CYPRESS FINANCIAL PLANNING LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF CYPRESS FINANCIAL PLANNING LLC | Institutional Filer | ▲ 0.13% | $360.7M | 99 |
Current Portfolio Holdings
Showing all 99 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 455K | $37.7M | 10.44% |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | — | 612K | $36.4M | 10.10% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | — | 444K | $35.2M | 9.76% |
| 4 | IVV | ISHARES TR | — | 53K | $34.3M | 9.52% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 488K | $31.3M | 8.67% |
| 6 | VXF | VANGUARD INDEX FDS | — | 118K | $24.2M | 6.71% |
| 7 | DGRO | ISHARES TR | — | 259K | $18.2M | 5.03% |
| 8 | VNQ | VANGUARD INDEX FDS | — | 196K | $17.4M | 4.81% |
| 9 | ANGL | VANECK ETF TRUST | — | 493K | $14.2M | 3.92% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | — | 191K | $10.3M | 2.86% |
| 11 | IEFA | ISHARES TR | — | 113K | $10.2M | 2.83% |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | — | 38K | $8.2M | 2.27% |
| 13 | MS | Morgan Stanley | Financial Services | 48K | $7.9M | 2.18% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 11K | $7.1M | 1.98% |
| 15 | COF | Capital One Financial Corporation | Financial Services | 23K | $4.1M | 1.15% |
Showing 1 to 15 of 99 holdings