Top 50 Cypress Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.65% | 138.5K | $44.4M | -0.56%(-782) | $273.38(+33.41%) | 2026-03-31 | |
| SGOV | ISHARES TR | 10.55% | 368.3K | $37.1M | +397.37%(+294.23K) | $100.52(-0.01%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 10% | 464.3K | $35.1M | +5.39%(+23.74K) | $75.51(+0.05%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 9.79% | 375.3K | $34.4M | -5.35%(-21.20K) | $91.77(-0.30%) | 2026-03-31 | |
| TIP | ISHARES TR | 5.11% | 162.6K | $17.9M | -1.60%(-2.64K) | $108.00(+2.89%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.64% | 218.5K | $12.8M | +3.47%(+7.32K) | $58.51(-0.40%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 3.31% | 260.3K | $11.6M | -18.42%(-58.78K) | $22.85(+95.48%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.48% | 13.4K | $8.7M | -49.15%(-12.94K) | $547.06(+35.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.12% | 29.4K | $7.5M | -1.27%(-379) | $199.29(+49.97%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.09% | 37.3K | $7.3M | new | $185.13(+12.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.51% | +38.64% |
| Top 20 Holdings Unweighted | +9.83% | +32.49% |
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