13F-HR filed by CYPRESS FINANCIAL PLANNING LLC
CYPRESS FINANCIAL PLANNING LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-13, with 51 holding rows worth $140,898,000.
- Accession
- 0001085146-22-003374
- Filer
- CIK 1937021
- Filed
- 2022-10-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 51 entries on the cover page, a total value of $140,898,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $140,898,000 with VALUE read as thousands by filing date, 13F file number 028-22570. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 400,214 | $30,288,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 59,008 | $21,163,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 91,029 | $12,304,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 162,947 | $12,104,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 295,324 | $10,738,000 | thousands by filing date | |
| Vanguard Extended Market ETF | 922908652 | SHS | 59,316 | $7,540,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 79,023 | $6,335,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 137,015 | $5,000,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 10,583 | $3,780,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F437 | COM | 143,812 | $3,772,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 41,656 | $3,291,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 65,363 | $2,907,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 22,224 | $2,021,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 36,235 | $1,908,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 20,125 | $1,042,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 7,534 | $1,041,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,500 | $935,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 38,290 | $911,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 7,267 | $821,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 7,079 | $725,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,249 | $719,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 6,575 | $690,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 1,596 | $617,000 | thousands by filing date | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 12,828 | $592,000 | thousands by filing date | |
| SEAGEN INC | 81181C104 | COM | 4,050 | $554,000 | thousands by filing date | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 13,016 | $547,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 16,348 | $512,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C656 | US EQTY PWR BUF | 17,291 | $481,000 | thousands by filing date | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 12,158 | $464,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 7,975 | $447,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,888 | $440,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 5,093 | $420,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 1,955 | $418,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 1,913 | $411,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 738 | $373,000 | thousands by filing date | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 2,347 | $370,000 | thousands by filing date | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 12,110 | $362,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 1,477 | $348,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 4,688 | $334,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,966 | $324,000 | thousands by filing date | |
| VTI | 922908769 | COM | 1,739 | $312,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C540 | US EQTY PWR BUF | 10,817 | $308,000 | thousands by filing date | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 6,694 | $294,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C797 | US EQTY PWR BUF | 9,917 | $284,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,630 | $279,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 2,229 | $252,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 1,949 | $246,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 8,550 | $245,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C508 | US EQTY PWR BUF | 7,222 | $213,000 | thousands by filing date | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 1,803 | $209,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 364 | $207,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-22-003374 | this filing | 2022-10-13 | acceptance time not in the bulk data set |