Instuitional Investor - Jackson, Grant Investment Advisers, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jackson, Grant Investment Advisers, Inc. |
| Portfolio Value | $258,332,190 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 60,530 | $33,860,047 | 13.11% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 145,929 | $25,279,237 | 9.79% | |
| 3. | Spdr Series Trust | 173,259 | $23,507,716 | 9.1% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 98,875 | $19,180,666 | 7.42% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 50,793 | $13,135,969 | 5.08% |
