account_balance
Investment manager · 13F filer · SEC CIK 1937021
Cypress Financial Planning LLC
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Reported value$371Mas of Sep 30, 2026
Positions101 7 new, 12 sold out
Top 10 weight67.8%IVV alone is 11%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.4%
VCSHVanguard Scottsdale FDS
9.3%Trimmed −3%
VEAVanguard Tax-Managed FDS
9.3%
VXFVanguard Index FDS
7.6%
VGITVanguard Scottsdale FDS
6.7%Trimmed −33%
JMBSJanus Detroit STR Tr
5.6%Added +19%
DGROiShares Tr
5.0%Trimmed −9%
VNQVanguard Index FDS
4.9%Added +4%
VCITVanguard Scottsdale FDS
4.3%Trimmed −58%
IEFAiShares Tr
3.5%+9%
RSPInvesco Exchange Traded Fd T
3.5%New
VWOVanguard Intl Equity Index F
3.1%
IVViShares Tr
11.4%
VCSHVanguard Scottsdale FDS
9.3%Trimmed −3%
VEAVanguard Tax-Managed FDS
9.3%
VXFVanguard Index FDS
7.6%
VGITVanguard Scottsdale FDS
6.7%−33%
JMBSJanus Detroit STR Tr
5.6%
DGROiShares Tr
5.0%
VNQVanguard Index FDS
4.9%
VCITVanguard Scottsdale FDS
4.3%
IEFA
RSP3.5%
VWO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.4% Held
VCSH Vanguard Scottsdale FDS 9.3% Trimmed −3%
VEA Vanguard Tax-Managed FDS 9.3% Held
VXF Vanguard Index FDS 7.6% Held
VGIT Vanguard Scottsdale FDS 6.7% Trimmed −33%
JMBS Janus Detroit STR Tr 5.6% Added +19%
DGRO iShares Tr 5.0% Trimmed −9%
VNQ Vanguard Index FDS 4.9% Added +4%
VCIT Vanguard Scottsdale FDS 4.3% Trimmed −58%
IEFA iShares Tr 3.5% Added +9%
RSP Invesco Exchange Traded Fd T 3.5% New
VWO Vanguard Intl Equity Index F 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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