Cypress Financial Planning 13F annual report
Cypress Financial Planning is an investment fund managing more than $218 billion ran by Jeffrey Jones. There are currently 36 companies in Mr. Jones’s portfolio. The largest investments include Vanguard Scottsdale Fds and Ishares Tr, together worth $101 billion.
$218 billion Assets Under Management (AUM)
As of 5th April 2024, Cypress Financial Planning’s top holding is 621,190 shares of Vanguard Scottsdale Fds currently worth over $49.3 billion and making up 22.6% of the portfolio value.
In addition, the fund holds 362,511 shares of Ishares Tr worth $51.4 billion.
The third-largest holding is Vanguard Tax-managed Fds worth $20.2 billion and the next is Vanguard Index Fds worth $27.6 billion, with 223,236 shares owned.
Currently, Cypress Financial Planning's portfolio is worth at least $218 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cypress Financial Planning
The Cypress Financial Planning office and employees reside in Haddon Heights, New Jersey. According to the last 13-F report filed with the SEC, Jeffrey Jones serves as the Principal at Cypress Financial Planning.
Recent trades
In the most recent 13F filing, Cypress Financial Planning revealed that it had opened a new position in
Vanguard Scottsdale Fds and bought 226,077 shares worth $13.2 billion.
The investment fund also strengthened its position in Vanguard Scottsdale Fds by buying
22,759 additional shares.
This makes their stake in Vanguard Scottsdale Fds total 621,190 shares worth $49.3 billion.
On the other hand, there are companies that Cypress Financial Planning is getting rid of from its portfolio.
Cypress Financial Planning closed its position in Seagen Inc on 12th April 2024.
It sold the previously owned 4,050 shares for $787 million.
Jeffrey Jones also disclosed a decreased stake in Vanguard Specialized Funds by 0.5%.
This leaves the value of the investment at $8.37 billion and 45,816 shares.
One of the smaller hedge funds
The two most similar investment funds to Cypress Financial Planning are Brand Asset Management and Reston Wealth Management. They manage $218 billion and $219 billion respectively.
Jeffrey Jones investment strategy
Cypress Financial Planning’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Miscellaneous — making up 7.6% of
the total portfolio value.
The fund focuses on investments in the United States as
30.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
28% of the total holdings value.
On the other hand, small-cap stocks make up 11.1% of the portfolio.
The average market cap of the portfolio companies is close to $376 billion.
The complete list of Cypress Financial Planning trades based on 13F SEC filings
These positions were updated on April 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Scottsdale Fds |
3.80%
621,190
|
$49,265,068,000 | 22.56% |
| Ishares Tr |
51.31%
362,511
|
$51,394,364,000 | 23.54% |
| Vanguard Tax-managed Fds |
26.02%
401,707
|
$20,153,662,000 | 9.23% |
| Vanguard Index Fds |
24.65%
223,236
|
$27,639,378,000 | 12.66% |
| Vanguard Scottsdale Fds |
Opened
226,077
|
$13,236,808,000 | 6.06% |
| Vanguard Specialized Funds |
51.83%
45,816
|
$8,366,460,000 | 3.83% |
| VanEck ETF Trust |
49.13%
255,497
|
$7,570,580,000 | 3.47% |
| Vanguard Intl Equity Index F |
3.07%
174,464
|
$7,619,268,000 | 3.49% |
| Spdr Sp 500 Etf Tr |
7.87%
9,307
|
$4,868,212,000 | 2.23% |
| Morgan Stanley |
1.78%
40,778
|
$3,839,656,000 | 1.76% |
| Discover Finl Svcs |
No change
22,225
|
$2,913,475,000 | 1.33% |
| Apple Inc |
4.81%
7,948
|
$1,362,945,000 | 0.62% |
| Amazon.com Inc. |
2.11%
7,304
|
$1,317,496,000 | 0.60% |
| Spdr Ser Tr |
19.03%
102,736
|
$3,673,160,000 | 1.68% |
| Ishares Inc |
Opened
24,803
|
$1,279,835,000 | 0.59% |
| Berkshire Hathaway Inc. |
8.65%
2,873
|
$1,208,154,000 | 0.55% |
| Lockheed Martin Corp. |
42.39%
1,871
|
$851,062,000 | 0.39% |
| Microsoft Corporation |
0.94%
1,907
|
$802,313,000 | 0.37% |
| Seagen Inc |
Closed
4,050
|
$787,442,000 | |
| Netflix Inc. |
13.47%
1,278
|
$776,168,000 | 0.36% |
| Innovator ETFs Trust |
7.05%
103,546
|
$3,803,487,000 | 1.74% |
| Vanguard Bd Index Fds |
146.72%
8,655
|
$628,613,000 | 0.29% |
| Schwab Strategic Tr |
Opened
9,910
|
$614,991,000 | 0.28% |
| Schwab Strategic Tr |
Closed
10,139
|
$528,546,000 | |
| Innovator ETFs Trust |
Opened
42,538
|
$1,350,393,000 | 0.62% |
| American Tower Corp. |
2.44%
1,928
|
$380,954,000 | 0.17% |
| Qualcomm, Inc. |
1.53%
2,059
|
$348,589,000 | 0.16% |
| Johnson Ctls Intl Plc |
Opened
5,068
|
$331,042,000 | 0.15% |
| Procter And Gamble Co |
0.41%
1,966
|
$319,014,000 | 0.15% |
| Unitedhealth Group Inc |
0.16%
628
|
$310,672,000 | 0.14% |
| Equinix Inc |
No change
364
|
$300,335,000 | 0.14% |
| CVR Partners LP |
12.50%
3,500
|
$275,065,000 | 0.13% |
| Spdr Index Shs Fds |
Opened
7,116
|
$255,037,000 | 0.12% |
| Vanguard World Fd |
Opened
2,344
|
$240,002,000 | 0.11% |
| Ishares Tr |
Opened
2,216
|
$238,442,000 | 0.11% |
| Vanguard Index Fds |
Opened
1,751
|
$428,514,000 | 0.20% |
| International Business Machs |
Opened
1,093
|
$208,782,000 | 0.10% |
| Ishares Tr |
Closed
1,923
|
$205,742,000 | |
| Spdr Ser Tr |
Opened
6,733
|
$200,441,000 | 0.09% |
| No transactions found | |||
| Showing first 500 out of 39 holdings | |||
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