CYPRESS FINANCIAL PLANNING LLC

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

Import this data to Google Sheets with:

=jivedata("cypress-financial-planning-llc-0001937021-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $373.5M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$345K	0.1%Prev: 0.1%	1,320 SH	Increased+61 SH
ALPHABET INC	CAP STK CL C	$749K	0.2%Prev: 0.2%	2,198 SH	Increased+42 SH
AMAZON COM INC	COM	$1.6M	0.4%Prev: 0.5%	6,484 SH	Increased-342 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$854K	0.2%	7,810 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$914K	0.2%	7,759 SH	New
AMERICAN TOWER CORP	COM	$318K	0.1%	1,942 SH	New
APPLE INC	COM	$3.2M	0.9%Prev: 0.7%	9,705 SH	Increased+847 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.4%Prev: 0.6%	3,327 SH	Decreased-438 SH
BROADCOM INC	COM	$243K	0.1%Prev: 0.1%	691 SH	Increased-43 SH
BURLINGTON STORES INC	COM	$231K	0.1%	866 SH	New
CAPITAL ONE FINL CORP	COM	$4.4M	1.2%Prev: 1.5%	22,722 SH	Decreased-81 SH
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$1.5M	0.4%	36,393 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$361K	0.1%	8,523 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.4M	0.4%	26,555 SH	New
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$1.4M	0.4%	30,020 SH	New
DIMENSIONAL ETF TRUST	ULTR FIX INC ETF	$214K	0.1%	4,247 SH	New
EA SERIES TRUST	CAMB US EQUA ETF	$502K	0.1%	9,073 SH	New
INNOVATOR ETFS TRUST	INNOVATOR INTER	$596K	0.2%Prev: 0.1%	17,059 SH	Increased+3,660 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$419K	0.1%Prev: 0.1%	11,105 SH	Increased-504 SH
INNOVATOR ETFS TRUST	INTL DE PW JUNE	$270K	0.1%	8,651 SH	New
INNOVATOR ETFS TRUST	INTL DE PWR DECE	$487K	0.1%	14,094 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$345K	0.1%	9,369 SH	New
INNOVATOR ETFS TRUST	INTL DEVELOPED P	$235K	0.1%	7,500 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$592K	0.2%Prev: 0.1%	16,378 SH	Increased+5,089 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$728K	0.2%Prev: 1.2%	15,502 SH	Decreased-76,949 SH
INTERNATIONAL BUSINESS MACHS	COM	$251K	0.1%Prev: 0.1%	1,142 SH	Decreased+43 SH
INVESCO EXCH TRD SLF IDX FD	BULL 2034 CO ETF	$216K	0.1%	11,070 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$12.8M	3.4%	61,719 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.4M	0.6%Prev: 0.6%	3,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$5.4M	1.4%Prev: 1.1%	66,073 SH	Increased+11,224 SH
ISHARES TR	7-10 YR TRSY BD	$899K	0.2%Prev: 0.5%	10,068 SH	Decreased-5,659 SH
ISHARES TR	CORE DIV GRWTH	$18.4M	4.9%Prev: 4.1%	243,711 SH	Increased+47,703 SH
ISHARES TR	CORE MSCI EAFE	$13.0M	3.5%Prev: 2.8%	134,444 SH	Increased+27,759 SH
ISHARES TR	CORE MSCI INTL	$333K	0.1%	3,721 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.2M	0.6%Prev: 0.6%	15,936 SH	Increased-429 SH
ISHARES TR	CORE S&P500 ETF	$42.4M	11.4%Prev: 10.4%	55,415 SH	Increased+4,599 SH
ISHARES TR	HDG MSCI EAFE	$405K	0.1%Prev: 0.1%	8,720 SH	Increased-309 SH
ISHARES TR	IBOXX INV CP ETF	$468K	0.1%Prev: 0.3%	4,582 SH	Decreased-3,591 SH
ISHARES TR	MSCI EAFE ETF	$881K	0.2%Prev: 0.3%	8,484 SH	Increased-726 SH
ISHARES TR	NATIONAL MUN ETF	$858K	0.2%Prev: 0.3%	8,489 SH	Decreased-145 SH
ISHARES TR	RUS 1000 GRW ETF	$890K	0.2%Prev: 0.3%	7,108 SH	Increased+5,331 SH
ISHARES TR	RUS 1000 VAL ETF	$209K	0.1%	843 SH	New
ISHARES TR	RUSSELL 2000 ETF	$536K	0.1%Prev: 0.1%	1,929 SH	Increased-88 SH
ISHARES TR	SP SMCP600VL ETF	$610K	0.2%Prev: 0.2%	4,762 SH	Increased-9 SH
ISHARES TR	U.S. REAL ES ETF	$330K	0.1%Prev: 0.2%	3,467 SH	Decreased-2,608 SH
JANUS DETROIT STR TR	HENDERSON MTG	$20.9M	5.6%	493,861 SH	New
JOHNSON & JOHNSON	COM	$246K	0.1%	928 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$763K	0.2%	5,135 SH	New
JPMORGAN CHASE & CO	COM	$752K	0.2%	2,273 SH	New
LOCKHEED MARTIN CORP	COM	$1.7M	0.4%Prev: 0.6%	3,246 SH	Decreased-847 SH
MCDONALDS CORP	COM	$338K	0.1%	1,462 SH	New
