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. | AAPL | 99,288 | $24,863,750 | 9.01% | |
| 2. | Ishares 0-5 Year Tips Bond Etf - ETF | 184,079 | $18,518,347 | 6.71% | |
| 3. | NVDA | 85,912 | $11,537,155 | 4.18% | |
| 4. | LMT | 21,620 | $10,505,825 | 3.81% | |
| 5. | Vanguard Short-Term Inflation-Protected Securities Etf - ETF | 168,232 | $8,145,774 | 2.95% |
