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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
15
2
6
0
2
0
14
6
6
JACKSON WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings88

Total Value ($x1000)429,431
Activities
New22

Increased30

Unchanged1

Decreased35

Sold Out25

Top 10 Stock Holdingstotal 44.63%
IVV8.63

AAPL6.26

AMZN5.96

ONEK5.84

FLOT4.06

 
THRK3.14

QQQ3.09

SPYG2.75

MSFT2.56

SPYV2.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
8.63%
CORE S&P500 ETF
AAPL
6.26%
COM
AMZN
5.96%
COM
ONEK
5.84%
RUSSELL 1000 ETF
FLOT
4.06%
FLTG RATE BD ETF
THRK
3.14%
RUSSELL 3000 ETF
QQQ
3.09%
UNIT SER 1
SPYG
2.75%
S&P 500 GROWTH
MSFT
2.56%
COM
SPYV
2.34%
S&P 500 VALUE
VGSH
2.26%
SHTRM GVT BD ETF
SCPB
2.22%
BARC SHT TR CP
MTUM
2.03%
MSCI USAMOMFCT
IWV
1.79%
RUSSELL 3000 ETF
VTI
1.78%
TOTAL STK MKT
V
1.58%
COM CL A
MA
1.51%
CL A
CSJ
1.47%
1-3 YR CR BD ETF
VCSH
1.4%
SHRT TRM CORP BD
IWB
1.38%
RUS 1000 ETF
AMD
1.35%
COM
DIA
1.34%
UT SER 1
CSCO
1.33%
COM
FB
1.27%
CL A
ISRG
1.25%
COM NEW
SHW
1.22%
COM
OEF
1.14%
S&P 100 ETF
MGK
1.12%
MEGA GRWTH IND
RSCO
0.94%
SM CAP COMPLETE
IWF
0.91%
RUS 1000 GRW ETF
NEAR
0.88%
SHT MAT BD ETF
FDN
0.86%
DJ INTERNT IDX
DWDP
0.84%
COM
MRK
0.81%
COM
SPY
0.78%
TR UNIT
LOW
0.7%
COM
ORLY
0.69%
COM
AOS
0.62%
COM
DUK
0.61%
COM NEW
HD
0.61%
COM
ETN
0.6%
SHS
LVS
0.6%
COM
WSO
0.59%
COM
TWOK
0.58%
SPDR RUSSEL 2000
CME
0.57%
COM
ALE
0.57%
COM NEW
AJG
0.56%
COM
SKYY
0.55%
ISE CLOUD COMP
MCD
0.53%
COM
ITA
0.52%
U.S. AER&DEF ETF
AOR
0.52%
GRWT ALLOCAT ETF
MXIM
0.52%
COM
UL
0.5%
SPON ADR NEW
EXR
0.49%
COM
BLKB
0.48%
COM
VZ
0.48%
COM
ORI
0.47%
COM
ATVI
0.46%
COM
AET
0.46%
COM
SO
0.46%
COM
BSV
0.45%
SHORT TRM BOND
JPM
0.45%
COM
KAR
0.44%
COM
ADP
0.43%
COM
DHR
0.43%
COM
ANDV
0.42%
COM
KO
0.42%
COM
HAS
0.41%
COM
ABT
0.38%
COM
SIX
0.38%
COM
AOA
0.38%
AGGRES ALLOC ETF
HCN
0.35%
COM
TXRH
0.35%
COM
CHD
0.33%
COM
C
0.31%
COM NEW
RSP
0.29%
S&P500 EQL WGT
QRVO
0.27%
COM
MMC
0.26%
COM
MCHP
0.23%
COM
FISV
0.23%
COM
PYPL
0.23%
COM
INTC
0.2%
COM
DOCU
0.13%
COM
WTR
0.1%
COM
NI
0.1%
COM
T
0.09%
COM
BOTZ
0.05%
RBTCS ARTFL IN
PSDO
0.05%
COM
QQQ
3.32%
UNIT SER 1
LAG
3.03%
BRCLYS AGG ETF
ITR
2.6%
INTR TRM CORP BD
VCIT
2.06%
INT-TERM CORP
WMT
0.92%
COM
VEU
0.74%
ALLWRLD EX US
PEP
0.67%
COM
TRV
0.63%
COM
GWL
0.53%
S&P WRLD EX US
JNJ
0.52%
COM
VGK
0.51%
FTSE EUROPE ETF
POR
0.47%
COM NEW
RSP
0.46%
GUG S&P500 EQ WT
TXN
0.44%
COM
BK
0.44%
COM
GLD
0.43%
GOLD SHS
EA
0.43%
COM
BTI
0.4%
SPONSORED ADR
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
ITOT
0.23%
CORE S&P TTL STK
AOM
0.11%
MODERT ALLOC ETF