CYPRESS FINANCIAL PLANNING LLC

CIK 0001937021 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026

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Filer information

Filed by: CYPRESS FINANCIAL PLANNING LLC, Principal
Address: 400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ, 08035
Phone: 856-720-0029
AUM: $362.2M

AUM over time

$373.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $328.1M80 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$291K	0.1%Prev: 0.1%	1,259 SH	Decreased-59 SH
ALPHABET INC	CAP STK CL C	$525K	0.2%Prev: 0.2%	2,156 SH	Decreased-13 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.4%	6,826 SH	Decreased+89 SH
AMERICAN TOWER CORP NEW	COM	$373K	0.1%	1,937 SH	New
APPLE INC	COM	$2.3M	0.7%Prev: 0.7%	8,858 SH	Decreased-1,666 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.6%Prev: 0.4%	3,765 SH	Increased+69 SH
BROADCOM INC	COM	$242K	0.1%Prev: 0.1%	734 SH	Decreased+68 SH
CAPITAL ONE FINL CORP	COM	$4.8M	1.5%Prev: 1.1%	22,803 SH	Increased+102 SH
CVR PARTNERS LP	COM	$315K	0.1%	3,500 SH	New
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$342K	0.1%	6,732 SH	New
ELECTRONIC ARTS INC	COM	$282K	0.1%Prev: 0.1%	1,399 SH	Decreased-2 SH
EXXON MOBIL CORP	COM	$200K	0.1%Prev: 0.1%	1,776 SH	Decreased-1,768 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$427K	0.1%Prev: 0.1%	13,399 SH	Increased+3,119 SH
INNOVATOR ETFS TRUST	INNOVATOR INTL D	$216K	0.1%	7,609 SH	New
INNOVATOR ETFS TRUST	INTERNATIONAL DE	$378K	0.1%	12,171 SH	New
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$397K	0.1%Prev: 0.1%	11,609 SH	Decreased+433 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$369K	0.1%Prev: 0.1%	11,289 SH	Decreased-2,127 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$222K	0.1%	5,785 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$335K	0.1%Prev: 0.1%	6,316 SH	Increased+2,806 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$631K	0.2%	14,849 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.9M	1.2%Prev: 0.2%	92,451 SH	Increased+73,804 SH
INTERNATIONAL BUSINESS MACHS	COM	$310K	0.1%Prev: 0.1%	1,099 SH	Decreased-23 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.6%Prev: 1.2%	3,200 PRN	Decreased-3,373 PRN
ISHARES INC	CORE MSCI EMKT	$3.6M	1.1%Prev: 1.2%	54,849 SH	Decreased-6,151 SH
ISHARES TR	7-10 YR TRSY BD	$1.5M	0.5%Prev: 0.4%	15,727 SH	Increased+194 SH
ISHARES TR	CORE DIV GRWTH	$13.3M	4.1%Prev: 4.9%	196,008 SH	Decreased-71,033 SH
ISHARES TR	CORE MSCI EAFE	$9.3M	2.8%Prev: 2.9%	106,685 SH	Decreased-16,228 SH
ISHARES TR	CORE S&P SCP ETF	$1.9M	0.6%Prev: 0.6%	16,365 SH	Decreased-198 SH
ISHARES TR	CORE S&P500 ETF	$34.0M	10.4%Prev: 10.0%	50,816 SH	Decreased-4,294 SH
ISHARES TR	HDG MSCI EAFE	$358K	0.1%Prev: 0.1%	9,029 SH	Decreased+143 SH
ISHARES TR	IBOXX INV CP ETF	$911K	0.3%Prev: 0.2%	8,173 SH	Decreased-327 SH
ISHARES TR	MSCI EAFE ETF	$860K	0.3%Prev: 0.2%	9,210 SH	Decreased+703 SH
ISHARES TR	NATIONAL MUN ETF	$919K	0.3%Prev: 0.4%	8,634 SH	Decreased-5,182 SH
ISHARES TR	RUS 1000 GRW ETF	$832K	0.3%Prev: 0.2%	1,777 SH	Decreased-5,331 SH
ISHARES TR	RUSSELL 2000 ETF	$488K	0.1%Prev: 0.1%	2,017 SH	Decreased+73 SH
ISHARES TR	SP SMCP600VL ETF	$528K	0.2%Prev: 0.2%	4,771 SH	Decreased-10 SH
ISHARES TR	U.S. REAL ES ETF	$590K	0.2%Prev: 0.1%	6,075 SH	Increased+2,608 SH
JOHNSON CTLS INTL PLC	SHS	$564K	0.2%	5,130 SH	New
JPMORGAN CHASE & CO.	COM	$457K	0.1%	1,449 SH	New
LOCKHEED MARTIN CORP	COM	$2.0M	0.6%Prev: 0.4%	4,093 SH	Increased+766 SH
MICROSOFT CORP	COM	$721K	0.2%Prev: 0.1%	1,391 SH	Increased+23 SH
MORGAN STANLEY	COM NEW	$6.0M	1.8%Prev: 2.9%	37,717 SH	Decreased-19,937 SH
NETFLIX INC	COM	$1.2M	0.4%	1,022 SH	New
NVIDIA CORPORATION	COM	$735K	0.2%Prev: 0.2%	3,940 SH	Decreased-98 SH
