Cypress Financial Planning LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Cypress Financial Planning LLC reported 68 stock positions worth $239.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.7% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 12.7%) and Vanguard Ftse Developed ETF (VEA, 8.7%). Compared with Q1 2024, it opened 5 new positions, sold out of 3, added to 34 and reduced 26. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +53%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- HADDON HEIGHTS, NJ
- CIK
- 0001937021
- Portfolio Value
- $239.0M (Q2 2024)
- SEC Filing
- 0001085146-24-003059 ↗ filed Jul 17, 2024
Holdings Value
Holdings 68 stocks · $239.0M
| IVV iShares Core S&P 500 ETF | 13.74% | 60,006 | $32.8M | Add +1.6% |
| VCIT Vanguard Int-Term Corporate | 12.73% | 380,661 | $30.4M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 8.71% | 421,356 | $20.8M | Add +4.9% |
| VGIT Vanguard Intermediate-Term T | 8.45% | 346,591 | $20.2M | Add +53.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.36% | 258,402 | $20.0M | Add +10.7% |
| VXF Vanguard Extended Market ETF | 6.76% | 95,691 | $16.2M | Add +10.8% |
| VNQ Vanguard Real Estate ETF | 5.25% | 149,885 | $12.6M | Add +12.1% |
| DGRO iShares Core Dividend Growth | 4.97% | 206,315 | $11.9M | Add +9.3% |
| ANGL Vaneck Fallen Angel High YLD | 3.69% | 311,827 | $8.8M | Add +25.3% |
| VIG Vanguard Dividend Apprec ETF | 3.25% | 42,582 | $7.8M | Reduce -7.1% |
| VWO Vanguard Ftse Emerging Marke | 3.05% | 166,702 | $7.3M | Add +3.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.65% | 87,171 | $6.3M | Add +29.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.55% | 11,196 | $6.1M | Add +20.3% |
| MS Morgan Stanley | 1.63% | 40,080 | $3.9M | Reduce -1.7% |
| DFS Discover Financial Services | 1.22% | 22,240 | $2.9M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.84% | 37,556 | $2.0M | Add +51.4% |
| AAPL Apple Inc. | 0.70% | 7,917 | $1.7M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 3,721 | $1.5M | Add +29.5% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 13,437 | $1.4M | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.59% | 3,009 | $1.4M | Add +60.8% |
| AMZN Amazon.com Inc. | 0.53% | 6,571 | $1.3M | Reduce -10.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.46% | 43,792 | $1.1M | Reduce -14.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.45% | 9,930 | $1.1M | Reduce -7.4% |
| VGK Vanguard Ftse Europe ETF | 0.36% | 12,848 | $858K | Reduce -1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 12,437 | $796K | Add +21.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.33% | 16,790 | $792K | Add +26.3% |
| NFLX Netflix Inc. | 0.33% | 1,166 | $787K | Reduce -8.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.32% | 16,960 | $776K | Add +15.2% |
| MSFT Microsoft Corp. | 0.31% | 1,640 | $733K | Reduce -14.0% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 11,348 | $729K | Add +14.5% |
| EFA iShares MSCI Eafe ETF | 0.30% | 9,065 | $710K | Add +8.7% |
| POCT Innovator U.S. Equity Power | 0.30% | 18,537 | $710K | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 2,043 | $547K | Add +18.2% |
| PSEP Innovator U.S. Equity Power | 0.22% | 13,892 | $521K | Add +3.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.22% | 5,341 | $520K | Add +38.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 1,377 | $515K | Reduce -3.8% |
| PAUG Innovator U.S. Equity Power | 0.21% | 13,578 | $496K | Reduce -0.4% |
| PDEC Innovator U.S. Equity Power | 0.20% | 12,611 | $473K | Reduce -0.5% |
| PJUL Innovator U.S. Equity Power | 0.18% | 11,258 | $437K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.18% | 2,113 | $429K | Add +24.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.18% | 13,095 | $426K | Reduce -2.5% |
| PNOV Innovator U.S. Equity Power | 0.18% | 11,743 | $426K | Reduce -6.5% |
| QCOM Qualcomm Inc. | 0.18% | 2,127 | $424K | Add +3.3% |
| AMT American Tower Corp. | 0.16% | 1,936 | $376K | Add +0.4% |
| HYD Vaneck High Yield Muni ETF | 0.16% | 7,247 | $374K | Add +7.9% |
| VOO Vanguard S&P 500 ETF | 0.16% | 747 | $374K | Add +65.6% |
| PFEB Innovator U.S. Equity Power | 0.16% | 10,630 | $373K | Reduce -1.4% |
| MUB iShares National Muni Bond E | 0.15% | 3,341 | $356K | Add +50.8% |
| PMAY Innovator U.S. Equity Power | 0.14% | 10,011 | $341K | Add +0.7% |
| JCI Johnson Controls Internation | 0.14% | 5,108 | $340K | Add +0.8% |
| IOCT Innovator Int Dev Power Buff | 0.14% | 11,549 | $338K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 9,617 | $337K | Add +35.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.14% | 9,238 | $328K | Reduce -0.4% |
| PJAN Innovator U.S. Equity Power | 0.14% | 8,068 | $325K | Reduce -0.6% |
| PAPR Innovator U.S. Equity Power | 0.13% | 8,956 | $310K | New |
| NVDA Nvidia Corp. | 0.13% | 2,426 | $300K | New |
| ISEP Innovator Intl Dev Eq Power | 0.12% | 10,859 | $296K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,587 | $291K | New |
| UNH Unitedhealth Group Inc. | 0.11% | 537 | $273K | Reduce -14.5% |
| BJAN Innovator U.S. Equity Buffer | 0.11% | 5,991 | $270K | Reduce -3.8% |
| UAN CVR Partners LP | 0.11% | 3,500 | $265K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,605 | $265K | Reduce -18.4% |
| BND Vanguard Total Bond Market | 0.10% | 3,418 | $246K | Reduce -60.5% |
| PMAR Innovator U.S. Equity Power | 0.10% | 6,287 | $238K | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,062 | $215K | New |
| VFH Vanguard Financials ETF | 0.09% | 2,144 | $214K | Reduce -8.5% |
| IJUL Innovator International Deve | 0.09% | 7,471 | $210K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,300 | $209K | No change |
Options reported separately and not counted above: MS puts ($1.5M), DFS puts ($981K), SPY puts ($272K).
