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Jackson Thornton Wealth Management, Llc

Portfolio Manager
Jackson Thornton Wealth Management, Llc
Performance
+2.17% (2026 Q1)
AUM (13F)
$1.11B
# of Holdings
286
Performance Rank
Allocation (Top 20)
82.63%

Jackson Thornton Wealth Management, Llc Holdings Map

Top 50 Jackson Thornton Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
17.87%4.90M$198.5M
+1.22%(+58.89K)
2025-Q1: 4.97M shares2025-Q2: 4.94M shares2025-Q3: 4.84M shares2025-Q4: 4.84M shares2026-Q1: 4.90M shares
$28.30(+52.71%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
16.51%2.84M$183.5M
+0.22%(+6.29K)
2025-Q1: 2.88M shares2025-Q2: 2.86M shares2025-Q3: 2.84M shares2025-Q4: 2.83M shares2026-Q1: 2.84M shares
$46.80(+40.67%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
7.95%1.60M$88.3M
-0.56%(-9.00K)
2025-Q1: 1.70M shares2025-Q2: 1.67M shares2025-Q3: 1.64M shares2025-Q4: 1.61M shares2026-Q1: 1.60M shares
$32.94(+68.96%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
7.52%1.67M$83.6M
-0.97%(-16.47K)
2025-Q1: 1.72M shares2025-Q2: 1.72M shares2025-Q3: 1.69M shares2025-Q4: 1.69M shares2026-Q1: 1.67M shares
$32.44(+62.24%)
2026-03-31
DFAX
DIMENSIONAL ETF TRUST
4.6%1.42M$51.1M
-0.97%(-13.92K)
2025-Q1: 1.54M shares2025-Q2: 1.51M shares2025-Q3: 1.47M shares2025-Q4: 1.44M shares2026-Q1: 1.42M shares
$24.60(+52.50%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
3.62%676.8K$40.2M
+6.19%(+39.47K)
2025-Q1: 559.9K shares2025-Q2: 573.2K shares2025-Q3: 610.4K shares2025-Q4: 637.3K shares2026-Q1: 676.8K shares
$59.11(-0.22%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
3.5%945.4K$38.9M
-3.42%(-33.44K)
2025-Q1: 1.02M shares2025-Q2: 998.9K shares2025-Q3: 985.2K shares2025-Q4: 978.8K shares2026-Q1: 945.4K shares
$25.49(+65.93%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
3.11%466.9K$34.6M
+4.16%(+18.64K)
2025-Q1: 425.6K shares2025-Q2: 432.0K shares2025-Q3: 432.5K shares2025-Q4: 448.3K shares2026-Q1: 466.9K shares
$52.60(+53.47%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
2.78%853.3K$30.8M
-5.51%(-49.72K)
2025-Q1: 894.7K shares2025-Q2: 907.7K shares2025-Q3: 907.1K shares2025-Q4: 903.0K shares2026-Q1: 853.3K shares
$24.58(+49.45%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
2.24%290.1K$24.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 290.1K shares
$78.80(+20.41%)
2026-03-31

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