Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CYPRESS FINANCIAL PLANNING LLC (CIK 1937021) reported $362.6M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($37.7M, 10.39%), VGIT ($36.4M, 10.04%), VCSH ($35.2M, 9.71%), IVV ($34.3M, 9.47%), VEA ($31.3M, 8.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $37.7M | 10.39% | 455,130 | Added |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | $36.4M | 10.04% | 611,605 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $35.2M | 9.71% | 444,194 | Added |
| 4 | IVV | ISHARES TR | $34.3M | 9.47% | 52,574 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $31.3M | 8.62% | 487,941 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $24.2M | 6.68% | 117,636 | Added |
| 7 | DGRO | ISHARES TR | $18.2M | 5.01% | 258,712 | Added |
| 8 | VNQ | VANGUARD INDEX FDS | $17.4M | 4.79% | 195,683 | Added |
| 9 | ANGL | VANECK ETF TRUST | $14.2M | 3.90% | 492,846 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $10.3M | 2.84% | 190,806 | Added |
| 11 | IEFA | ISHARES TR | $10.2M | 2.82% | 112,782 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $8.2M | 2.26% | 38,148 | Added |
| 13 | MS | MORGAN STANLEY | $7.9M | 2.17% | 47,745 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 1.97% | 10,979 | Added |
| 15 | COF | CAPITAL ONE FINL CORP | $4.1M | 1.14% | 22,701 | Trimmed |
| 16 | IEMG | ISHARES INC | $4.0M | 1.10% | 57,295 | Trimmed |
| 17 | SCHV | SCHWAB STRATEGIC TR | $3.2M | 0.87% | 103,910 | Trimmed |
| 18 | SCHG | SCHWAB STRATEGIC TR | $2.9M | 0.79% | 98,294 | Trimmed |
| 19 | AAPL | APPLE INC | $2.8M | 0.78% | 11,179 | Added |
| 20 | IJR | ISHARES TR | $2.1M | 0.59% | 17,091 | Added |
| 21 | LMT | LOCKHEED MARTIN CORP | $1.9M | 0.51% | 3,069 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $1.9M | 0.51% | 3,200 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.50% | 3,784 | Added |
| 24 | VUG | VANGUARD INDEX FDS | $1.7M | 0.46% | 3,798 | Added |
| 25 | SJNK | SPDR SERIES TRUST | $1.5M | 0.43% | 61,908 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31