CYPRESS FINANCIAL PLANNING LLC
CIK 1937021 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $412.9M
- Posisi
- 109
- Per tanggal
- 30 Juni 2026
#4.281 dari 9.443 berdasarkan nilai 13F · top 45.3%
Nilai portofolio QoQ: +13.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,48%
- Bobot 25 kepemilikan teratas
- 87,86%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 17,0
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 Q4 2024–Q2 2026 · 83,2% masih dipegang
- Posisi baru
- 16
- Meningkat
- 47
- Menurun
- 32
- Tertutup
- 9
Eksposur put-notional: 1,1% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Financial Services
4,2%
Technology
1,4%
Industrials
0,6%
Retail
0,5%
Communication Services
0,4%
Healthcare
0,3%
Financials
0,2%
Consumer Discretionary
0,2%
Energy
0,1%
Real Estate
0,1%
Consumer Staples
0,1%
Consumer products
0,1%
Lainnya/Tidak terpetakan
92,0%
Portofolio lengkap 109 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $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 | $34.938.687 | 8,46% | 490.368 | $3.671.418 | Naik ×5 | ||
| VXF | $29.719.764 | 7,20% | 120.709 | $5.510.378 | Naik ×3 | ||
| DGRO | $20.239.027 | 4,90% | 267.041 | $2.082.625 | Naik ×5 | ||
| VNQ | $19.046.085 | 4,61% | 197.512 | $1.688.998 | Naik ×2 | ||
| JMBS | $18.679.892 | 4,52% | 415.201 | Naik ×1 | |||
| IEFA | $11.870.976 | 2,87% | 122.913 | $1.660.822 | Naik ×4 | ||
| VWO | $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 | $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 | $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 | $3.754.537 | 0,91% | 107.858 | $585.282 | Naik ×1 | ||
| SCHG | $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 | $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 | $1.979.780 | 0,48% | 22.983 | $320.851 | Naik ×3 | ||
| BRKB | $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 | $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 | $1.542.607 | 0,37% | 36.546 | $143.478 | Naik ×2 | ||
| MUB | $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 | $1.367.465 | 0,33% | 28.638 | $4.704 | Naik ×2 | ||
| DECP | $1.190.906 | 0,29% | 36.656 | $61.422 | Turun ×1 | ||
| VGK | $1.131.807 | 0,27% | 12.783 | $78.187 | Naik ×1 | ||
| SHM | $1.102.428 | 0,27% | 22.984 | $122.535 | Naik ×6 | ||
| AVUV | $977.120 | 0,24% | 7.832 | Naik ×1 | |||
| TFI | $961.892 | 0,23% | 21.002 | $94.356 | Naik ×2 | ||
| LQD | $927.132 | 0,22% | 8.500 | $-65.085 | Turun ×1 | ||
| FEBP | $884.804 | 0,21% | 26.016 | $112.265 | Naik ×1 | ||
| EFA | $883.754 | 0,21% | 8.507 | $19.858 | Turun ×5 | ||
| IWF | $882.600 | 0,21% | 7.108 | $124.887 | Naik ×1 | ||
| VTV | $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 | $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 | $792.970 | 0,19% | 7.695 | Naik ×1 | |||
| SCHX | $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 | $661.232 | 0,16% | 13.073 | $92.586 | Naik ×1 | ||
| SPDW | $659.303 | 0,16% | 13.084 | $48.643 | Turun ×2 | ||
| IJS | $653.523 | 0,16% | 4.781 | $88.283 | Naik ×1 | ||
| SPYM | $650.417 | 0,16% | 7.401 | $70.921 | Turun ×1 | ||
| DUSB | $625.150 | 0,15% | 12.311 | $-83.862 | Turun ×1 | ||
| PSEP | $599.295 | 0,15% | 13.014 | $-103.358 | Turun ×6 | ||
| IWM | $584.075 | 0,14% | 1.944 | $89.315 | Turun ×4 | ||
| VOO | $580.527 | 0,14% | 845 | $95.825 | Naik ×2 | ||
