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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
MUBIshares Tr
Recent Activity
Increased 76.18%
0.26%
$696,624
6,538 shares@ $106.56 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.97%
0.22%
$592,994
2,046 shares@ $289.84 avg price
IJSIshares Tr
Recent Activity
Increased 0.09%
0.2%
$535,003
4,926 shares@ $108.61 avg price
PDECInnovator Etfs Trust
Recent Activity
Increased 21.72%
0.2%
$529,389
13,779 shares@ $38.42 avg price
VOOVanguard Index Fds
Recent Activity
Increased 16.67%
0.18%
$467,687
868 shares@ $538.81 avg price
IWMIshares Tr
Recent Activity
Increased 0.16%
0.17%
$441,478
1,998 shares@ $220.96 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.05%
0.16%
$433,822
2,278 shares@ $190.44 avg price
NVDANvidia Corporation
Recent Activity
Increased 18.37%
0.15%
$408,510
3,042 shares@ $134.29 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Increased 0.14%
0.15%
$404,358
5,123 shares@ $78.93 avg price
PNOVInnovator Etfs Trust
Recent Activity
Increased 31.53%
0.14%
$363,106
9,587 shares@ $37.88 avg price