Cypress Financial Planning
HADDON HEIGHTS, NJfiles as CYPRESS FINANCIAL PLANNING LLC
$408m in 106 US stocks at the end of 30 June 2026. The top 10 are 71.3% of the money. It changed about 9.0% of the portfolio this quarter.
Value
$408m
Stocks
106
Top 10 share
71.3%
Turnover
9.0%
What changed this quarter
New
Bought for the first time this quarter.
- Janus Detroit STR TRJMBS4.6% of the fund
- Invesco QQQ TRQQQ0.6% of the fund
- American Centy ETF TRAVUV0.2% of the fund
- American Centy ETF TRAVDV0.2% of the fund
- Ishares TRIDEV<0.1% of the fund
- Vanguard Index FDSVBK<0.1% of the fund
- Vanguard Index FDSVBR<0.1% of the fund
- Pgim Rock ETF TRAPRP<0.1% of the fund
- Johnson & JohnsonJNJ<0.1% of the fund
- Schwab Strategic TRSCHF<0.1% of the fund
- J P Morgan Exchange Traded FJEPQ<0.1% of the fund
- Global X FDSQYLD<0.1% of the fund
- Innovator Etfs TrustBJAN<0.1% of the fund
- Ishares TRIWD<0.1% of the fund
- Global X FDSXYLD<0.1% of the fund
- Eli LillyLLY<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV10.1% of the fund+5%
- Vanguard Scottsdale FDSVCIT9.8% of the fund+6%
- Vanguard Scottsdale FDSVGIT9.5% of the fund+7%
- Vanguard Scottsdale FDSVCSH9.0% of the fund+4%
- Vanguard Index FDSVXF7.3% of the fund+3%
- Ishares TRDGRO5.0% of the fund+3%
- Ishares TRIEFA2.9% of the fund+9%
- Morgan StanleyMS2.4% of the fund+26%
- State STR Spdr S&P 500 ETF TSPY2.1% of the fund+6%
- IsharesIEMG1.2% of the fund+6%
- Schwab Strategic TRSCHV0.9% of the fund+4%
- Schwab Strategic TRSCHG0.8% of the fund+4%
- Lockheed MartinLMT0.4% of the fund+8%
- Vanguard Index FDSVTI0.4% of the fund+117%
- Dimensional ETF TrustDFCF0.4% of the fund+10%
- Ishares TRMUB0.4% of the fund+6%
- Dimensional ETF TrustDGCB0.3% of the fund+2%
- Spdr Series TrustSHM0.3% of the fund+12%
- Spdr Series TrustTFI0.2% of the fund+10%
- Pgim Rock ETF TRFEBP0.2% of the fund+5%
- JPMorgan ChaseJPM0.2% of the fund+10%
- Pgim Rock ETF TRMRCP0.2% of the fund+15%
- NvidiaNVDA0.2% of the fund+12%
- VisaV0.2% of the fund+15%
- Vanguard MUN BD FDSVTEB0.2% of the fund+15%
Cut
Sold some of their stake.
- Vanguard Specialized FundsVIG2.2% of the fund-3%
- AppleAAPL0.7% of the fund-6%
- Ishares TRIJR0.6% of the fund-3%
- Berkshire HathawayBRK-B0.5% of the fund-2%
- Amazon.comAMZN0.4% of the fund-5%
- Pgim Rock ETF TRDECP0.3% of the fund-4%
- Ishares TRLQD0.2% of the fund-7%
- Ishares TREFA0.2% of the fund-4%
- Schwab Strategic TRSCHX0.2% of the fund-3%
- Spdr Index SHS FDSSPDW0.2% of the fund-2%
- Spdr Series TrustSPYM0.2% of the fund-2%
- Dimensional ETF TrustDUSB0.2% of the fund-12%
- Innovator Etfs TrustPSEP0.1% of the fund-20%
- Ishares TRIWM0.1% of the fund-3%
- MicrosoftMSFT0.1% of the fund-4%
- Innovator Etfs TrustIOCT0.1% of the fund-3%
- QualcommQCOM<0.1% of the fund-2%
- UnitedHealth GroupUNH<0.1% of the fund-5%
- Innovator Etfs TrustISEP<0.1% of the fund-5%
- Innovator Etfs TrustINOV<0.1% of the fund-3%
- Spdr Series TrustSPSM<0.1% of the fund-3%
- Vaneck ETF TrustANGL<0.1% of the fund-98%
- BroadcomAVGO<0.1% of the fund-4%
Sold out
Sold their entire stake.
