Instuitional Investor - Jeppson Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jeppson Wealth Management, Llc |
| Portfolio Value | $318,995,072 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 96,329 | $24,447,424 | 7.66% | |
| 2. | Ishares 0-5 Year Tips Bond Etf - ETF | 171,466 | $17,734,728 | 5.56% | |
| 3. | NVDA | 79,857 | $13,927,137 | 4.37% | |
| 4. | LMT | 19,643 | $11,872,193 | 3.72% | |
| 5. | Vanguard Short-Term Inflation-Protected Securities Etf - ETF | 178,818 | $8,931,965 | 2.8% |
Hedge Fund Resource Center 
