CYPRESS FINANCIAL PLANNING LLC

CIK 1937021 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +13.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas70,48%

Bobot 25 kepemilikan teratas87,86%

Posisi di atas 1%16

Jumlah posisi efektif17,0

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 5,24% Perkiraan pembelian $45.191.941 · penjualan $20.304.642

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 83,8% masih dipegang

Posisi baru16

Meningkat47

Menurun32

Tertutup9

Eksposur put-notional: 1,1% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish

Nilai Portofolio $412.9M #4.344 dari 9.337 berdasarkan nilai 13F · top 46.5%

Posisi 109

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Financials 4,8%

Technology 1,4%

Industrials 0,6%

Retail 0,5%

Communication Services 0,4%

Healthcare 0,3%

Consumer Discretionary 0,2%

Energy 0,1%

Real Estate 0,1%

Consumer Staples 0,1%

Consumer products 0,1%

Lainnya/Tidak terpetakan 91,5%

Portofolio lengkap 109 posisi

Cari posisi berdasarkan ticker atau nama perusahaan

				Tipe		Rentetan
IVV iShares Trust	$41.271.085	9,99%	55.110		$6.929.060	Naik ×3
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$40.029.715	9,69%	484.328		$2.367.672	Naik ×5
VGIT Vanguard Intermediate-Term Treasury ETF	$38.678.794	9,37%	655.795		$2.257.688	Naik ×6
VCSH Vanguard Short-Term Corporate Bond ETF	$36.553.093	8,85%	462.522		$1.341.802	Naik ×6
VEA VANGUARD TAX-MANAGED FUNDS	$34.938.687	8,46%	490.368		$3.671.418	Naik ×5
VXF VANGUARD INDEX FUNDS	$29.719.764	7,20%	120.709		$5.510.378	Naik ×3
DGRO iShares Trust	$20.239.027	4,90%	267.041		$2.082.625	Naik ×5
VNQ VANGUARD SPECIALIZED FUNDS	$19.046.085	4,61%	197.512		$1.688.998	Naik ×2
JMBS Janus Detroit Street Trust	$18.679.892	4,52%	415.201			Naik ×1
IEFA iShares Trust	$11.870.976	2,87%	122.913		$1.660.822	Naik ×4
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$11.588.859	2,81%	194.151		$1.275.805	Naik ×3
MS Morgan Stanley Common Stock	$9.961.663	2,41%	47.654		$3.749.924	Naik ×4
VIG VANGUARD SPECIALIZED FUNDS	$8.789.723	2,13%	37.147		$585.614	Turun ×1
SPY SPY	$8.369.413	2,03%	11.207		$1.489.413	Naik ×1
IEMG iShares, Inc.	$5.053.237	1,22%	61.000		$1.056.911	Naik ×1
COF Capital One Financial Corporation Common Stock	$4.554.295	1,10%	22.701		$412.938
SCHV SCHWAB STRATEGIC TRUST	$3.754.537	0,91%	107.858		$585.282	Naik ×1
SCHG SCHWAB STRATEGIC TRUST	$3.448.942	0,84%	101.919		$585.638	Naik ×1
AAPL Apple Inc. - Common Stock	$3.045.226	0,74%	10.524		$208.227	Turun ×1
QQQ Invesco QQQ Trust, Series 1	$2.484.239	0,60%	3.373			Naik ×1
IJR iShares Trust	$2.456.459	0,59%	16.563		$331.877	Turun ×1
QQQ Invesco QQQ Trust, Series 1	$2.356.480	0,57%	3.200	Opsi jual	$501.827
MS Morgan Stanley Common Stock	$2.090.400	0,51%	10.000	Opsi jual	$444.688
VUG VANGUARD INDEX FUNDS	$1.979.780	0,48%	22.983		$320.851	Naik ×3
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$1.849.441	0,45%	3.696		$36.148	Turun ×1
LMT Lockheed Martin Corporation Common Stock	$1.694.980	0,41%	3.327		$-160.175	Naik ×1
VTI VANGUARD INDEX FUNDS	$1.620.008	0,39%	4.378		$972.068	Naik ×1
AMZN Amazon.com, Inc. - Common Stock	$1.605.701	0,39%	6.737		$123.231	Turun ×1
DFCF Dimensional ETF Trust	$1.542.607	0,37%	36.546		$143.478	Naik ×2
