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Jeffrey Jones

Cypress Financial Planning Llc

Assets Managed
$362.582M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
0.1%(2Q avg: 5.26%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Financial Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 362.582M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 5.26%. The portfolio is managed by Jeffrey Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 3.01%
10.39%
$37.662M
455,130 shares@ $82.76 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 5.8%
10.05%
$36.421M
611,605 shares@ $59.56 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 4.21%
9.72%
$35.211M
444,194 shares@ $79.28 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.99%
9.48%
$34.342M
52,574 shares@ $653.22 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.09%
8.63%
$31.267M
487,941 shares@ $64.09 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 4.42%
6.68%
$24.209M
117,636 shares@ $205.8 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 5.39%
5.01%
$18.156M
258,712 shares@ $70.18 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 2.53%
4.79%
$17.357M
195,683 shares@ $88.71 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
Increased 5.45%
3.91%
$14.155M
492,846 shares@ $28.72 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.56%
2.85%
$10.313M
190,806 shares@ $54.05 avg price

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