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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
VFHVanguard World Fd
Recent Activity
Exited
0%
$218,941
1,992 shares@ $109.92 avg price
SPSMSpdr Ser Tr
Recent Activity
Exited
0%
$207,844
4,567 shares@ $45.51 avg price
NYFIshares Tr
Recent Activity
Exited
0%
$202,271
3,723 shares@ $54.34 avg price
IJANInnovator Etfs Trust
Recent Activity
Exited
0%
$202,200
6,132 shares@ $32.98 avg price