MUB iShares Trust	$1.486.878	0,36%	13.816		$108.839	Naik ×6
IEF iShares 7-10 Year Treasury Bond ETF	$1.468.956	0,36%	15.533		$-13.514
DGCB Dimensional Global Credit ETF	$1.383.971	0,34%	25.315		$43.542	Naik ×2
DFSD Dimensional ETF Trust	$1.367.465	0,33%	28.638		$4.704	Naik ×2
DECP PGIM Rock ETF Trust	$1.190.906	0,29%	36.656		$61.422	Turun ×1
VGK VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$1.131.807	0,27%	12.783		$78.187	Naik ×1
SHM SPDR SERIES TRUST	$1.102.428	0,27%	22.984		$122.535	Naik ×6
AVUV AMERICAN CENTURY ETF TRUST	$977.120	0,24%	7.832			Naik ×1
TFI SPDR SERIES TRUST	$961.892	0,23%	21.002		$94.356	Naik ×2
LQD iShares Trust	$927.132	0,22%	8.500		$-65.085	Turun ×1
FEBP PGIM Rock ETF Trust	$884.804	0,21%	26.016		$112.265	Naik ×1
EFA iShares Trust	$883.754	0,21%	8.507		$19.858	Turun ×5
IWF iShares Trust	$882.600	0,21%	7.108		$124.887	Naik ×1
VTV VANGUARD INDEX FUNDS	$872.507	0,21%	4.004		$97.086	Naik ×3
JPM JP Morgan Chase & Co. Common Stock	$856.176	0,21%	2.616		$156.229	Naik ×6
MRCP PGIM Rock ETF Trust	$822.242	0,20%	23.911		$161.019	Naik ×1
NVDA NVIDIA Corporation - Common Stock	$807.894	0,20%	4.038		$181.415	Naik ×2
AVDV AMERICAN CENTURY ETF TRUST	$792.970	0,19%	7.695			Naik ×1
SCHX SCHWAB STRATEGIC TRUST	$776.686	0,19%	26.391		$78.984	Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock	$766.427	0,19%	2.169		$144.193
JCI Johnson Controls International plc Ordinary Share	$750.129	0,18%	5.134		$77.832
NFLX Netflix, Inc. - Common Stock	$693.508	0,17%	9.713		$-233.090	Naik ×1
V Visa Inc.	$685.548	0,17%	1.998		$161.162	Naik ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS	$661.232	0,16%	13.073		$92.586	Naik ×1
SPDW SPDR INDEX SHARES FUNDS	$659.303	0,16%	13.084		$48.643	Turun ×2
IJS iShares Trust	$653.523	0,16%	4.781		$88.283	Naik ×1
SPYM State Street SPDR Portfolio S&P 500 ETF	$650.417	0,16%	7.401		$70.921	Turun ×1
DUSB Dimensional ETF Trust	$625.150	0,15%	12.311		$-83.862	Turun ×1
PSEP Innovator U.S. Equity Power Buffer ETF - September	$599.295	0,15%	13.014		$-103.358	Turun ×6
IWM iShares Trust	$584.075	0,14%	1.944		$89.315	Turun ×4
VOO VANGUARD INDEX FUNDS	$580.527	0,14%	845		$95.825	Naik ×2
SPIB SPDR SERIES TRUST	$571.731	0,14%	17.087		$-8.075	Turun ×2
VB VANGUARD INDEX FUNDS	$564.713	0,14%	1.863		$159.261	Naik ×1
MSFT Microsoft Corporation - Common Stock	$510.192	0,12%	1.368		$-15.273	Turun ×1
USEW Cambria US EW ETF	$506.531	0,12%	9.073		$63.042
JANP PGIM Rock ETF Trust	$492.850	0,12%	14.195		$87.402	Naik ×1
IDEC Innovator International Developed Power Buffer ETF December	$484.607	0,12%	14.121		$23.232	Turun ×2
XOM Exxon Mobil Corporation Common Stock	$484.482	0,12%	3.544		$159.710	Naik ×1
IJUL Innovator International Developed Power Buffer ETF July	$482.574	0,12%	13.416		$179.802	Naik ×1
HEFA iShares Trust	$416.976	0,10%	8.886		$37.538	Turun ×3
IOCT Innovator International Developed Power Buffer ETF - October	$413.400	0,10%	11.176		$8.993	Turun ×1
QCOM QUALCOMM Incorporated - Common Stock	$398.829	0,10%	2.158		$113.939	Turun ×1
MCD McDonald's Corporation Common Stock	$384.474	0,09%	1.422		$-21.729	Naik ×1
DFEV Dimensional ETF Trust	$377.604	0,09%	8.850		$58.912	Turun ×2
