Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR CORE S&P500 ETF | 35 | Q3 2023 | 19.1% |
MICROSOFT CORP COM | 35 | Q3 2023 | 10.8% |
MASTERCARD INCORPORATED CL A | 35 | Q3 2023 | 2.3% |
MCDONALDS CORP COM | 35 | Q3 2023 | 2.8% |
MERCK & CO INC NEW | 35 | Q3 2023 | 1.9% |
COCA COLA CO COM | 35 | Q3 2023 | 2.1% |
APPLE INC COM | 34 | Q3 2023 | 10.1% |
VANGUARD TOTAL STOCK MARKET ETF | 34 | Q3 2023 | 6.1% |
JOHNSON & JOHNSON COM | 33 | Q3 2023 | 1.4% |
HOME DEPOT INC COM | 32 | Q3 2023 | 1.2% |
View Jackson Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-09 |
13F-HR | 2021-12-10 |
View Jackson Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.