Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio
$218Million
Equity Portfolio Value
Last Reported on: 12 Apr, 2024
About CYPRESS FINANCIAL PLANNING LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CYPRESS FINANCIAL PLANNING LLC reported an equity portfolio of $110.2 Millions as of 31 Dec, 2023.
The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are BNDW, AGG, VEA. The fund has invested 21.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 16% of portfolio in ISHARES TR.
The fund managers got completely rid off MORGAN STANLEY (MS), DISCOVER FINL SVCS (DFS) and ISHARES TR (AGG) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), AMAZON COM INC (AMZN) and VANECK ETF TRUST (AFK). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in INNOVATOR ETFS TR (BAPR) and VANGUARD WORLD FDS (VAW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), LOCKHEED MARTIN CORP (LMT) and SPDR SER TR (BIL).
The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are BNDW, AGG, VEA. The fund has invested 21.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 16% of portfolio in ISHARES TR.
The fund managers got completely rid off MORGAN STANLEY (MS), DISCOVER FINL SVCS (DFS) and ISHARES TR (AGG) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), AMAZON COM INC (AMZN) and VANECK ETF TRUST (AFK). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in INNOVATOR ETFS TR (BAPR) and VANGUARD WORLD FDS (VAW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), LOCKHEED MARTIN CORP (LMT) and SPDR SER TR (BIL).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD SCOTTSDALE FDS | 13,236,800 |
| MORGAN STANLEY | 3,839,660 |
| DISCOVER FINL SVCS | 2,913,480 |
| ISHARES TR | 1,477,980 |
| ISHARES INC | 1,279,840 |
| VANGUARD INTL EQUITY INDEX F | 874,073 |
| MICROSOFT CORP | 802,313 |
| NETFLIX INC | 776,168 |
New stocks bought by CYPRESS FINANCIAL PLANNING LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 1,726 |
| VANECK ETF TRUST | 366 |
| AMAZON COM INC | 352 |
| VANGUARD SCOTTSDALE FDS | 214 |
| VANGUARD BD INDEX FDS | 146 |
| INNOVATOR ETFS TRUST | 106 |
| VANGUARD INTL EQUITY INDEX F | 86.33 |
| VANGUARD INDEX FDS | 85.01 |
Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -19.21 |
| SPDR SER TR | -14.98 |
| VANGUARD WORLD FD | -6.84 |
| VANGUARD SPECIALIZED FUNDS | -4.94 |
| INNOVATOR ETFS TRUST | -4.09 |
| ISHARES TR | -3.54 |
CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INTUITIVE MACHINES INC | -22,455 |
CYPRESS FINANCIAL PLANNING LLC got rid off the above stocks
Current Stock Holdings of CYPRESS FINANCIAL PLANNING LLC
Last Reported on: 12 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.62 | 7,948 | 1,362,940 | ADDED | 14.49 | |
| AAXJ | ISHARES TR | 0.11 | 2,216 | 238,442 | NEW | ||
| ACWF | ISHARES TR | 5.01 | 188,783 | 10,960,700 | ADDED | 78.1 | |
| ACWF | ISHARES TR | 0.15 | 9,272 | 323,407 | REDUCED | -3.54 | |
| AFK | VANECK ETF TRUST | 3.30 | 248,782 | 7,219,650 | ADDED | 366 | |
| AGG | ISHARES TR | 14.20 | 59,043 | 31,040,500 | ADDED | 57.49 | |
| AGG | ISHARES TR | 0.68 | 13,373 | 1,477,980 | NEW | ||
| AGG | ISHARES TR | 0.53 | 10,726 | 1,168,300 | REDUCED | -19.21 | |
| AGG | ISHARES TR | 0.30 | 8,340 | 666,066 | ADDED | 3.64 | |
| AGG | ISHARES TR | 0.18 | 3,867 | 397,408 | ADDED | 9.7 | |
| AGG | ISHARES TR | 0.16 | 1,696 | 356,669 | ADDED | 49.56 | |
| AMT | AMERICAN TOWER CORP NEW | 0.17 | 1,928 | 380,954 | NEW | ||
| AMZN | AMAZON COM INC | 0.60 | 7,304 | 1,317,500 | ADDED | 352 | |
| BALT | INNOVATOR ETFS TRUST | 0.14 | 10,940 | 297,895 | REDUCED | -4.09 | |
| BAPR | INNOVATOR ETFS TRUST | 0.32 | 18,582 | 696,639 | ADDED | 27.9 | |
| BAPR | INNOVATOR ETFS TRUST | 0.22 | 13,638 | 482,512 | ADDED | 44.73 | |
| BAPR | INNOVATOR ETFS TRUST | 0.22 | 13,453 | 491,035 | ADDED | 0.63 | |
| BAPR | INNOVATOR ETFS TRUST | 0.21 | 12,670 | 463,694 | ADDED | 106 | |
| BAPR | INNOVATOR ETFS TRUST | 0.20 | 12,553 | 446,259 | ADDED | 68.81 | |
| BAPR | INNOVATOR ETFS TRUST | 0.20 | 11,220 | 426,136 | ADDED | 41.1 | |
| BAPR | INNOVATOR ETFS TRUST | 0.17 | 10,777 | 368,142 | ADDED | 39.29 | |
| BAPR | INNOVATOR ETFS TRUST | 0.15 | 9,944 | 322,885 | ADDED | 29.13 | |
| BAPR | INNOVATOR ETFS TRUST | 0.15 | 11,549 | 333,997 | ADDED | 20.94 | |
| BAPR | INNOVATOR ETFS TRUST | 0.14 | 8,120 | 317,573 | ADDED | 35.06 | |
| BAPR | INNOVATOR ETFS TRUST | 0.12 | 6,227 | 271,124 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.11 | 6,411 | 235,989 | NEW | ||
| BIL | SPDR SER TR | 0.59 | 51,004 | 1,286,320 | ADDED | 4.00 | |
| BIL | SPDR SER TR | 0.31 | 14,727 | 684,511 | NEW | ||
| BIL | SPDR SER TR | 0.29 | 10,280 | 632,528 | ADDED | 7.43 | |
| BIL | SPDR SER TR | 0.29 | 13,299 | 630,905 | NEW | ||
| BIL | SPDR SER TR | 0.20 | 13,426 | 438,895 | REDUCED | -14.98 | |
| BIL | SPDR SER TR | 0.09 | 6,733 | 200,441 | NEW | ||
| BIV | VANGUARD BD INDEX FDS | 0.29 | 8,655 | 628,613 | ADDED | 146 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 14.28 | 387,773 | 31,219,600 | ADDED | 32.37 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 8.25 | 233,417 | 18,045,500 | ADDED | 214 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 6.05 | 226,077 | 13,236,800 | NEW | ||
| BUZZ | VANECK ETF TRUST | 0.16 | 6,715 | 350,926 | NEW | ||
| CWI | SPDR INDEX SHS FDS | 0.12 | 7,116 | 255,037 | NEW | ||
| DFS | DISCOVER FINL SVCS | 1.33 | 22,225 | 2,913,480 | NEW | ||
| EMGF | ISHARES INC | 0.58 | 24,803 | 1,279,840 | NEW | ||
| EQIX | EQUINIX INC | 0.14 | 364 | 300,335 | NEW | ||
| FNDA | SCHWAB STRATEGIC TR | 0.28 | 9,910 | 614,991 | NEW | ||
| IBCE | ISHARES TR | 2.29 | 67,411 | 5,003,240 | ADDED | 1,726 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.10 | 1,093 | 208,782 | NEW | ||
| JCI | JOHNSON CTLS INTL PLC | 0.15 | 5,068 | 331,042 | NEW | ||
| LMT | LOCKHEED MARTIN CORP | 0.39 | 1,871 | 851,062 | ADDED | 11.3 | |
| MS | MORGAN STANLEY | 1.76 | 40,778 | 3,839,660 | NEW | ||
| MSFT | MICROSOFT CORP | 0.37 | 1,907 | 802,313 | NEW | ||
| NFLX | NETFLIX INC | 0.36 | 1,278 | 776,168 | NEW | ||
| PG | PROCTER AND GAMBLE CO | 0.15 | 1,966 | 319,014 | NEW | ||
| QCOM | QUALCOMM INC | 0.16 | 2,059 | 348,589 | NEW | ||
| SPY | SPDR S&P 500 ETF TR | 2.23 | 9,307 | 4,868,210 | ADDED | 1.04 | |
| UAN | CVR PARTNERS LP | 0.13 | 3,500 | 275,065 | UNCHANGED | 0.00 | |
| UNH | UNITEDHEALTH GROUP INC | 0.14 | 628 | 310,672 | NEW | ||
| VAW | VANGUARD WORLD FD | 0.11 | 2,344 | 240,002 | REDUCED | -6.84 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.22 | 401,707 | 20,153,700 | ADDED | 76.82 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.08 | 161,484 | 6,745,200 | ADDED | 86.33 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.40 | 12,980 | 874,073 | NEW | ||
| VIG | VANGUARD SPECIALIZED FUNDS | 3.83 | 45,816 | 8,366,460 | REDUCED | -4.94 | |
| VOO | VANGUARD INDEX FDS | 6.92 | 86,330 | 15,131,000 | ADDED | 49.44 | |
| VOO | VANGUARD INDEX FDS | 5.29 | 133,746 | 11,566,300 | ADDED | 69.78 | |
| VOO | VANGUARD INDEX FDS | 0.22 | 1,432 | 492,894 | ADDED | 85.01 | |
| VOO | VANGUARD INDEX FDS | 0.20 | 1,728 | 449,145 | ADDED | 11.77 | |
| VOO | VANGUARD INDEX FDS | 0.10 | 451 | 216,796 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.10 | 1,300 | 211,718 | NEW | ||
| BERKSHIRE HATHAWAY INC DEL | 0.55 | 2,873 | 1,208,150 | ADDED | 22.36 | ||
| INTUITIVE MACHINES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |