CYPRESS FINANCIAL PLANNING LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$239M
Signature - Title
Jeffrey Jones - Principal
Location
400 White Horse Pike, Haddon Heights, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 68 $239M +$23M -$3.15M +$19.9M IVV, VCIT, VEA, VGIT, VCSH 13F-HR 7/16/2024, 05:40 PM
Q1 2024 65 $218M +$103M -$854K +$102M VCIT, IVV, VEA, VCSH, VXF 13F-HR 4/12/2024, 02:31 PM
Q4 2023 42 $110M +$2.46M -$77.1M -$74.7M VCIT, IVV, VEA, VXF, VIG 13F-HR 1/9/2024, 05:49 PM
Q3 2023 61 $175M +$10.6M -$4.06M +$6.59M VCIT, IVV, VCSH, VEA, VIG 13F-HR 10/10/2023, 09:01 PM
Q2 2023 56 $177M +$8.33M -$786K +$7.54M VCIT, IVV, VIG, VEA, VCSH 13F-HR 7/11/2023, 09:12 PM
Q1 2023 55 $164M +$11.7M -$3.16M +$8.51M VCIT, IVV, VIG, VEA, VCSH 13F-HR 4/7/2023, 01:22 PM
Q4 2022 50 $150M +$6.43M -$5.18M +$1.25M VCIT, IVV, VIG, VEA, VCSH 13F-HR 1/30/2023, 07:05 PM
Q3 2022 51 $141M +$6.77M -$2.52M +$4.25M VCIT, IVV, VIG, VCSH, VEA 13F-HR 10/13/2022, 07:03 AM
Q2 2022 54 $146M VCIT, IVV, VIG, VCSH, VEA 13F-HR 7/20/2022, 07:48 AM