CYPRESS FINANCIAL PLANNING LLC: 13F holdings
CIK 19370212026Q2
| Positions | 106 |
|---|
| Reported value | $412.9m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 106 (+6 vs prior quarter) |
|---|
| Reported value | $412.9m (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 55,110 | $41.3m | 10.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 484,328 | $40.0m | 9.7% |
| VGIT VANGUARD SCOTTSDALE FDS | 655,795 | $38.7m | 9.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 462,522 | $36.6m | 8.9% |
| VEA VANGUARD TAX-MANAGED FDS | 490,368 | $34.9m | 8.5% |
| VXF VANGUARD INDEX FDS | 120,709 | $29.7m | 7.2% |
| DGRO ISHARES TR | 267,041 | $20.2m | 4.9% |
| VNQ VANGUARD INDEX FDS | 197,512 | $19.0m | 4.6% |
| JMBS JANUS DETROIT STR TR | 415,201 | $18.7m | 4.5% |
| IEFA ISHARES TR | 122,913 | $11.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1937021")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples