Instuitional Investor - Cypress Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Cypress Wealth Services, Llc
Portfolio Value $610,632,528
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 136,156 $34,669,300 5.68%
2. IEF 42,136 $28,201,349 4.62%
3.
Spdr Series Trust
321,343 $25,174,032 4.12%
4. VLUE 119,142 $23,173,024 3.79%
5.
Blackrock Etf Trust
384,616 $22,769,294 3.73%