Instuitional Investor - Jackson, Grant Investment Advisers, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jackson, Grant Investment Advisers, Inc. |
| Portfolio Value | $322,018,845 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 57,747 | $43,123,605 | 13.39% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 153,555 | $32,671,925 | 10.15% | |
| 3. | KRE | 170,164 | $25,895,527 | 8.04% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 97,629 | $23,100,965 | 7.17% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 208,499 | $16,798,778 | 5.22% |