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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS 66 COM | Stock | 51 | $1,463,509 | 10,367 | 0.00 | 0.00 | -50 | -0.48 | 06-30-2024 |
| ABBOTT LABS COM | Stock | 52 | $1,438,426 | 13,843 | 0.00 | 0.00 | -162 | -1.16 | 06-30-2024 |
| SCHWAB CHARLES CORP COM | Stock | 53 | $1,425,386 | 19,343 | 0.00 | 0.00 | -394 | -2.00 | 06-30-2024 |
| GILEAD SCIENCES INC COM | Stock | 54 | $1,371,334 | 19,987 | 0.00 | 0.00 | 74 | 0.37 | 06-30-2024 |
