Cypress Financial Planning LLC Purchases in Q4 2025

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
118K
+ 25.61%
$59.84 - $60.54 $7.05M - $7.13M
578K $34.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
85.7K
+ 25.16%
$79.55 - $80.13 $6.82M - $6.86M
426K $33.9M
DGRO
Ishares Core Dividend Growth E

ETFs
49.5K
+ 25.25%
$66.93 - $69.17 $3.31M - $3.42M
245K $16.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
99.9K
New
$31.41 - $33.69 $3.14M - $3.36M
99.9K $3.22M
SCHV
Schwab Strategic Tr Us Large C

ETFs
110K
New
$28.46 - $29.45 $3.13M - $3.24M
110K $3.19M
VEA
Vanguard Ftse Developed Market

ETFs
30.2K
+ 6.66%
$59.18 - $62.09 $1.78M - $1.87M
483K $29.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
31.8K
New
$42.71 - $43.27 $1.36M - $1.37M
31.8K $1.36M
DFSD
Dimensional ETF Tr Short Durat

ETFs
27.2K
New
$48.17 - $48.5 $1.31M - $1.32M
27.2K $1.31M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.8K
+ 2.99%
$83.45 - $84.82 $1.07M - $1.09M
442K $36.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
22.8K
New
$35.06 - $36.3 $799K - $828K
22.8K $818K
AAPL
Apple Inc.

Technology
2.1K
+ 23.65%
$245.27 - $275.25 $514K - $577K
11K $2.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
969
+ 10.02%
$653.02 - $687.39 $633K - $666K
10.6K $7.08M
V
Visa Inc.

Financial Services
1.97K
New
$325.75 - $352.42 $640K - $693K
1.97K $640K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.6K
New
$49.98 - $50.59 $628K - $636K
12.6K $631K
VUG
Vanguard Growth ETF

ETFs
1.24K
+ 50.3%
$470.44 - $504.26 $585K - $627K
3.72K $1.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
27.9K
+ 6.34%
$29.21 - $29.73 $814K - $828K
467K $13.7M
IEFA
Ishares Tr

ETFs
4.78K
+ 4.48%
$86.09 - $89.88 $411K - $430K
111K $9.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.9K
+ 4.39%
$52.54 - $55.77 $415K - $441K
188K $10.3M
VTV
Vanguard Value ETF

ETFs
2.48K
+ 207.96%
$182.87 - $189.72 $454K - $471K
3.68K $688K
IVV
Ishares Core S&P 500 ETF

ETFs
234
+ 0.46%
$656.2 - $690.71 $154K - $162K
51.1K $34.5M
MCD
Mcdonalds Corp

Consumer Cyclical
1.42K
New
$293.81 - $310.11 $416K - $439K
1.42K $432K
MUB
Ishares National Muni Bond ETF

ETFs
3.59K
+ 41.55%
$106.36 - $107.61 $382K - $386K
12.2K $1.31M
PEP
Pepsico Inc

Consumer Defensive
2.6K
New
$138.84 - $153.71 $361K - $399K
2.6K $384K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.16K
New
$31.06 - $33.86 $284K - $310K
9.16K $308K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.63K
New
$79.1 - $82.39 $287K - $299K
3.63K $294K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.11K
+ 81.87%
$33.69 - $34.08 $273K - $276K
18K $607K
VBK
Vanguard Small Cap Growth ETF

ETFs
825
New
$291.71 - $309.36 $241K - $255K
825 $240K
JPM
Jpmorgan Chase & CO

Financial Services
856
+ 59.08%
$294.11 - $320.41 $252K - $274K
2.31K $692K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.95K
+ 54.69%
$42.26 - $44.28 $209K - $219K
14K $612K
IEMG
Ishares Inc

ETFs
2.85K
+ 5.19%
N/A
57.7K $3.09M
SJNK
Spdr Bloomberg Short Term High

ETFs
5.16K
+ 8.98%
$25.2 - $25.57 $130K - $132K
62.6K $1.58M
AMZN
Amazon Com Inc

Consumer Cyclical
21
+ 0.31%
$213.04 - $254.0 $4.47K - $5.33K
6.85K $1.61M
GOOG
Alphabet Inc.

Communication Services
14
+ 0.65%
$237.49 - $291.74 $3.32K - $4.08K
2.17K $619K
XOM
Exxon Mobil Corp

Energy
666
+ 37.5%
$110.64 - $119.78 $73.7K - $79.8K
2.44K $287K
LQD
Ishares Iboxx $ Investment Gra

ETFs
853
+ 10.44%
$110.25 - $112.92 $94K - $96.3K
9.03K $995K
VB
Vanguard Small Cap ETF

ETFs
314
+ 20.69%
$248.1 - $260.08 $77.9K - $81.7K
1.83K $457K
JCI
Johnson Controls International PLC

Industrials
4
+ 0.08%
$105.55 - $122.66 $422 - $491
5.13K $609K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.44K
+ 19.93%
$30.13 - $30.32 $43.5K - $43.8K
8.69K $262K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.27%
$475.68 - $513.11 $4.76K - $5.13K
3.78K $1.92M
MS
Morgan Stanley

Financial Services
4
+ 0.01%
$151.86 - $169.92 $607 - $680
37.7K $6.01M
IBM
International Business Machines Corp

Technology
3
+ 0.27%
$275.97 - $314.98 $828 - $945
1.1K $327K
VIG
Vanguard Dividend Appreciation

ETFs
83
+ 0.22%
N/A
37.7K $6.86M
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.71%
$211.96 - $244.38 $1.91K - $2.2K
1.27K $296K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
201
+ 1.04%
$47.86 - $48.14 $9.62K - $9.68K
19.6K $939K
QCOM
Qualcomm Inc

Technology
4
+ 0.18%
$153.59 - $187.68 $614 - $751
2.19K $365K
Dimensional ETF Trust
23.8K
New
N/A
23.8K $0
Dimensional ETF Trust
5.05K
+ 74.96%
N/A
11.8K $0
Ea Series Trust
9.07K
New
N/A
9.07K $0
Pgim Rock ETF Tr
31.7K
New
N/A
31.7K $0
Activity Summary
Buys All Purchases 62 New Holdings 18 Increased Positions 44 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 3
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