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Jeffrey Jones

@Cypress Financial Planning Llc

Latest period2024 - Q4ReportedManaged Assets$272.523MTotal holdings79
Assets growth rate0.76%Assets growth rate (2-Q avg)6.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Financial Planning Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Cypress Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 272.523M in assets, with a quarterly growth rate of 0.76% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by Jeffrey Jones, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -1.72%
11.98%
$32.626M
55,422 shares@ $588.69 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -3.13%
6.87%
$18.698M
98,420 shares@ $189.98 avg price
DGROIshares Tr
Recent Activity
Decreased -0.88%
4.38%
$11.936M
194,588 shares@ $61.35 avg price
IEFAIshares Tr
Recent Activity
Decreased -0.18%
2.7%
$7.337M
104,401 shares@ $70.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.03%
2.29%
$6.223M
11,112 shares@ $560.02 avg price
MSMorgan Stanley
Recent Activity
Decreased -9.16%
1.83%
$4.966M
49,448 shares@ $100.43 avg price
DFSDiscover Finl Svcs
Recent Activity
Decreased -25.2%
1.42%
$3.854M
22,247 shares@ $173.24 avg price
IEMGIshares Inc
Recent Activity
Decreased -4.06%
0.87%
$2.363M
45,244 shares@ $52.23 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.03%
0.49%
$1.323M
3,223 shares@ $410.44 avg price
PSEPInnovator Etfs Trust
Recent Activity
Decreased -3.17%
0.38%
$1.011M
25,871 shares@ $39.09 avg price