13F HOLDINGS REPORT
CYPRESS FINANCIAL PLANNING LLC
Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001085146-25-001975
Total Value
$280.2M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C870 | 397,391 | $32.5M | 11.60% |
| 2 | ISHARES TR | 464287200 | 50,275 | $28.2M | 10.08% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 407,309 | $24.2M | 8.64% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C409 | 298,211 | $23.5M | 8.40% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 437,350 | $22.2M | 7.94% |
| 6 | VANGUARD INDEX FDS | 922908553 | 239,716 | $21.7M | 7.75% |
| 7 | VANGUARD INDEX FDS | 922908652 | 105,662 | $18.2M | 6.50% |
| 8 | ISHARES TR | 46434V621 | 188,605 | $11.7M | 4.16% |
| 9 | VANECK ETF TRUST | 92189F437 | 386,088 | $11.1M | 3.98% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 178,683 | $8.1M | 2.89% |
| 11 | ISHARES TR | 46432F842 | 103,830 | $7.9M | 2.80% |
| 12 | VANGUARD SPECIALIZED FUNDS | 921908844 | 39,460 | $7.7M | 2.73% |
| 13 | SELECT SECTOR SPDR TR | 81369Y605 | 151,476 | $7.5M | 2.69% |
| 14 | SPDR S&P 500 ETF TR | SPY | 9,928 | $5.6M | 1.98% |
| 15 | MORGAN STANLEY | MS-PQ | 39,451 | $4.6M | 1.64% |
| 16 | DISCOVER FINL SVCS | 254709108 | 22,247 | $3.8M | 1.36% |
| 17 | ISHARES INC | 46434G103 | 49,452 | $2.7M | 0.95% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,740 | $2.0M | 0.71% |
| 19 | APPLE INC | AAPL | 8,796 | $2.0M | 0.70% |
| 20 | LOCKHEED MARTIN CORP | LMT | 4,062 | $1.8M | 0.65% |
| 21 | ISHARES TR | 464287440 | 16,518 | $1.6M | 0.56% |
| 22 | ISHARES TR | 464287804 | 14,936 | $1.6M | 0.56% |
| 23 | INVESCO QQQ TR | IVZ | 3,200 | $1.5M | 0.54% |
| 24 | AMAZON COM INC | AMZN | 6,952 | $1.3M | 0.47% |
| 25 | SPDR SER TR | 78468R408 | 51,906 | $1.3M | 0.47% |
| 26 | MORGAN STANLEY | MS-PQ | 10,000 | $1.2M | 0.42% |
| 27 | NETFLIX INC | NFLX | 1,115 | $1.0M | 0.37% |
| 28 | VANGUARD INDEX FDS | 922908736 | 2,753 | $1.0M | 0.36% |
| 29 | VANGUARD INTL EQUITY INDEX F | 922042874 | 13,029 | $914,766 | 0.33% |
| 30 | INNOVATOR ETFS TRUST | INHD | 23,367 | $897,526 | 0.32% |
| 31 | ISHARES TR | 464287242 | 7,910 | $859,754 | 0.31% |
| 32 | ISHARES TR | 464287465 | 9,693 | $792,207 | 0.28% |
| 33 | ISHARES TR | 464288414 | 7,260 | $765,494 | 0.27% |
| 34 | SPDR SER TR | 78468R739 | 15,941 | $758,792 | 0.27% |
| 35 | SCHWAB STRATEGIC TR | 808524201 | 31,749 | $701,018 | 0.25% |
| 36 | SPDR INDEX SHS FDS | 78463X889 | 18,536 | $673,788 | 0.24% |
| 37 | VANGUARD INDEX FDS | 922908769 | 2,390 | $656,908 | 0.23% |
| 38 | ISHARES TR | 464287614 | 1,798 | $649,240 | 0.23% |
| 39 | INNOVATOR ETFS TRUST | INHD | 16,999 | $642,222 | 0.23% |
