13F HOLDINGS REPORT
CYPRESS FINANCIAL PLANNING LLC
Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001085146-25-003735
Total Value
$306.5M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C870 | 413,772 | $34.3M | 11.20% |
| 2 | ISHARES TR | 464287200 | 51,819 | $32.2M | 10.50% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 432,502 | $25.9M | 8.44% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 447,059 | $25.5M | 8.32% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C409 | 318,167 | $25.3M | 8.25% |
| 6 | VANGUARD INDEX FDS | 922908553 | 250,590 | $22.3M | 7.28% |
| 7 | VANGUARD INDEX FDS | 922908652 | 113,577 | $21.9M | 7.14% |
| 8 | ISHARES TR | 46434V621 | 195,249 | $12.5M | 4.07% |
| 9 | VANECK ETF TRUST | 92189F437 | 411,103 | $12.0M | 3.93% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 181,213 | $9.0M | 2.92% |
| 11 | ISHARES TR | 46432F842 | 102,831 | $8.6M | 2.80% |
| 12 | SELECT SECTOR SPDR TR | 81369Y605 | 157,356 | $8.2M | 2.69% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 38,361 | $7.9M | 2.56% |
| 14 | SPDR S&P 500 ETF TR | SPY | 9,888 | $6.1M | 1.99% |
| 15 | MORGAN STANLEY | MS-PQ | 37,713 | $5.3M | 1.73% |
| 16 | CAPITAL ONE FINL CORP | 14040H105 | 22,801 | $4.9M | 1.58% |
| 17 | ISHARES INC | 46434G103 | 53,881 | $3.2M | 1.06% |
| 18 | LOCKHEED MARTIN CORP | LMT | 4,095 | $1.9M | 0.62% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,759 | $1.8M | 0.60% |
| 20 | ISHARES TR | 464287804 | 16,575 | $1.8M | 0.59% |
| 21 | APPLE INC | AAPL | 8,826 | $1.8M | 0.59% |
| 22 | INVESCO QQQ TR | IVZ | 3,200 | $1.8M | 0.58% |
| 23 | AMAZON COM INC | AMZN | 6,900 | $1.5M | 0.49% |
| 24 | ISHARES TR | 464287440 | 15,727 | $1.5M | 0.49% |
| 25 | NETFLIX INC | NFLX | 1,021 | $1.4M | 0.45% |
| 26 | SPDR SERIES TRUST | 78468R408 | 53,094 | $1.4M | 0.44% |
| 27 | VANGUARD INDEX FDS | 922908736 | 2,751 | $1.2M | 0.39% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042874 | 12,908 | $1.0M | 0.33% |
| 29 | INNOVATOR ETFS TRUST | INHD | 23,305 | $952,941 | 0.31% |
| 30 | ISHARES TR | 464287242 | 8,018 | $878,825 | 0.29% |
| 31 | ISHARES TR | 464287465 | 9,442 | $844,018 | 0.28% |
| 32 | ISHARES TR | 464288414 | 8,010 | $836,885 | 0.27% |
| 33 | SPDR SERIES TRUST | 78468R739 | 16,993 | $812,775 | 0.27% |
| 34 | SCHWAB STRATEGIC TR | 808524201 | 31,783 | $776,780 | 0.25% |
| 35 | SPDR SERIES TRUST | 78468R721 | 17,299 | $772,746 | 0.25% |
| 36 | ISHARES TR | 464287614 | 1,798 | $763,395 | 0.25% |
| 37 | VANGUARD INDEX FDS | 922908769 | 2,385 | $724,917 | 0.24% |
| 38 | MICROSOFT CORP | MSFT | 1,363 | $677,970 | 0.22% |
| 39 | VANECK ETF TRUST | 92189H409 | 13,082 | $656,847 | 0.21% |
