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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
2024-12-31 $250k 250k 1.00
2024-09-30 $250k 250k 1.00
2024-03-31 $237k 237k 1.00
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

United States Treas Bills Tsrys58798
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Schwab Charles Famil Muni Money 0 (SWOXX)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Costco Whsl Corp Cost (COST)
Spdr Ser Tr Portfolio S&p500 SPLG (SPLG)
Mastercard Incorporated Cl A Ma (MA)
Cash 0
Ishares Tr S&p 100 Etf Oef (OEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf QQQM (QQQM)
Kla Corp Klac (KLAC)

View all positions for Jackson Wealth Management

Top funds holding S&p500indexfund

Jackson Wealth Management

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