Instuitional Investor - Cypress Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Cypress Financial Planning Llc |
| Portfolio Value | $362,581,529 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 455,130 | $37,662,043 | 10.39% | |
| 2. | Vanguard Scottsdale Funds | 611,605 | $36,421,106 | 10.04% | |
| 3. | Vanguard Scottsdale Funds | 444,194 | $35,211,291 | 9.71% | |
| 4. | IEF | 52,574 | $34,342,025 | 9.47% | |
| 5. | Vanguard Tax-Managed Fds | 487,941 | $31,267,269 | 8.62% |
Hedge Fund Resource Center 
