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CIK 0001937021 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $291K | 0.1%Prev: 0.1% | 1,268 SH | Decreased-52 SH |
| ALPHABET INC | CAP STK CL C | $683K | 0.2%Prev: 0.2% | 2,170 SH | Decreased-28 SH |
| AMAZON COM INC | COM | $1.6M | 0.4%Prev: 0.4% | 6,847 SH | Decreased+363 SH |
| AMERICAN TOWER CORP NEW | COM | $343K | 0.1% | 1,939 SH | New |
| APPLE INC | COM | $3.0M | 0.8%Prev: 0.9% | 10,953 SH | Decreased+1,248 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 0.5%Prev: 0.4% | 3,775 SH | Increased+448 SH |
| BROADCOM INC | COM | $224K | 0.1%Prev: 0.1% | 640 SH | Decreased-51 SH |
| CAPITAL ONE FINL CORP | COM | $5.5M | 1.5%Prev: 1.2% | 22,703 SH | Increased-19 SH |
| CVR PARTNERS LP | COM | $344K | 0.1% | 3,500 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.4M | 0.4% | 31,758 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $309K | 0.1%Prev: 0.1% | 9,159 SH | Decreased+636 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $1.3M | 0.4%Prev: 0.4% | 23,814 SH | Decreased-2,741 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $866K | 0.2% | 22,798 SH | New |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.3M | 0.4% | 27,163 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $597K | 0.2% | 11,778 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $836K | 0.2% | 12,006 SH | New |
| EA SERIES TRUST | CAMBRIA US EQUAL | $461K | 0.1% | 9,073 SH | New |
| ELECTRONIC ARTS INC | COM | $287K | 0.1% | 1,404 SH | New |
| EXXON MOBIL CORP | COM | $295K | 0.1% | 2,442 SH | New |
| INNOVATOR ETFS TRUST | INNOVATOR INTER | $430K | 0.1%Prev: 0.2% | 13,179 SH | Decreased-3,880 SH |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $223K | 0.1% | 7,609 SH | New |
| INNOVATOR ETFS TRUST | INTERNATIONAL DE | $460K | 0.1% | 14,219 SH | New |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $404K | 0.1%Prev: 0.1% | 11,538 SH | Decreased+433 SH |
| INNOVATOR ETFS TRUST | INTL DEV PWR BUF | $339K | 0.1%Prev: 0.1% | 9,798 SH | Decreased+429 SH |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $309K | 0.1%Prev: 0.2% | 9,212 SH | Decreased-7,166 SH |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $204K | 0.1% | 3,709 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $424K | 0.1% | 9,778 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $3.4M | 0.9%Prev: 0.2% | 79,216 SH | Increased+63,714 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $333K | 0.1%Prev: 0.1% | 1,102 SH | Increased-40 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 0.5%Prev: 0.6% | 32 PRN | Decreased-3,168 PRN |
| ISHARES INC | CORE MSCI EMKT | $3.9M | 1.1%Prev: 1.4% | 57,698 SH | Decreased-8,375 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.5M | 0.4%Prev: 0.2% | 15,533 SH | Increased+5,465 SH |
| ISHARES TR | CORE DIV GRWTH | $17.2M | 4.7%Prev: 4.9% | 245,493 SH | Decreased+1,782 SH |
| ISHARES TR | CORE MSCI EAFE | $10.0M | 2.8%Prev: 3.5% | 111,464 SH | Decreased-22,980 SH |
| ISHARES TR | CORE MSCI INTL | $299K | 0.1%Prev: 0.1% | 3,627 SH | Decreased-94 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.0M | 0.5%Prev: 0.6% | 16,081 SH | Decreased+145 SH |
| ISHARES TR | CORE S&P500 ETF | $35.2M | 9.7%Prev: 11.4% | 51,050 SH | Decreased-4,365 SH |
| ISHARES TR | HDG MSCI EAFE | $374K | 0.1%Prev: 0.1% | 8,995 SH | Decreased+275 SH |
| ISHARES TR | IBOXX INV CP ETF | $999K | 0.3%Prev: 0.1% | 9,026 SH | Increased+4,444 SH |
| ISHARES TR | MSCI EAFE ETF | $880K | 0.2%Prev: 0.2% | 9,128 SH | Decreased+644 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.3M | 0.4%Prev: 0.2% | 12,221 SH | Increased+3,732 SH |
| ISHARES TR | RUS 1000 GRW ETF | $848K | 0.2%Prev: 0.2% | 1,777 SH | Decreased-5,331 SH |
| ISHARES TR | RUSSELL 2000 ETF | $496K | 0.1%Prev: 0.1% | 1,999 SH | Decreased+70 SH |
| ISHARES TR | SP SMCP600VL ETF | $548K | 0.2%Prev: 0.2% | 4,772 SH | Decreased+10 SH |
| ISHARES TR | U.S. REAL ES ETF | $331K | 0.1%Prev: 0.1% | 3,497 SH | Increased+30 SH |
| JOHNSON CTLS INTL PLC | SHS | $621K | 0.2% | 5,134 SH | New |
| JPMORGAN CHASE & CO. | COM | $745K | 0.2% | 2,305 SH | New |
| LOCKHEED MARTIN CORP | COM | $2.0M | 0.5%Prev: 0.4% | 4,021 SH | Increased+775 SH |
| MCDONALDS CORP | COM | $433K | 0.1%Prev: 0.1% | 1,417 SH | Increased-45 SH |
| MICROSOFT CORP | COM | $685K | 0.2%Prev: 0.2% | 1,404 SH | Decreased-46 SH |
| MORGAN STANLEY | COM NEW | $8.5M | 2.4%Prev: 1.9% | 37,821 SH | Increased+167 SH |
| NETFLIX INC | COM | $913K | 0.3% | 9,731 SH | New |
| NVIDIA CORPORATION | COM | $603K | 0.2%Prev: 0.2% | 3,214 SH | Decreased-592 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $228K | 0.1%Prev: 0.1% | 1,261 SH | Decreased-99 SH |
| PEPSICO INC | COM | $373K | 0.1% | 2,599 SH | New |
| PGIM ROCK ETF TR | S&P 500 BUFFER | $1.2M | 0.3%Prev: 1.2% | 40,609 SH | Decreased-87,810 SH |
| PROCTER AND GAMBLE CO | COM | $219K | 0.1% | 1,521 SH | New |
| QUALCOMM INC | COM | $380K | 0.1%Prev: 0.1% | 2,189 SH | Decreased-3 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.3M | 0.9%Prev: 1.0% | 99,854 SH | Decreased-1,394 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.3M | 0.9%Prev: 0.9% | 109,891 SH | Decreased+4,688 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $736K | 0.2%Prev: 0.2% | 27,140 SH | Increased+6,839 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $252K | 0.1%Prev: 0.1% | 11,979 SH | Decreased-197 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $324K | 0.1% | 5,876 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $363K | 0.1%Prev: 0.1% | 2,215 SH | Increased-50 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $623K | 0.2% | 13,995 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $8.1M | 2.2% | 10,647 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $5.2M | 1.4% | 139,754 SH | New |
| TESLA INC | COM | $332K | 0.1%Prev: 0.1% | 730 SH | Increased-55 SH |
| UNITEDHEALTH GROUP INC | COM | $298K | 0.1%Prev: 0.1% | 896 SH | Decreased-19 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $13.7M | 3.8% | 467,398 SH | New |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $655K | 0.2% | 12,811 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $23.8M | 6.6%Prev: 7.6% | 112,660 SH | Decreased-9,223 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 0.5% | 3,717 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $17.0M | 4.7%Prev: 4.9% | 190,871 SH | Decreased-13,593 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $499K | 0.1%Prev: 0.2% | 789 SH | Decreased-154 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $476K | 0.1% | 1,832 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $251K | 0.1% | 825 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $786K | 0.2% | 2,327 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $704K | 0.2% | 3,677 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.1M | 2.8%Prev: 3.1% | 187,889 SH | Decreased-7,279 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.1M | 0.3%Prev: 0.3% | 12,898 SH | Decreased+177 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $632K | 0.2%Prev: 0.2% | 12,569 SH | Decreased-2,380 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $37.1M | 10.2%Prev: 4.3% | 441,834 SH | Increased+236,126 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $34.7M | 9.6%Prev: 6.7% | 578,081 SH | Increased+136,687 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $34.0M | 9.4%Prev: 9.3% | 426,252 SH | Decreased-21,237 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $8.3M | 2.3%Prev: 2.2% | 37,668 SH | Decreased+1,866 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $30.3M | 8.4%Prev: 9.2% | 482,694 SH | Decreased-3,577 SH |
| VISA INC | COM CL A | $690K | 0.2%Prev: 0.2% | 1,966 SH | Decreased-32 SH |
| Q3 2025 |
| 13F-HR |
| 0001085146-25-005871 |
| $328.1M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001937021-26-000003 | $412.9M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003735 | $306.5M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001937021-26-000002 | $362.6M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001975 | $280.2M | View |