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| Name: |
CYPRESS FINANCIAL PLANNING LLC |
| City: |
HADDON HEIGHTS |
| State: |
NJ |
| Zip: |
08035 |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VGIT |
Vanguard Intermediate -Ter |
6 |
New |
$58.04 |
$13,237,000 |
226,077 |
6.06% |
13,237,000 |
226,077 |
0.025 |
Closed - End Fund - Debt |
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SCHX |
Schwab Strategic Trust |
33 |
New |
$62.69 |
$615,000 |
9,910 |
0.28% |
615,000 |
9,910 |
0 |
Closed - End Fund - Debt |
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GWL |
St Spdr S&P Wld Xus |
59 |
New |
$36.42 |
$255,000 |
7,116 |
0.12% |
255,000 |
7,116 |
0.001 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
61 |
New |
$107.00 |
$238,000 |
2,216 |
0.11% |
238,000 |
2,216 |
0 |
Closed - End Fund - E... |
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PMAR |
Innovator S&p 500 Power Buf... |
62 |
New |
$0.00 |
$236,000 |
6,411 |
0.11% |
236,000 |
6,411 |
0.014 |
N/A |
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VOO |
Vanguard S&P 500 Etf |
63 |
New |
$485.97 |
$217,000 |
451 |
0.1% |
217,000 |
451 |
0 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
64 |
New |
$163.21 |
$212,000 |
1,300 |
0.1% |
212,000 |
1,300 |
0 |
Closed - End Fund - E... |
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IBM |
International Business Mach... |
65 |
New |
$168.97 |
$209,000 |
1,093 |
0.1% |
209,000 |
1,093 |
0 |
Diversified Computer ... |
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