Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JACKSON GRANT INVESTMENT ADVISERS INC 01-31-2024 12-31-2023 394 225,686,953
Institutional Holdings
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
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