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Home > Institutional Investor > Jeppson Wealth Management, Llc > Profile

Instuitional Investor - Jeppson Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jeppson Wealth Management, Llc
Portfolio Value $241,502,701
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 101,345 $19,511,911 8.07%
2.
Ishares 0-5 Year Tips Bond Etf
 191,148 $18,845,281 7.8%
3.
Lockheed Martin Corp
 LMT 21,751 $9,858,435 4.08%
4.
Vanguard Short-Term Inflation-Protected Securities Etf
 169,342 $8,042,068 3.33%
5.
Exxon Mobil Corp
 XOM 56,857 $5,684,563 2.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)