SEC Form 13F

CYPRESS FINANCIAL PLANNING LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$412,919,106
Positions109

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$41,271,08555,110
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$40,029,715484,328
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$38,678,794655,795
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$36,553,093462,522
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$34,938,687490,368
VANGUARD INDEX FDSVXFEXTEND MKT ETF$29,719,764120,709
ISHARES TRDGROCORE DIV GRWTH$20,239,027267,041
VANGUARD INDEX FDSVNQREAL ESTATE ETF$19,046,085197,512
JANUS DETROIT STR TRJMBSHENDERSON MTG$18,679,892415,201
ISHARES TRIEFACORE MSCI EAFE$11,870,976122,913

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page