Instuitional Investor - Jackson, Grant Investment Advisers, Inc.
Fund Profile
Filing Period:
Fund Name: | Jackson, Grant Investment Advisers, Inc. |
Portfolio Value | $259,936,066 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 60,945 | $35,718,469 | 13.74% | |
2. | Invesco Exchange Traded Fd T | 144,950 | $25,399,615 | 9.77% | |
3. | Spdr Series Trust | 176,516 | $23,317,758 | 8.97% | |
4. | Vanguard Specialized Funds | 100,233 | $19,628,563 | 7.55% | |
5. | Vanguard Index Fds | 51,538 | $13,612,751 | 5.23% |