Instuitional Investor - Jackson Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jackson Wealth Management, Llc |
| Portfolio Value | $169,855,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Schwab Funds Value Adv | 53,377,119 | $53,377,000 | 31.43% | |
| 2. | Schwab Funds Value Adv | 9,477,935 | $9,478,000 | 5.58% | |
| 3. | Jp Morgan Enhanced Index | 1,051,022 | $9,431,000 | 5.55% | |
| 4. | Scudder Vit Equity 500 Index | 126,305 | $8,153,000 | 4.8% | |
| 5. | KLAC | 19,840 | $5,986,000 | 3.52% |
Hedge Fund Resource Center 
