CYPRESS FINANCIAL PLANNING LLC - Portfolio overview

CYPRESS FINANCIAL PLANNING LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 10.15%
2. VGIT - VANGUARD SCOTTSDALE FDS, 9.81%
3. VCSH - VANGUARD SCOTTSDALE FDS, 9.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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