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| Name: |
CYPRESS FINANCIAL PLANNING LLC |
| City: |
HADDON HEIGHTS |
| State: |
NJ |
| Zip: |
08035 |
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data |
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| Holdings
Found :
6 |
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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 |
|
VIG |
Vanguard Dividend Appreciat... |
9 |
- |
$183.63 |
$8,366,000 |
45,816 |
3.83% |
245,000 |
-2,379 |
0.012 |
Closed - End Fund - Debt |
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LQD |
iShares Trust Goldman Sachs |
22 |
- |
$107.44 |
$1,168,000 |
10,726 |
0.53% |
-280,000 |
-2,550 |
0.003 |
Closed - End Fund - E... |
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ITR |
SPDR Series Trust |
40 |
- |
$32.51 |
$439,000 |
13,426 |
0.2% |
-76,000 |
-2,365 |
0.001 |
Closed - End Fund - Debt |
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HEFA |
Ishares Currency Hedged Msc... |
51 |
- |
$0.00 |
$323,000 |
9,272 |
0.15% |
21,000 |
-340 |
0 |
N/A |
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ISEP |
Innovator Intl Developed Po... |
56 |
- |
$0.00 |
$298,000 |
10,940 |
0.14% |
3,000 |
-466 |
0.122 |
N/A |
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VFH |
Vanguard Financial VIPERS |
60 |
- |
$102.36 |
$240,000 |
2,344 |
0.11% |
9,000 |
-172 |
0.002 |
Closed - End Fund - E... |
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