$129 Million is the total value of Jackson, Grant Investment Advisers, Inc.'s 184 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEAR | New | ISHARES U S ETF TRsht mat bd etf | $2,087,000 | – | 41,515 | +100.0% | 1.62% | – |
| UBSH | New | UNION BANKSHARES CORP NEW | $223,000 | – | 6,581 | +100.0% | 0.17% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $65,000 | – | 464 | +100.0% | 0.05% | – |
| FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $54,000 | – | 1,407 | +100.0% | 0.04% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $52,000 | – | 832 | +100.0% | 0.04% | – |
| EPR | New | EPR PPTYS | $46,000 | – | 634 | +100.0% | 0.04% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $44,000 | – | 355 | +100.0% | 0.03% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $40,000 | – | 962 | +100.0% | 0.03% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $24,000 | – | 580 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES INCcore msci emkt | $17,000 | – | 334 | +100.0% | 0.01% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $11,000 | – | 184 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $9,000 | – | 192 | +100.0% | 0.01% | – |
| FL | New | FOOT LOCKER INC | $0 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 32 | Q3 2023 | 19.6% |
| SPDR S&P 500 ETF TR | 32 | Q3 2023 | 15.0% |
| ISHARES TR | 32 | Q3 2023 | 5.4% |
| ISHARES TR CORE | 32 | Q3 2023 | 5.4% |
| ISHARES TR | 32 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 2.7% |
| ISHARES TR | 32 | Q3 2023 | 2.2% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 2.3% |
| MICROSOFT CORP | 32 | Q3 2023 | 3.3% |
| PROCTER & GAMBLE CO | 32 | Q3 2023 | 2.9% |
View Jackson, Grant Investment Advisers, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-24 |
View Jackson, Grant Investment Advisers, Inc.'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.