Instuitional Investor - Cypress Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Cypress Wealth Services, Llc
Portfolio Value $708,342,792
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 164,551 $41,761,521 5.9%
2. IEF 45,887 $29,973,777 4.23%
3.
Spdr Series Trust
357,735 $27,381,068 3.87%
4.
Blackrock Etf Trust
409,616 $23,831,485 3.36%
5. IEF 80,372 $16,970,636 2.4%