CYPRESS FINANCIAL PLANNING LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$270M
Signature - Title
Jeffrey Jones - Principal
Location
Haddon Heights, NJ
Summary
This page shows a list of all the recent 13F filings made by CYPRESS FINANCIAL PLANNING LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CYPRESS FINANCIAL PLANNING LLC reported 76 stock holdings with total value $270M as of Q3 2024. Top holdings included VCIT, IVV, VGIT, VEA, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 76 $270M +$21.2M -$4.84M +$16.4M VCIT, IVV, VGIT, VEA, VCSH 13F-HR 10/7/2024, 05:28 PM
Q2 2024 68 $239M +$23M -$3.15M +$19.9M IVV, VCIT, VEA, VGIT, VCSH 13F-HR 7/16/2024, 05:40 PM
Q1 2024 66 $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 58 $173M +$10.5M -$4.33M +$6.19M VCIT, IVV, VCSH, VEA, VIG 13F-HR 10/10/2023, 09:01 PM
Q2 2023 54 $174M +$6.51M -$1.01M +$5.51M VCIT, IVV, VIG, VEA, VCSH 13F-HR 7/11/2023, 09:12 PM
Q1 2023 55 $164M +$11.7M -$4.18M +$7.49M VCIT, IVV, VIG, VEA, VCSH 13F-HR 4/7/2023, 01:22 PM
Q4 2022 50 $150M +$6.43M -$6.41M +$19.9K VCIT, IVV, VIG, VEA, VCSH 13F-HR 1/30/2023, 08:05 PM
Q3 2022 51 $141M +$6.77M -$3.19M +$3.58M VCIT, IVV, VIG, VCSH, VEA 13F-HR 10/13/2022, 07:03 AM
Q2 2022 54 $146M $0 $0 VCIT, IVV, VIG, VCSH, VEA 13F-HR 7/20/2022, 07:48 AM