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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.43%
0.63%
$1.696M
3,742 shares@ $453.29 avg price
IJRIshares Tr
Recent Activity
Increased 6.44%
0.62%
$1.672M
14,509 shares@ $115.23 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.99%
0.55%
$1.476M
6,729 shares@ $219.4 avg price
SJNKSpdr Ser Tr
Recent Activity
Increased 13.09%
0.47%
$1.271M
50,329 shares@ $25.25 avg price
LQDIshares Tr
Recent Activity
Increased 1.92%
0.36%
$971,606
9,094 shares@ $106.85 avg price
NFLXNetflix Inc
Recent Activity
Increased 0.38%
0.36%
$954,604
1,071 shares@ $891.33 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Increased 1.3%
0.31%
$818,446
12,895 shares@ $63.48 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 179.4%
0.28%
$736,024
31,753 shares@ $23.18 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.32%
0.27%
$722,873
1,715 shares@ $421.51 avg price
EFAIshares Tr
Recent Activity
Increased 4.33%
0.27%
$720,335
9,527 shares@ $75.61 avg price