| 40 | MICROSOFT CORP | MSFT | 1,644 | $617,141 | 0.22% |
| 41 | INNOVATOR ETFS TRUST | INHD | 14,294 | $537,454 | 0.19% |
| 42 | ISHARES TR | 464287879 | 4,861 | $473,880 | 0.17% |
| 43 | INNOVATOR ETFS TRUST | INHD | 11,891 | $461,965 | 0.16% |
| 44 | INNOVATOR ETFS TRUST | INHD | 11,305 | $454,348 | 0.16% |
| 45 | SPDR SER TR | 78464A854 | 6,814 | $448,092 | 0.16% |
| 46 | AMERICAN TOWER CORP NEW | 03027X100 | 1,936 | $421,274 | 0.15% |
| 47 | JOHNSON CTLS INTL PLC | G51502105 | 5,125 | $410,564 | 0.15% |
| 48 | NVIDIA CORPORATION | NVDA | 3,727 | $403,949 | 0.14% |
| 49 | ISHARES TR | 464287655 | 2,004 | $399,778 | 0.14% |
| 50 | SPDR SER TR | 78468R721 | 8,859 | $399,275 | 0.14% |
| 51 | VANGUARD INDEX FDS | 922908363 | 774 | $397,766 | 0.14% |
| 52 | INNOVATOR ETFS TRUST | INHD | 10,972 | $393,017 | 0.14% |
| 53 | ISHARES TR | 464287739 | 3,896 | $373,042 | 0.13% |
| 54 | INNOVATOR ETFS TRUST | INHD | 12,605 | $362,515 | 0.13% |
| 55 | INNOVATOR ETFS TRUST | INHD | 11,576 | $354,804 | 0.13% |
| 56 | ALPHABET INC | GOOG | 2,266 | $354,017 | 0.13% |
| 57 | JPMORGAN CHASE & CO. | VYLD | 1,427 | $350,043 | 0.12% |
| 58 | SPDR SER TR | 78464A375 | 10,349 | $343,989 | 0.12% |
| 59 | INNOVATOR ETFS TRUST | INHD | 9,212 | $342,871 | 0.12% |
| 60 | INNOVATOR ETFS TRUST | INHD | 12,171 | $339,928 | 0.12% |
| 61 | QUALCOMM INC | QCOM | 2,183 | $335,331 | 0.12% |
| 62 | INNOVATOR ETFS TRUST | INHD | 11,481 | $334,327 | 0.12% |
| 63 | INNOVATOR ETFS TRUST | INHD | 6,981 | $325,539 | 0.12% |
| 64 | VANECK ETF TRUST | 92189H409 | 5,936 | $303,804 | 0.11% |
| 65 | SPDR SER TR | 78468R622 | 3,127 | $298,003 | 0.11% |
| 66 | INTERNATIONAL BUSINESS MACHS | INTR | 1,164 | $289,522 | 0.10% |
| 67 | INNOVATOR ETFS TRUST | INHD | 7,246 | $289,368 | 0.10% |
| 68 | PROCTER AND GAMBLE CO | 742718109 | 1,686 | $287,273 | 0.10% |
| 69 | UNITEDHEALTH GROUP INC | UNH | 548 | $287,015 | 0.10% |
| 70 | SPDR S&P 500 ETF TR | SPY | 500 | $279,695 | 0.10% |
| 71 | INNOVATOR ETFS TRUST | INHD | 7,383 | $264,311 | 0.09% |
| 72 | CVR PARTNERS LP | UAN | 3,500 | $263,095 | 0.09% |
| 73 | SCHWAB STRATEGIC TR | 808524847 | 12,007 | $258,271 | 0.09% |
| 74 | ABBVIE INC | ABBV | 1,232 | $258,171 | 0.09% |
| 75 | SHOPIFY INC | SHOP | 2,503 | $238,986 | 0.09% |
| 76 | TESLA INC | TSLA | 830 | $215,190 | 0.08% |
| 77 | INNOVATOR ETFS TRUST | INHD | 6,665 | $213,107 | 0.08% |
| 78 | INNOVATOR ETFS TRUST | INHD | 5,112 | $211,995 | 0.08% |
| 79 | SPDR SER TR | 78464A474 | 7,027 | $211,513 | 0.08% |
| 80 | VANGUARD INDEX FDS | 922908744 | 1,215 | $209,879 | 0.07% |
| 81 | EXXON MOBIL CORP | XOM | 1,727 | $205,392 | 0.07% |
| 82 | ELECTRONIC ARTS INC | EA | 1,399 | $202,183 | 0.07% |