JACKSON THORNTON WEALTH MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationmontgomery, AL
- Num holdings
277
- Value ($000)
$985,882
- Date Filed10/29/2025
- Form type13F-HR
- CIK0001903880
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $187.86M | 19 % | 4,835,558 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $165.57M | 17 % | 2,836,023 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $76.01M | 8 % | 1,639,299 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $76M | 8 % | 1,688,611 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $46.53M | 5 % | 1,467,909 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $36.59M | 4 % | 610,431 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $35.38M | 4 % | 985,187 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $31.68M | 3 % | 432,529 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $29.11M | 3 % | 907,100 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $24.07M | 2 % | 738,209 |
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