVV iShares Core S&P 500 ETF | 14.21% | 59,043 | $31.0M | Add +57.5% |
| VEA Vanguard Ftse Developed ETF | 9.23% | 401,707 | $20.2M | Add +76.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.26% | 233,417 | $18.0M | Add +214.9% |
| VXF Vanguard Extended Market ETF | 6.93% | 86,330 | $15.1M | Add +49.4% |
| VGIT Vanguard Intermediate-Term T | 6.06% | 226,077 | $13.2M | New |
| VNQ Vanguard Real Estate ETF | 5.30% | 133,746 | $11.6M | Add +69.8% |
| DGRO iShares Core Dividend Growth | 5.02% | 188,783 | $11.0M | Add +78.1% |
| VIG Vanguard Dividend Apprec ETF | 3.83% | 45,816 | $8.4M | Reduce -4.9% |
| ANGL Vaneck Fallen Angel High YLD | 3.31% | 248,782 | $7.2M | Add +366.5% |
| VWO Vanguard Ftse Emerging Marke | 3.09% | 161,484 | $6.7M | Add +86.3% |
| IEFA iShares Core MSCI Eafe ETF | 2.29% | 67,411 | $5.0M | Add +1726.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.23% | 9,307 | $4.9M | Add +1.0% |
| MS Morgan Stanley | 1.76% | 40,778 | $3.8M | New |
| DFS Discover Financial Services | 1.33% | 22,225 | $2.9M | New |
| IJR iShares Core S&P Small-Cap E | 0.68% | 13,373 | $1.5M | New |
| AAPL Apple Inc. | 0.62% | 7,948 | $1.4M | Add +14.5% |
| AMZN Amazon.com Inc. | 0.60% | 7,304 | $1.3M | Add +352.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.59% | 51,004 | $1.3M | Add +4.0% |
| IEMG iShares Core MSCI Emerging | 0.59% | 24,803 | $1.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 2,873 | $1.2M | Add +22.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.54% | 10,726 | $1.2M | Reduce -19.2% |
| VGK Vanguard Ftse Europe ETF | 0.40% | 12,980 | $874K | New |
| LMT Lockheed Martin Corp. | 0.39% | 1,871 | $851K | Add +11.3% |
| MSFT Microsoft Corp. | 0.37% | 1,907 | $802K | New |
| NFLX Netflix Inc. | 0.36% | 1,278 | $776K | New |
| POCT Innovator U.S. Equity Power | 0.32% | 18,582 | $697K | Add +27.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.31% | 14,727 | $685K | New |
| EFA iShares MSCI Eafe ETF | 0.30% | 8,340 | $666K | Add +3.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.29% | 10,280 | $633K | Add +7.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.29% | 13,299 | $631K | New |
| BND Vanguard Total Bond Market | 0.29% | 8,655 | $629K | Add +146.9% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 9,910 | $615K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 1,432 | $493K | Add +85.0% |
| PSEP Innovator U.S. Equity Power | 0.22% | 13,453 | $491K | Add +0.6% |
| PAUG Innovator U.S. Equity Power | 0.22% | 13,638 | $483K | Add +44.7% |
| PDEC Innovator U.S. Equity Power | 0.21% | 12,670 | $464K | Add +106.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,728 | $449K | Add +11.8% |
| PNOV Innovator U.S. Equity Power | 0.20% | 12,553 | $446K | Add +68.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.20% | 13,426 | $439K | Reduce -15.0% |
| PJUL Innovator U.S. Equity Power | 0.20% | 11,220 | $426K | Add +41.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.18% | 3,867 | $397K | Add +9.7% |
| AMT American Tower Corp. | 0.17% | 1,928 | $381K | New |
| PFEB Innovator U.S. Equity Power | 0.17% | 10,777 | $368K | Add +39.3% |
| IWM iShares Russell 2000 ETF | 0.16% | 1,696 | $357K | Add +49.6% |
| HYD Vaneck High Yield Muni ETF | 0.16% | 6,715 | $351K | New |
| QCOM Qualcomm Inc. | 0.16% | 2,059 | $349K | New |
| IOCT Innovator Int Dev Power Buff | 0.15% | 11,549 | $334K | Add +20.9% |
| JCI Johnson Controls Internation | 0.15% | 5,068 | $331K | New |
| HEFA Isha Curr Hedged MSCI Eafe | 0.15% | 9,272 | $323K | Reduce -3.5% |
| PMAY Innovator U.S. Equity Power | 0.15% | 9,944 | $323K | Add +29.1% |
| PG The Procter & Gamble Co. | 0.15% | 1,966 | $319K | New |
| PJAN Innovator U.S. Equity Power | 0.15% | 8,120 | $318K | Add +35.1% |
| UNH Unitedhealth Group Inc. | 0.14% | 628 | $311K | New |
| EQIX Equinix Inc. | 0.14% | 364 | $300K | New |
| ISEP Innovator Intl Dev Eq Power | 0.14% | 10,940 | $298K | Reduce -4.1% |
| UAN CVR Partners LP | 0.13% | 3,500 | $275K | No change |
| BJAN Innovator U.S. Equity Buffer | 0.12% | 6,227 | $271K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 7,116 | $255K | New |
| VFH Vanguard Financials ETF | 0.11% | 2,344 | $240K | Reduce -6.8% |
| MUB iShares National Muni Bond E | 0.11% | 2,216 | $238K | New |
| PMAR Innovator U.S. Equity Power | 0.11% | 6,411 | $236K | New |
| VOO Vanguard S&P 500 ETF | 0.10% | 451 | $217K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,300 | $212K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,093 | $209K | New |
| SPSB SS SPDR P St C Corp. ETF | 0.09% | 6,733 | $200K | New |
Options reported separately and not counted above: SPY puts ($262K).
