Instuitional Investor - Jackson, Grant Investment Advisers, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jackson, Grant Investment Advisers, Inc. |
| Portfolio Value | $299,431,235 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 60,317 | $40,182,293 | 13.42% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 152,849 | $28,995,373 | 9.68% | |
| 3. | Spdr Series Trust | 175,650 | $24,599,842 | 8.22% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 101,880 | $21,984,735 | 7.34% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 51,175 | $15,032,212 | 5.02% |