JACKSON THORNTON WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationmontgomery, AL
- Num holdings
101
- Value ($000)
$753,234
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $153.22M | 20 % | 4,965,047 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $136.39M | 18 % | 2,878,712 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $65.58M | 9 % | 1,720,713 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $65.56M | 9 % | 1,697,095 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $39.80M | 5 % | 1,535,422 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $33.19M | 4 % | 559,865 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $29.74M | 4 % | 1,018,611 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $24.22M | 3 % | 425,573 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $22.95M | 3 % | 894,652 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $19.25M | 3 % | 753,473 |
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