Instuitional Investor - Cypress Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Cypress Financial Planning Llc |
| Portfolio Value | $110,171,841 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 292,955 | $23,550,652 | 21.37% | |
| 2. | IEF | 37,490 | $17,603,675 | 15.97% | |
| 3. | Vanguard Tax-Managed Fds | 227,184 | $10,700,366 | 9.71% | |
| 4. | Vanguard Index Fds | 57,768 | $9,156,295 | 8.31% | |
| 5. | Vanguard Specialized Funds | 48,195 | $8,120,858 | 7.37% |