| SPIB | $571.731 | 0,14% | 17.087 | $-8.075 | Turun ×2 | ||
| VB | $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 | $506.531 | 0,12% | 9.073 | $63.042 | |||
| JANP | $492.850 | 0,12% | 14.195 | $87.402 | Naik ×1 | ||
| IDEC | $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 | $482.574 | 0,12% | 13.416 | $179.802 | Naik ×1 | ||
| HEFA | $416.976 | 0,10% | 8.886 | $37.538 | Turun ×3 | ||
| IOCT | $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 | $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 | $355.688 | 0,09% | 10.280 | $1.786 | Turun ×3 | ||
| IYR | $354.501 | 0,09% | 3.467 | $29.877 | Naik ×1 | ||
| INOV | $344.374 | 0,08% | 9.377 | $9.181 | Turun ×2 | ||
| IDEV | $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 | $307.002 | 0,07% | 10.230 | $12.466 | Naik ×6 | ||
| VBK | $305.725 | 0,07% | 836 | ||||
| SPY SPY | $298.708 | 0,07% | 400 | Opsi jual | $38.570 | ||
| SCHH | $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 | $280.334 | 0,07% | 4.861 | $39.314 | Turun ×3 | ||
| PBNV | $276.931 | 0,07% | 8.938 | $18.563 | |||
| IJUN | $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 Fallen Angel High Yield Bond ETF | $272.780 | 0,07% | 9.329 | $-13.881.757 | Turun ×1 | ||
| IJAN | $272.119 | 0,07% | 7.146 | $8.908 | Turun ×1 | ||
| PDEC | $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 | $253.495 | 0,06% | 8.105 | $7.408 | Turun ×1 | ||
| VBR | $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 posisi disembunyikan (pemeriksaan kelengkapan data)
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 | Tidak lagi dilacak |
| DFAS | 30 Juni 2026 | 11.664 | $829.660 | Tidak lagi dilacak |
| DISV | 30 Juni 2026 | 20.418 | $805.286 | Tidak lagi dilacak |
| HYD | 30 Juni 2026 | 12.190 | $611.207 | Tidak lagi dilacak |
| PAUG | 31 Maret 2026 | 9.778 | $424.072 | Tidak lagi dilacak |
| PFEB | 31 Maret 2026 | 10.224 | $417.034 | Tidak lagi dilacak |
| UAN | 31 Maret 2026 | 3.500 | $343.945 | -3,8% |
| POCT | 31 Maret 2026 | 7.672 | $337.875 | Tidak lagi dilacak |
| XLF | 31 Maret 2026 | 5.876 | $324.238 | Tidak lagi dilacak |
| HEFA | 31 Maret 2025 | 9.237 | $320.986 | Tidak lagi dilacak |
| IDEV | 31 Maret 2026 | 3.627 | $299.163 | Tidak lagi dilacak |
| UNH | 30 Juni 2025 | 548 | $287.015 | 26,6% |
| PMAY | 31 Maret 2026 | 7.216 | $285.898 | Tidak lagi dilacak |
| VZ | 31 Des. 2025 | 6.038 | $265.360 | 21,3% |
| PJUL | 30 Juni 2026 | 5.454 | $250.707 | Tidak lagi dilacak |
| VBK | 31 Maret 2026 | 825 | $250.615 | Tidak lagi dilacak |
| CAVA | 30 Juni 2026 | 3.000 | $242.700 | -6,9% |
| PAPR | 31 Maret 2025 | 6.539 | $240.006 | Tidak lagi dilacak |
| JNK | 30 Juni 2026 | 2.430 | $232.600 | Tidak lagi dilacak |
| PAPR | 31 Des. 2025 | 5.785 | $221.913 | Tidak lagi dilacak |
| IJAN | 30 Juni 2025 | 6.665 | $213.107 | Tidak lagi dilacak |
| PJAN | 30 Juni 2025 | 5.112 | $211.995 | Tidak lagi dilacak |
| PMAR | 31 Maret 2026 | 4.665 | $209.878 | Tidak lagi dilacak |
| IGIB | 31 Maret 2025 | 4.010 | $206.555 | |
| PLTR | 30 Juni 2026 | 1.410 | $206.255 | 46,6% |
| PNOV | 30 Juni 2026 | 5.029 | $205.485 | Tidak lagi dilacak |
| XOM | 30 Juni 2025 | 1.727 | $205.392 | 55,7% |
| BJAN | 31 Maret 2026 | 3.709 | $204.125 | Tidak lagi dilacak |
| CAVA | 31 Maret 2025 | 1.800 | $203.040 | -15,5% |