Instuitional Investor - Cypress Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Cypress Financial Planning Llc |
| Portfolio Value | $280,157,297 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 397,391 | $32,490,693 | 11.6% | |
| 2. | IEF | 50,275 | $28,249,344 | 10.08% | |
| 3. | Vanguard Scottsdale Funds | 407,309 | $24,194,175 | 8.64% | |
| 4. | Vanguard Scottsdale Funds | 298,211 | $23,540,764 | 8.4% | |
| 5. | Vanguard Tax-Managed Fds | 437,350 | $22,230,510 | 7.94% |
