Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JEPPSON WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 208 | 257,738,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 1 | $18,964,582 | 190,733 | 0.01 | 0.01 | -415 | -0.22 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $17,250,991 | 100,601 | 0.01 | 0.01 | -744 | -0.73 | 03-31-2024 |
| LOCKHEED MARTIN CORP COM | Stock | 3 | $9,972,536 | 21,924 | 0.00 | 0.00 | 173 | 0.80 | 03-31-2024 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 4 | $7,959,143 | 166,196 | 0.00 | 0.00 | -3,146 | -1.86 | 03-31-2024 |
