13F HOLDINGS REPORT
CYPRESS FINANCIAL PLANNING LLC
Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001085146-25-005871
Total Value
$328.1M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C870 | 428,989 | $36.1M | 11.00% |
| 2 | ISHARES TR | 464287200 | 50,816 | $34.0M | 10.37% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 460,231 | $27.6M | 8.42% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C409 | 340,579 | $27.2M | 8.30% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 452,539 | $27.1M | 8.27% |
| 6 | VANGUARD INDEX FDS | 922908553 | 259,011 | $23.7M | 7.22% |
| 7 | VANGUARD INDEX FDS | 922908652 | 112,236 | $23.5M | 7.16% |
| 8 | ISHARES TR | 46434V621 | 196,008 | $13.3M | 4.07% |
| 9 | VANECK ETF TRUST | 92189F437 | 439,541 | $13.1M | 3.98% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 179,988 | $9.8M | 2.97% |
| 11 | ISHARES TR | 46432F842 | 106,685 | $9.3M | 2.84% |
| 12 | SELECT SECTOR SPDR TR | 81369Y605 | 159,921 | $8.6M | 2.63% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 37,585 | $8.1M | 2.47% |
| 14 | SPDR S&P 500 ETF TR | SPY | 9,667 | $6.4M | 1.96% |
| 15 | MORGAN STANLEY | MS-PQ | 37,717 | $6.0M | 1.83% |
| 16 | CAPITAL ONE FINL CORP | 14040H105 | 22,803 | $4.8M | 1.48% |
| 17 | ISHARES INC | 46434G103 | 54,849 | $3.6M | 1.10% |
| 18 | APPLE INC | AAPL | 8,858 | $2.3M | 0.69% |
| 19 | LOCKHEED MARTIN CORP | LMT | 4,093 | $2.0M | 0.62% |
| 20 | ISHARES TR | 464287804 | 16,365 | $1.9M | 0.59% |
| 21 | INVESCO QQQ TR | IVZ | 3,200 | $1.9M | 0.59% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,765 | $1.9M | 0.58% |
| 23 | ISHARES TR | 464287440 | 15,727 | $1.5M | 0.46% |
| 24 | AMAZON COM INC | AMZN | 6,826 | $1.5M | 0.46% |
| 25 | SPDR SERIES TRUST | 78468R408 | 57,454 | $1.5M | 0.45% |
| 26 | NETFLIX INC | NFLX | 1,022 | $1.2M | 0.37% |
| 27 | VANGUARD INDEX FDS | 922908736 | 2,473 | $1.2M | 0.36% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042874 | 12,898 | $1.0M | 0.31% |
| 29 | INNOVATOR ETFS TRUST | INHD | 22,829 | $980,506 | 0.30% |
| 30 | SPDR SERIES TRUST | 78468R739 | 19,394 | $935,179 | 0.29% |
| 31 | ISHARES TR | 464288414 | 8,634 | $919,435 | 0.28% |
| 32 | ISHARES TR | 464287242 | 8,173 | $911,022 | 0.28% |
| 33 | ISHARES TR | 464287465 | 9,210 | $859,935 | 0.26% |
| 34 | SPDR SERIES TRUST | 78468R721 | 18,836 | $858,357 | 0.26% |
| 35 | ISHARES TR | 464287614 | 1,777 | $832,365 | 0.25% |
| 36 | SCHWAB STRATEGIC TR | 808524201 | 30,432 | $801,591 | 0.24% |
| 37 | VANGUARD INDEX FDS | 922908769 | 2,384 | $782,405 | 0.24% |
| 38 | VANECK ETF TRUST | 92189H409 | 14,636 | $744,972 | 0.23% |
| 39 | NVIDIA CORPORATION | NVDA | 3,940 | $735,155 | 0.22% |
| 40 | MICROSOFT CORP | MSFT | 1,391 | $720,546 | 0.22% |
| 41 | INNOVATOR ETFS TRUST | INHD | 14,849 | $630,637 | 0.19% |
| 42 | ISHARES TR | 464287739 | 6,075 | $589,761 | 0.18% |
| 43 | SPDR SERIES TRUST | 78464A854 | 7,361 | $576,669 | 0.18% |
