Top 50 Jackson Thornton Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.87% | 4.90M | $198.5M | +1.22%(+58.89K) | $28.30(+52.71%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 16.51% | 2.84M | $183.5M | +0.22%(+6.29K) | $46.80(+40.67%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.95% | 1.60M | $88.3M | -0.56%(-9.00K) | $32.94(+68.96%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.52% | 1.67M | $83.6M | -0.97%(-16.47K) | $32.44(+62.24%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.6% | 1.42M | $51.1M | -0.97%(-13.92K) | $24.60(+52.50%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.62% | 676.8K | $40.2M | +6.19%(+39.47K) | $59.11(-0.22%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.5% | 945.4K | $38.9M | -3.42%(-33.44K) | $25.49(+65.93%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.11% | 466.9K | $34.6M | +4.16%(+18.64K) | $52.60(+53.47%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.78% | 853.3K | $30.8M | -5.51%(-49.72K) | $24.58(+49.45%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.24% | 290.1K | $24.9M | new | $78.80(+20.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.52% | +46.28% |
| Top 20 Holdings Unweighted | +13.14% | +44.83% |
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