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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
IVVIshares Tr
Recent Activity
Decreased -1.72%
11.98%
$32.626M
55,422 shares@ $588.69 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 1.77%
11.76%
$32.045M
399,215 shares@ $80.28 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 4.14%
8.58%
$23.371M
402,953 shares@ $58.0 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 7.92%
8.39%
$22.849M
292,900 shares@ $78.01 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 7.66%
8.11%
$22.094M
462,025 shares@ $47.83 avg price
VNQVanguard Index Fds
Recent Activity
Increased 5.92%
7.45%
$20.295M
227,828 shares@ $89.09 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -3.13%
6.87%
$18.698M
98,420 shares@ $189.98 avg price
DGROIshares Tr
Recent Activity
Decreased -0.88%
4.38%
$11.936M
194,588 shares@ $61.35 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 5.56%
3.99%
$10.87M
379,137 shares@ $28.68 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.05%
2.92%
$7.958M
40,635 shares@ $195.83 avg price