JEPPSON WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationmanhattan beach, CA
- Num holdings
206
- Value ($000)
$273,167
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001831263
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC COM | STOCK | 037833100 | $21.95M | 8 % | 98,808 | ||
ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $19.03M | 7 % | 183,940 | ||
LOCKHEED MARTIN CORP COM | STOCK | 539830109 | $9.88M | 4 % | 22,114 | ||
NVIDIA CORPORATION COM | STOCK | 67066G104 | $9.36M | 3 % | 86,395 | ||
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | $8.6M | 3 % | 172,277 | ||
EXXON MOBIL CORP COM | STOCK | 30231G102 | $6.61M | 2 % | 55,548 | ||
AMAZON COM INC COM | STOCK | 023135106 | $5.6M | 2 % | 29,447 | ||
AT&T INC COM | STOCK | 00206R102 | $5.51M | 2 % | 194,913 | ||
MICROSOFT CORP COM | STOCK | 594918104 | $5.31M | 2 % | 14,149 | ||
DISNEY WALT CO COM | STOCK | 254687106 | $4.78M | 2 % | 48,400 |
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