Filed: 7/11/2025ACC: 0001085146-25-003735
📋 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 $306.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$306.47M
Total AUM (reported)
3.76M
Total Shares
Allocation by class
INT-TERM CORP$34.31M11.2%
CORE S&P500 ETF$32.17M10.5%
INTER TERM TREAS$25.87M8.4%
VAN FTSE DEV MKT$25.49M8.3%
SHRT TRM CORP BD$25.29M8.3%
REAL ESTATE ETF$22.32M7.3%
EXTEND MKT ETF$21.89M7.1%
Portfolio Concentration
Top 3$92.35M30.1%
4–10$128.47M41.9%
11–25$57.68M18.8%
Rest$27.96M9.1%
Top 3 weight
30.1%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 3.76M
Sole
Full voting authority
3.76M
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
SOLEShares413.77K
TypeSH
Market value$34.31M
11.20%
Sole
413.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.82K
TypeSH
Market value$32.17M
10.50%
Sole
51.82K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares432.50K
TypeSH
Market value$25.87M
8.44%
Sole
432.50K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares447.06K
TypeSH
Market value$25.49M
8.32%
Sole
447.06K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares318.17K
TypeSH
Market value$25.29M
8.25%
Sole
318.17K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares250.59K
TypeSH
Market value$22.32M
7.28%
Sole
250.59K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares113.58K
TypeSH
Market value$21.89M
7.14%
Sole
113.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares195.25K
TypeSH
Market value$12.48M
4.07%
Sole
195.25K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares411.10K
TypeSH
Market value$12.04M
3.93%
Sole
411.10K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares181.21K
TypeSH
Market value$8.96M
2.92%
Sole
181.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares102.83K
TypeSH
Market value$8.58M
2.80%
Sole
102.83K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares157.36K
TypeSH
Market value$8.24M
2.69%
Sole
157.36K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares38.36K
TypeSH
Market value$7.85M
2.56%
Sole
38.36K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares9.89K
TypeSH
Market value$6.11M
1.99%
Sole
9.89K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares37.71K
TypeSH
Market value$5.31M
1.73%
Sole
37.71K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares22.80K
TypeSH
Market value$4.85M
1.58%
Sole
22.80K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares53.88K
TypeSH
Market value$3.23M
1.06%
Sole
53.88K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares4.09K
TypeSH
Market value$1.90M
0.62%
Sole
4.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.76K
TypeSH
Market value$1.83M
0.60%
Sole
3.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.57K
TypeSH
Market value$1.81M
0.59%
Sole
16.57K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.83K
TypeSH
Market value$1.81M
0.59%
Sole
8.83K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.20K
TypePRN
Market value$1.77M
0.58%
Sole
3.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.90K
TypeSH
Market value$1.51M
0.49%
Sole
6.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.73K
TypeSH
Market value$1.51M
0.49%
Sole
15.73K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares1.02K
TypeSH
Market value$1.37M
0.45%
Sole
1.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 413.77K | SH | $34.31M 11.20% | 413.77K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 51.82K | SH | $32.17M 10.50% | 51.82K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 432.50K | SH | $25.87M 8.44% | 432.50K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 447.06K | SH | $25.49M 8.32% | 447.06K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 318.17K | SH | $25.29M 8.25% | 318.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 250.59K | SH | $22.32M 7.28% | 250.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 113.58K | SH | $21.89M 7.14% | 113.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 195.25K | SH | $12.48M 4.07% | 195.25K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 411.10K | SH | $12.04M 3.93% | 411.10K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 181.21K | SH | $8.96M 2.92% | 181.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 102.83K | SH | $8.58M 2.80% | 102.83K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 157.36K | SH | $8.24M 2.69% | 157.36K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.36K | SH | $7.85M 2.56% | 38.36K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.89K | SH | $6.11M 1.99% | 9.89K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 37.71K | SH | $5.31M 1.73% | 37.71K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 22.80K | SH | $4.85M 1.58% | 22.80K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 53.88K | SH | $3.23M 1.06% | 53.88K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 4.09K | SH | $1.90M 0.62% | 4.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.76K | SH | $1.83M 0.60% | 3.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 16.57K | SH | $1.81M 0.59% | 16.57K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.83K | SH | $1.81M 0.59% | 8.83K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.20K | PRN | $1.77M 0.58% | 3.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.90K | SH | $1.51M 0.49% | 6.90K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 15.73K | SH | $1.51M 0.49% | 15.73K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.02K | SH | $1.37M 0.45% | 1.02K | 0.00 | 0.00 |
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