- Spdr Series TrustSJNK-100%
- Dimensional ETF TrustDFAS-100%
- Dimensional ETF TrustDISV-100%
- Vaneck ETF TrustHYD-100%
- Innovator Etfs TrustPJUL-100%
- Cava GroupCAVA-100%
- Spdr Series TrustJNK-100%
- Palantir TechnologiesPLTR-100%
- Innovator Etfs TrustPNOV-100%
Holdings
- Ishares TRIVV
- Share
- 10.1%
- Value
- $41m
- Shares
- 55,110
+5%
- Vanguard Scottsdale FDSVCIT
- Share
- 9.8%
- Value
- $40m
- Shares
- 484,328
+6%
- Vanguard Scottsdale FDSVGIT
- Share
- 9.5%
- Value
- $39m
- Shares
- 655,795
+7%
- Vanguard Scottsdale FDSVCSH
- Share
- 9.0%
- Value
- $37m
- Shares
- 462,522
+4%
- Vanguard Tax-Managed FDSVEA
- Share
- 8.6%
- Value
- $35m
- Shares
- 490,368
Held
- Vanguard Index FDSVXF
- Share
- 7.3%
- Value
- $30m
- Shares
- 120,709
+3%
- Ishares TRDGRO
- Share
- 5.0%
- Value
- $20m
- Shares
- 267,041
+3%
- Vanguard Index FDSVNQ
- Share
- 4.7%
- Value
- $19m
- Shares
- 197,512
Held
- Janus Detroit STR TRJMBS
- Share
- 4.6%
- Value
- $19m
- Shares
- 415,201
New
- Ishares TRIEFA
- Share
- 2.9%
- Value
- $12m
- Shares
- 122,913
+9%
- Vanguard Intl Equity Index FVWO
- Share
- 2.8%
- Value
- $12m
- Shares
- 194,151
Held
- Vanguard Specialized FundsVIG
- Share
- 2.2%
- Value
- $9m
- Shares
- 37,147
-3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.1%
- Value
- $8m
- Shares
- 11,207
+6%
- IsharesIEMG
- Share
- 1.2%
- Value
- $5m
- Shares
- 61,000
+6%
- Schwab Strategic TRSCHV
- Share
- 0.9%
- Value
- $4m
- Shares
- 107,858
+4%
- Schwab Strategic TRSCHG
- Share
- 0.8%
- Value
- $3m
- Shares
- 101,919
+4%
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $2m
- Shares
- 3,373
New
- Ishares TRIJR
- Share
- 0.6%
- Value
- $2m
- Shares
- 16,563
-3%
- Vanguard Index FDSVUG
- Share
- 0.5%
- Value
- $2m
- Shares
- 22,983
Held
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $2m
- Shares
- 4,378
+117%
- Dimensional ETF TrustDFCF
- Share
- 0.4%
- Value
- $2m
- Shares
- 36,546
+10%
- Ishares TRMUB
- Share
- 0.4%
- Value
- $1m
- Shares
- 13,816
+6%
- Ishares TRIEF
- Share
- 0.4%
- Value
- $1m
- Shares
- 15,533
Held
- Dimensional ETF TrustDGCB
- Share
- 0.3%
- Value
- $1m
- Shares
- 25,315
+2%
- Dimensional ETF TrustDFSD
- Share
- 0.3%
- Value
- $1m
- Shares
- 28,638
Held
- Pgim Rock ETF TRDECP
- Share
- 0.3%
- Value
- $1m
- Shares
- 36,656
-4%
- Vanguard Intl Equity Index FVGK
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,783
Held
- Spdr Series TrustSHM
- Share
- 0.3%
- Value
- $1m
- Shares
- 22,984
+12%
- American Centy ETF TRAVUV
- Share
- 0.2%
