§ 13F · FUND PROFILE
CYPRESS FINANCIAL PLANNING LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $306.5T (13F)Positions · 82Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 442K | $37.1T | 10.2% | +3% |
| 2 | IVV | ISHARES TR | 51K | $35.2T | 9.7% | ±0% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 578K | $34.7T | 9.6% | +26% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 426K | $34.0T | 9.4% | +25% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 483K | $30.3T | 8.4% | +7% |
| 6 | VXF | VANGUARD INDEX FDS | 113K | $23.8T | 6.6% | ±0% |
| 7 | DGRO | ISHARES TR | 245K | $17.2T | 4.7% | +25% |
| 8 | VNQ | VANGUARD INDEX FDS | 191K | $17.0T | 4.7% | −26% |
| 9 | ANGL | VANECK ETF TRUST | 467K | $13.7T | 3.8% | +6% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 188K | $10.1T | 2.8% | +4% |
§ 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 $306467.1 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed