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CYPRESS FINANCIAL PLANNING LLC
Period ended Sep 30, 2026 · Latest filing Oct 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $373,474,726
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $42,439,875
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $34,568,554
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $34,335,598
- VANGUARD INDEX FDS · EXTEND MKT ETF · 922908652 · shares: $28,231,814
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $25,009,404
- JANUS DETROIT STR TR · HENDERSON MTG · 47103U852 · shares: $20,870,568
- ISHARES TR · CORE DIV GRWTH · 46434V621 · shares: $18,373,372
- VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $18,326,140
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $16,108,987
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $13,024,912
Reported holdings
103 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 843 shares | $209,005 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 8,641 shares | $202,804 |
| PGIM ROCK ETF TR | S&P 500 BUFFER | 69420N700 | — | 6,050 shares | $201,961 |