- Value
- $977,120
- Shares
- 7,832
New
- Spdr Series TrustTFI
- Share
- 0.2%
- Value
- $961,892
- Shares
- 21,002
+10%
- Ishares TRLQD
- Share
- 0.2%
- Value
- $927,132
- Shares
- 8,500
-7%
- Pgim Rock ETF TRFEBP
- Share
- 0.2%
- Value
- $884,804
- Shares
- 26,016
+5%
- Ishares TREFA
- Share
- 0.2%
- Value
- $883,754
- Shares
- 8,507
-4%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $882,600
- Shares
- 7,108
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $872,507
- Shares
- 4,004
Held
- Pgim Rock ETF TRMRCP
- Share
- 0.2%
- Value
- $822,242
- Shares
- 23,911
+15%
- American Centy ETF TRAVDV
- Share
- 0.2%
- Value
- $792,970
- Shares
- 7,695
New
- Schwab Strategic TRSCHX
- Share
- 0.2%
- Value
- $776,686
- Shares
- 26,391
-3%
- Vanguard MUN BD FDSVTEB
- Share
- 0.2%
- Value
- $661,232
- Shares
- 13,073
+15%
- Spdr Index SHS FDSSPDW
- Share
- 0.2%
- Value
- $659,303
- Shares
- 13,084
-2%
- Ishares TRIJS
- Share
- 0.2%
- Value
- $653,523
- Shares
- 4,781
Held
- Spdr Series TrustSPYM
- Share
- 0.2%
- Value
- $650,417
- Shares
- 7,401
-2%
- Dimensional ETF TrustDUSB
- Share
- 0.2%
- Value
- $625,150
- Shares
- 12,311
-12%
- Innovator Etfs TrustPSEP
- Share
- 0.1%
- Value
- $599,295
- Shares
- 13,014
-20%
- Ishares TRIWM
- Share
- 0.1%
- Value
- $584,075
- Shares
- 1,944
-3%
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $580,527
- Shares
- 845
+4%
- Spdr Series TrustSPIB
- Share
- 0.1%
- Value
- $571,731
- Shares
- 17,087
Held
- Vanguard Index FDSVB
- Share
- 0.1%
- Value
- $564,713
- Shares
- 1,863
+20%
- EA Series TrustUSEW
- Share
- 0.1%
- Value
- $506,531
- Shares
- 9,073
Held
- Pgim Rock ETF TRJANP
- Share
- 0.1%
- Value
- $492,850
- Shares
- 14,195
+12%
- Innovator Etfs TrustIDEC
- Share
- 0.1%
- Value
- $484,607
- Shares
- 14,121
Held
- Innovator Etfs TrustIJUL
- Share
- 0.1%
- Value
- $482,574
- Shares
- 13,416
+50%
- Ishares TRHEFA
- Share
- 0.1%
- Value
- $416,976
- Shares
- 8,886
Held
- Innovator Etfs TrustIOCT
- Share
- 0.1%
- Value
- $413,400
- Shares
- 11,176
-3%
- Dimensional ETF TrustDFEV
- Share
- <0.1%
- Value
- $377,604
- Shares
- 8,850
Held
- Innovator Etfs TrustISEP
- Share
- <0.1%
- Value
- $355,688
- Shares
- 10,280
-5%
- Ishares TRIYR
- Share
- <0.1%
- Value
- $354,501
- Shares
- 3,467
Held
- Innovator Etfs TrustINOV
- Share
- <0.1%
- Value
- $344,374
- Shares
- 9,377
-3%
- Ishares TRIDEV
- Share
- <0.1%
- Value
- $339,573
- Shares
- 3,815
New
- Spdr Series TrustSPSB
- Share
- <0.1%
- Value
- $307,002
- Shares
- 10,230
