Portfolio (Quarterly)
Guide ↗
CYPRESS FINANCIAL PLANNING LLC
· CIK 0001937021| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ABBV | ABBVIE INC | Healthcare | 1,318.0 | $332K | 0.08% | NEW | — | $251.60 | +2.7% |
| 82 | TSLA | TESLA INC | Consumer Cyclical | 767.0 | $323K | 0.08% | NEW | — | $420.60 | -15.7% |
| 83 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,122.0 | $315K | 0.08% | NEW | — | $281.11 | -15.5% |
| 84 | SPSB | SPDR SERIES TRUST | — | 10,230.0 | $307K | 0.07% | NEW | — | $30.01 | -0.1% |
| 85 | VBK | VANGUARD INDEX FDS | — | 836.0 | $306K | 0.07% | NEW | — | $365.70 | -1.9% |
| 86 | SPY PUT | STATE STR SPDR S&P 500 ETF T | Financial Services | 400.0 | $299K | 0.07% | NEW | — | $746.77 | +3.2% |
| 87 | SCHH | SCHWAB STRATEGIC TR | — | 12,250.0 | $290K | 0.07% | NEW | — | $23.68 | +1.0% |
| 88 | EA | ELECTRONIC ARTS INC | Communication Services | 1,401.0 | $287K | 0.07% | NEW | — | $205.04 | +2.3% |
| 89 | SPSM | SPDR SERIES TRUST | — | 4,861.0 | $280K | 0.07% | NEW | — | $57.67 | -1.0% |
| 90 | — | PGIM ROCK ETF TR | — | 8,938.0 | $277K | 0.07% | NEW | — | $30.98 | — |
| 91 | IJUN | INNOVATOR ETFS TRUST | — | 8,806.0 | $275K | 0.07% | NEW | — | $31.18 | +2.6% |
| 92 | BURL | BURLINGTON STORES INC | Consumer Cyclical | 866.0 | $274K | 0.07% | NEW | — | $316.80 | -8.7% |
| 93 | ANGL | VANECK ETF TRUST | — | 9,329.0 | $273K | 0.07% | NEW | — | $29.24 | -0.5% |
| 94 | IJAN | INNOVATOR ETFS TRUST | — | 7,146.0 | $272K | 0.07% | NEW | — | $38.08 | +2.6% |
| 95 | PDEC | INNOVATOR ETFS TRUST | — | 5,633.0 | $258K | 0.06% | NEW | — | $45.89 | +2.3% |
| 96 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,759.0 | $258K | 0.06% | NEW | — | $146.66 | -2.2% |
| 97 | IFEB | INNOVATOR ETFS TRUST | — | 8,105.0 | $253K | 0.06% | NEW | — | $31.28 | +2.7% |
| 98 | VBR | VANGUARD INDEX FDS | — | 1,043.0 | $253K | 0.06% | NEW | — | $242.99 | +2.3% |
| 99 | SHOP | SHOPIFY INC | Technology | 2,214.0 | $253K | 0.06% | NEW | — | $114.18 | +34.8% |
| 100 | AVGO | BROADCOM INC | Technology | 666.0 | $252K | 0.06% | NEW | — | $377.98 | -2.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
65.5%
Technology
13.6%
Consumer Cyclical
6.3%
Industrials
5.9%
Healthcare
2.7%
Communication Services
2.4%
Consumer Defensive
1.5%
Energy
1.2%
Real Estate
0.9%