CYPRESS FINANCIAL PLANNING LLC

RIA/Wealth

CYPRESS FINANCIAL PLANNING LLC is a RIA/Wealth based in Bellingham, WA led by Jeffrey Russell Jones, reporting $395.0M in AUM as of Q3 2025 with 89% ETF concentration and 72% concentrated in top 10 holdings.

OwnerJeffrey Russell Jones

Portfolio Value: $325.7M
Positions: 86
Top Holding: VCIT at 11.08%
Last Reported: Q3 2025

Address11 Bellwether Way, Suite 301, Bellingham, WA, 98225-2956, United States

Top Holdings

Largest long holdings in CYPRESS FINANCIAL PLANNING LLC's portfolio (72.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$36.1M	11.08%	+$1.3M Bought	— 429.0K shares	Q2 2022 Held for 3y 5m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$34.0M	10.44%	-$671.3K Sold	— 50.8K shares	Q2 2022 Held for 3y 5m
3 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$27.6M	8.48%	+$1.7M Bought	— 460.2K shares	Q1 2024 Held for 1y 8m
4 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$27.2M	8.36%	+$1.8M Bought	— 340.6K shares	Q2 2022 Held for 3y 5m
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$27.1M	8.32%	+$328.4K Bought	— 452.5K shares	Q2 2022 Held for 3y 5m
6 Vanguard Real Estate VNQ	ETF ETF	$23.7M	7.27%	+$769.8K Bought	— 259.0K shares	Q2 2022 Held for 3y 5m
7 Vanguard Extended Market VXF	ETF ETF	$23.5M	7.21%	-$280.7K Sold	— 112.2K shares	Q2 2022 Held for 3y 5m
8 iShares Core Dividend Growth DGRO	ETF ETF	$13.3M	4.10%	+$51.7K Bought	— 196.0K shares	Q2 2022 Held for 3y 5m
9 ANGL VanEck Fallen Angel High Yield Bond ANGL	ETF ETF	$13.1M	4.01%	+$845.5K Bought	— 439.5K shares	Q2 2022 Held for 3y 5m
10 Vanguard FTSE Emerging Markets VWO	ETF ETF	$9.8M	2.99%	-$66.4K Sold	— 180.0K shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CYPRESS FINANCIAL PLANNING LLC's latest filing

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Market Value

$325.7M

Prior: $304.4M

Q/Q Change

+7.01%

+$21.3M

Net Flows % of MV

+2.11%

Turnover Ratio

1.77%

New Purchases

3 stocks

$814.1K

Added To

41 stocks

+$8.0M

Sold Out Of

0 stocks

Reduced Holdings

31 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 Dimensional Ultrashort Fixed Income DUSB	New	0 → 6.7K +$341.9K
2 Broadcom Inc. AVGO	New	0 → 734.0 +$242.2K
3 Palantir Technologies Inc. PLTR	New	0 → 1.3K +$230.0K
4 Innovator International Developed Power Buffer ETF ISEP	+15.26%	11.6K → 13.4K +$56.5K
5 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	+14.13%	17.0K → 19.4K +$115.8K

Decreased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	-27.58%	990.0 → 717.0 −$121.4K
2 Shopify SHOP	-11.51%	2.5K → 2.2K −$42.8K
3 Vanguard Growth VUG	-10.11%	2.8K → 2.5K −$133.3K
4 JNK SPDR Bloomberg High Yield Bond JNK	-9.23%	2.6K → 2.4K −$23.7K
5 Innovator U.S. Equity Power Buffer ETF POCT	-5.94%	12.0K → 11.3K −$30.8K