☆CYPRESS FINANCIAL PLANNING LLC
Quality Q
0.682
AUM ($M)
408
Positions
106
Turnover
0.09
Top-10 wt
71%
Herfindahl
0.060
History (qtrs)
6
Excess Return
—
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Holdings · 115 positions · portfolio value $408M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | ADD | — | 10.1% | +0.5% | 41.3 | 55,110 | +2,536 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 9.8% | -0.7% | 40.0 | 484,328 | +29,198 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 9.5% | -0.7% | 38.7 | 655,795 | +44,190 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 9.0% | -0.9% | 36.6 | 462,522 | +18,328 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 8.6% | -0.2% | 34.9 | 490,368 | +2,427 | 5 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | ADD | — | 7.3% | +0.5% | 29.7 | 120,709 | +3,073 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 5.0% | -0.1% | 20.2 | 267,041 | +8,329 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 4.7% | -0.2% | 19.0 | 197,512 | +1,829 | 5 | — |
| ☆JMBS funds › | JANUS DETROIT STR TR | NEW | — | 4.6% | +4.6% | 18.7 | 415,201 | +415,201 | 1 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 2.9% | +0.1% | 11.9 | 122,913 | +10,131 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 2.8% | -0.0% | 11.6 | 194,151 | +3,345 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 2.4% | +0.7% | 10.0 | 47,654 | +9,909 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 2.2% | -0.1% | 8.8 | 37,147 | -1,001 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 2.1% | +0.1% | 8.4 | 11,207 | +628 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 1.2% | +0.1% | 5.1 | 61,000 | +3,705 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 1.1% | -0.0% | 4.6 | 22,701 | +0 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | ADD | — | 0.9% | +0.0% | 3.8 | 107,858 | +3,948 | 3 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 0.8% | +0.0% | 3.4 | 101,919 | +3,625 | 3 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.7% | -0.0% | 3.0 | 10,524 | -655 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.6% | +0.6% | 2.5 | 3,373 | +3,373 | 1 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.6% | +0.0% | 2.5 | 16,563 | -528 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | +0.0% | 2.0 | 22,983 | +19,185 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.5% | -0.1% | 1.8 | 3,696 | -88 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.4% | -0.1% | 1.7 | 3,327 | +258 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | +0.2% | 1.6 | 4,378 | +2,358 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.4% | -0.0% | 1.6 | 6,737 | -381 | 5 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.4% | -0.0% | 1.5 | 36,546 | +3,407 | 3 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 1.5 | 13,816 | +834 | 5 | — |
| ☆IEF funds › | ISHARES TR | HOLD | — | 0.4% | -0.1% | 1.5 | 15,533 | +0 | 5 | — |
| ☆DGCB funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | -0.0% | 1.4 | 25,315 | +554 | 3 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | -0.0% | 1.4 | 28,638 | +176 | 3 | — |
| ☆DECP funds › | PGIM ROCK ETF TR | TRIM | — | 0.3% | -0.0% | 1.2 | 36,656 | -1,378 | 3 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.3% | -0.0% | 1.1 | 12,783 | +1 | 5 | — |
| ☆SHM funds › | SPDR SERIES TRUST | ADD | — | 0.3% | -0.0% | 1.1 | 22,984 | +2,497 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | NEW | — | 0.2% | +0.2% | 1.0 | 7,832 | +7,832 | 1 | — |
| ☆TFI funds › | SPDR SERIES TRUST | ADD | — | 0.2% | -0.0% | 1.0 | 21,002 | +1,868 | 5 | — |
| ☆LQD funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.9 | 8,500 | -604 | 5 | — |
| ☆FEBP funds › | PGIM ROCK ETF TR | ADD | — | 0.2% | +0.0% | 0.9 | 26,016 | +1,319 | 2 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.9 | 8,507 | -387 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.9 | 7,108 | +5,331 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.9 | 4,004 | +52 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.2% | +0.0% | 0.9 | 2,616 | +237 | 5 | — |
| ☆MRCP funds › | PGIM ROCK ETF TR | ADD | — | 0.2% | +0.0% | 0.8 | 23,911 | +3,043 | 2 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.2% | +0.0% | 0.8 | 4,038 | +446 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | NEW | — | 0.2% | +0.2% | 0.8 | 7,695 | +7,695 | 1 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 0.8 | 26,391 | -820 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.2% | +0.0% | 0.8 | 2,169 | +0 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTERNATION | HOLD | — | 0.2% | -0.0% | 0.8 | 5,134 | +0 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.2% | -0.1% | 0.7 | 9,713 | +76 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.2% | +0.0% | 0.7 | 1,998 | +263 | 3 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 0.2% | +0.0% | 0.7 | 13,073 | +1,675 | 3 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | TRIM | — | 0.2% | -0.0% | 0.7 | 13,084 | -293 | 5 | — |
| ☆IJS funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 4,781 | +9 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.7 | 7,401 | -170 | 5 | — |
| ☆DUSB funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | -0.0% | 0.6 | 12,311 | -1,671 | 4 | — |
| ☆PSEP funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.6 | 13,014 | -3,304 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.6 | 1,944 | -51 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.6 | 845 | +34 | 5 | — |
