Cypress-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  null,
  "SCHH",
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  "MSFT",
  "MS",
  "IJR",
  "VGIT",
  "IWF",
  null,
  "IEMG",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "IEFA",
  "SCHX",
  null,
  "SHOP",
  "SPDW",
  null,
  "AMT",
  "SPLG",
  null,
  null,
  "IBM",
  null,
  "VNQ",
  "VXF",
  "VWO",
  "VCIT",
  null,
  "VIG",
  "IEF",
  "EA",
  null,
  "AMZN",
  null,
  "VUG",
  "VEA",
  "VGK",
  null,
  "VOO",
  "VTV",
  "JCI",
  "DGRO",
  "BRK-B",
  "DFS",
  "EFA",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 80
Total Value: 270000925
Accession Number: 0001085146-25-001975
Form Type: 13F-HR
CIK: cypress-financial-planning
Manager Name: Cypress-Financial-Planning

Data Enrichment

64% identified

51 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $270.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:—

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$270.0M)

AMAZON COM INC

AMZN|023135106

Shares:7.0K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$270.0M)

78468R408

Shares:51.9K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$270.0M)

MORGAN STANLEY

MS|617446448

Shares:—

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$270.0M)

NETFLIX INC

NFLX|64110L106

Shares:1.1K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$270.0M)

922908736

VUG|922908736

Shares:2.8K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$270.0M)

922042874

VGK|922042874

Shares:13.0K

Value:$914.8K

% of Portfolio:0.3% ($914.8K/$270.0M)

45782C656

Shares:23.4K

Value:$897.5K

% of Portfolio:0.3% ($897.5K/$270.0M)

464287242

Shares:7.9K

Value:$859.8K

% of Portfolio:0.3% ($859.8K/$270.0M)

464287465

EFA|464287465

Shares:9.7K

Value:$792.2K

% of Portfolio:0.3% ($792.2K/$270.0M)

464288414

MUB|464288414

Shares:7.3K

Value:$765.5K

% of Portfolio:0.3% ($765.5K/$270.0M)

78468R739

Shares:15.9K

Value:$758.8K

% of Portfolio:0.3% ($758.8K/$270.0M)

808524201

SCHX|808524201

Shares:31.7K

Value:$701.0K

% of Portfolio:0.3% ($701.0K/$270.0M)

78463X889

SPDW|78463X889

Shares:18.5K

Value:$673.8K

% of Portfolio:0.2% ($673.8K/$270.0M)

922908769

VTI|922908769

Shares:2.4K

Value:$656.9K

% of Portfolio:0.2% ($656.9K/$270.0M)

464287614

IWF|464287614

Shares:1.8K

Value:$649.2K

% of Portfolio:0.2% ($649.2K/$270.0M)

45782C680

Shares:17.0K

Value:$642.2K

% of Portfolio:0.2% ($642.2K/$270.0M)

MICROSOFT CORP

MSFT|594918104

Shares:1.6K

Value:$617.1K

% of Portfolio:0.2% ($617.1K/$270.0M)

45782C540

Shares:14.3K

Value:$537.5K

% of Portfolio:0.2% ($537.5K/$270.0M)

464287879

Shares:4.9K

Value:$473.9K

% of Portfolio:0.2% ($473.9K/$270.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.5M	0.6% ($1.5M/$270.0M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	7.0K	QoQ +3.31% (-223) YoY -4.81% (-352)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$270.0M)	QoQ -10.40% (-$153.6K) YoY +0.39% (-$5.2K)
(cusip78468R408)✕	51.9K	QoQ +3.13% (+1.6K) YoY +1.76% (+902)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$270.0M)	QoQ +2.76% (+$35.1K) YoY +1.52% (+$19.6K)
MORGAN STANLEY(MScusip617446448)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	0.4% ($1.2M/$270.0M)	QoQ +17510.56% (+$1.2M) YoY -69.61% (-$2.7M)
NETFLIX INC(NFLXcusip64110L106)	1.1K	QoQ +4.10% (+44) YoY -12.75% (-163)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$270.0M)	QoQ +8.92% (+$85.2K) YoY +33.96% (-$263.6K)
(VUGcusip922908736)	2.8K	QoQ -14.58% (-470) YoY +92.24% (+1.3K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$270.0M)	QoQ -22.82% (-$302.0K) YoY +107.11% (+$528.0K)
(VGKcusip922042874)	13.0K	QoQ +1.03% (+134) YoY +0.37% (+49)	All Managers (Combined)	$914.8K	0.3% ($914.8K/$270.0M)	QoQ +11.76% (+$96.3K) YoY +4.65% (+$40.7K)
(cusip45782C656)✕	23.4K	QoQ -9.67% (-2.5K) YoY +73.69% (+9.9K)	All Managers (Combined)	$897.5K	0.3% ($897.5K/$270.0M)	QoQ -11.23% (-$113.7K) YoY +82.78% (+$406.5K)
(cusip464287242)✕	7.9K	QoQ -13.01% (-1.2K) YoY -26.25% (-2.8K)	All Managers (Combined)	$859.8K	0.3% ($859.8K/$270.0M)	QoQ -11.51% (-$111.9K) YoY -26.40% (-$308.5K)
(EFAcusip464287465)	9.7K	QoQ +1.74% (+166) YoY +16.22% (+1.4K)	All Managers (Combined)	$792.2K	0.3% ($792.2K/$270.0M)	QoQ +9.97% (+$71.9K) YoY +18.93% (+$126.1K)
(MUBcusip464288414)	7.3K	QoQ +11.04% (+722) YoY +227.61% (+5.0K)	All Managers (Combined)	$765.5K	0.3% ($765.5K/$270.0M)	QoQ +9.88% (+$68.9K) YoY +221.03% (+$527.1K)
(cusip78468R739)✕	15.9K	QoQ +4.64% (+707) YoY +19.86% (+2.6K)	All Managers (Combined)	$758.8K	0.3% ($758.8K/$270.0M)	QoQ +5.10% (+$36.9K) YoY +20.27% (+$127.9K)
(SCHXcusip808524201)	31.7K	QoQ -0.01% (-4) YoY +220.37% (+21.8K)	All Managers (Combined)	$701.0K	0.3% ($701.0K/$270.0M)	QoQ -4.75% (-$35.0K) YoY +13.98% (+$86.0K)
(SPDWcusip78463X889)	18.5K	QoQ +95.96% (+9.1K) YoY +160.48% (+11.4K)	All Managers (Combined)	$673.8K	0.2% ($673.8K/$270.0M)	QoQ +108.70% (+$351.0K) YoY +164.19% (+$418.8K)
(VTIcusip922908769)	2.4K	QoQ +16.81% (+344) YoY +38.31% (+662)	All Managers (Combined)	$656.9K	0.2% ($656.9K/$270.0M)	QoQ +10.77% (+$63.9K) YoY +46.25% (+$207.8K)
(IWFcusip464287614)	1.8K	QoQ -3.48% (-65) YoY NEW(+1.8K)	All Managers (Combined)	$649.2K	0.2% ($649.2K/$270.0M)	QoQ -13.21% (-$98.9K) YoY NEW(+$649.2K)
(cusip45782C680)✕	17.0K	QoQ -14.46% (-2.9K) YoY +24.64% (+3.4K)	All Managers (Combined)	$642.2K	0.2% ($642.2K/$270.0M)	QoQ -16.06% (-$122.9K) YoY +33.09% (+$159.7K)
MICROSOFT CORP(MSFTcusip594918104)	1.6K	QoQ -4.13% (-71) YoY -13.79% (-263)	All Managers (Combined)	$617.1K	0.2% ($617.1K/$270.0M)	QoQ -14.62% (-$105.7K) YoY -23.07% (-$185.2K)
(cusip45782C540)✕	14.3K	QoQ +3.73% (+515) YoY +12.81% (+1.6K)	All Managers (Combined)	$537.5K	0.2% ($537.5K/$270.0M)	QoQ +1.52% (+$8.1K) YoY +15.90% (+$73.8K)
(cusip464287879)✕	4.9K	QoQ -1.31% (-65) YoY +25.70% (+994)	All Managers (Combined)	$473.9K	0.2% ($473.9K/$270.0M)	QoQ -11.42% (-$61.1K) YoY +19.24% (+$76.5K)