Cypress Financial Planning

Cypress Financial Planning as of June 30, 2022

Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 54 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 20.3 $30M 370k 80.02
Ishares Tr Core S&p500 Etf (IVV) 14.4 $21M 55k 379.16
Vanguard Specialized Funds Div App Etf (VIG) 8.9 $13M 90k 143.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.7 $13M 167k 76.26
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 8.0 $12M 285k 40.80
Vanguard Index Fds Extend Mkt Etf (VXF) 5.0 $7.4M 56k 131.10
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $6.6M 73k 91.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $5.6M 134k 41.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $3.9M 10k 377.21
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.5 $3.6M 133k 27.02
Morgan Stanley Com New (MS) 2.2 $3.2M 42k 76.05
Schwab Strategic Tr Us Tips Etf (SCHP) 2.0 $2.9M 52k 55.80
Ishares Tr Core Div Grwth (DGRO) 2.0 $2.9M 60k 47.65
Discover Financial Services (DFS) 1.4 $2.1M 22k 94.58
Ishares Tr Core Msci Eafe (IEFA) 1.2 $1.7M 29k 58.86
Apple (AAPL) 0.7 $1.0M 7.5k 136.76
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.0M 8.9k 113.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $955k 3.5k 273.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $909k 8.3k 110.05
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.5 $788k 33k 24.13
Amazon (AMZN) 0.5 $768k 7.2k 106.19
Seagen 0.5 $717k 4.1k 177.04
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $674k 7.3k 92.39
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $672k 13k 52.82
Lockheed Martin Corporation (LMT) 0.4 $632k 1.5k 429.64
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $538k 17k 32.66
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $521k 12k 44.27
Ishares Tr Msci Eafe Etf (EFA) 0.3 $500k 8.0k 62.50
American Tower Reit (AMT) 0.3 $488k 1.9k 255.36
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $483k 11k 44.35
Microsoft Corporation (MSFT) 0.3 $476k 1.9k 257.02
Vanguard Index Fds Growth Etf (VUG) 0.3 $450k 2.0k 222.88
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $445k 5.0k 89.09
Vanguard World Fds Industrial Etf (VIS) 0.3 $415k 2.5k 163.26
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $410k 8.9k 45.83
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $406k 13k 31.83
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.3 $404k 14k 28.08
UnitedHealth (UNH) 0.2 $354k 689.00 513.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $346k 4.6k 75.28
Ishares Tr Russell 2000 Etf (IWM) 0.2 $343k 2.0k 169.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $327k 1.7k 188.58
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $311k 11k 28.75
Vanguard Index Fds Small Cp Etf (VB) 0.2 $307k 1.7k 176.34
Qualcomm (QCOM) 0.2 $284k 2.2k 127.58
Procter & Gamble Company (PG) 0.2 $279k 1.9k 143.59
Netflix (NFLX) 0.2 $258k 1.5k 174.92
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $254k 9.1k 28.07
Equinix (EQIX) 0.2 $239k 364.00 656.59
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $233k 3.3k 70.33
Verizon Communications (VZ) 0.2 $233k 4.6k 50.72
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $228k 7.7k 29.44
Electronic Arts (EA) 0.2 $219k 1.8k 121.46
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $211k 7.0k 29.98
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $206k 2.3k 90.51