Inman Jager Wealth Management, LLC
Q4 2024 13F Holdings
- Locationhattiesburg, MS
- Num holdings
80
- Value ($000)
$128,313
- Date Filed01/27/2025
- Form type13F-HR
- CIK0002052044
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $19.72M | 15 % | 46,791 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.07M | 9 % | 20,507 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $6.17M | 5 % | 156,761 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.75M | 4 % | 66,002 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.21M | 3 % | 67,610 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $4.03M | 3 % | 18,260 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $3.86M | 3 % | 29,374 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.11M | 2 % | 44,202 | ||
EEM ISHARES TR | MSCI EMG MKT ETF | 464287234 | $2.56M | 2 % | 61,316 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $2.46M | 2 % | 27,978 |
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