Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JEPPSON WEALTH MANAGEMENT LLC | 08-05-2024 | 06-30-2024 | 205 | 262,131,788 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $21,122,111 | 100,285 | 0.01 | 0.01 | -316 | -0.31 | 06-30-2024 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 2 | $18,390,826 | 184,851 | 0.01 | 0.01 | -5,882 | -3.08 | 06-30-2024 |
| NVIDIA CORPORATION COM | Stock | 3 | $10,672,276 | 86,387 | 0.00 | 0.00 | 77,667 | 890.68 | 06-30-2024 |
| LOCKHEED MARTIN CORP COM | Stock | 4 | $10,251,363 | 21,947 | 0.00 | 0.00 | 23 | 0.10 | 06-30-2024 |
