Jacobus Wealth Management, Inc.

Q3 2017 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    207

  • Value ($000)

    $381,967

  • Date Filed
    10/31/2017
  • Form type
    13F-HR
  • CIK
    0001501542
  • 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 Q3 2017 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF

ETF
78462F103
$20.28M
5 %

80,708

J
JPM

JP Morgan Chase

COM
46625H100
$18.60M
5 %

194,771

D
DGRW

WisdomTree US Dividend Growth ETF

ETF
97717X669
$15.92M
4 %

417,098

M
MDY

SPDR S&P MidCap 400 ETF

ETF
78467Y107
$14.73M
4 %

45,141

I
IHDG

WisdomTree Int'l Hedged Dividend Growth ETF

ETF
97717X594
$14.68M
4 %

478,918

V
VIG

Vanguard Dividend Appreciation ETF

ETF
921908844
$13.55M
4 %

142,996

D
DON

WisdomTree US MidCap Div ETF

ETF
97717W505
$12.38M
3 %

123,915

I
IJR

iShares S&P Small-Cap 600 ETF

ETF
464287804
$11.19M
3 %

150,806

D
DES

WisdomTree US SmallCap Div ETF

ETF
97717W604
$9.02M
2 %

107,348

B
BP

BP PLC SADR

SADR
055622104
$8.88M
2 %

231,206

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