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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
PAUGInnovator Etfs Trust
Recent Activity
Decreased -1.41%
0.29%
$765,111
19,873 shares@ $38.51 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -8.34%
0.27%
$721,939
15,234 shares@ $47.39 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -8.73%
0.23%
$626,529
9,088 shares@ $68.95 avg price
POCTInnovator Etfs Trust
Recent Activity
Decreased -0.45%
0.2%
$523,820
13,239 shares@ $39.57 avg price
PJULInnovator Etfs Trust
Recent Activity
Decreased -2.3%
0.19%
$505,279
12,273 shares@ $41.17 avg price
TFISpdr Ser Tr
Recent Activity
Decreased -48.92%
0.15%
$404,148
8,859 shares@ $45.63 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -0.25%
0.14%
$354,348
1,932 shares@ $183.41 avg price
IJULInnovator Etfs Trust
Recent Activity
Decreased -19.89%
0.13%
$337,143
12,173 shares@ $27.7 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -1.84%
0.12%
$322,836
9,459 shares@ $34.14 avg price
HEFAIshares Tr
Recent Activity
Decreased -0.16%
0.12%
$320,986
9,237 shares@ $34.76 avg price