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Kurt Ruoff

Cypress Financial Planning Llc

Assets Managed
$412.919M
Holdings
106
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
13.89%(2Q avg: 7%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Financial Planning Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 106 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 412.919M in assets, with a quarterly growth rate of 13.89% and a 2-quarter average growth rate of 7%. The portfolio is managed by Kurt Ruoff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.83%
10%
$41.271M
55,110 shares@ $748.89 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 6.42%
9.7%
$40.03M
484,328 shares@ $82.66 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 7.23%
9.37%
$38.679M
655,795 shares@ $58.99 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 4.13%
8.86%
$36.553M
462,522 shares@ $79.03 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.5%
8.47%
$34.939M
490,368 shares@ $71.25 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 2.62%
7.2%
$29.72M
120,709 shares@ $246.22 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 3.22%
4.91%
$20.239M
267,041 shares@ $75.79 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 0.94%
4.62%
$19.046M
197,512 shares@ $96.44 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
New Position
4.53%
$18.68M
415,201 shares@ $44.99 avg price
MS
Morgan Stanley
Recent Activity
Increased 20.76%
2.92%
$12.052M
57,654 shares@ $209.05 avg price

1-10 of 106