Instuitional Investor - Jackson, Grant Investment Advisers, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jackson, Grant Investment Advisers, Inc. |
| Portfolio Value | $225,686,953 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 61,331 | $29,151,233 | 12.91% | |
| 2. | Invesco Exchange Traded Fd T | 131,410 | $20,736,536 | 9.18% | |
| 3. | Spdr Series Trust | 160,229 | $20,023,875 | 8.87% | |
| 4. | Vanguard Specialized Funds | 100,349 | $17,099,554 | 7.57% | |
| 5. | Vanguard Index Fds | 50,467 | $11,740,601 | 5.2% |
