Jeffrey Jones

@Cypress Financial Planning Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$272.523M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ISEPInnovator Etfs Trust Recent Activity Increased 0.72%	0.13%	$352,295 12,785 shares@ $27.56 avg price	Increased 0.72%
SPIBSpdr Ser Tr Recent Activity Increased 0.34%	0.13%	$350,257 10,692 shares@ $32.76 avg price	Increased 0.34%
JPMJpmorgan Chase & Co. Recent Activity Increased 2.09%	0.13%	$340,628 1,421 shares@ $239.72 avg price	Increased 2.09%
QCOMQualcomm Inc Recent Activity Increased 1.26%	0.13%	$335,045 2,181 shares@ $153.62 avg price	Increased 1.26%
PGProcter And Gamble Co Recent Activity Increased 5.71%	0.11%	$288,786 1,723 shares@ $167.61 avg price	Increased 5.71%
IBMInternational Business Machs Recent Activity Increased 0.96%	0.1%	$255,515 1,162 shares@ $219.9 avg price	Increased 0.96%
SCHHSchwab Strategic Tr Recent Activity Increased 10.74%	0.09%	$242,822 11,530 shares@ $21.07 avg price	Increased 10.74%
SPSBSpdr Ser Tr Recent Activity Increased 1.26%	0.08%	$205,108 6,869 shares@ $29.86 avg price	Increased 1.26%
EAElectronic Arts Inc Recent Activity Increased 0.22%	0.08%	$204,674 1,399 shares@ $146.31 avg price	Increased 0.22%