JACKSON THORNTON WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19038802026Q2
| Positions | 417 |
|---|---|
| Reported value | $1.3bn |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4,929,596 | $218.7m | 17.3% |
| DIMENSIONAL ETF TRUST | 2,814,122 | $196.7m | 15.6% |
| YM=F DIMENSIONAL ETF TRUST | 1,669,238 | $91.8m | 7.3% |
| DFIV DIMENSIONAL ETF TRUST | 1,610,229 | $87.0m | 6.9% |
| DFAX DIMENSIONAL ETF TRUST | 1,410,622 | $52.0m | 4.1% |
| VGIT VANGUARD SCOTTSDALE FDS | 723,935 | $42.7m | 3.4% |
| DFUS DIMENSIONAL ETF TRUST | 492,705 | $40.4m | 3.2% |
| DISV DIMENSIONAL ETF TRUST | 958,337 | $38.5m | 3.0% |
| DIMENSIONAL ETF TRUST | 873,274 | $33.9m | 2.7% |
| AVEM AMERICAN CENTY ETF TR | 287,748 | $27.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1903880")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.