Instuitional Investor - Jeppson Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jeppson Wealth Management, Llc |
| Portfolio Value | $315,847,039 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 96,591 | $26,259,279 | 8.31% | |
| 2. | Ishares 0-5 Year Tips Bond Etf - ETF | 170,803 | $17,488,519 | 5.54% | |
| 3. | NVDA | 81,569 | $15,212,700 | 4.82% | |
| 4. | LMT | 20,859 | $10,088,935 | 3.19% | |
| 5. | Vanguard Short-Term Inflation-Protected Securities Etf - ETF | 179,687 | $8,887,325 | 2.81% |
Hedge Fund Resource Center 
