Jacobus Wealth Management, Inc.
Q3 2017 13F Holdings
- Locationmilwaukee, WI
- Num holdings
207
- Value ($000)
$381,967
- Date Filed10/31/2017
- Form type13F-HR
- CIK0001501542
- 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 2017 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $20.28M | 5 % | 80,708 | ||
JPM JP Morgan Chase | COM | 46625H100 | $18.60M | 5 % | 194,771 | ||
DGRW WisdomTree US Dividend Growth ETF | ETF | 97717X669 | $15.92M | 4 % | 417,098 | ||
MDY SPDR S&P MidCap 400 ETF | ETF | 78467Y107 | $14.73M | 4 % | 45,141 | ||
IHDG WisdomTree Int'l Hedged Dividend Growth ETF | ETF | 97717X594 | $14.68M | 4 % | 478,918 | ||
VIG Vanguard Dividend Appreciation ETF | ETF | 921908844 | $13.55M | 4 % | 142,996 | ||
DON WisdomTree US MidCap Div ETF | ETF | 97717W505 | $12.38M | 3 % | 123,915 | ||
IJR iShares S&P Small-Cap 600 ETF | ETF | 464287804 | $11.19M | 3 % | 150,806 | ||
DES WisdomTree US SmallCap Div ETF | ETF | 97717W604 | $9.02M | 2 % | 107,348 | ||
BP BP PLC SADR | SADR | 055622104 | $8.88M | 2 % | 231,206 |
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