Instuitional Investor - Jeppson Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jeppson Wealth Management, Llc |
| Portfolio Value | $339,406,328 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 94,969 | $27,480,179 | 8.1% | |
| 2. | Ishares 0-5 Year Tips Bond Etf - ETF | 170,049 | $17,372,206 | 5.12% | |
| 3. | NVDA | 78,312 | $15,669,399 | 4.62% | |
| 4. | LMT | 19,224 | $9,793,961 | 2.89% | |
| 5. | Vanguard Short-Term Inflation-Protected Securities Etf - ETF | 177,112 | $8,896,353 | 2.62% |
Hedge Fund Resource Center 