| 44 | INNOVATOR ETFS TRUST | INHD | 13,515 | $567,900 | 0.17% |
| 45 | JOHNSON CTLS INTL PLC | G51502105 | 5,130 | $564,044 | 0.17% |
| 46 | INNOVATOR ETFS TRUST | INHD | 11,748 | $535,709 | 0.16% |
| 47 | ISHARES TR | 464287879 | 4,771 | $527,654 | 0.16% |
| 48 | ALPHABET INC | GOOG | 2,156 | $525,105 | 0.16% |
| 49 | VANGUARD INDEX FDS | 922908363 | 850 | $520,559 | 0.16% |
| 50 | INNOVATOR ETFS TRUST | INHD | 11,329 | $488,280 | 0.15% |
| 51 | ISHARES TR | 464287655 | 2,017 | $488,033 | 0.15% |
| 52 | JPMORGAN CHASE & CO. | VYLD | 1,449 | $457,107 | 0.14% |
| 53 | INNOVATOR ETFS TRUST | INHD | 11,123 | $441,472 | 0.13% |
| 54 | INNOVATOR ETFS TRUST | INHD | 13,399 | $426,995 | 0.13% |
| 55 | INNOVATOR ETFS TRUST | INHD | 11,609 | $396,680 | 0.12% |
| 56 | SPDR INDEX SHS FDS | 78463X889 | 9,047 | $387,121 | 0.12% |
| 57 | VANGUARD INDEX FDS | 922908751 | 1,518 | $385,997 | 0.12% |
| 58 | INNOVATOR ETFS TRUST | INHD | 9,310 | $382,269 | 0.12% |
| 59 | INNOVATOR ETFS TRUST | INHD | 12,171 | $378,198 | 0.12% |
| 60 | AMERICAN TOWER CORP NEW | 03027X100 | 1,937 | $372,533 | 0.11% |
| 61 | INNOVATOR ETFS TRUST | INHD | 11,289 | $368,990 | 0.11% |
| 62 | QUALCOMM INC | QCOM | 2,185 | $363,508 | 0.11% |
| 63 | ISHARES TR | 46434V803 | 9,029 | $357,639 | 0.11% |
| 64 | DIMENSIONAL ETF TRUST | 25434V591 | 6,732 | $341,871 | 0.10% |
| 65 | SPDR SERIES TRUST | 78464A375 | 9,907 | $335,741 | 0.10% |
| 66 | INNOVATOR ETFS TRUST | INHD | 6,316 | $334,847 | 0.10% |
| 67 | SHOPIFY INC | SHOP | 2,215 | $329,171 | 0.10% |
| 68 | TESLA INC | TSLA | 717 | $318,864 | 0.10% |
| 69 | CVR PARTNERS LP | UAN | 3,500 | $315,420 | 0.10% |
| 70 | INTERNATIONAL BUSINESS MACHS | INTR | 1,099 | $310,207 | 0.09% |
| 71 | UNITEDHEALTH GROUP INC | UNH | 863 | $298,033 | 0.09% |
| 72 | ABBVIE INC | ABBV | 1,259 | $291,478 | 0.09% |
| 73 | SCHWAB STRATEGIC TR | 808524847 | 13,454 | $290,203 | 0.09% |
| 74 | ELECTRONIC ARTS INC | EA | 1,399 | $282,179 | 0.09% |
| 75 | INNOVATOR ETFS TRUST | INHD | 7,236 | $281,444 | 0.09% |
| 76 | SPDR S&P 500 ETF TR | SPY | 400 | $266,472 | 0.08% |
| 77 | VERIZON COMMUNICATIONS INC | VZ | 6,038 | $265,360 | 0.08% |
| 78 | PROCTER AND GAMBLE CO | 742718109 | 1,724 | $264,915 | 0.08% |
| 79 | SPDR SERIES TRUST | 78468R853 | 5,245 | $242,948 | 0.07% |
| 80 | BROADCOM INC | AVGO | 734 | $242,186 | 0.07% |
| 81 | INNOVATOR ETFS TRUST | INHD | 5,361 | $235,402 | 0.07% |
| 82 | SPDR SERIES TRUST | 78468R622 | 2,379 | $233,118 | 0.07% |
| 83 | PALANTIR TECHNOLOGIES INC | PLTR | 1,261 | $230,032 | 0.07% |
| 84 | VANGUARD INDEX FDS | 922908744 | 1,194 | $222,669 | 0.07% |
| 85 | INNOVATOR ETFS TRUST | INHD | 5,785 | $221,913 | 0.07% |
| 86 | SPDR SERIES TRUST | 78464A474 | 7,245 | $219,451 | 0.07% |
| 87 | INNOVATOR ETFS TRUST | INHD | 7,609 | $216,096 | 0.07% |
| 88 | EXXON MOBIL CORP | XOM | 1,776 | $200,295 | 0.06% |
| 89 | SPDR S&P 500 ETF TR | SPY | 200 | $133,236 | 0.04% |