Portfolio Sells Q4 2023 → Q1 2024
| VIG Vanguard Dividend Apprec ETF | Reduce -4.9% | 3.83% | −3.54 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -19.2% | 0.54% | −0.78 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -15.0% | 0.20% | −0.27 |
| ISEP Innovator Intl Dev Eq Power | Reduce -4.1% | 0.14% | −0.13 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -3.5% | 0.15% | −0.13 |
| VFH Vanguard Financials ETF | Reduce -6.8% | 0.11% | −0.10 |
| LUNR Intuitive Machines Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| VGIT Vanguard Intermediate-Term T | New | 6.06% | +6.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +214.9% | 8.26% | +3.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +1726.9% | 2.29% | +2.06 |
| ANGL Vaneck Fallen Angel High YLD | Add +366.5% | 3.31% | +1.93 |
| MS Morgan Stanley | New | 1.76% | +1.76 |
| DFS Discover Financial Services | New | 1.33% | +1.33 |
| IJR iShares Core S&P Small-Cap E | New | 0.68% | +0.68 |
| IEMG iShares Core MSCI Emerging | New | 0.59% | +0.59 |
| VGK Vanguard Ftse Europe ETF | New | 0.40% | +0.40 |
| AMZN Amazon.com Inc. | Add +352.8% | 0.60% | +0.39 |
| MSFT Microsoft Corp. | New | 0.37% | +0.37 |
| NFLX Netflix Inc. | New | 0.36% | +0.36 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.31% | +0.31 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.29% | +0.29 |
| SCHX Schwab US Large-Cap ETF | New | 0.28% | +0.28 |
| AMT American Tower Corp. | New | 0.17% | +0.17 |
| HYD Vaneck High Yield Muni ETF | New | 0.16% | +0.16 |
| QCOM Qualcomm Inc. | New | 0.16% | +0.16 |
| JCI Johnson Controls Internation | New | 0.15% | +0.15 |
| PG The Procter & Gamble Co. | New | 0.15% | +0.15 |
| UNH Unitedhealth Group Inc. | New | 0.14% | +0.14 |
| EQIX Equinix Inc. | New | 0.14% | +0.14 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.12% | +0.12 |
| MUB iShares National Muni Bond E | New | 0.11% | +0.11 |
| PMAR Innovator U.S. Equity Power | New | 0.11% | +0.11 |
| VOO Vanguard S&P 500 ETF | New | 0.10% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | New | 0.10% | +0.10 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.09% | +0.09 |
| BND Vanguard Total Bond Market | Add +146.9% | 0.29% | +0.06 |
| PDEC Innovator U.S. Equity Power | Add +106.6% | 0.21% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +85.0% | 0.23% | +0.01 |
| PNOV Innovator U.S. Equity Power | Add +68.8% | 0.20% | −0.03 |
| IWM iShares Russell 2000 ETF | Add +49.6% | 0.16% | −0.04 |
| PJAN Innovator U.S. Equity Power | Add +35.1% | 0.15% | −0.06 |
| PFEB Innovator U.S. Equity Power | Add +39.3% | 0.17% | −0.06 |
| PAUG Innovator U.S. Equity Power | Add +44.7% | 0.22% | −0.06 |
| PJUL Innovator U.S. Equity Power | Add +41.1% | 0.20% | −0.06 |
| PMAY Innovator U.S. Equity Power | Add +29.1% | 0.15% | −0.07 |
| IOCT Innovator Int Dev Power Buff | Add +20.9% | 0.15% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +86.3% | 3.09% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.8% | 0.21% | −0.12 |
| IJS iShares S&P Small-Cap 600 Va | Add +9.7% | 0.18% | −0.14 |
| DGRO iShares Core Dividend Growth | Add +78.1% | 5.02% | −0.14 |
| POCT Innovator U.S. Equity Power | Add +27.9% | 0.32% | −0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.4% | 0.29% | −0.19 |
| PSEP Innovator U.S. Equity Power | Add +0.6% | 0.22% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.4% | 0.55% | −0.22 |
| EFA iShares MSCI Eafe ETF | Add +3.6% | 0.30% | −0.24 |
| LMT Lockheed Martin Corp. | Add +11.3% | 0.39% | −0.31 |
Options Activity Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 500 | $262K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $408.2M | IVV, VCIT, VGIT, VCSH, VEA |
| Q1 2026 | 99 | $358.8M | VCIT, VGIT, VCSH, IVV, VEA |
| Q4 2025 | 102 | $357.7M | VCIT, IVV, VGIT, VCSH, VEA |
| Q3 2025 | 86 | $325.7M | VCIT, IVV, VGIT, VCSH, VEA |
| Q2 2025 | 80 | $304.4M | VCIT, IVV, VGIT, VEA, VCSH |
| Q1 2025 | 79 | $277.2M | VCIT, IVV, VGIT, VCSH, VEA |
| Q4 2024 | 79 | $272.5M | IVV, VCIT, VGIT, VCSH, VEA |
| Q3 2024 | 76 | $270.5M | VCIT, IVV, VGIT, VEA, VCSH |
| Q2 2024 | 68 | $239.0M | IVV, VCIT, VEA, VGIT, VCSH |
| Q1 2024 | 66 | $218.4M | VCIT, IVV, VEA, VCSH, VXF |