PALANTIR TECHNOLOGIES INC	CL A	$230K	0.1%	1,261 SH	New
PROCTER AND GAMBLE CO	COM	$265K	0.1%	1,724 SH	New
QUALCOMM INC	COM	$364K	0.1%Prev: 0.1%	2,185 SH	Decreased+27 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$802K	0.2%Prev: 0.2%	30,432 SH	Increased+4,041 SH
SCHWAB STRATEGIC TR	US REIT ETF	$290K	0.1%Prev: 0.1%	13,454 SH	Increased+1,204 SH
SELECT SECTOR SPDR TR	FINANCIAL	$8.6M	2.6%	159,921 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$329K	0.1%Prev: 0.1%	2,215 SH	Increased+1 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$387K	0.1%	9,047 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$6.8M	2.1%	10,267 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$233K	0.1%	2,379 SH	New
SPDR SERIES TRUST	BLOOMBERG SHT TE	$1.5M	0.4%	57,454 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$858K	0.3%	18,836 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$935K	0.3%	19,394 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$336K	0.1%	9,907 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$577K	0.2%	7,361 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$243K	0.1%	5,245 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$219K	0.1%	7,245 SH	New
TESLA INC	COM	$319K	0.1%Prev: 0.1%	717 SH	Decreased-50 SH
UNITEDHEALTH GROUP INC	COM	$298K	0.1%Prev: 0.1%	863 SH	Decreased-22 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$13.1M	4.0%Prev: 0.1%	439,541 SH	Increased+430,212 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$745K	0.2%	14,636 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$23.5M	7.2%Prev: 7.2%	112,236 SH	Decreased-8,473 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.4%Prev: 0.5%	2,473 SH	Decreased-20,510 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$23.7M	7.2%Prev: 4.6%	259,011 SH	Increased+61,499 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$521K	0.2%Prev: 0.1%	850 SH	Decreased+5 SH
VANGUARD INDEX FDS	SMALL CP ETF	$386K	0.1%Prev: 0.1%	1,518 SH	Decreased-345 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$782K	0.2%Prev: 0.4%	2,384 SH	Decreased-1,994 SH
VANGUARD INDEX FDS	VALUE ETF	$223K	0.1%Prev: 0.2%	1,194 SH	Decreased-2,810 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.8M	3.0%Prev: 2.8%	179,988 SH	Decreased-14,163 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.0M	0.3%Prev: 0.3%	12,898 SH	Decreased+115 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$36.1M	11.0%Prev: 9.7%	428,989 SH	Decreased-55,339 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$27.6M	8.4%Prev: 9.4%	460,231 SH	Decreased-195,564 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$27.2M	8.3%Prev: 8.9%	340,579 SH	Decreased-121,943 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.1M	2.5%Prev: 2.1%	37,585 SH	Decreased+438 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$27.1M	8.3%Prev: 8.5%	452,539 SH	Decreased-37,829 SH
VERIZON COMMUNICATIONS INC	COM	$265K	0.1%	6,038 SH	New

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $793K
AMERICAN CENTY ETF TR — $977K
AMERICAN TOWER CORP — $377K
BURLINGTON STORES INC — $274K
DIMENSIONAL ETF TRUST — $1.5M
DIMENSIONAL ETF TRUST — $378K
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $625K
EA SERIES TRUST — $507K
ELI LILLY & CO — $203K
GLOBAL X FDS — $208K
GLOBAL X FDS — $203K
INNOVATOR ETFS TRUST — $275K
INNOVATOR ETFS TRUST — $485K
INNOVATOR ETFS TRUST — $344K
INNOVATOR ETFS TRUST — $253K
INNOVATOR ETFS TRUST — $272K
ISHARES TR — $340K
ISHARES TR — $205K
… and 25 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001937021-26-000001	$362.2M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000855	$373.5M	View
Oct 9, 2025