Jackson, WYCIK 20409004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
521 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 28.7K | $13.59M | 6.5% | +1.0K | Added |
| 2 | Apple Inc | 32.6K | $8.87M | 4.2% | +56 | Added |
| 3 | Ishares Tr | 91.8K | $8.82M | 4.2% | +85 | Added |
| 4 | Ishares Tr |
| 129.2K |
| $8.53M |
| 4.0% |
| +11.9K |
| Added |
| 5 | Nvidia Corporation | 45.3K | $8.45M | 4.0% | −1.5K | Reduced |
| 6 | Microsoft Corp | 13.5K | $6.51M | 3.1% | +154 | Added |
| 7 | Ishares Tr | 8.5K | $5.82M | 2.8% | +940 | Added |
| 8 | Alphabet Inc | 16.6K | $5.18M | 2.5% | −396 | Reduced |
| 9 | Vanguard Index Fds | 26.7K | $5.09M | 2.4% | +2.7K | Added |
| 10 | Ishares Inc | 75.3K | $5.06M | 2.4% | +1.3K | Added |
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