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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. SMALL-CAP ETF | ETF | 151 | $359,339 | 7,573 | 0.00 | 0.00 | -1,187 | -13.55 | 06-30-2024 |
| NUCOR CORP COM | Stock | 152 | $358,684 | 2,269 | 0.00 | 0.00 | 154 | 7.28 | 06-30-2024 |
| UNITED PARCEL SERVICE INC CL B | Stock | 153 | $357,589 | 2,613 | 0.00 | 0.00 | -148 | -5.36 | 06-30-2024 |
| MEDTRONIC PLC SHS | Stock | 154 | $350,023 | 4,447 | 0.00 | 0.00 | -86 | -1.90 | 06-30-2024 |