MICROSOFT CORP	COM	$744K	0.2%Prev: 0.2%	1,450 SH	Increased+59 SH
MORGAN STANLEY	COM NEW	$7.1M	1.9%Prev: 1.8%	37,654 SH	Increased-63 SH
NETFLIX INC.	COM	$681K	0.2%	9,781 SH	New
NVIDIA CORPORATION	COM	$869K	0.2%Prev: 0.2%	3,806 SH	Increased-134 SH
PALANTIR TECHNOLOGIES INC	CL A	$254K	0.1%Prev: 0.1%	1,360 SH	Increased+99 SH
PGIM ROCK ETF TR	S&P 500 BUFFER	$4.4M	1.2%	128,419 SH	New
PROCTER & GAMBLE CO	COM	$260K	0.1%	1,789 SH	New
QUALCOMM INC	COM	$403K	0.1%Prev: 0.1%	2,192 SH	Increased+7 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$229K	0.1%	8,338 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.6M	1.0%	101,248 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.5M	0.9%	105,203 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$609K	0.2%Prev: 0.2%	20,301 SH	Decreased-10,131 SH
SCHWAB STRATEGIC TR	US REIT ETF	$268K	0.1%Prev: 0.1%	12,176 SH	Decreased-1,278 SH
SHOPIFY INC	CL A SUB VTG SHS	$336K	0.1%Prev: 0.1%	2,265 SH	Increased+50 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$215K	0.1%	1,423 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$682K	0.2%	13,588 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$203K	0.1%	8,641 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$1.2M	0.3%	25,604 SH	New
SPDR SERIES TRUST	ST SHOR CORP ETF	$253K	0.1%	8,536 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$514K	0.1%	12,026 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$657K	0.2%	7,321 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$259K	0.1%	4,909 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.1M	2.2%	10,652 SH	New
TESLA INC	COM	$279K	0.1%Prev: 0.1%	785 SH	Decreased+68 SH
UNITEDHEALTH GROUP INC	COM	$336K	0.1%Prev: 0.1%	915 SH	Increased+52 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$28.2M	7.6%Prev: 7.2%	121,883 SH	Increased+9,647 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$2.1M	0.5%	22,752 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$282K	0.1%	835 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$529K	0.1%	1,861 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$241K	0.1%	1,042 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$2.2M	0.6%	5,929 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$865K	0.2%	4,004 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$18.3M	4.9%Prev: 7.2%	204,464 SH	Decreased-54,547 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$661K	0.2%Prev: 0.2%	943 SH	Increased+93 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.6M	3.1%Prev: 3.0%	195,168 SH	Increased+15,180 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.1M	0.3%Prev: 0.3%	12,721 SH	Increased-177 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$708K	0.2%	14,949 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$16.1M	4.3%Prev: 11.0%	205,708 SH	Decreased-223,281 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$25.0M	6.7%Prev: 8.4%	441,394 SH	Decreased-18,837 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$34.6M	9.3%Prev: 8.3%	447,489 SH	Increased+106,910 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.4M	2.2%Prev: 2.5%	35,802 SH	Increased-1,783 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$34.3M	9.2%Prev: 8.3%	486,271 SH	Increased+33,732 SH
VISA INC	COM CL A	$718K	0.2%	1,998 SH	New

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $373K
CVR PARTNERS LP — $315K
DIMENSIONAL ETF TRUST — $342K
ELECTRONIC ARTS INC — $282K
EXXON MOBIL CORP — $200K
INNOVATOR ETFS TRUST — $216K
INNOVATOR ETFS TRUST — $378K
INNOVATOR ETFS TRUST — $222K
INNOVATOR ETFS TRUST — $335K
INNOVATOR ETFS TRUST — $631K
JOHNSON CTLS INTL PLC — $564K
JPMORGAN CHASE & CO. — $457K
NETFLIX INC — $1.2M
PROCTER AND GAMBLE CO — $265K
SELECT SECTOR SPDR TR — $8.6M
SPDR INDEX SHS FDS — $387K
SPDR S&P 500 ETF TR — $6.8M
SPDR SERIES TRUST — $233K
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $858K
… and 12 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