CYPRESS FINANCIAL PLANNING LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 9, 2025
Value $: $277M
Signature - Title: Jeffrey Jones - Principal
Location: Haddon Heights, NJ
Summary: This page shows a list of all the recent 13F filings made by CYPRESS FINANCIAL PLANNING LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CYPRESS FINANCIAL PLANNING LLC reported 79 stock holdings with total value $277M as of Q1 2025. Top holdings included VCIT, IVV, VGIT, VCSH, and VEA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	79	$277M	+$12.7M	-$7.42M	+$5.32M	VCIT, IVV, VGIT, VCSH, VEA	13F-HR	4/9/2025, 03:00 PM
Q4 2024	79	$273M	+$11.6M	-$3.21M	+$8.43M	IVV, VCIT, VGIT, VCSH, VEA	13F-HR	1/13/2025, 07:15 PM
Q3 2024	76	$270M	+$21.2M	-$4.84M	+$16.4M	VCIT, IVV, VGIT, VEA, VCSH	13F-HR	10/7/2024, 05:28 PM
Q2 2024	68	$239M	+$23M	-$3.15M	+$19.9M	IVV, VCIT, VEA, VGIT, VCSH	13F-HR	7/16/2024, 05:40 PM
Q1 2024	65	$218M	+$103M	-$854K	+$102M	VCIT, IVV, VEA, VCSH, VXF	13F-HR	4/12/2024, 02:31 PM
Q4 2023	42	$110M	+$2.46M	-$77.1M	-$74.7M	VCIT, IVV, VEA, VXF, VIG	13F-HR	1/9/2024, 05:49 PM
Q3 2023	61	$175M	+$10.6M	-$4.06M	+$6.59M	VCIT, IVV, VCSH, VEA, VIG	13F-HR	10/10/2023, 09:01 PM
Q2 2023	56	$177M	+$8.33M	-$786K	+$7.54M	VCIT, IVV, VIG, VEA, VCSH	13F-HR	7/11/2023, 09:12 PM
Q1 2023	55	$164M	+$11.7M	-$3.16M	+$8.51M	VCIT, IVV, VIG, VEA, VCSH	13F-HR	4/7/2023, 01:22 PM
Q4 2022	50	$150M	+$6.43M	-$5.18M	+$1.25M	VCIT, IVV, VIG, VEA, VCSH	13F-HR	1/30/2023, 07:05 PM
Q3 2022	51	$141M	+$6.77M	-$2.52M	+$4.25M	VCIT, IVV, VIG, VCSH, VEA	13F-HR	10/13/2022, 07:03 AM
Q2 2022	54	$146M				VCIT, IVV, VIG, VCSH, VEA	13F-HR	7/20/2022, 07:48 AM