Cypress Financial Planning LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001937021

Type: FundHoldings: 80Value: $270.0MLatest: 2025Q1

CYPRESS FINANCIAL PLANNING LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 80 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 4

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92206C870

VCIT|92206C870

Shares:397.4K

Value:$32.5M

% of Portfolio:12.0% ($32.5M/$270.0M)

464287200

IVV|464287200

Shares:50.3K

Value:$28.2M

% of Portfolio:10.5% ($28.2M/$270.0M)

92206C706

VGIT|92206C706

Shares:407.3K

Value:$24.2M

% of Portfolio:9.0% ($24.2M/$270.0M)

92206C409

Shares:298.2K

Value:$23.5M

% of Portfolio:8.7% ($23.5M/$270.0M)

921943858

VEA|921943858

Shares:437.4K

Value:$22.2M

% of Portfolio:8.2% ($22.2M/$270.0M)

922908553

VNQ|922908553

Shares:239.7K

Value:$21.7M

% of Portfolio:8.0% ($21.7M/$270.0M)

922908652

VXF|922908652

Shares:105.7K

Value:$18.2M

% of Portfolio:6.7% ($18.2M/$270.0M)

46434V621

DGRO|46434V621

Shares:188.6K

Value:$11.7M

% of Portfolio:4.3% ($11.7M/$270.0M)

92189F437

Shares:386.1K

Value:$11.1M

% of Portfolio:4.1% ($11.1M/$270.0M)

922042858

VWO|922042858

Shares:178.7K

Value:$8.1M

% of Portfolio:3.0% ($8.1M/$270.0M)

46432F842

IEFA|46432F842

Shares:103.8K

Value:$7.9M

% of Portfolio:2.9% ($7.9M/$270.0M)

921908844

VIG|921908844

Shares:39.5K

Value:$7.7M

% of Portfolio:2.8% ($7.7M/$270.0M)

81369Y605

Shares:151.5K

Value:$7.5M

% of Portfolio:2.8% ($7.5M/$270.0M)

Discover Financial Services

DFS|254709108

Shares:22.2K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$270.0M)

46434G103

IEMG|46434G103

Shares:49.5K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$270.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$270.0M)

Apple Inc.

AAPL|037833100

Shares:8.8K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$270.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:4.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$270.0M)

464287440

IEF|464287440

Shares:16.5K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$270.0M)

464287804

IJR|464287804

Shares:14.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$270.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VCITcusip92206C870)	397.4K	QoQ -0.45% (-1.8K) YoY +2.48% (+9.6K)	All Managers (Combined)	$32.5M	12.0% ($32.5M/$270.0M)	QoQ +1.39% (-$445.7K) YoY +4.07% (+$1.3M)
(IVVcusip464287200)	50.3K	QoQ -9.28% (-5.1K) YoY -14.85% (-8.8K)	All Managers (Combined)	$28.2M	10.5% ($28.2M/$270.0M)	QoQ -13.41% (-$4.4M) YoY -8.99% (-$2.8M)
(VGITcusip92206C706)	407.3K	QoQ +1.08% (+4.4K) YoY +80.16% (+181.2K)	All Managers (Combined)	$24.2M	9.0% ($24.2M/$270.0M)	QoQ +3.52% (+$822.9K) YoY +82.77% (+$11.0M)
(cusip92206C409)✕	298.2K	QoQ +1.81% (+5.3K) YoY +27.75% (+64.8K)	All Managers (Combined)	$23.5M	8.7% ($23.5M/$270.0M)	QoQ +3.02% (+$691.6K) YoY +30.45% (+$5.5M)
(VEAcusip921943858)	437.4K	QoQ -5.34% (-24.7K) YoY +8.87% (+35.6K)	All Managers (Combined)	$22.2M	8.2% ($22.2M/$270.0M)	QoQ +0.61% (-$136.5K) YoY +10.30% (+$2.1M)
(VNQcusip922908553)	239.7K	QoQ +5.21% (+11.9K) YoY +79.23% (+106.0K)	All Managers (Combined)	$21.7M	8.0% ($21.7M/$270.0M)	QoQ +6.94% (+$1.4M) YoY +87.64% (+$10.1M)
(VXFcusip922908652)	105.7K	QoQ +7.35% (-7.2K) YoY +22.39% (+19.3K)	All Managers (Combined)	$18.2M	6.7% ($18.2M/$270.0M)	QoQ -2.65% (-$496.5K) YoY +20.29% (+$3.1M)
(DGROcusip46434V621)	188.6K	QoQ -3.07% (-6.0K) YoY -0.09% (-178)	All Managers (Combined)	$11.7M	4.3% ($11.7M/$270.0M)	QoQ -2.37% (-$284.0K) YoY +6.30% (-$691.3K)
(cusip92189F437)✕	386.1K	QoQ +1.83% (+7.0K) YoY +55.19% (+137.3K)	All Managers (Combined)	$11.1M	4.1% ($11.1M/$270.0M)	QoQ +2.50% (+$272.6K) YoY +54.33% (+$3.9M)
(VWOcusip922042858)	178.7K	QoQ +0.66% (+1.2K) YoY +10.65% (+17.2K)	All Managers (Combined)	$8.1M	3.0% ($8.1M/$270.0M)	QoQ +3.45% (+$269.9K) YoY +19.89% (+$1.3M)
(IEFAcusip46432F842)	103.8K	QoQ -0.54% (-571) YoY +54.02% (+36.4K)	All Managers (Combined)	$7.9M	2.9% ($7.9M/$270.0M)	QoQ +7.05% (-$517.4K) YoY +56.99% (+$2.9M)
(VIGcusip921908844)	39.5K	QoQ -2.89% (-1.2K) YoY -13.87% (-6.4K)	All Managers (Combined)	$7.7M	2.8% ($7.7M/$270.0M)	QoQ -3.80% (-$302.7K) YoY -8.50% (-$711.6K)
(cusip81369Y605)✕	151.5K	QoQ NEW(+151.5K) YoY NEW(+151.5K)	All Managers (Combined)	$7.5M	2.8% ($7.5M/$270.0M)	QoQ NEW(+$7.5M) YoY NEW(+$7.5M)
Discover Financial Services(DFScusip254709108)	22.2K	QoQ 0.00% (-0) YoY +0.09% (+22)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$270.0M)	QoQ -1.46% (-$56.3K) YoY +30.34% (+$884.1K)
(IEMGcusip46434G103)	49.5K	QoQ +9.30% (+4.2K) YoY +99.37% (+24.6K)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$270.0M)	QoQ +12.96% (+$306.3K) YoY +108.53% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.7K	QoQ -0.05% (-2) YoY +30.17% (+867)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$270.0M)	QoQ +17.43% (-$295.7K) YoY +64.86% (+$783.7K)
Apple Inc.(AAPLcusip037833100)	8.8K	QoQ -3.39% (-309) YoY +10.66% (+848)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$270.0M)	QoQ -14.30% (-$326.1K) YoY +43.36% (+$591.0K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	4.1K	QoQ +0.07% (-3) YoY +117.10% (+2.2K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$270.0M)	QoQ -8.00% (-$157.9K) YoY +113.20% (+$963.5K)
(IEFcusip464287440)	16.5K	QoQ -0.34% (-58) YoY NEW(+16.5K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$270.0M)	QoQ +2.79% (-$42.9K) YoY NEW(+$1.6M)
(IJRcusip464287804)	14.9K	QoQ +2.94% (-427) YoY +11.68% (+1.6K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$270.0M)	QoQ -6.57% (-$109.9K) YoY +5.67% (+$83.9K)