Portfolio Sells Q1 2024 → Q2 2024
| VCIT Vanguard Int-Term Corporate | Reduce -1.8% | 12.73% | −1.56 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.1% | 3.25% | −0.58 |
| BND Vanguard Total Bond Market | Reduce -60.5% | 0.10% | −0.18 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.14 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -14.1% | 0.46% | −0.13 |
| MS Morgan Stanley | Reduce -1.7% | 1.63% | −0.13 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.10 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -7.4% | 0.45% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -10.0% | 0.53% | −0.07 |
| MSFT Microsoft Corp. | Reduce -14.0% | 0.31% | −0.06 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.0% | 0.36% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -18.4% | 0.11% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -14.5% | 0.11% | −0.03 |
| NFLX Netflix Inc. | Reduce -8.8% | 0.33% | −0.03 |
| PNOV Innovator U.S. Equity Power | Reduce -6.5% | 0.18% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -2.5% | 0.18% | −0.02 |
| POCT Innovator U.S. Equity Power | Reduce -0.2% | 0.30% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -8.5% | 0.09% | −0.02 |
| PDEC Innovator U.S. Equity Power | Reduce -0.5% | 0.20% | −0.01 |
| PAUG Innovator U.S. Equity Power | Reduce -0.4% | 0.21% | −0.01 |
| ISEP Innovator Intl Dev Eq Power | Reduce -0.7% | 0.12% | −0.01 |
| PFEB Innovator U.S. Equity Power | Reduce -1.4% | 0.16% | −0.01 |
| BJAN Innovator U.S. Equity Buffer | Reduce -3.8% | 0.11% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -0.4% | 0.14% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.8% | 0.22% | −0.01 |
| PJAN Innovator U.S. Equity Power | Reduce -0.6% | 0.14% | −0.01 |
| PMAR Innovator U.S. Equity Power | Reduce -1.9% | 0.10% | −0.01 |
| AAPL Apple Inc. | Reduce -0.4% | 0.70% | +0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| VGIT Vanguard Intermediate-Term T | Add +53.3% | 8.45% | +2.38 |
| ANGL Vaneck Fallen Angel High YLD | Add +25.3% | 3.69% | +0.39 |
| IEFA iShares Core MSCI Eafe ETF | Add +29.3% | 2.65% | +0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +20.3% | 2.55% | +0.32 |
| IEMG iShares Core MSCI Emerging | Add +51.4% | 0.84% | +0.26 |
| LMT Lockheed Martin Corp. | Add +60.8% | 0.59% | +0.20 |
| PAPR Innovator U.S. Equity Power | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | New | 0.12% | +0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +10.7% | 8.36% | +0.09 |
| JPM JPMorgan Chase & Co. | New | 0.09% | +0.09 |
| IJUL Innovator International Deve | New | 0.09% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +29.5% | 0.63% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +65.6% | 0.16% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +21.0% | 0.33% | +0.04 |
| SHM SS SPDR N Ice St Muni ETF | Add +26.3% | 0.33% | +0.04 |
| MUB iShares National Muni Bond E | Add +50.8% | 0.15% | +0.04 |
| IJS iShares S&P Small-Cap 600 Va | Add +38.1% | 0.22% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +35.1% | 0.14% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +14.5% | 0.31% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.2% | 0.23% | +0.02 |
| QCOM Qualcomm Inc. | Add +3.3% | 0.18% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +24.6% | 0.18% | +0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +15.2% | 0.32% | +0.01 |
| HYD Vaneck High Yield Muni ETF | Add +7.9% | 0.16% | −0.00 |
| PMAY Innovator U.S. Equity Power | Add +0.7% | 0.14% | −0.01 |
| PSEP Innovator U.S. Equity Power | Add +3.3% | 0.22% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +8.7% | 0.30% | −0.01 |
| JCI Johnson Controls Internation | Add +0.8% | 0.14% | −0.01 |
| PJUL Innovator U.S. Equity Power | Add +0.3% | 0.18% | −0.01 |
| AMT American Tower Corp. | Add +0.4% | 0.16% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +3.2% | 3.05% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +12.1% | 5.25% | −0.04 |
| DGRO iShares Core Dividend Growth | Add +9.3% | 4.97% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Add +0.5% | 0.60% | −0.08 |
| DFS Discover Financial Services | Add +0.1% | 1.22% | −0.12 |
| VXF Vanguard Extended Market ETF | Add +10.8% | 6.76% | −0.17 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 13.74% | −0.47 |
| VEA Vanguard Ftse Developed ETF | Add +4.9% | 8.71% | −0.52 |
Options Activity Q1 2024 → Q2 2024
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 |