| 40 | NVIDIA CORPORATION | NVDA | 3,860 | $609,867 | 0.20% |
| 41 | INNOVATOR ETFS TRUST | INHD | 14,307 | $578,861 | 0.19% |
| 42 | ISHARES TR | 464287739 | 6,075 | $575,728 | 0.19% |
| 43 | INNOVATOR ETFS TRUST | INHD | 14,126 | $565,181 | 0.18% |
| 44 | JOHNSON CTLS INTL PLC | G51502105 | 5,128 | $541,619 | 0.18% |
| 45 | INNOVATOR ETFS TRUST | INHD | 12,044 | $497,417 | 0.16% |
| 46 | ISHARES TR | 464287879 | 4,862 | $483,698 | 0.16% |
| 47 | INNOVATOR ETFS TRUST | INHD | 10,935 | $479,500 | 0.16% |
| 48 | VANGUARD INDEX FDS | 922908363 | 838 | $476,009 | 0.16% |
| 49 | SPDR SERIES TRUST | 78464A854 | 6,529 | $474,599 | 0.15% |
| 50 | ISHARES TR | 464287655 | 2,116 | $456,612 | 0.15% |
| 51 | AMERICAN TOWER CORP NEW | 03027X100 | 1,936 | $427,895 | 0.14% |
| 52 | INNOVATOR ETFS TRUST | INHD | 11,253 | $427,727 | 0.14% |
| 53 | JPMORGAN CHASE & CO. | VYLD | 1,440 | $417,470 | 0.14% |
| 54 | ALPHABET INC | GOOG | 2,261 | $401,079 | 0.13% |
| 55 | INNOVATOR ETFS TRUST | INHD | 11,653 | $383,076 | 0.12% |
| 56 | VANGUARD INDEX FDS | 922908751 | 1,568 | $371,585 | 0.12% |
| 57 | INNOVATOR ETFS TRUST | INHD | 9,320 | $368,326 | 0.12% |
| 58 | INNOVATOR ETFS TRUST | INHD | 12,171 | $365,673 | 0.12% |
| 59 | INNOVATOR ETFS TRUST | INHD | 11,324 | $361,689 | 0.12% |
| 60 | SPDR INDEX SHS FDS | 78463X889 | 8,911 | $360,806 | 0.12% |
| 61 | INNOVATOR ETFS TRUST | INHD | 11,625 | $359,386 | 0.12% |
| 62 | QUALCOMM INC | QCOM | 2,181 | $347,346 | 0.11% |
| 63 | ISHARES TR | 46434V803 | 9,003 | $341,754 | 0.11% |
| 64 | SPDR SERIES TRUST | 78464A375 | 9,893 | $332,214 | 0.11% |
| 65 | INTERNATIONAL BUSINESS MACHS | INTR | 1,096 | $323,176 | 0.11% |
| 66 | INNOVATOR ETFS TRUST | INHD | 6,428 | $322,844 | 0.11% |
| 67 | TESLA INC | TSLA | 990 | $314,590 | 0.10% |
| 68 | CVR PARTNERS LP | UAN | 3,500 | $310,940 | 0.10% |
| 69 | SPDR S&P 500 ETF TR | SPY | 500 | $308,925 | 0.10% |
| 70 | SHOPIFY INC | SHOP | 2,503 | $288,721 | 0.09% |
| 71 | INNOVATOR ETFS TRUST | INHD | 7,273 | $274,834 | 0.09% |
| 72 | PROCTER AND GAMBLE CO | 742718109 | 1,703 | $271,292 | 0.09% |
| 73 | SCHWAB STRATEGIC TR | 808524847 | 12,814 | $271,144 | 0.09% |
| 74 | SPDR SERIES TRUST | 78468R622 | 2,621 | $254,945 | 0.08% |
| 75 | ABBVIE INC | ABBV | 1,248 | $231,679 | 0.08% |
| 76 | INNOVATOR ETFS TRUST | INHD | 5,361 | $226,395 | 0.07% |
| 77 | ELECTRONIC ARTS INC | EA | 1,399 | $223,420 | 0.07% |
| 78 | SPDR SERIES TRUST | 78468R853 | 5,212 | $222,031 | 0.07% |
| 79 | INNOVATOR ETFS TRUST | INHD | 5,785 | $215,723 | 0.07% |
| 80 | VANGUARD INDEX FDS | 922908744 | 1,215 | $214,739 | 0.07% |
| 81 | SPDR SERIES TRUST | 78464A474 | 7,109 | $214,621 | 0.07% |
| 82 | INNOVATOR ETFS TRUST | INHD | 7,609 | $211,074 | 0.07% |