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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
19
2
3
0
2
0
13
6
3
JACKSON WEALTH MANAGEMENT LLC

Time Period2018-03-31

Total Holdings91

Total Value ($x1000)358,023
Activities
New13

Increased24

Unchanged1

Decreased53

Sold Out13

Top 10 Stock Holdingstotal 40.1%
IVV10.51

ONEK6.25

QQQ3.32

THRK3.31

LAG3.03

 
AAPL3.01

SPYG2.85

VGSH2.63

ITR2.6

MSFT2.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
10.51%
CORE S&P500 ETF
ONEK
6.25%
RUSSELL 1000 ETF
QQQ
3.32%
UNIT SER 1
THRK
3.31%
RUSSELL 3000 ETF
LAG
3.03%
BRCLYS AGG ETF
AAPL
3.01%
COM
SPYG
2.85%
S&P 500 GROWTH
VGSH
2.63%
SHTRM GVT BD ETF
ITR
2.6%
INTR TRM CORP BD
MSFT
2.59%
COM
SPYV
2.55%
S&P 500 VALUE
VTI
2.35%
TOTAL STK MKT
IWV
2.2%
RUSSELL 3000 ETF
MTUM
2.13%
MSCI USAMOMFCT
VCIT
2.06%
INT-TERM CORP
IWB
1.85%
RUS 1000 ETF
CSJ
1.8%
1-3 YR CR BD ETF
VCSH
1.68%
SHRT TRM CORP BD
V
1.53%
COM CL A
CSCO
1.52%
COM
OEF
1.51%
S&P 100 ETF
SCPB
1.35%
BARC SHT TR CP
MA
1.33%
CL A
MGK
1.26%
MEGA GRWTH IND
IWF
1.18%
RUS 1000 GRW ETF
RSCO
1.12%
SM CAP COMPLETE
DWDP
0.96%
COM
WMT
0.92%
COM
LOW
0.84%
COM
MRK
0.82%
COM
FB
0.79%
CL A
DIA
0.77%
UT SER 1
HD
0.75%
COM
VEU
0.74%
ALLWRLD EX US
ETN
0.72%
SHS
LVS
0.68%
COM
PEP
0.67%
COM
AJG
0.66%
COM
CME
0.65%
COM
MCD
0.65%
COM
ALE
0.64%
COM NEW
TRV
0.63%
COM
MXIM
0.63%
COM
DUK
0.62%
COM NEW
DHR
0.61%
COM
AOR
0.61%
GRWT ALLOCAT ETF
UL
0.6%
SPON ADR NEW
AET
0.6%
COM
BSV
0.56%
SHORT TRM BOND
EXR
0.55%
COM
GWL
0.53%
S&P WRLD EX US
TWOK
0.52%
SPDR RUSSEL 2000
JNJ
0.52%
COM
JPM
0.52%
COM
VGK
0.51%
FTSE EUROPE ETF
VZ
0.51%
COM
KO
0.5%
COM
SO
0.49%
COM
POR
0.47%
COM NEW
RSP
0.46%
GUG S&P500 EQ WT
TXN
0.44%
COM
BK
0.44%
COM
ADP
0.44%
COM
FDN
0.44%
DJ INTERNT IDX
GLD
0.43%
GOLD SHS
EA
0.43%
COM
HAS
0.42%
COM
SIX
0.42%
COM
ABT
0.42%
COM
AOS
0.41%
COM
MCHP
0.41%
COM
BTI
0.4%
SPONSORED ADR
ATVI
0.4%
COM
AOA
0.4%
AGGRES ALLOC ETF
PYPL
0.38%
COM
ANDV
0.38%
COM
FISV
0.38%
COM
HCN
0.36%
COM
CHD
0.36%
COM
C
0.36%
COM NEW
VEA
0.35%
FTSE DEV MKT ETF
SWKS
0.34%
COM
SHY
0.33%
1-3 YR TR BD ETF
SYF
0.33%
COM
GMM
0.33%
EMERG MKTS ETF
MMC
0.29%
COM
ITOT
0.23%
CORE S&P TTL STK
QRVO
0.22%
COM
AOM
0.11%
MODERT ALLOC ETF
NI
0.08%
COM
PSDO
0.07%
COM
LMT
0.85%
COM
PM
0.53%
COM
ITW
0.52%
COM
SWK
0.52%
COM
JBLU
0.47%
COM
CLX
0.43%
COM
CB
0.41%
COM
MPC
0.21%
COM
WTR
0.18%
COM
PEG
0.18%
COM
T
0.17%
COM
CTWS
0.14%
COM
PPL
0.14%
COM