Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JACKSON GRANT INVESTMENT ADVISERS INC | 01-31-2024 | 12-31-2023 | 394 | 225,686,953 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CORE MSCI EAFE | 151 | $88,571 | 1,259 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | CORE S&P US GWT | 152 | $87,768 | 843 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | RUS MD CP GR ETF | 153 | $87,114 | 834 | 0.00 | 0.00 | 1 | 0.12 | 12-31-2023 |
ISHARES TR | RUS 1000 GRW ETF | 154 | $86,637 | 286 | 0.00 | 0.00 | 1 | 0.35 | 12-31-2023 |