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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
25
3
5
1
1
0
12
2
2
JACKSON WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings91

Total Value ($x1000)394,184
Activities
New15

Increased51

Unchanged3

Decreased22

Sold Out8

Top 10 Stock Holdingstotal 38.43%
IVV11.08

ONEK5.85

THRK3.09

QQQ2.98

WMT2.82

 
LAG2.7

SPYG2.62

VTI2.43

AAPL2.43

SPYV2.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
11.08%
CORE S&P500 ETF
ONEK
5.85%
RUSSELL 1000 ETF
THRK
3.09%
RUSSELL 3000 ETF
QQQ
2.98%
UNIT SER 1
WMT
2.82%
COM
LAG
2.7%
BRCLYS AGG ETF
SPYG
2.62%
S&P 500 GROWTH
VTI
2.43%
TOTAL STK MKT
AAPL
2.43%
COM
SPYV
2.43%
S&P 500 VALUE
MSFT
2.41%
COM
ITR
2.3%
INTR TRM CORP BD
IWV
2.24%
RUSSELL 3000 ETF
VGSH
2.2%
SHTRM GVT BD ETF
VCIT
2.06%
INT-TERM CORP
MTUM
2.06%
MSCI USAMOMFCT
IWB
2%
RUS 1000 ETF
DWDP
1.65%
COM
OEF
1.6%
S&P 100 ETF
CSJ
1.55%
1-3 YR CR BD ETF
CSCO
1.54%
COM
VCSH
1.38%
SHRT TRM CORP BD
JNJ
1.37%
COM
MGK
1.36%
MEGA GRWTH IND
V
1.29%
COM CL A
IWF
1.28%
RUS 1000 GRW ETF
RSCO
1.07%
SM CAP COMPLETE
SCPB
1.02%
BARC SHT TR CP
MA
0.95%
CL A
KO
0.93%
COM
MRK
0.87%
COM
LMT
0.85%
COM
DIA
0.85%
UT SER 1
ETN
0.78%
SHS
DUK
0.73%
COM NEW
PEP
0.73%
COM
HD
0.72%
COM
VEU
0.71%
ALLWRLD EX US
MCD
0.7%
COM
LVS
0.69%
COM
ALE
0.68%
COM NEW
CME
0.66%
COM
VZ
0.66%
COM
AJG
0.62%
COM
MXIM
0.61%
COM
SO
0.6%
COM
UL
0.59%
SPON ADR NEW
AOR
0.58%
GRWT ALLOCAT ETF
BSV
0.56%
SHORT TRM BOND
JPM
0.54%
COM
RSP
0.54%
GUG S&P500 EQ WT
TRV
0.54%
COM
POR
0.53%
COM NEW
GWL
0.53%
S&P WRLD EX US
PM
0.53%
COM
DHR
0.52%
COM
ITW
0.52%
COM
TWOK
0.52%
SPDR RUSSEL 2000
SWK
0.52%
COM
HAS
0.49%
COM
ADP
0.48%
COM
SIX
0.47%
COM
JBLU
0.47%
COM
ANDV
0.47%
COM
BTI
0.47%
SPONSORED ADR
ABT
0.46%
COM
AOS
0.46%
COM
LOW
0.46%
COM
VGK
0.44%
FTSE EUROPE ETF
C
0.43%
COM NEW
SYF
0.43%
COM
CLX
0.43%
COM
HCN
0.41%
COM
VEA
0.41%
FTSE DEV MKT ETF
CB
0.41%
COM
CHD
0.4%
COM
BK
0.39%
COM
FDN
0.35%
DJ INTERNT IDX
MMC
0.33%
COM
AOA
0.33%
AGGRES ALLOC ETF
ITOT
0.27%
CORE S&P TTL STK
ATVI
0.21%
COM
MPC
0.21%
COM
WTR
0.18%
COM
PEG
0.18%
COM
T
0.17%
COM
NI
0.16%
COM
CTWS
0.14%
COM
PPL
0.14%
COM
AOM
0.1%
MODERT ALLOC ETF
PSDO
0.08%
COM
MO
1.15%
COM
CELG
0.56%
COM
VWO
0.3%
FTSE EMR MKT ETF
Q
0.26%
COM
KHC
0.22%
COM
CMCSA
0.18%
CL A
ORCL
0.13%
COM
GE
0.08%
COM