Instuitional Investor - Cypress Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Cypress Financial Planning Llc |
| Portfolio Value | $362,224,869 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 441,834 | $37,109,610 | 10.24% | |
| 2. | IEF | 51,050 | $35,220,566 | 9.72% | |
| 3. | Vanguard Scottsdale Funds | 578,081 | $34,707,965 | 9.58% | |
| 4. | Vanguard Scottsdale Funds | 426,252 | $34,019,146 | 9.39% | |
| 5. | Vanguard Tax-Managed Fds | 482,694 | $30,298,874 | 8.36% |