Instuitional Investor - Jackson Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jackson Wealth Management, Llc |
| Portfolio Value | $759,598,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | U S Treasury Bill | 132,161,000 | $131,342,000 | 17.29% | |
| 2. | Vanguard Index Fds Sp 500 Etf Shs | 120,373 | $52,579,000 | 6.92% | |
| 3. | MSFT | 129,817 | $48,816,000 | 6.42% | |
| 4. | Schwab Value Advantage Money Ultra | 37,257,636 | $37,258,000 | 4.9% | |
| 5. | AAPL | 193,163 | $37,190,000 | 4.89% |
