Filed: 4/9/2025ACC: 0001085146-25-001975
📋 What this filing means
CYPRESS FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $280.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$280.16M
Total AUM (reported)
3.62M
Total Shares
Allocation by class
INT-TERM CORP$32.49M11.6%
CORE S&P500 ETF$28.25M10.1%
INTER TERM TREAS$24.19M8.6%
SHRT TRM CORP BD$23.54M8.4%
VAN FTSE DEV MKT$22.23M7.9%
REAL ESTATE ETF$21.70M7.7%
EXTEND MKT ETF$18.20M6.5%
Portfolio Concentration
Top 3$84.93M30.3%
4–10$116.56M41.6%
11–25$52.70M18.8%
Rest$25.96M9.3%
Top 3 weight
30.3%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 3.62M
Sole
Full voting authority
3.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares397.39K
TypeSH
Market value$32.49M
11.60%
Sole
397.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50.27K
TypeSH
Market value$28.25M
10.08%
Sole
50.27K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares407.31K
TypeSH
Market value$24.19M
8.64%
Sole
407.31K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares298.21K
TypeSH
Market value$23.54M
8.40%
Sole
298.21K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares437.35K
TypeSH
Market value$22.23M
7.94%
Sole
437.35K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares239.72K
TypeSH
Market value$21.70M
7.75%
Sole
239.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares105.66K
TypeSH
Market value$18.20M
6.50%
Sole
105.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares188.60K
TypeSH
Market value$11.65M
4.16%
Sole
188.60K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares386.09K
TypeSH
Market value$11.14M
3.98%
Sole
386.09K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares178.68K
TypeSH
Market value$8.09M
2.89%
Sole
178.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares103.83K
TypeSH
Market value$7.85M
2.80%
Sole
103.83K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares39.46K
TypeSH
Market value$7.65M
2.73%
Sole
39.46K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares151.48K
TypeSH
Market value$7.55M
2.69%
Sole
151.48K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares9.93K
TypeSH
Market value$5.55M
1.98%
Sole
9.93K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares39.45K
TypeSH
Market value$4.60M
1.64%
Sole
39.45K
Shared
0.00
None
0.00
DISCOVER FINL SVCS
SOLEShares22.25K
TypeSH
Market value$3.80M
1.36%
Sole
22.25K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares49.45K
TypeSH
Market value$2.67M
0.95%
Sole
49.45K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.74K
TypeSH
Market value$1.99M
0.71%
Sole
3.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.80K
TypeSH
Market value$1.95M
0.70%
Sole
8.80K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares4.06K
TypeSH
Market value$1.81M
0.65%
Sole
4.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.52K
TypeSH
Market value$1.58M
0.56%
Sole
16.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.94K
TypeSH
Market value$1.56M
0.56%
Sole
14.94K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.20K
TypePRN
Market value$1.50M
0.54%
Sole
3.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.95K
TypeSH
Market value$1.32M
0.47%
Sole
6.95K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares51.91K
TypeSH
Market value$1.31M
0.47%
Sole
51.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 397.39K | SH | $32.49M 11.60% | 397.39K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 50.27K | SH | $28.25M 10.08% | 50.27K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 407.31K | SH | $24.19M 8.64% | 407.31K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 298.21K | SH | $23.54M 8.40% | 298.21K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 437.35K | SH | $22.23M 7.94% | 437.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 239.72K | SH | $21.70M 7.75% | 239.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 105.66K | SH | $18.20M 6.50% | 105.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 188.60K | SH | $11.65M 4.16% | 188.60K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 386.09K | SH | $11.14M 3.98% | 386.09K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 178.68K | SH | $8.09M 2.89% | 178.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 103.83K | SH | $7.85M 2.80% | 103.83K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 39.46K | SH | $7.65M 2.73% | 39.46K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 151.48K | SH | $7.55M 2.69% | 151.48K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.93K | SH | $5.55M 1.98% | 9.93K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 39.45K | SH | $4.60M 1.64% | 39.45K | 0.00 | 0.00 |
DISCOVER FINL SVCSSOLE | COM | 22.25K | SH | $3.80M 1.36% | 22.25K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 49.45K | SH | $2.67M 0.95% | 49.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.74K | SH | $1.99M 0.71% | 3.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.80K | SH | $1.95M 0.70% | 8.80K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 4.06K | SH | $1.81M 0.65% | 4.06K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 16.52K | SH | $1.58M 0.56% | 16.52K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.94K | SH | $1.56M 0.56% | 14.94K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.20K | PRN | $1.50M 0.54% | 3.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.95K | SH | $1.32M 0.47% | 6.95K | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG SHT TE | 51.91K | SH | $1.31M 0.47% | 51.91K | 0.00 | 0.00 |
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