Cypress Financial Planning LLC Portfolio Holdings
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
Cypress Financial Planning LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.6M, Vanguard Intermediate Term Cor with a value of $32M, Vanguard Intermediate Term Tre with a value of $23.4M, Vanguard Sht Term Corp Bd ETF with a value of $22.8M, and Vanguard Ftse Developed Market with a value of $22.1M.
Examining the 13F form we can see an increase of $785K in the current position value, from $270M to 270M.
Below you can find more details about Cypress Financial Planning LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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