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