StockDriftsStockDriftsTop 50 Cypress Financial Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 10.5% | 455.1K | $37.7M | +3.01%(+13.30K) | $82.04(+0.37%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 10.15% | 611.6K | $36.4M | +5.80%(+33.52K) | $59.17(-0.63%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 9.81% | 444.2K | $35.2M | +4.21%(+17.94K) | $78.08(+0.90%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.57% | 52.6K | $34.3M | +2.99%(+1.52K) | $459.78(+62.78%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.71% | 487.9K | $31.3M | +1.09%(+5.25K) | $48.28(+46.66%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 6.75% | 117.6K | $24.2M | +4.42%(+4.98K) | $162.63(+49.56%) | 2026-03-31 | |
| DGRO | ISHARES TR | 5.06% | 258.7K | $18.2M | +5.38%(+13.22K) | $57.55(+34.24%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.84% | 195.7K | $17.4M | +2.52%(+4.81K) | $90.54(+8.26%) | 2026-03-31 | |
| ANGL | VANECK ETF TRUST | 3.94% | 492.8K | $14.2M | +5.44%(+25.45K) | $28.89(+0.94%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.87% | 190.8K | $10.3M | +1.55%(+2.92K) | $43.49(+35.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.38% | +27.30% |
| Top 20 Holdings Unweighted | +10.36% | +34.41% |
Sign up free to track Cypress Financial Planning Llc, compare funds side by side, and get alerts the moment positions change.