Instuitional Investor - Jackson, Grant Investment Advisers, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jackson, Grant Investment Advisers, Inc. |
| Portfolio Value | $272,337,599 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 60,731 | $37,522,778 | 13.78% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 147,713 | $26,845,347 | 9.86% | |
| 3. | Spdr Series Trust | 171,313 | $23,252,342 | 8.54% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 101,630 | $20,800,511 | 7.64% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 51,006 | $14,272,982 | 5.24% |
