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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
IEFIshares Tr
Recent Activity
New Position
0.57%
$1.532M
16,576 shares@ $92.45 avg price
IYRIshares Tr
Recent Activity
New Position
0.14%
$360,514
3,874 shares@ $93.06 avg price
IDECInnovator Etfs Trust
Recent Activity
New Position
0.12%
$322,724
12,171 shares@ $26.52 avg price
JNKSpdr Ser Tr
Recent Activity
New Position
0.11%
$298,917
3,131 shares@ $95.48 avg price
TSLATesla Inc
Recent Activity
New Position
0.09%
$237,054
587 shares@ $403.84 avg price
ABBVAbbvie Inc
Recent Activity
New Position
0.09%
$227,730
1,282 shares@ $177.64 avg price
IGIBIshares Tr
Recent Activity
New Position
0.08%
$206,555
4,010 shares@ $51.51 avg price