AMT American Tower Corporation (REIT) Common Stock	$377.229	0,09%	2.306		$42.569	Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE)	$367.971	0,09%	885		$115.438	Turun ×1
PEP PepsiCo, Inc. - Common Stock	$357.696	0,09%	2.642		$-18.882	Naik ×1
ISEP Innovator International Developed Power Buffer ETF September	$355.688	0,09%	10.280		$1.786	Turun ×3
IYR iShares Trust	$354.501	0,09%	3.467		$29.877	Naik ×1
INOV Innovator International Developed Power Buffer ETF November	$344.374	0,08%	9.377		$9.181	Turun ×2
IDEV iShares Trust	$339.573	0,08%	3.815
ABBV AbbVie Inc. Common Stock	$331.603	0,08%	1.318		$45.628	Naik ×5
TSLA Tesla, Inc. - Common Stock	$322.600	0,08%	767		$37.468
IBM International Business Machines Corporation Common Stock	$315.406	0,08%	1.122		$43.557
SPSB SPDR SERIES TRUST	$307.002	0,07%	10.230		$12.466	Naik ×6
VBK VANGUARD INDEX FUNDS	$305.725	0,07%	836
SPY SPY	$298.708	0,07%	400	Opsi jual	$38.570
SCHH SCHWAB STRATEGIC TRUST	$290.080	0,07%	12.250		$22.293	Turun ×1
EA Electronic Arts Inc. - Common Stock	$287.263	0,07%	1.401		$1.639
SPSM SPDR SERIES TRUST	$280.334	0,07%	4.861		$39.314	Turun ×3
PBNV PGIM Rock ETF Trust	$276.931	0,07%	8.938		$18.563
IJUN Innovator International Developed Power Buffer ETF June	$274.548	0,07%	8.806		$50.677	Naik ×1
BURL Burlington Stores, Inc. Common Stock	$274.349	0,07%	866		$-7.430
ANGL VanEck ETF Trust	$272.780	0,07%	9.329		$-13.881.757	Turun ×1
IJAN Innovator International Developed Power Buffer ETF January	$272.119	0,07%	7.146		$8.908	Turun ×1
PDEC Innovator U.S. Equity Power Buffer ETF - December	$258.498	0,06%	5.633		$16.375	Turun ×5
PG Procter & Gamble Company (The) Common Stock	$257.971	0,06%	1.759		$3.926
IFEB Innovator International Developed Power Buffer ETF February	$253.495	0,06%	8.105		$7.408	Turun ×1
VBR VANGUARD INDEX FUNDS	$253.439	0,06%	1.043			Naik ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares	$252.795	0,06%	2.214		$-9.948	Turun ×1
AVGO Broadcom Inc. - Common Stock	$251.736	0,06%	666		$35.910	Turun ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
IVV	$41.271.085	9,99%	naik ×3
VCIT	$40.029.715	9,69%	naik ×5
VGIT	$38.678.794	9,37%	naik ×6
VCSH	$36.553.093	8,85%	naik ×6
VEA	$34.938.687	8,46%	naik ×5
VXF	$29.719.764	7,20%	naik ×3
DGRO	$20.239.027	4,90%	naik ×5
IEFA	$11.870.976	2,87%	naik ×4
VWO	$11.588.859	2,81%	naik ×3
MS	$9.961.663	2,41%	naik ×4
VUG	$1.979.780	0,48%	naik ×3
MUB	$1.486.878	0,36%	naik ×6
SHM	$1.102.428	0,27%	naik ×6
VTV	$872.507	0,21%	naik ×3
JPM	$856.176	0,21%	naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
JMBS	$18.679.892	415.201	4,52%
QQQ	$2.484.239	3.373	0,60%
AVUV	$977.120	7.832	0,24%
AVDV	$792.970	7.695	0,19%
IDEV	$339.573	3.815	0,08%
VBK	$305.725	836	0,07%
VBR	$253.439	1.043	0,06%
APRP	$246.626	7.577	0,06%
JNJ	$227.734	897	0,06%
SCHF	$221.732	8.005	0,05%
JEPQ	$212.836	3.463	0,05%
QYLD	$208.480	11.312	0,05%
BJAN	$206.634	3.510	0,05%
IWD	$204.853	845	0,05%
XYLD	$203.379	4.986	0,05%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
IVV	Beli lebih banyak	+3K	+$6.9M
VXF	Beli lebih banyak	+3K	+$5.5M
MS	Beli lebih banyak	+10K	+$3.7M
VEA	Beli lebih banyak	+2K	+$3.7M
VCIT	Beli lebih banyak	+29K	+$2.4M
VGIT	Beli lebih banyak	+44K	+$2.3M
DGRO	Beli lebih banyak	+8K	+$2.1M
VNQ	Beli lebih banyak	+2K	+$1.7M
IEFA	Beli lebih banyak	+10K	+$1.7M
SPY	Beli lebih banyak	+628	+$1.5M

