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: $412.9M100 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$332K	0.1%Prev: 0.1%	1,318 SH	Increased+70 SH
ALPHABET INC	CAP STK CL C	$766K	0.2%Prev: 0.1%	2,169 SH	Increased-92 SH
AMAZON COM INC	COM	$1.6M	0.4%Prev: 0.5%	6,737 SH	Increased-163 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$793K	0.2%	7,695 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$977K	0.2%	7,832 SH	New
AMERICAN TOWER CORP	COM	$377K	0.1%	2,306 SH	New
APPLE INC	COM	$3.0M	0.7%Prev: 0.6%	10,524 SH	Increased+1,698 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.4%Prev: 0.6%	3,696 SH	Increased-63 SH
BROADCOM INC	COM	$252K	0.1%	666 SH	New
BURLINGTON STORES INC	COM	$274K	0.1%	866 SH	New
CAPITAL ONE FINL CORP	COM	$4.6M	1.1%Prev: 1.6%	22,701 SH	Decreased-100 SH
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$1.5M	0.4%	36,546 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$378K	0.1%	8,850 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.4M	0.3%	25,315 SH	New
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$1.4M	0.3%	28,638 SH	New
DIMENSIONAL ETF TRUST	ULTR FIX INC ETF	$625K	0.2%	12,311 SH	New
EA SERIES TRUST	CAMB US EQUA ETF	$507K	0.1%	9,073 SH	New
ELECTRONIC ARTS INC	COM	$287K	0.1%Prev: 0.1%	1,401 SH	Increased+2 SH
ELI LILLY & CO	COM	$203K	0.0%	169 SH	New
EXXON MOBIL CORP	COM	$484K	0.1%	3,544 SH	New
GLOBAL X FDS	NASDAQ 100 COVER	$208K	0.1%	11,312 SH	New
GLOBAL X FDS	S&P 500 COVERED	$203K	0.0%	4,986 SH	New
INNOVATOR ETFS TRUST	INNOVATOR INTER	$356K	0.1%Prev: 0.1%	10,280 SH	Decreased-1,345 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$413K	0.1%Prev: 0.1%	11,176 SH	Increased-477 SH
INNOVATOR ETFS TRUST	INTL DE PW JUNE	$275K	0.1%	8,806 SH	New
INNOVATOR ETFS TRUST	INTL DE PWR DECE	$485K	0.1%	14,121 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$344K	0.1%	9,377 SH	New
INNOVATOR ETFS TRUST	INTL DEVELOPED P	$253K	0.1%	8,105 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$272K	0.1%	7,146 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$483K	0.1%Prev: 0.1%	13,416 SH	Increased+2,092 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$207K	0.1%Prev: 0.1%	3,510 SH	Decreased-2,918 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$858K	0.2%Prev: 1.2%	18,647 SH	Decreased-74,970 SH
INTERNATIONAL BUSINESS MACHS	COM	$315K	0.1%Prev: 0.1%	1,122 SH	Decreased+26 SH
INVESCO QQQ TR	UNIT SER 1	$4.8M	1.2%Prev: 0.6%	6,573 SH	Increased+3,373 SH
ISHARES INC	CORE MSCI EMKT	$5.1M	1.2%Prev: 1.1%	61,000 SH	Increased+7,119 SH
ISHARES TR	7-10 YR TRSY BD	$1.5M	0.4%Prev: 0.5%	15,533 SH	Decreased-194 SH
ISHARES TR	CORE DIV GRWTH	$20.2M	4.9%Prev: 4.1%	267,041 SH	Increased+71,792 SH
ISHARES TR	CORE MSCI EAFE	$11.9M	2.9%Prev: 2.8%	122,913 SH	Increased+20,082 SH
ISHARES TR	CORE MSCI INTL	$340K	0.1%	3,815 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.5M	0.6%Prev: 0.6%	16,563 SH	Increased-12 SH
ISHARES TR	CORE S&P500 ETF	$41.3M	10.0%Prev: 10.5%	55,110 SH	Increased+3,291 SH
ISHARES TR	HDG MSCI EAFE	$417K	0.1%Prev: 0.1%	8,886 SH	Increased-117 SH
ISHARES TR	IBOXX INV CP ETF	$927K	0.2%Prev: 0.3%	8,500 SH	Increased+482 SH
ISHARES TR	MSCI EAFE ETF	$884K	0.2%Prev: 0.3%	8,507 SH	Increased-935 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.4%Prev: 0.3%	13,816 SH	Increased+5,806 SH
ISHARES TR	RUS 1000 GRW ETF	$883K	0.2%Prev: 0.2%	7,108 SH	Increased+5,310 SH
ISHARES TR	RUS 1000 VAL ETF	$205K	0.0%	845 SH	New
ISHARES TR	RUSSELL 2000 ETF	$584K	0.1%Prev: 0.1%	1,944 SH	Increased-172 SH
ISHARES TR	SP SMCP600VL ETF	$654K	0.2%Prev: 0.2%	4,781 SH	Increased-81 SH
ISHARES TR	U.S. REAL ES ETF	$355K	0.1%Prev: 0.2%	3,467 SH	Decreased-2,608 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$213K	0.1%	3,463 SH	New
JANUS DETROIT STR TR	HENDERSON MTG	$18.7M	4.5%	415,201 SH	New
JOHNSON & JOHNSON	COM	$228K	0.1%	897 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$750K	0.2%	5,134 SH	New
JPMORGAN CHASE & CO	COM	$856K	0.2%	2,616 SH	New
LOCKHEED MARTIN CORP	COM	$1.7M	0.4%Prev: 0.6%	3,327 SH	Decreased-768 SH
MCDONALDS CORP	COM	$384K	0.1%	1,422 SH	New
MICROSOFT CORP	COM	$510K	0.1%Prev: 0.2%	1,368 SH	Decreased+5 SH
MORGAN STANLEY	COM NEW	$12.1M	2.9%Prev: 1.7%	57,654 SH	Increased+19,941 SH
NETFLIX INC.	COM	$694K	0.2%	9,713 SH	New
NVIDIA CORPORATION	COM	$808K	0.2%Prev: 0.2%	4,038 SH	Increased+178 SH
PEPSICO INC	COM	$358K	0.1%	2,642 SH	New
PGIM ROCK ETF TR	S&P 500 BUFFER	$3.9M	0.9%	117,293 SH	New
PROCTER & GAMBLE CO	COM	$258K	0.1%	1,759 SH	New
QUALCOMM INC	COM	$399K	0.1%Prev: 0.1%	2,158 SH	Increased-23 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$222K	0.1%	8,005 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.4M	0.8%	101,919 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.8M	0.9%	107,858 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$777K	0.2%Prev: 0.3%	26,391 SH	Decreased-5,392 SH
SCHWAB STRATEGIC TR	US REIT ETF	$290K	0.1%Prev: 0.1%	12,250 SH	Increased-564 SH
SHOPIFY INC	CL A SUB VTG SHS	$253K	0.1%Prev: 0.1%	2,214 SH	Decreased-289 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$659K	0.2%	13,084 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$572K	0.1%	17,087 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$1.1M	0.3%	22,984 SH	New
SPDR SERIES TRUST	ST SHOR CORP ETF	$307K	0.1%	10,230 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$962K	0.2%	21,002 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$650K	0.2%	7,401 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$280K	0.1%	4,861 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.7M	2.1%	11,607 SH	New
TESLA INC	COM	$323K	0.1%Prev: 0.1%	767 SH	Increased-223 SH
UNITEDHEALTH GROUP INC	COM	$368K	0.1%	885 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$273K	0.1%Prev: 3.9%	9,329 SH	Decreased-401,774 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$29.7M	7.2%Prev: 7.1%	120,709 SH	Increased+7,132 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.0M	0.5%Prev: 0.4%	22,983 SH	Increased+20,232 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$19.0M	4.6%Prev: 7.3%	197,512 SH	Decreased-53,078 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$581K	0.1%Prev: 0.2%	845 SH	Increased+7 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$253K	0.1%	1,043 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$565K	0.1%Prev: 0.1%	1,863 SH	Increased+295 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$306K	0.1%	836 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.4%Prev: 0.2%	4,378 SH	Increased+1,993 SH
VANGUARD INDEX FDS	VALUE ETF	$873K	0.2%Prev: 0.1%	4,004 SH	Increased+2,789 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.6M	2.8%Prev: 2.9%	194,151 SH	Increased+12,938 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.1M	0.3%Prev: 0.3%	12,783 SH	Increased-125 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$661K	0.2%	13,073 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$40.0M	9.7%Prev: 11.2%	484,328 SH	Increased+70,556 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$38.7M	9.4%Prev: 8.4%	655,795 SH	Increased+223,293 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$36.6M	8.9%Prev: 8.3%	462,522 SH	Increased+144,355 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.8M	2.1%Prev: 2.6%	37,147 SH	Increased-1,214 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$34.9M	8.5%Prev: 8.3%	490,368 SH	Increased+43,309 SH
VISA INC	COM CL A	$686K	0.2%	1,998 SH	New

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $428K
CVR PARTNERS LP — $311K
INNOVATOR ETFS TRUST — $211K
INNOVATOR ETFS TRUST — $366K
INNOVATOR ETFS TRUST — $216K
INNOVATOR ETFS TRUST — $579K
JOHNSON CTLS INTL PLC — $542K
JPMORGAN CHASE & CO. — $417K
NETFLIX INC — $1.4M
PROCTER AND GAMBLE CO — $271K
SELECT SECTOR SPDR TR — $8.2M
SPDR INDEX SHS FDS — $361K
SPDR S&P 500 ETF TR — $6.4M
SPDR SERIES TRUST — $255K
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $773K
SPDR SERIES TRUST — $813K
SPDR SERIES TRUST — $332K
SPDR SERIES TRUST — $475K
SPDR SERIES TRUST — $222K
… and 2 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