Instuitional Investor - Jeppson Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jeppson Wealth Management, Llc |
| Portfolio Value | $289,116,292 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 98,158 | $20,139,072 | 6.97% | |
| 2. | Ishares 0-5 Year Tips Bond Etf - ETF | 182,440 | $18,774,900 | 6.49% | |
| 3. | NVDA | 83,291 | $13,159,193 | 4.55% | |
| 4. | LMT | 21,791 | $10,092,154 | 3.49% | |
| 5. | Vanguard Short-Term Inflation-Protected Securities Etf - ETF | 175,637 | $8,829,297 | 3.05% |