+4%
- Vanguard Index FDSVBK
- Share
- <0.1%
- Value
- $305,725
- Shares
- 836
New
- Schwab Strategic TRSCHH
- Share
- <0.1%
- Value
- $290,080
- Shares
- 12,250
Held
- Electronic ArtsEA
- Share
- <0.1%
- Value
- $287,263
- Shares
- 1,401
Held
- Spdr Series TrustSPSM
- Share
- <0.1%
- Value
- $280,334
- Shares
- 4,861
-3%
- Pgim Rock ETF TRPBNV
- Share
- <0.1%
- Value
- $276,931
- Shares
- 8,938
Held
- Innovator Etfs TrustIJUN
- Share
- <0.1%
- Value
- $274,548
- Shares
- 8,806
+16%
- Vaneck ETF TrustANGL
- Share
- <0.1%
- Value
- $272,780
- Shares
- 9,329
-98%
- Innovator Etfs TrustIJAN
- Share
- <0.1%
- Value
- $272,119
- Shares
- 7,146
Held
- Innovator Etfs TrustPDEC
- Share
- <0.1%
- Value
- $258,498
- Shares
- 5,633
Held
- Innovator Etfs TrustIFEB
- Share
- <0.1%
- Value
- $253,495
- Shares
- 8,105
Held
- Vanguard Index FDSVBR
- Share
- <0.1%
- Value
- $253,439
- Shares
- 1,043
New
- Pgim Rock ETF TRAPRP
- Share
- <0.1%
- Value
- $246,626
- Shares
- 7,577
New
- Schwab Strategic TRSCHF
- Share
- <0.1%
- Value
- $221,732
- Shares
- 8,005
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 10.1% | $41m | 55,110 | +5% |
| Vanguard Scottsdale FDSVCIT | 9.8% | $40m | 484,328 | +6% |
| Vanguard Scottsdale FDSVGIT | 9.5% | $39m | 655,795 | +7% |
| Vanguard Scottsdale FDSVCSH | 9.0% | $37m | 462,522 | +4% |
| Vanguard Tax-Managed FDSVEA | 8.6% | $35m | 490,368 | Held |
| Vanguard Index FDSVXF | 7.3% | $30m | 120,709 | +3% |
| Ishares TRDGRO | 5.0% | $20m | 267,041 | +3% |
| Vanguard Index FDSVNQ | 4.7% | $19m | 197,512 | Held |
| Janus Detroit STR TRJMBS | 4.6% | $19m | 415,201 | New |
| Ishares TRIEFA | 2.9% | $12m | 122,913 | +9% |
| Vanguard Intl Equity Index FVWO | 2.8% | $12m | 194,151 | Held |
| Morgan StanleyMS | 2.4% | $10m | 47,654 | +26% |
| Vanguard Specialized FundsVIG | 2.2% | $9m | 37,147 | -3% |
| State STR Spdr S&P 500 ETF TSPY | 2.1% | $8m | 11,207 | +6% |
| IsharesIEMG | 1.2% | $5m | 61,000 | +6% |
| Capital One FinancialCOF | 1.1% | $5m | 22,701 | Held |
| Schwab Strategic TRSCHV | 0.9% | $4m | 107,858 | +4% |
| Schwab Strategic TRSCHG | 0.8% | $3m | 101,919 | +4% |
| AppleAAPL | 0.7% | $3m | 10,524 | -6% |
| Invesco QQQ TRQQQ | 0.6% | $2m | 3,373 | New |
| Ishares TRIJR | 0.6% | $2m | 16,563 | -3% |
| Vanguard Index FDSVUG | 0.5% | $2m | 22,983 | Held |
| Berkshire HathawayBRK-B | 0.5% | $2m | 3,696 | -2% |
| Lockheed MartinLMT | 0.4% | $2m | 3,327 | +8% |
| Vanguard Index FDSVTI | 0.4% | $2m | 4,378 | +117% |
| Amazon.comAMZN | 0.4% | $2m | 6,737 | -5% |
