JEPPSON WEALTH MANAGEMENT, LLC

Q4 2024 13F Holdings

  • Location
    manhattan beach, CA
  • Num holdings

    199

  • Value ($000)

    $275,690

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001831263
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC COM

STOCK
037833100
$24.86M
9 %

99,288

STIP
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
46429B747
$18.52M
7 %

184,079

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$11.54M
4 %

85,912

LMT
LMT

LOCKHEED MARTIN CORP COM

STOCK
539830109
$10.51M
4 %

21,620

VTIP
VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

ETF
922020805
$8.15M
3 %

168,232

AMZN
AMZN

AMAZON COM INC COM

STOCK
023135106
$6.49M
2 %

29,574

XOM
XOM

EXXON MOBIL CORP COM

STOCK
30231G102
$5.91M
2 %

54,927

MSFT
MSFT

MICROSOFT CORP COM

STOCK
594918104
$5.88M
2 %

13,949

DIS
DIS

DISNEY WALT CO COM

STOCK
254687106
$5.38M
2 %

48,277

ORCL
ORCL

ORACLE CORP COM

STOCK
68389X105
$4.62M
2 %

27,702

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