Long-term investor
Cypress Financial Planning LLC @cypressfinancialplanning
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001937021).
Record
- Tracked since 2025-12-31 (257 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.4%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.0% · long · since 2025-12-31
- VCIT · 9.7% · long · since 2025-12-31
- VGIT · 9.4% · long · since 2025-12-31
- VCSH · 8.9% · long · since 2025-12-31
- VEA · 8.5% · long · since 2025-12-31
- VXF · 7.2% · long · since 2025-12-31
- DGRO · 4.9% · long · since 2025-12-31
- VNQ · 4.6% · long · since 2025-12-31
- JMBS · 4.5% · long · since 2026-06-30
- MS · 2.9% · long · since 2025-12-31
- IEFA · 2.9% · long · since 2025-12-31
- VWO · 2.8% · long · since 2025-12-31