Cypress Financial Planning LLC Incresed Positions 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
VEA
Vanguard Ftse Developed Market

ETFs
30.2K
+ 6.66%
$59.18 - $62.09 $1.78M - $1.87M
483K $29.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.8K
+ 2.99%
$83.45 - $84.82 $1.07M - $1.09M
442K $36.9M
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
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
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
MUB
Ishares National Muni Bond ETF

ETFs
3.59K
+ 41.55%
$106.36 - $107.61 $382K - $386K
12.2K $1.31M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.11K
+ 81.87%
$33.69 - $34.08 $273K - $276K
18K $607K
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
5.05K
+ 74.96%
N/A
11.8K $0
PNOV
Innovator U.S. Equity Power Bu
568
+ 6.1%
N/A
9.88K $0
Innovator Etfs Trust
2.05K
+ 16.83%
N/A
14.2K $0
EA
Electronic Arts Inc.

Communication Services
5
+ 0.36%
$199.89 - $202.0 $999 - $1.01K
1.4K $281K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.02%
$105.91 - $113.18 $106 - $113
4.77K $525K
MSFT
Microsoft Corp

Technology
13
+ 0.93%
$496.82 - $542.07 $6.46K - $7.05K
1.4K $712K
UNH
Unitedhealth Group Inc

Healthcare
33
+ 3.82%
$320.52 - $369.92 $10.6K - $12.2K
896 $287K
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 1.81%
$401.99 - $468.37 $5.23K - $6.09K
730 $298K
AMT
American Tower Corp

Real Estate
2
+ 0.1%
$176.64 - $193.32 $353 - $387
1.94K $349K
NFLX
Netflix Inc

Communication Services
8.71K
+ 852.15%
$110.29 - $1241.35 $961K - $10.8M
9.73K $1.07M
VXF
Vanguard Extended Market ETF

ETFs
424
+ 0.38%
$204.22 - $215.05 $86.6K - $91.2K
113K $23M
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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