§ 13F · FUND PROFILE
CYPRESS FINANCIAL PLANNING LLC.
AUM · $413M (13F)Positions · 109Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 55K | $41M | 10.0% | +5% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 484K | $40M | 9.7% | +6% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 656K | $39M | 9.4% | +7% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 463K | $37M | 8.9% | +4% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 490K | $35M | 8.5% | ±0% |
| 6 | VXF | VANGUARD INDEX FDS | 121K | $30M | 7.2% | +3% |
| 7 | DGRO | ISHARES TR | 267K | $20M | 4.9% | +3% |
| 8 | VNQ | VANGUARD INDEX FDS | 198K | $19M | 4.6% | +1% |
| 9 | JMBS | JANUS DETROIT STR TR | 415K | $19M | 4.5% | NEW |
| 10 | IEFA | ISHARES TR | 123K | $12M | 2.9% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
CYPRESS FINANCIAL PLANNING LLC is a Other fund managing $413 million in assets. The fund runs a portfolio of 109 positions.
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