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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Cypress-Financial-Planning
Data Enrichment
64% identified51 identified29 unidentified
Holdings
80 positions • $270.0M total value
Manager:
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45782C797
Shares:11.9K
Value:$462.0K
% of Portfolio:0.2% ($462.0K/$270.0M)
45782C813
Shares:11.3K
Value:$454.3K
% of Portfolio:0.2% ($454.3K/$270.0M)
Shares:5.1K
Value:$410.6K
% of Portfolio:0.2% ($410.6K/$270.0M)
78468R721
Shares:8.9K
Value:$399.3K
% of Portfolio:0.1% ($399.3K/$270.0M)
45782C417
Shares:11.0K
Value:$393.0K
% of Portfolio:0.1% ($393.0K/$270.0M)
45783Y533
Shares:12.6K
Value:$362.5K
% of Portfolio:0.1% ($362.5K/$270.0M)
45782C631
Shares:11.6K
Value:$354.8K
% of Portfolio:0.1% ($354.8K/$270.0M)
78464A375
Shares:10.3K
Value:$344.0K
% of Portfolio:0.1% ($344.0K/$270.0M)
45782C573
Shares:9.2K
Value:$342.9K
% of Portfolio:0.1% ($342.9K/$270.0M)
45783Y426
Shares:12.2K
Value:$339.9K
% of Portfolio:0.1% ($339.9K/$270.0M)
45782C722
Shares:11.5K
Value:$334.3K
% of Portfolio:0.1% ($334.3K/$270.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip45782C797)✕ | 11.9K | All Managers (Combined) | $462.0K | 0.2% ($462.0K/$270.0M) | ||
(cusip45782C813)✕ | 11.3K | QoQ -7.88% (-968)YoY +0.75% (+85) | All Managers (Combined) | $454.3K | 0.2% ($454.3K/$270.0M) | |
6.8K | All Managers (Combined) | $448.1K | 0.2% ($448.1K/$270.0M) | |||
1.9K | QoQ +0.20% (+4)YoY +0.41% (+8) | All Managers (Combined) | $421.3K | 0.2% ($421.3K/$270.0M) | ||
5.1K | QoQ +0.03% (+2)YoY +1.12% (+57) | All Managers (Combined) | $410.6K | 0.2% ($410.6K/$270.0M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $403.9K | 0.1% ($403.9K/$270.0M) | YoY NEW(+$403.9K) |
2.0K | QoQ +0.30% (-6) | All Managers (Combined) | $399.8K | 0.1% ($399.8K/$270.0M) | ||
(cusip78468R721)✕ | 8.9K | QoQ 0.00% (-0) | All Managers (Combined) | $399.3K | 0.1% ($399.3K/$270.0M) | |
774 | All Managers (Combined) | $397.8K | 0.1% ($397.8K/$270.0M) | |||
(cusip45782C417)✕ | 11.0K | All Managers (Combined) | $393.0K | 0.1% ($393.0K/$270.0M) | ||
3.9K | QoQ +0.56% (+22)YoY NEW(+3.9K) | All Managers (Combined) | $373.0K | 0.1% ($373.0K/$270.0M) | YoY NEW(+$373.0K) | |
(cusip45783Y533)✕ | 12.6K | All Managers (Combined) | $362.5K | 0.1% ($362.5K/$270.0M) | ||
(cusip45782C631)✕ | 11.6K | QoQ -5.91% (-728)YoY +0.23% (+27) | All Managers (Combined) | $354.8K | 0.1% ($354.8K/$270.0M) | |
Alphabet Inc.(GOOGcusip02079K107) | 2.3K | QoQ -0.52% (-12)YoY NEW(+2.3K) | All Managers (Combined) | $354.0K | 0.1% ($354.0K/$270.0M) | YoY NEW(+$354.0K) |
1.4K | QoQ +0.42% (+6)YoY NEW(+1.4K) | All Managers (Combined) | $350.0K | 0.1% ($350.0K/$270.0M) | YoY NEW(+$350.0K) | |
(cusip78464A375)✕ | 10.3K | All Managers (Combined) | $344.0K | 0.1% ($344.0K/$270.0M) | ||
(cusip45782C573)✕ | 9.2K | All Managers (Combined) | $342.9K | 0.1% ($342.9K/$270.0M) | ||
(cusip45783Y426)✕ | 12.2K | QoQ 0.00% (+0)YoY NEW(+12.2K) | All Managers (Combined) | $339.9K | 0.1% ($339.9K/$270.0M) | YoY NEW(+$339.9K) |
QUALCOMM INC/DE(QCOMcusip747525103) | 2.2K | QoQ +0.09% (+2)YoY +6.02% (-124) | All Managers (Combined) | $335.3K | 0.1% ($335.3K/$270.0M) | |
(cusip45782C722)✕ | 11.5K | QoQ -5.68% (-692)YoY NEW(+11.5K) | All Managers (Combined) | $334.3K | 0.1% ($334.3K/$270.0M) | YoY NEW(+$334.3K) |