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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
HYDVaneck Etf Trust
Recent Activity
Decreased -21.76%
0.11%
$295,212
5,687 shares@ $51.91 avg price
PJANInnovator Etfs Trust
Recent Activity
Decreased -16.05%
0.11%
$275,301
6,516 shares@ $42.25 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.37%
0.1%
$271,647
537 shares@ $505.87 avg price
PMAYInnovator Etfs Trust
Recent Activity
Decreased -3.68%
0.1%
$269,916
7,517 shares@ $35.91 avg price
PMARInnovator Etfs Trust
Recent Activity
Decreased -4.46%
0.1%
$252,916
6,293 shares@ $40.2 avg price
PAPRInnovator Etfs Trust
Recent Activity
Decreased -6.07%
0.09%
$240,006
6,539 shares@ $36.71 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -6.53%
0.08%
$205,869
1,216 shares@ $169.31 avg price