CYPRESS FINANCIAL PLANNING LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Haddon Heights, NJ
CIK
0001937021
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 79 270,471 VCIT, IVV, VGIT, VEA 13F-HR 10/7/2024 000108514624004689
Q2 2024 71 241,688 IVV, VCIT, VEA, VGIT 13F-HR 7/16/2024 000108514624003059
Q1 2024 67 218,633 VCIT, IVV, VEA, VCSH 13F-HR 4/12/2024 000108514624001781
Q4 2023 42 110,171 VCIT, IVV, VEA, VXF 13F-HR 1/9/2024 000108514624000117
Q3 2023 61 175,001 VCIT, IVV, VCSH, VEA 13F-HR 10/10/2023 000108514623003644
Q2 2023 56 176,612 VCIT, IVV, VIG, VEA 13F-HR 7/11/2023 000108514623002658
Q1 2023 56 164,171 VCIT, IVV, VIG, VEA 13F-HR 4/7/2023 000108514623001557
Q4 2022 52 149,713 VCIT, IVV, VIG, VEA 13F-HR 1/30/2023 000108514623000465
Q3 2022 51 140,898 VCIT, IVV, VIG, VCSH 13F-HR 10/13/2022 000108514622003374
Q2 2022 54 145,910 VCIT, IVV, VIG, VCSH 13F-HR 7/20/2022 000108514622002484