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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD SHARES | ETF | 51 | $1,482,213 | 7,205 | 0.00 | 0.00 | 950 | 15.19 | 03-31-2024 |
| GILEAD SCIENCES INC COM | Stock | 52 | $1,458,636 | 19,913 | 0.00 | 0.00 | 1,677 | 9.20 | 03-31-2024 |
| SCHWAB CHARLES CORP COM | Stock | 53 | $1,427,775 | 19,737 | 0.00 | 0.00 | -101 | -0.51 | 03-31-2024 |
| VANGUARD GROWTH ETF | ETF | 54 | $1,416,764 | 4,116 | 0.00 | 0.00 | 5 | 0.12 | 03-31-2024 |
