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S&p500indexfund shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of S&p500indexfund shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in S&p500indexfund

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All positions including S&p500indexfund held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p500indexfund by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 237k 1.00
2023-09-30 $237k 237k 1.00
2023-03-31 $224k 224k 1.00

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding S&p500indexfund

Jackson Wealth Management

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