Cypress Financial Planning LLC Reduced Holdings in Q4 2025

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
-154K
- 96.33%
$51.76 - $53.77 $7.97M - $8.28M
5.88K $308K
VNQ
Vanguard Specialized Funds Van

ETFs
-68.1K
- 26.31%
$88.13 - $92.69 $6.01M - $6.32M
191K $17.1M
COF
Capital One Financial Corp

Financial Services
-100
- 0.44%
$201.01 - $225.01 $20.1K - $22.5K
22.7K $4.56M
IYR
Ishares Tr

ETFs
-2.58K
- 42.44%
$93.69 - $98.5 $242K - $254K
3.5K $331K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-5.07K
- 34.15%
$42.06 - $42.92 $213K - $218K
9.78K $415K
POCT
Innovator U.S. Equity Power Bu

ETFs
-3.66K
- 32.28%
$42.64 - $43.66 $156K - $160K
7.67K $331K
LMT
Lockheed Martin Corp

Industrials
-72
- 1.76%
$452.1 - $514.24 $32.6K - $37K
4.02K $1.89M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-2.61K
- 41.28%
$52.36 - $53.83 $137K - $140K
3.71K $198K
NVDA
Nvidia Corp

Technology
-726
- 18.43%
$179.83 - $207.04 $131K - $150K
3.21K $599K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.56K
- 13.58%
$45.48 - $45.92 $116K - $117K
16.3K $743K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.29K
- 10.82%
$25.85 - $27.19 $85.1K - $89.5K
27.1K $720K
IJUL
Innovator Etfs Tr

ETFs
-2.08K
- 18.4%
$32.46 - $33.16 $67.4K - $68.9K
9.21K $303K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-284
- 1.74%
$114.27 - $121.15 $32.5K - $34.4K
16.1K $1.88M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-955
- 8.13%
$45.22 - $46.04 $43.2K - $44K
10.8K $493K
PG
Procter & Gamble CO

Consumer Defensive
-203
- 11.77%
$145.5 - $153.18 $29.5K - $31.1K
1.52K $221K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.48K
- 10.96%
$20.85 - $21.86 $30.8K - $32.2K
12K $253K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-899
- 8.08%
$39.3 - $40.12 $35.3K - $36.1K
10.2K $408K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-61
- 7.18%
$600.51 - $631.95 $36.6K - $38.5K
789 $487K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-696
- 12.98%
$43.59 - $44.34 $30.3K - $30.9K
4.67K $206K
AVGO
Broadcom Inc.

Technology
-94
- 12.81%
$324.63 - $385.98 $30.5K - $36.3K
640 $219K
IEF
Ishares Barclays

ETFs
-194
- 1.23%
$96.12 - $97.72 $18.6K - $19K
15.5K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
-57
- 2.39%
$321.8 - $337.95 $18.3K - $19.3K
2.33K $767K
IWM
Ishares Russell 2000 ETF

ETFs
-18
- 0.89%
$236.79 - $250.33 $4.26K - $4.51K
2K $474K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-108
- 4.54%
$96.34 - $98.02 $10.4K - $10.6K
2.27K $219K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-194
- 2.64%
$76.84 - $80.86 $14.9K - $15.7K
7.17K $566K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-126
- 2.4%
$44.53 - $47.25 $5.61K - $5.95K
5.12K $233K
PDEC
Innovator U.S. Equity Power Bu
-6.68K
- 49.41%
N/A
6.84K $0
PSEP
Innovator U.S. Equity Power Bu
-898
- 3.93%
N/A
21.9K $0
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-20
- 0.28%
$38.66 - $39.15 $773 - $783
7.22K $281K
IOCT
Innovator Etfs Tr Intl Dev Pow
-71
- 0.61%
N/A
11.5K $0
Innovator Etfs Trust
-220
- 1.64%
N/A
13.2K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-82
- 0.89%
$92.24 - $96.56 $7.56K - $7.92K
9.13K $869K
HEFA
Ishares Currency Hedged Msci E

ETFs
-34
- 0.38%
$39.63 - $41.86 $1.35K - $1.42K
9K $370K
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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