Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JEPPSON WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 208 | 257,738,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC COM CL A | Stock | 151 | $385,484 | 1,454 | 0.00 | 0.00 | -100 | -6.44 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | 152 | $376,451 | 12,901 | 0.00 | 0.00 | 50 | 0.39 | 03-31-2024 |
| BOSTON PROPERTIES INC COM | REIT | 153 | $376,251 | 5,761 | 0.00 | 5,761 | +Inf | 03-31-2024 | |
| CITIGROUP INC COM NEW | Stock | 154 | $369,289 | 5,839 | 0.00 | 0.00 | -69 | -1.17 | 03-31-2024 |
