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Disclosery

13F-HR filed by CYPRESS FINANCIAL PLANNING LLC

CYPRESS FINANCIAL PLANNING LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-01-10, with 42 holding rows worth $110,171,841.

Accession
0001085146-24-000117
Filer
CIK 1937021
Filed
2024-01-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 42 entries on the cover page, a total value of $110,171,841 stated on the cover page (in dollars after the unit check, H1), rows summing to $110,171,841 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS292,955$23,550,652dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS37,490$17,603,675dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS227,184$10,700,366dollars as filed
Vanguard Extended Market ETF922908652SHS57,768$9,156,295dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS48,195$8,120,858dollars as filed
Vanguard Real Estate922908553SHS78,776$6,840,081dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM74,123$5,712,623dollars as filed
iShares Core Dividend Growth ETF46434V621SHS105,997$5,687,810dollars as filed
SPY78462F103SHS9,211$4,304,116dollars as filed
VWO922042858SHS86,664$3,503,836dollars as filed
VANECK ETF TRUST92189F437COM53,327$1,521,419dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS13,276$1,447,737dollars as filed
Apple Inc037833100COM6,942$1,262,819dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF49,042$1,224,579dollars as filed
Berkshire Hathaway Inc084670702COM2,348$853,921dollars as filed
Lockheed Martin Corporation539830109COM1,681$769,679dollars as filed
ISHARES TR464287465MSCI EAFE ETF8,047$596,475dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS9,569$526,008dollars as filed
INNOVATOR ETFS TRUST45782C797US EQTY PWR BUF14,528$521,265dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF15,791$514,960dollars as filed
INNOVATOR ETFS TRUST45782C656US EQTY PWR BUF13,369$460,027dollars as filed
VTI922908769COM1,546$359,862dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS3,525$350,315dollars as filed
INNOVATOR ETFS TRUST45782C680US EQTY PWR BF9,423$310,771dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS9,612$301,817dollars as filed
INNOVATOR ETFS TRUST45783Y533INNOVATOR INTER11,406$294,960dollars as filed
INNOVATOR ETFS TRUST45782C813US EQTY PWR BUF7,952$284,761dollars as filed
INNOVATOR ETFS TRUST45782C631INTERNATIONAL DV9,549$263,982dollars as filed
Vanguard Total Bond Market ETF921937835SHS3,505$255,742dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS3,690$255,311dollars as filed
INNOVATOR ETFS TRUST45782C573US EQTY PWR BUF7,436$254,460dollars as filed
INNOVATOR ETFS TRUST45782C417US EQTY PWR BUF7,737$251,880dollars as filed
INNOVATOR ETFS TRUST45782C409US EQTY BUFR JAN6,227$251,197dollars as filed
CVR PARTNERS LP126633205COM3,500$243,005dollars as filed
INNOVATOR ETFS TRUST45782C318US EQTY PWR BUF7,701$240,739dollars as filed
Amazon.com, Inc023135106COM1,613$233,191dollars as filed
Vanguard Growth922908736COM774$233,013dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF2,516$230,516dollars as filed
INNOVATOR ETFS TRUST45782C508US EQTY PWR BUF6,012$221,723dollars as filed
iShares Russell 2000 ETF464287655SHS1,134$219,792dollars as filed
INNOVATOR ETFS TRUST45782C540US EQTY PWR BUF6,132$213,148dollars as filed
INTUITIVE MACHINES INC46125A100CLASS A COM10,642$22,455dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-24-000117this filing2024-01-10acceptance time not in the bulk data set