Cypress Financial Planning LLC Reduced Holdings in Q4 2024

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-193
- 0.18%
$70.06 - $77.43 $13.5K - $14.9K
104K $7.34M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-8.49K
- 48.92%
$45.38 - $46.88 $385K - $398K
8.86K $404K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.75K
- 0.89%
$60.73 - $64.94 $106K - $113K
195K $11.9M
IJUL
Innovator Etfs Tr

ETFs
-3.02K
- 19.9%
$27.59 - $29.25 $83.4K - $88.5K
12.2K $336K
IEMG
Ishares Inc

ETFs
-1.92K
- 4.06%
N/A
45.2K $2.43M
AMT
American Tower Corp

Real Estate
-5
- 0.26%
$179.4 - $232.01 $897 - $1.16K
1.93K $354K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.58K
- 21.76%
$51.09 - $53.06 $80.8K - $83.9K
5.69K $295K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.39K
- 8.34%
$47.26 - $48.18 $65.5K - $66.8K
15.2K $721K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-870
- 8.74%
$66.77 - $71.52 $58.1K - $62.2K
9.09K $626K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.25K
- 16.05%
$41.16 - $42.25 $51.3K - $52.6K
6.52K $275K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-178
- 1.85%
$34.13 - $37.35 $6.08K - $6.65K
9.46K $322K
VTV
Vanguard Value ETF

ETFs
-85
- 6.53%
$168.32 - $181.87 $14.3K - $15.5K
1.22K $205K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-423
- 6.08%
$35.71 - $37.1 $15.1K - $15.7K
6.54K $239K
HEFA
Ishares Currency Hedged Msci E

ETFs
-15
- 0.16%
$34.42 - $35.88 $516 - $538
9.24K $320K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-288
- 3.69%
$35.07 - $36.08 $10.1K - $10.4K
7.52K $269K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-294
- 4.46%
$39.04 - $40.41 $11.5K - $11.9K
6.29K $252K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-289
- 2.3%
$40.12 - $41.68 $11.6K - $12K
12.3K $505K
SPY
Spdr S&P 500 ETF Trust

ETFs
-231
- 2.13%
$567.81 - $607.81 $131K - $140K
10.6K $6.22M
PSEP
Innovator U.S. Equity Power Bu
-848
- 3.17%
N/A
25.9K $0
PAUG
Innovator U.S. Equity Power Bu

ETFs
-286
- 1.42%
$37.61 - $38.92 $10.8K - $11.1K
19.9K $765K
POCT
Innovator U.S. Equity Power Bu

ETFs
-60
- 0.45%
$38.63 - $40.03 $2.32K - $2.4K
13.2K $523K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.03%
$378.79 - $428.11 $379 - $428
3.22K $1.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-970
- 1.72%
$570.51 - $610.59 $553K - $592K
55.4K $32.6M
VXF
Vanguard Extended Market ETF

ETFs
-3.18K
- 3.13%
$179.17 - $207.15 $570K - $659K
98.4K $18.7M
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 1
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