1 position hidden — reported move looks larger than the position itself (data completeness check)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
DFS	30 Juni 2025	22.247	$3.797.563	Tidak lagi dilacak
SJNK	30 Juni 2026	61.908	$1.546.457
DFAS	30 Juni 2026	11.664	$829.660
DISV	30 Juni 2026	20.418	$805.286
HYD	30 Juni 2026	12.190	$611.207	-6,7%
PAUG	31 Maret 2026	9.778	$424.072
PFEB	31 Maret 2026	10.224	$417.034
UAN	31 Maret 2026	3.500	$343.945	-1,5%
POCT	31 Maret 2026	7.672	$337.875
XLF	31 Maret 2026	5.876	$324.238	8,3%
IDEV	31 Maret 2026	3.627	$299.163
UNH	30 Juni 2025	548	$287.015	19,2%
PMAY	31 Maret 2026	7.216	$285.898
VZ	31 Des. 2025	6.038	$265.360	12,7%
PJUL	30 Juni 2026	5.454	$250.707
VBK	31 Maret 2026	825	$250.615
CAVA	30 Juni 2026	3.000	$242.700	-30,7%
JNK	30 Juni 2026	2.430	$232.600	-2,9%
PAPR	31 Des. 2025	5.785	$221.913
IJAN	30 Juni 2025	6.665	$213.107
PJAN	30 Juni 2025	5.112	$211.995
PMAR	31 Maret 2026	4.665	$209.878
PLTR	30 Juni 2026	1.410	$206.255	61,8%
PNOV	30 Juni 2026	5.029	$205.485
XOM	30 Juni 2025	1.727	$205.392	52,1%
BJAN	31 Maret 2026	3.709	$204.125