Jackson Thornton Wealth Management
$1.1B Assets Reported
347 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4,902,914 | $199M | 17.9% |
| DFAT | DIMENSIONAL ETF TRUST | 2,840,246 | $184M | 16.5% |
| DFIV | DIMENSIONAL ETF TRUST | 1,602,043 | $88M | 7.9% |
| DFUV | DIMENSIONAL ETF TRUST | 1,674,054 | $84M | 7.5% |
| DFAX | DIMENSIONAL ETF TRUST | 1,422,904 | $51M | 4.6% |
| VGIT | VANGUARD SCOTTSDALE FDS | 676,751 | $40M | 3.6% |
| DISV | DIMENSIONAL ETF TRUST | 945,408 | $39M | 3.5% |
| DFUS | DIMENSIONAL ETF TRUST | 466,915 | $35M | 3.1% |
| DFSV | DIMENSIONAL ETF TRUST | 853,321 | $31M | 2.8% |
| AVEM | AMERICAN CENTY ETF TR | 290,077 | $25M | 2.2% |
Track Jackson Thornton Wealth Management's 13F portfolio: $1.1B in reported holdings, 347 positions. Top holdings, AUM, and quarterly changes on SentiSense.