Institutional Fund
Cypress Financial Planning LLC
Haddon Heights, NJCIK 19370215 filings on record
Portfolio Value
$358.82M
Q1 2026
Holdings
99
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.3%
from $357.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds10.5%
- Vanguard Scottsdale Fds10.2%
- Vanguard Scottsdale Fds9.8%
- Ishares Tr9.6%
- Vanguard Tax-Managed Fds8.7%
- Vanguard Index Fds6.7%
- Other44.5%
Portfolio Holdings
99 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 455.1K | $37.66M | 10.5% | +13.3K | Added |
| 2 | Vanguard Scottsdale Fds | 611.6K | $36.42M | 10.2% | +33.5K | Added |
| 3 | Vanguard Scottsdale Fds | 444.2K | $35.21M | 9.8% | +17.9K | Added |
| 4 | Ishares Tr | 52.6K | $34.34M | 9.6% | +1.5K | Added |
| 5 | Vanguard Tax-Managed Fds | 487.9K | $31.27M | 8.7% | +5.2K | Added |
| 6 | Vanguard Index Fds | 117.6K | $24.21M | 6.7% | +5.0K | Added |
| 7 | Ishares Tr | 258.7K | $18.16M | 5.1% | +13.2K | Added |
| 8 | Vanguard Index Fds | 195.7K | $17.36M | 4.8% | +4.8K | Added |
| 9 | Vaneck ETF Trust | 492.8K | $14.15M | 3.9% | +25.4K | Added |
| 10 | Vanguard Intl Equity Index F | 190.8K | $10.31M | 2.9% | +2.9K | Added |
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