Cypress Financial Planning LLC - Q12026 Holdings

Cypress Financial Planning LLC holds 100 stocks with a total portfolio value of $ 362.58M as of Q12026. In Q12026, Cypress Financial Planning LLC added 7 new positions, increased stakes in 47 stocks, reduced 36 holdings, and fully exited 10 positions. The largest holding is Vanguard Scottsdale Fds (VCIT), representing 10.39% of the total portfolio.