CYPRESS FINANCIAL PLANNING LLC
Q3 2026 13F filing
Updated 10 days ago103 disclosed positions worth $373.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $42.4M | 55.4K | 11.36% | Added(+0.6%) |
| 2 | V VANGUARD SCOTTSDALE FDS | $34.6M | 447.5K | 9.26% | Trimmed(-3.3%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $34.3M | 486.3K | 9.19% | Trimmed(-0.8%) |
| 4 | V VANGUARD INDEX FDS | $28.2M | 121.9K | 7.56% | Added(+1.0%) |
| 5 | V VANGUARD SCOTTSDALE FDS | $25M | 441.4K | 6.70% | Trimmed(-32.7%) |
| 6 | J JANUS DETROIT STR TR | $20.9M | 493.9K | 5.59% | Added(+18.9%) |
| 7 | E ISHARES TR | $18.4M | 243.7K | 4.92% | Trimmed(-8.7%) |
| 8 | V VANGUARD INDEX FDS | $18.3M | 204.5K | 4.91% | Added(+3.5%) |
| 9 | V VANGUARD SCOTTSDALE FDS | $16.1M | 205.7K | 4.31% | Trimmed(-57.5%) |
| 10 | E ISHARES TR | $13M | 134.4K | 3.49% | Added(+9.4%) |
| 11 | I INVESCO EXCHANGE TRADED FD T | $12.8M | 61.7K | 3.44% | — |
| 12 | V VANGUARD INTL EQUITY INDEX F | $11.6M | 195.2K | 3.10% | Added(+0.5%) |
| 13 | B VANGUARD SPECIALIZED FUNDS | $8.4M | 35.8K | 2.24% | Trimmed(-3.6%) |
| 14 | S STATE STR SPDR S&P 500 ETF T | $7.8M | 10.3K | 2.09% | Added(+2463.0%) |
| 15 | M MORGAN STANLEY | $7.1M | 37.7K | 1.90% | Added(+276.5%) |
| 16 | E ISHARES INC | $5.4M | 66.1K | 1.44% | Added(+8.3%) |
| 17 | C CAPITAL ONE FINL CORP | $4.4M | 22.7K | 1.17% | Added(+0.1%) |
| 18 | S SCHWAB STRATEGIC TR | $3.6M | 101.2K | 0.97% | Trimmed(-0.7%) |
| 19 | S SCHWAB STRATEGIC TR | $3.5M | 105.2K | 0.94% | Trimmed(-2.5%) |
| 20 | A APPLE INC | $3.2M | 9.7K | 0.87% | Trimmed(-7.8%) |
| 21 | Q INVESCO QQQ TR | $2.4M | 3.2K | 0.63% | Unchanged |
| 22 | V VANGUARD INDEX FDS | $2.2M | 5.9K | 0.59% | Added(+35.4%) |
| 23 | E ISHARES TR | $2.2M | 15.9K | 0.58% | Trimmed(-3.8%) |
| 24 | V VANGUARD INDEX FDS | $2.1M | 22.8K | 0.55% | Trimmed(-1.0%) |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.3K | 0.44% | Trimmed(-10.0%) |
| 26 | L LOCKHEED MARTIN CORP | $1.7M | 3.2K | 0.44% | Trimmed(-2.4%) |
| 27 | A AMAZON COM INC | $1.6M | 6.5K | 0.43% | Trimmed(-3.8%) |
| 28 | H DIMENSIONAL ETF TRUST | $1.5M | 36.4K | 0.39% | Trimmed(-0.4%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 30.0K | 0.37% | Added(+4.8%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 26.6K | 0.37% | Added(+4.9%) |
| 31 | S SPDR SERIES TRUST | $1.2M | 25.6K | 0.32% | Added(+11.4%) |
| 32 | ? N/A PGIM ROCK ETF TR | $1.1M | 33.7K | 0.30% | Trimmed(-8.1%) |
| 33 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 12.7K | 0.30% | Trimmed(-0.5%) |
| 34 | ? N/A PGIM ROCK ETF TR | $922K | 26.4K | 0.25% | Added(+1.4%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $914K | 7.8K | 0.24% | Trimmed(-0.9%) |
| 36 | E ISHARES TR | $899K | 10.1K | 0.24% | Trimmed(-35.2%) |
| 37 | E ISHARES TR | $890K | 7.1K | 0.24% | Unchanged |
| 38 | E ISHARES TR | $881K | 8.5K | 0.24% | Trimmed(-0.3%) |
| 39 | N NVIDIA CORPORATION | $869K | 3.8K | 0.23% | Trimmed(-5.8%) |
| 40 | V VANGUARD INDEX FDS | $865K | 4.0K | 0.23% | Unchanged |
| 41 | E ISHARES TR | $858K | 8.5K | 0.23% | Trimmed(-38.6%) |
| 42 | ? N/A AMERICAN CENTY ETF TR | $854K | 7.8K | 0.23% | Added(+1.5%) |
| 43 | J JOHNSON CONTROLS INTERNATION | $763K | 5.1K | 0.20% | Added(+0.0%) |
| 44 | ? N/A PGIM ROCK ETF TR | $756K | 21.5K | 0.20% | Trimmed(-10.3%) |
| 45 | J JPMORGAN CHASE & CO | $752K | 2.3K | 0.20% | Trimmed(-13.1%) |
| 46 | G ALPHABET INC | $749K | 2.2K | 0.20% | Added(+1.3%) |
| 47 | M MICROSOFT CORP | $744K | 1.4K | 0.20% | Added(+6.0%) |
| 48 | V VISA INC | $718K | 2.0K | 0.19% | Unchanged |
| 49 | V VANGUARD MUN BD FDS | $708K | 14.9K | 0.19% | Added(+14.3%) |
| 50 | S SPDR INDEX SHS FDS | $682K | 13.6K | 0.18% | Added(+3.9%) |