Instuitional Investor - Cypress Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Cypress Financial Planning Llc |
| Portfolio Value | $272,523,460 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 55,422 | $32,625,940 | 11.97% | |
| 2. | Vanguard Scottsdale Funds | 399,215 | $32,045,013 | 11.75% | |
| 3. | Vanguard Scottsdale Funds | 402,953 | $23,371,251 | 8.57% | |
| 4. | Vanguard Scottsdale Funds | 292,900 | $22,849,127 | 8.38% | |
| 5. | Vanguard Tax-Managed Fds | 462,025 | $22,094,054 | 8.1% |