| Dimensional ETF TrustDFCF | 0.4% | $2m | 36,546 | +10% |
| Ishares TRMUB | 0.4% | $1m | 13,816 | +6% |
| Ishares TRIEF | 0.4% | $1m | 15,533 | Held |
| Dimensional ETF TrustDGCB | 0.3% | $1m | 25,315 | +2% |
| Dimensional ETF TrustDFSD | 0.3% | $1m | 28,638 | Held |
| Pgim Rock ETF TRDECP | 0.3% | $1m | 36,656 | -4% |
| Vanguard Intl Equity Index FVGK | 0.3% | $1m | 12,783 | Held |
| Spdr Series TrustSHM | 0.3% | $1m | 22,984 | +12% |
| American Centy ETF TRAVUV | 0.2% | $977,120 | 7,832 | New |
| Spdr Series TrustTFI | 0.2% | $961,892 | 21,002 | +10% |
| Ishares TRLQD | 0.2% | $927,132 | 8,500 | -7% |
| Pgim Rock ETF TRFEBP | 0.2% | $884,804 | 26,016 | +5% |
| Ishares TREFA | 0.2% | $883,754 | 8,507 | -4% |
| Ishares TRIWF | 0.2% | $882,600 | 7,108 | Held |
| Vanguard Index FDSVTV | 0.2% | $872,507 | 4,004 | Held |
| JPMorgan ChaseJPM | 0.2% | $856,176 | 2,616 | +10% |
| Pgim Rock ETF TRMRCP | 0.2% | $822,242 | 23,911 | +15% |
| NvidiaNVDA | 0.2% | $807,894 | 4,038 | +12% |
| American Centy ETF TRAVDV | 0.2% | $792,970 | 7,695 | New |
| Schwab Strategic TRSCHX | 0.2% | $776,686 | 26,391 | -3% |
| AlphabetGOOG | 0.2% | $766,427 | 2,169 | Held |
| Johnson Controls InternationalJCI | 0.2% | $750,129 | 5,134 | Held |
| NetflixNFLX | 0.2% | $693,508 | 9,713 | Held |
| VisaV | 0.2% | $685,548 | 1,998 | +15% |
| Vanguard MUN BD FDSVTEB | 0.2% | $661,232 | 13,073 | +15% |
| Spdr Index SHS FDSSPDW | 0.2% | $659,303 | 13,084 | -2% |
| Ishares TRIJS | 0.2% | $653,523 | 4,781 | Held |
| Spdr Series TrustSPYM | 0.2% | $650,417 | 7,401 | -2% |
| Dimensional ETF TrustDUSB | 0.2% | $625,150 | 12,311 | -12% |
| Innovator Etfs TrustPSEP | 0.1% | $599,295 | 13,014 | -20% |
| Ishares TRIWM | 0.1% | $584,075 | 1,944 | -3% |
| Vanguard Index FDSVOO | 0.1% | $580,527 | 845 | +4% |
| Spdr Series TrustSPIB | 0.1% | $571,731 | 17,087 | Held |
| Vanguard Index FDSVB | 0.1% | $564,713 | 1,863 | +20% |
| MicrosoftMSFT | 0.1% | $510,192 | 1,368 | -4% |
| EA Series TrustUSEW | 0.1% | $506,531 | 9,073 | Held |
| Pgim Rock ETF TRJANP | 0.1% | $492,850 | 14,195 | +12% |
| Innovator Etfs TrustIDEC | 0.1% | $484,607 | 14,121 | Held |
| ExxonMobil HoldingsXOM | 0.1% | $484,482 | 3,544 | +85% |
| Innovator Etfs TrustIJUL | 0.1% | $482,574 | 13,416 | +50% |
| Ishares TRHEFA | 0.1% | $416,976 | 8,886 | Held |
| Innovator Etfs TrustIOCT | 0.1% | $413,400 | 11,176 | -3% |
| QualcommQCOM | <0.1% | $398,829 | 2,158 | -2% |
| McDonald'sMCD | <0.1% | $384,474 | 1,422 | +9% |
