| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 16 | Q2 2024 | 18.8% |
| APPLE INC COM | 16 | Q2 2024 | 9.5% |
| LOCKHEED MARTIN CORP COM | 16 | Q2 2024 | 4.5% |
| AMAZON COM INC COM | 16 | Q2 2024 | 3.5% |
| EXXON MOBIL CORP COM | 16 | Q2 2024 | 3.8% |
| MICROSOFT CORP COM | 16 | Q2 2024 | 2.4% |
| DISNEY WALT CO COM DISNEY | 16 | Q2 2024 | 2.4% |
| VERIZON COMMUNICATIONS INC COM | 16 | Q2 2024 | 2.9% |
| NVIDIA CORPORATION COM | 16 | Q2 2024 | 4.1% |
| AMERICAN ELEC PWR CO INC COM | 16 | Q2 2024 | 1.7% |
View JEPPSON WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-03 |
View JEPPSON 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.