Jackson, WYCIK 16577034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 637.3K | $89.90M | 33.6% | −64.5K | Reduced |
| 2 | Ishares Tr | 233.7K | $49.16M | 18.4% | 0 | Held |
| 3 | Ishares Tr | 124.0K | $47.99M | 17.9% | 0 | Held |
| 4 | Spdr S&P 500 ETF Tr |
| 50.6K |
| $34.52M |
| 12.9% |
| −655 |
| Reduced |
| 5 | Ishares Tr | 94.2K | $13.33M | 5.0% | 0 | Held |
| 6 | Vanguard Tax-Managed Fds | 203.0K | $12.68M | 4.7% | 0 | Held |
| 7 | Vanguard Index Fds | 19.1K | $9.30M | 3.5% | 0 | Held |
| 8 | Vanguard Index Fds | 19.0K | $6.38M | 2.4% | 0 | Held |
| 9 | Exchange Listed Fds Tr | 98.9K | $2.64M | 1.0% | 0 | Held |
| 10 | Ishares Tr | 21.2K | $1.90M | 0.7% | 0 | Held |