HoldingsChannel.com
| Entity | Amount | Change
06/30/2023 to 09/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SCOTTSDALE FDS (VCIT) |
435,491 | +9,812 | $33,089 |
| VCIT | 435,491 | +9,812 | $33,089 |
| ISHARES TR (IVV) |
59,184 | -3,567 | $25,415 |
| IVV | 59,184 | -3,567 | $25,415 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
214,728 | +41,976 | $16,137 |
| VCSH | 214,728 | +41,976 | $16,137 |
| VANGUARD TAX MANAGED FDS (VEA) |
356,768 | +38,015 | $15,598 |
| VEA | 356,768 | +38,015 | $15,598 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
87,765 | -7,358 | $13,637 |
| VIG | 87,765 | -7,358 | $13,637 |
| VANGUARD INDEX FDS (VXF) |
76,238 | +6,209 | $10,927 |
| VXF | 76,238 | +6,209 | $10,927 |
| VANGUARD INDEX FDS (VNQ) |
114,052 | +8,473 | $8,629 |
| VNQ | 114,052 | +8,473 | $8,629 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
153,628 | -2,950 | $6,024 |
| VWO | 153,628 | -2,950 | $6,024 |
| VANECK ETF TRUST (ANGL) |
195,952 | +31,855 | $5,302 |
| ANGL | 195,952 | +31,855 | $5,302 |
| ISHARES TR (DGRO) |
80,922 | +3,241 | $4,008 |
| DGRO | 80,922 | +3,241 | $4,008 |
 SPDR S&P 500 ETF TR (SPY) |
$3,976 | ||
| SPY | 9,801 | -301 | $4,190 |
| Put | 500 | -400 | $214 |
| ISHARES TR (IEFA) |
48,464 | -906 | $3,119 |
| IEFA | 48,464 | -906 | $3,119 |
| DISCOVER FINL SVCS |
22,225 | UNCH | $1,925 |
| DFS | 22,225 | UNCH | $1,925 |
| MORGAN STANLEY |
$1,707 | ||
| MS | 40,898 | -619 | $3,340 |
| Put | 20,000 | UNCH | $1,633 |
| APPLE INC |
7,486 | -97 | $1,282 |
| AAPL | 7,486 | -97 | $1,282 |
| ISHARES TR (LQD) |
12,429 | +1,094 | $1,268 |
| LQD | 12,429 | +1,094 | $1,268 |
| ISHARES TR (IJR) |
12,340 | +1,136 | $1,164 |
| IJR | 12,340 | +1,136 | $1,164 |
| SPDR SER TR (SJNK) |
47,020 | +6,302 | $1,150 |
| SJNK | 47,020 | +6,302 | $1,150 |
| BERKSHIRE HATHAWAY INC DEL |
$1,014 | ||
| BRK.B | 2,895 | -250 | $1,014 |
| SEAGEN INC |
4,050 | UNCH | $859 |
| SGEN | 4,050 | UNCH | $859 |
| AMAZON COM INC |
$786 | ||
| AMZN | 7,179 | +26 | $913 |
| Put | 1,000 | +1,000 | $127 |
| VANGUARD INTL EQUITY INDEX F (VGK) |
12,731 | +43 | $738 |
| VGK | 12,731 | +43 | $738 |
| SPDR SER TR (TFI) |
14,774 | +2,874 | $646 |
| TFI | 14,774 | +2,874 | $646 |
| INNOVATOR ETFS TR (POCT) |
17,991 | +177 | $611 |
| POCT | 17,991 | +177 | $611 |
| MICROSOFT CORP |
1,925 | UNCH | $608 |
| MSFT | 1,925 | UNCH | $608 |
| SPDR SER TR (SPLG) |
11,375 | -2,707 | $572 |
| SPLG | 11,375 | -2,707 | $572 |
| LOCKHEED MARTIN CORP |
1,359 | +45 | $556 |
| LMT | 1,359 | +45 | $556 |
| ISHARES TR (EFA) |
7,963 | +61 | $549 |
| EFA | 7,963 | +61 | $549 |
| NETFLIX INC |
1,277 | -200 | $482 |
| NFLX | 1,277 | -200 | $482 |
| INNOVATOR ETFS TR (PSEP) |
13,712 | -1,160 | $444 |
| PSEP | 13,712 | -1,160 | $444 |
| SPDR SER TR (SPIB) |
13,954 | +1,100 | $439 |
| SPIB | 13,954 | +1,100 | $439 |
| VANGUARD INDEX FDS (VUG) |
1,585 | -110 | $432 |
| VUG | 1,585 | -110 | $432 |
| ISHARES INC (IEMG) |
8,936 | +8,936 | $425 |
| IEMG | 8,936 | +8,936 | $425 |
| INNOVATOR ETFS TR (PAUG) |
13,703 | +13,703 | $425 |
| PAUG | 13,703 | +13,703 | $425 |
| ISHARES TR (IJS) |
4,583 | -984 | $409 |
| IJS | 4,583 | -984 | $409 |
| VANECK ETF TRUST (HYD) |
8,209 | +983 | $403 |
| HYD | 8,209 | +983 | $403 |
| SPDR SER TR (SHM) |
8,498 | +1,743 | $393 |
| SHM | 8,498 | +1,743 | $393 |
| INNOVATOR ETFS TR (PDEC) |
12,050 | -686 | $390 |
| PDEC | 12,050 | -686 | $390 |
| INNOVATOR ETFS TR (PJUL) |
11,127 | +1,451 | $375 |
| PJUL | 11,127 | +1,451 | $375 |
| VANGUARD INDEX FDS (VTI) |
1,756 | -35 | $373 |
| VTI | 1,756 | -35 | $373 |
| ISHARES TR (HEFA) |
11,372 | -400 | $342 |
| HEFA | 11,372 | -400 | $342 |
| CVR PARTNERS LP |
4,000 | UNCH | $330 |
| UAN | 4,000 | UNCH | $330 |
| INNOVATOR ETFS TR (PFEB) |
10,736 | -90 | $327 |
| PFEB | 10,736 | -90 | $327 |
| ISHARES TR (IWM) |
1,827 | -175 | $323 |
| IWM | 1,827 | -175 | $323 |
| UNITEDHEALTH GROUP INC |
627 | UNCH | $316 |
| UNH | 627 | UNCH | $316 |
| AMERICAN TOWER CORP NEW |
1,882 | UNCH | $309 |
| AMT | 1,882 | UNCH | $309 |
| INNOVATOR ETFS TR (PMAY) |
10,271 | -120 | $303 |
| PMAY | 10,271 | -120 | $303 |
| PROCTER AND GAMBLE CO |
1,958 | UNCH | $286 |
| PG | 1,958 | UNCH | $286 |
| INNOVATOR ETFS TR (ISEP) |
11,189 | +11,189 | $273 |
| ISEP | 11,189 | +11,189 | $273 |
| JOHNSON CTLS INTL PLC |
5,067 | +5,067 | $270 |
| JCI | 5,067 | +5,067 | $270 |
See Full List: All Stocks Held By Cypress Financial Planning LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cypress Financial Planning LLC
|
Size ($ in 1000's)
At 09/30/2023: $175,001 At 06/30/2023: $176,615 Cypress Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cypress Financial Planning LLC 13F filings. Link to 13F filings: SEC filings |
