JACKSON THORNTON WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JT JACKSON THORNTON WEALTH MANAGEMENT, LLC | Institutional Filer | ▲ 5.01% | $1.11B | 286 |
Current Portfolio Holdings
Showing all 286 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 4.9M | $198.5M | 17.87% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | — | 2.8M | $183.5M | 16.51% |
| 3 | DFIV | DIMENSIONAL ETF TRUST | — | 1.6M | $88.3M | 7.95% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | — | 1.7M | $83.6M | 7.52% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | — | 1.4M | $51.1M | 4.60% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | — | 677K | $40.2M | 3.62% |
| 7 | DISV | DIMENSIONAL ETF TRUST | — | 945K | $38.9M | 3.50% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | — | 467K | $34.6M | 3.11% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | — | 853K | $30.8M | 2.78% |
| 10 | AVEM | AMERICAN CENTY ETF TR | — | 290K | $24.9M | 2.24% |
| 11 | DFSD | DIMENSIONAL ETF TRUST | — | 506K | $24.3M | 2.19% |
| 12 | DFAS | DIMENSIONAL ETF TRUST | — | 311K | $23.1M | 2.08% |
| 13 | VTIP | VANGUARD MALVERN FDS | — | 327K | $16.4M | 1.47% |
| 14 | DFAU | DIMENSIONAL ETF TRUST | — | 299K | $14.1M | 1.27% |
| 15 | DFEM | DIMENSIONAL ETF TRUST | — | 338K | $12.4M | 1.12% |
Showing 1 to 15 of 286 holdings