| Dimensional ETF TrustDFEV | <0.1% | $377,604 | 8,850 | Held |
| American TowerAMT | <0.1% | $377,229 | 2,306 | +19% |
| UnitedHealth GroupUNH | <0.1% | $367,971 | 885 | -5% |
| PepsiCoPEP | <0.1% | $357,696 | 2,642 | +9% |
| Innovator Etfs TrustISEP | <0.1% | $355,688 | 10,280 | -5% |
| Ishares TRIYR | <0.1% | $354,501 | 3,467 | Held |
| Innovator Etfs TrustINOV | <0.1% | $344,374 | 9,377 | -3% |
| Ishares TRIDEV | <0.1% | $339,573 | 3,815 | New |
| AbbVieABBV | <0.1% | $331,603 | 1,318 | Held |
| TeslaTSLA | <0.1% | $322,600 | 767 | Held |
| International Business MachinesIBM | <0.1% | $315,406 | 1,122 | Held |
| Spdr Series TrustSPSB | <0.1% | $307,002 | 10,230 | +4% |
| Vanguard Index FDSVBK | <0.1% | $305,725 | 836 | New |
| Schwab Strategic TRSCHH | <0.1% | $290,080 | 12,250 | Held |
| Electronic ArtsEA | <0.1% | $287,263 | 1,401 | Held |
| Spdr Series TrustSPSM | <0.1% | $280,334 | 4,861 | -3% |
| Pgim Rock ETF TRPBNV | <0.1% | $276,931 | 8,938 | Held |
| Innovator Etfs TrustIJUN | <0.1% | $274,548 | 8,806 | +16% |
| Burlington StoresBURL | <0.1% | $274,349 | 866 | Held |
| Vaneck ETF TrustANGL | <0.1% | $272,780 | 9,329 | -98% |
| Innovator Etfs TrustIJAN | <0.1% | $272,119 | 7,146 | Held |
| Innovator Etfs TrustPDEC | <0.1% | $258,498 | 5,633 | Held |
| Procter & GamblePG | <0.1% | $257,971 | 1,759 | Held |
| Innovator Etfs TrustIFEB | <0.1% | $253,495 | 8,105 | Held |
| Vanguard Index FDSVBR | <0.1% | $253,439 | 1,043 | New |
| ShopifySHOP | <0.1% | $252,795 | 2,214 | Held |
| BroadcomAVGO | <0.1% | $251,736 | 666 | -4% |
| Pgim Rock ETF TRAPRP | <0.1% | $246,626 | 7,577 | New |
| Johnson & JohnsonJNJ | <0.1% | $227,734 | 897 | New |
| Schwab Strategic TRSCHF | <0.1% | $221,732 | 8,005 | New |
Showing the largest 100 of 106.
Options (3)
- Invesco QQQ TRQQQ
- Type
- Put
- Value
- $2m
- Contracts
- 3,200
- Morgan StanleyMS
- Type
- Put
- Value
- $2m
- Contracts
- 10,000
- State STR Spdr S&P 500 ETF TSPY
- Type
- Put
- Value
- $298,708
- Contracts
- 400
| Company | Type | Value | Contracts |
|---|---|---|---|
| Invesco QQQ TRQQQ | Put | $2m | 3,200 |
| Morgan StanleyMS | Put | $2m | 10,000 |
| State STR Spdr S&P 500 ETF TSPY | Put | $298,708 | 400 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 34.1% since 30 June 2025.
Where the money is
Financial services4.4%
Technology1.4%
Retail & consumer0.6%
Industrials0.6%
Media & telecom0.4%
Health care0.3%
Everyday goods0.2%
Energy0.1%
Real estate0.1%
Other91.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.