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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 | $258K | 0.1% | 1,232 SH | |
| ALPHABET INC | CAP STK CL C | $354K | 0.1% | 2,266 SH | |
| AMAZON COM INC | COM | $1.3M | 0.5% | 6,952 SH | |
| AMERICAN TOWER CORP NEW | COM | $421K | 0.2% | 1,936 SH | |
| APPLE INC | COM | $2.0M | 0.7% | 8,796 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.7% | 3,740 SH | |
| CVR PARTNERS LP | COM | $263K | 0.1% | 3,500 SH | |
| DISCOVER FINL SVCS | COM | $3.8M | 1.4% | 22,247 SH | |
| ELECTRONIC ARTS INC | COM | $202K | 0.1% | 1,399 SH | |
| EXXON MOBIL CORP | COM | $205K | 0.1% | 1,727 SH | |
| INNOVATOR ETFS TRUST | INNOVATOR INTER | $363K | 0.1% | 12,605 SH | |
| INNOVATOR ETFS TRUST | INTERNATIONAL DE | $340K | 0.1% | 12,171 SH | |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $355K | 0.1% | 11,576 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $213K | 0.1% | 6,665 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $334K | 0.1% | 11,481 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $326K | 0.1% | 6,981 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $642K | 0.2% | 16,999 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $3.9M | 1.4% | 100,782 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $290K | 0.1% | 1,164 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 0.5% | 3,200 PRN | |
| ISHARES INC | CORE MSCI EMKT | $2.7M | 1.0% | 49,452 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $1.6M | 0.6% | 16,518 SH | |
| ISHARES TR | CORE DIV GRWTH | $11.7M | 4.2% | 188,605 SH | |
| ISHARES TR | CORE MSCI EAFE | $7.9M | 2.8% | 103,830 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 0.6% | 14,936 SH | |
| ISHARES TR | CORE S&P500 ETF | $28.2M | 10.1% | 50,275 SH | |
| ISHARES TR | IBOXX INV CP ETF | $860K | 0.3% | 7,910 SH | |
| ISHARES TR | MSCI EAFE ETF | $792K | 0.3% | 9,693 SH | |
| ISHARES TR | NATIONAL MUN ETF | $765K | 0.3% | 7,260 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $649K | 0.2% | 1,798 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $400K | 0.1% | 2,004 SH | |
| ISHARES TR | SP SMCP600VL ETF | $474K | 0.2% | 4,861 SH | |
| ISHARES TR | U.S. REAL ES ETF | $373K | 0.1% | 3,896 SH | |
| JOHNSON CTLS INTL PLC | SHS | $411K | 0.1% | 5,125 SH | |
| JPMORGAN CHASE & CO. | COM | $350K | 0.1% | 1,427 SH | |
| LOCKHEED MARTIN CORP | COM | $1.8M | 0.6% | 4,062 SH | |
| MICROSOFT CORP | COM | $617K | 0.2% | 1,644 SH | |
| MORGAN STANLEY | COM NEW | $5.8M | 2.1% | 49,451 SH | |
| NETFLIX INC | COM | $1.0M | 0.4% | 1,115 SH | |
| NVIDIA CORPORATION | COM | $404K | 0.1% | 3,727 SH | |
| PROCTER AND GAMBLE CO | COM | $287K | 0.1% | 1,686 SH | |
| QUALCOMM INC | COM | $335K | 0.1% | 2,183 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $701K | 0.3% | 31,749 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $258K | 0.1% | 12,007 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $7.5M | 2.7% | 151,476 SH | |
| SHOPIFY INC | CL A | $239K | 0.1% | 2,503 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $674K | 0.2% | 18,536 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $5.8M | 2.1% | 10,428 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $298K | 0.1% | 3,127 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $1.3M | 0.5% | 51,906 SH | |
| SPDR SER TR | NUVEEN BLMBRG MU | $399K | 0.1% | 8,859 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $759K | 0.3% | 15,941 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $344K | 0.1% | 10,349 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $448K | 0.2% | 6,814 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $212K | 0.1% | 7,027 SH | |
| TESLA INC | COM | $215K | 0.1% | 830 SH | |
| UNITEDHEALTH GROUP INC | COM | $287K | 0.1% | 548 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $11.1M | 4.0% | 386,088 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $304K | 0.1% | 5,936 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $18.2M | 6.5% | 105,662 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.0M | 0.4% | 2,753 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $21.7M | 7.7% | 239,716 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $398K | 0.1% | 774 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $657K | 0.2% | 2,390 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $210K | 0.1% | 1,215 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.1M | 2.9% | 178,683 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $915K | 0.3% | 13,029 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $32.5M | 11.6% | 397,391 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $24.2M | 8.6% | 407,309 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $23.5M | 8.4% | 298,211 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $7.7M | 2.7% | 39,460 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.2M | 7.9% | 437,350 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 |