Cypress Financial Planning LLC - Q42025 Holdings

Cypress Financial Planning LLC holds 103 stocks with a total portfolio value of $ 362.22M as of Q42025. In Q42025, Cypress Financial Planning LLC added 18 new positions, increased stakes in 44 stocks, reduced 35 holdings, and fully exited 2 positions. The largest holding is Vanguard Scottsdale Fds (VCIT), representing 10.24% of the total portfolio.