Instuitional Investor - Jackson, Grant Investment Advisers, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jackson, Grant Investment Advisers, Inc. |
| Portfolio Value | $303,721,528 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 59,756 | $40,748,555 | 13.42% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 156,374 | $29,955,033 | 9.86% | |
| 3. | Spdr Series Trust | 175,880 | $24,475,528 | 8.06% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 100,388 | $22,063,167 | 7.26% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 51,008 | $14,803,431 | 4.87% |