| ☆SPIB funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.6 | 17,087 | -200 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.6 | 1,863 | +315 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.1% | -0.0% | 0.5 | 1,368 | -52 | 5 | — |
| ☆USEW funds › | EA SERIES TRUST | HOLD | — | 0.1% | +0.0% | 0.5 | 9,073 | +0 | 3 | — |
| ☆JANP funds › | PGIM ROCK ETF TR | ADD | — | 0.1% | +0.0% | 0.5 | 14,195 | +1,489 | 2 | — |
| ☆CUSIP:45783Y426 funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.5 | 14,121 | -49 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | +0.0% | 0.5 | 3,544 | +1,630 | 4 | — |
| ☆IJUL funds › | INNOVATOR ETFS TRUST | ADD | — | 0.1% | +0.0% | 0.5 | 13,416 | +4,445 | 5 | — |
| ☆HEFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 8,886 | -43 | 5 | — |
| ☆IOCT funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.4 | 11,176 | -362 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.1% | +0.0% | 0.4 | 2,158 | -54 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.4 | 1,422 | +115 | 3 | — |
| ☆DFEV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | +0.0% | 0.4 | 8,850 | -57 | 3 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | ADD | — | 0.1% | -0.0% | 0.4 | 2,306 | +367 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.1% | +0.0% | 0.4 | 885 | -48 | 4 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.4 | 2,642 | +217 | 3 | — |
| ☆ISEP funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.4 | 10,280 | -513 | 5 | — |
| ☆IYR funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 3,467 | +34 | 5 | — |
| ☆CUSIP:45783Y459 funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 9,377 | -285 | 3 | — |
| ☆IDEV funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 3,815 | +3,815 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,318 | +3 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | -0.0% | 0.3 | 767 | +0 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | HOLD | — | 0.1% | +0.0% | 0.3 | 1,122 | +0 | 5 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | ADD | — | 0.1% | -0.0% | 0.3 | 10,230 | +435 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 836 | +836 | 1 | — |
| ☆SCHH funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.3 | 12,250 | -211 | 5 | — |
| ☆EA funds › | ELECTRONIC ARTS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,401 | +0 | 5 | — |
| ☆SPSM funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | +0.0% | 0.3 | 4,861 | -127 | 5 | — |
| ☆PBNV funds › | PGIM ROCK ETF TR | HOLD | — | 0.1% | -0.0% | 0.3 | 8,938 | +0 | 3 | — |
| ☆IJUN funds › | INNOVATOR ETFS TRUST | ADD | — | 0.1% | +0.0% | 0.3 | 8,806 | +1,197 | 5 | — |
| ☆BURL funds › | BURLINGTON STORES INC | HOLD | — | 0.1% | -0.0% | 0.3 | 866 | +0 | 2 | — |
| ☆ANGL funds › | VANECK ETF TRUST | TRIM | — | 0.1% | -3.9% | 0.3 | 9,329 | -483,517 | 5 | — |
| ☆IJAN funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 7,146 | -109 | 2 | — |
| ☆PDEC funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 5,633 | -64 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.1% | -0.0% | 0.3 | 1,759 | +0 | 5 | — |
| ☆IFEB funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 8,105 | -150 | 2 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 1,043 | +1,043 | 1 | — |
| ☆SHOP funds › | SHOPIFY INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,214 | -1 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.1% | +0.0% | 0.3 | 666 | -31 | 4 | — |
| ☆APRP funds › | PGIM ROCK ETF TR | NEW | — | 0.1% | +0.1% | 0.2 | 7,577 | +7,577 | 1 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | NEW | — | 0.1% | +0.1% | 0.2 | 897 | +897 | 1 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 8,005 | +8,005 | 1 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | NEW | — | 0.1% | +0.1% | 0.2 | 3,463 | +3,463 | 1 | — |
| ☆QYLD funds › | GLOBAL X FDS | NEW | — | 0.1% | +0.1% | 0.2 | 11,312 | +11,312 | 1 | — |
| ☆BJAN funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 3,510 | +3,510 | 1 | — |
| ☆IWD funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 845 | +845 | 1 | — |
| ☆XYLD funds › | GLOBAL X FDS | NEW | — | 0.0% | +0.0% | 0.2 | 4,986 | +4,986 | 1 | — |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 0.0% | +0.0% | 0.2 | 169 | +169 | 1 | — |
| ☆PNOV funds › | INNOVATOR ETFS TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,029 | 0 | — |
| ☆HYD funds › | VANECK ETF TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -12,190 | 0 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -20,418 | 0 | — |
| ☆CAVA funds › | CAVA GROUP INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,000 | 0 | — |
| ☆SJNK funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -61,908 | 0 | — |
| ☆PJUL funds › | INNOVATOR ETFS TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,454 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,410 | 0 | — |
| ☆JNK funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,430 | 0 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -11,664 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 408 | 106 | 0.09 | 71% | 0.060 | 0.681 | — | in |
| 2026Q1 | 359 | 99 | 0.03 | 72% | 0.062 | 0.779 | — | in |
| 2025Q4 | 358 | 102 | 0.09 | 71% | 0.060 | 0.620 | — | in |
| 2025Q3 | 326 | 86 | 0.01 | 72% | 0.063 | 0.765 | — | in |
| 2025Q2 | 304 | 80 | 0.04 | 73% | 0.063 | 0.744 | — | entered |
| 2025Q1 | 277 | 79 | 0.00 | 73% | 0.064 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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