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 |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 900 | +Inf | 06-30-2024 | |
| GRAYSCALE BITCOIN TRUST | ETF | 202 | $228,559 | 4,293 | 0.00 | 0.00 | -546 | -11.28 | 06-30-2024 |
| CORTEVA INC COM | Stock | 203 | $228,436 | 4,235 | 0.00 | 0.00 | -15 | -0.35 | 06-30-2024 |
| BECTON DICKINSON & CO COM | Stock | 204 | $226,231 | 968 | 0.00 | 0.00 | -17 | -1.73 | 06-30-2024 |
