0001085146-22-002484.txt : 20220720 0001085146-22-002484.hdr.sgml : 20220720 20220720074835 ACCESSION NUMBER: 0001085146-22-002484 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CYPRESS FINANCIAL PLANNING LLC CENTRAL INDEX KEY: 0001937021 IRS NUMBER: 263970656 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22570 FILM NUMBER: 221092885 BUSINESS ADDRESS: STREET 1: 400 WHITE HORSE PIKE CITY: HADDON HEIGHTS STATE: NJ ZIP: 08035 BUSINESS PHONE: 8567200029 MAIL ADDRESS: STREET 1: 400 WHITE HORSE PIKE CITY: HADDON HEIGHTS STATE: NJ ZIP: 08035 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001937021 XXXXXXXX 06-30-2022 06-30-2022 false CYPRESS FINANCIAL PLANNING LLC

400 WHITE HORSE PIKE HADDON HEIGHTS NJ 08035

13F HOLDINGS REPORT 028-22570 N Jeffrey Jones 856-720-0029 /s/Jeffrey Jones Haddon Heights NJ 07-18-2022 0 54 145910 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 768 7232 SH SOLE 7232 0 0 AMERICAN TOWER CORP NEW COM 03027X100 488 1911 SH SOLE 1911 0 0 APPLE INC COM 037833100 1029 7524 SH SOLE 7524 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 955 3498 SH SOLE 3498 0 0 DISCOVER FINL SVCS COM 254709108 2102 22224 SH SOLE 22224 0 0 ELECTRONIC ARTS INC COM 285512109 219 1803 SH SOLE 1803 0 0 EQUINIX INC COM 29444U700 239 364 SH SOLE 364 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 211 7039 SH SOLE 7039 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 254 9050 SH SOLE 9050 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 228 7744 SH SOLE 7744 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 404 14386 SH SOLE 14386 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 311 10817 SH SOLE 10817 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2853 59877 SH SOLE 59877 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1689 28696 SH SOLE 28696 0 0 ISHARES TR CORE S&P SCP ETF 464287804 674 7295 SH SOLE 7295 0 0 ISHARES TR CORE S&P500 ETF 464287200 20945 55241 SH SOLE 55241 0 0 ISHARES TR HDG MSCI EAFE 46434V803 406 12754 SH SOLE 12754 0 0 ISHARES TR IBOXX INV CP ETF 464287242 909 8260 SH SOLE 8260 0 0 ISHARES TR MSCI EAFE ETF 464287465 500 8000 SH SOLE 8000 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 233 3313 SH SOLE 3313 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 343 2026 SH SOLE 2026 0 0 ISHARES TR SP SMCP600VL ETF 464287879 445 4995 SH SOLE 4995 0 0 ISHARES TR TIPS BD ETF 464287176 1016 8917 SH SOLE 8917 0 0 LOCKHEED MARTIN CORP COM 539830109 632 1471 SH SOLE 1471 0 0 MICROSOFT CORP COM 594918104 476 1852 SH SOLE 1852 0 0 MORGAN STANLEY COM NEW 617446448 3192 41973 SH SOLE 41973 0 0 NETFLIX INC COM 64110L106 258 1475 SH SOLE 1475 0 0 PROCTER AND GAMBLE CO COM 742718109 279 1943 SH SOLE 1943 0 0 QUALCOMM INC COM 747525103 284 2226 SH SOLE 2226 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2901 51988 SH SOLE 51988 0 0 SEAGEN INC COM 81181C104 717 4050 SH SOLE 4050 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3866 10249 SH SOLE 10249 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 206 2276 SH SOLE 2276 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 788 32654 SH SOLE 32654 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 410 8947 SH SOLE 8947 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 538 16474 SH SOLE 16474 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 483 10891 SH SOLE 10891 0 0 UNITEDHEALTH GROUP INC COM 91324P102 354 689 SH SOLE 689 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3587 132748 SH SOLE 132748 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 346 4596 SH SOLE 4596 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 7358 56126 SH SOLE 56126 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 450 2019 SH SOLE 2019 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6613 72586 SH SOLE 72586 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 307 1741 SH SOLE 1741 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 327 1734 SH SOLE 1734 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5578 133925 SH SOLE 133925 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 672 12723 SH SOLE 12723 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 521 11770 SH SOLE 11770 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 29594 369835 SH SOLE 369835 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12718 166767 SH SOLE 166767 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 12976 90447 SH SOLE 90447 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 11610 284555 SH SOLE 284555 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 415 2542 SH SOLE 2542 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 233 4594 SH SOLE 4594 0 0