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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45782C409
Shares:7.0K
Value:$325.5K
% of Portfolio:0.1% ($325.5K/$270.0M)
92189H409
Shares:5.9K
Value:$303.8K
% of Portfolio:0.1% ($303.8K/$270.0M)
78468R622
Shares:3.1K
Value:$298.0K
% of Portfolio:0.1% ($298.0K/$270.0M)
Shares:1.2K
Value:$289.5K
% of Portfolio:0.1% ($289.5K/$270.0M)
45782C383
Shares:7.2K
Value:$289.4K
% of Portfolio:0.1% ($289.4K/$270.0M)
45782C318
Shares:7.4K
Value:$264.3K
% of Portfolio:0.1% ($264.3K/$270.0M)
126633205
Shares:3.5K
Value:$263.1K
% of Portfolio:0.1% ($263.1K/$270.0M)
45782C524
Shares:6.7K
Value:$213.1K
% of Portfolio:0.1% ($213.1K/$270.0M)
45782C508
Shares:5.1K
Value:$212.0K
% of Portfolio:0.1% ($212.0K/$270.0M)
78464A474
Shares:7.0K
Value:$211.5K
% of Portfolio:0.1% ($211.5K/$270.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip45782C409)✕ | 7.0K | All Managers (Combined) | $325.5K | 0.1% ($325.5K/$270.0M) | ||
(cusip92189H409)✕ | 5.9K | All Managers (Combined) | $303.8K | 0.1% ($303.8K/$270.0M) | ||
(cusip78468R622)✕ | 3.1K | QoQ -0.12% (-4)YoY NEW(+3.1K) | All Managers (Combined) | $298.0K | 0.1% ($298.0K/$270.0M) | YoY NEW(+$298.0K) |
1.2K | QoQ +0.17% (+2)YoY +6.49% (+71) | All Managers (Combined) | $289.5K | 0.1% ($289.5K/$270.0M) | ||
(cusip45782C383)✕ | 7.2K | All Managers (Combined) | $289.4K | 0.1% ($289.4K/$270.0M) | ||
1.7K | QoQ -2.14% (-37) | All Managers (Combined) | $287.3K | 0.1% ($287.3K/$270.0M) | ||
548 | QoQ +2.04% (+11)YoY -12.73% (-80) | All Managers (Combined) | $287.0K | 0.1% ($287.0K/$270.0M) | ||
— | All Managers (Combined) | $279.7K | 0.1% ($279.7K/$270.0M) | |||
(cusip45782C318)✕ | 7.4K | All Managers (Combined) | $264.3K | 0.1% ($264.3K/$270.0M) | ||
(cusip126633205)✕ | 3.5K | All Managers (Combined) | $263.1K | 0.1% ($263.1K/$270.0M) | ||
12.0K | QoQ +4.13% (+477)YoY NEW(+12.0K) | All Managers (Combined) | $258.3K | 0.1% ($258.3K/$270.0M) | YoY NEW(+$258.3K) | |
AbbVie Inc.(ABBVcusip00287Y109) | 1.2K | QoQ -3.90% (-50)YoY NEW(+1.2K) | All Managers (Combined) | $258.2K | 0.1% ($258.2K/$270.0M) | YoY NEW(+$258.2K) |
SHOPIFY INC.(SHOPcusip82509L107) | 2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $239.0K | 0.1% ($239.0K/$270.0M) | QoQ NEW(+$239.0K) YoY NEW(+$239.0K) |
Tesla, Inc.(TSLAcusip88160R101) | 830 | YoY NEW(+830) | All Managers (Combined) | $215.2K | 0.1% ($215.2K/$270.0M) | YoY NEW(+$215.2K) |
(cusip45782C524)✕ | 6.7K | QoQ NEW(+6.7K) YoY NEW(+6.7K) | All Managers (Combined) | $213.1K | 0.1% ($213.1K/$270.0M) | QoQ NEW(+$213.1K) YoY NEW(+$213.1K) |
(cusip45782C508)✕ | 5.1K | All Managers (Combined) | $212.0K | 0.1% ($212.0K/$270.0M) | ||
(cusip78464A474)✕ | 7.0K | QoQ +2.30% (+158)YoY +4.36% (+294) | All Managers (Combined) | $211.5K | 0.1% ($211.5K/$270.0M) | |
1.2K | QoQ -0.08% (-1)YoY -6.53% (-85) | All Managers (Combined) | $209.9K | 0.1% ($209.9K/$270.0M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $205.4K | 0.1% ($205.4K/$270.0M) | QoQ NEW(+$205.4K) YoY NEW(+$205.4K) |
1.4K | QoQ 0.00% (-0)YoY NEW(+1.4K) | All Managers (Combined) | $202.2K | 0.1% ($202.2K/$270.0M) | YoY NEW(+$202.2K) |