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Home > Institutional Investor > Jeppson Wealth Management, Llc > Profile

Instuitional Investor - Jeppson Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jeppson Wealth Management, Llc
Portfolio Value $275,689,567
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 99,288 $24,863,750 9.01%
2.
Ishares 0-5 Year Tips Bond Etf
 184,079 $18,518,347 6.71%
3.
Nvidia Corp
 NVDA 85,912 $11,537,155 4.18%
4.
Lockheed Martin Corp
 LMT 21,620 $10,505,825 3.81%
5.
Vanguard Short-Term Inflation-Protected Securities Etf
 168,232 $8,145,774 2.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)