JACKSON THORNTON WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationmontgomery, AL
- Num holdings
87
- Value ($000)
$791,243
- Date Filed02/11/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $173.65M | 22 % | 5,020,164 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $164.43M | 21 % | 2,954,177 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $70.43M | 9 % | 1,721,157 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $61.31M | 8 % | 1,727,902 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $40.65M | 5 % | 1,634,972 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $32.05M | 4 % | 552,645 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $27.36M | 4 % | 888,800 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $27.11M | 3 % | 425,320 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $25.84M | 3 % | 972,480 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $19.05M | 2 % | 292,651 |
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