Instuitional Investor - Jeppson Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jeppson Wealth Management, Llc |
| Portfolio Value | $273,166,875 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 98,808 | $21,948,326 | 8.03% | |
| 2. | Ishares 0-5 Year Tips Bond Etf - ETF | 183,940 | $19,032,272 | 6.97% | |
| 3. | LMT | 22,114 | $9,878,437 | 3.62% | |
| 4. | NVDA | 86,395 | $9,363,516 | 3.43% | |
| 5. | Vanguard Short-Term Inflation-Protected Securities Etf - ETF | 172,277 | $8,596,603 | 3.15% |
