Jackson Thornton Asset Management, LLC Incresed Positions in Q4 2024

Jackson Thornton Asset Management, LLC

  • $787 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
143K
+ 2.93%
$33.92 - $36.6 $4.85M - $5.24M
5.02M $174M
DFAT
Dimensional ETF Tr U S Target

ETFs
95.3K
+ 3.33%
$54.54 - $61.04 $5.2M - $5.81M
2.95M $164M
VGIT
Vanguard Intermediate Term Tre

ETFs
82.4K
+ 17.53%
$57.78 - $60.4 $4.76M - $4.98M
553K $32.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
58.8K
+ 18.22%
$46.75 - $47.8 $2.75M - $2.81M
381K $17.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
45.6K
+ 21.32%
$48.33 - $49.08 $2.2M - $2.24M
260K $12.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
60.7K
+ 7.33%
$30.18 - $33.87 $1.83M - $2.06M
889K $27.4M
AAPL
Apple Inc.

Technology
5.16K
+ 30.53%
$221.69 - $259.02 $1.14M - $1.34M
22.1K $5.52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.8K
+ 3.37%
$61.52 - $66.5 $852K - $921K
425K $27.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
76.9K
+ 37.9%
$25.61 - $28.0 $1.97M - $2.15M
280K $7.23M
NVDA
Nvidia Corp

Technology
10.1K
+ 99.3%
$117.0 - $148.88 $1.18M - $1.51M
20.3K $2.73M
AMZN
Amazon Com Inc

Consumer Cyclical
4.5K
+ 148.69%
$180.88 - $232.93 $814K - $1.05M
7.52K $1.65M
DFAR
Dimensional ETF Tr Dimensional

ETFs
59.2K
+ 25.58%
$22.72 - $25.76 $1.35M - $1.53M
291K $6.77M
MSFT
Microsoft Corp

Technology
2K
+ 43.32%
$406.35 - $454.46 $814K - $911K
6.63K $2.79M
DUHP
Dimensional ETF Tr Dimensional

ETFs
22.1K
+ 45.78%
$33.62 - $35.69 $744K - $790K
70.5K $2.38M
DFAU
Dimensional ETF Tr

ETFs
9.57K
+ 4.25%
$39.27 - $42.38 $376K - $406K
235K $9.51M
GOOG
Alphabet Inc.

Communication Services
2.25K
+ 115.18%
$163.08 - $198.16 $367K - $446K
4.21K $801K
GOOGL
Alphabet Inc.

Communication Services
2.2K
+ 93.58%
$161.86 - $196.66 $356K - $433K
4.55K $861K
META
Meta Platforms, Inc.

Communication Services
747
+ 67.06%
$554.08 - $632.68 $414K - $473K
1.86K $1.1M
AVDV
American Centy ETF Tr Avantis

ETFs
14.1K
+ 16.67%
$63.85 - $70.4 $897K - $989K
98.3K $6.4M
DFAI
Dimensional ETF Tr

ETFs
20.9K
+ 24.58%
$29.0 - $31.6 $606K - $660K
106K $3.09M
DISV
Dimensional ETF Tr Dimensional

ETFs
96.8K
+ 11.05%
$26.18 - $28.77 $2.53M - $2.78M
972K $25.8M
AVGO
Broadcom Inc.

Technology
797
+ 23.83%
$159.67 - $250.0 $127K - $199K
4.14K $960K
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.4K
+ 51.35%
$25.15 - $27.57 $362K - $396K
42.4K $1.07M
DFAE
Dimensional ETF Tr

ETFs
26.4K
+ 12.62%
$25.36 - $28.15 $671K - $744K
236K $5.98M
JPM
Jpmorgan Chase & CO

Financial Services
712
+ 37.83%
$205.18 - $250.29 $146K - $178K
2.59K $621K
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.2K
+ 37.6%
$24.25 - $26.7 $295K - $325K
44.5K $1.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
486
+ 24.19%
$442.29 - $483.08 $215K - $235K
2.5K $1.13M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
8.18K
+ 70.09%
$26.65 - $29.34 $218K - $240K
19.8K $537K
SO
Southern CO

Utilities
3.24K
+ 30.35%
$81.5 - $94.15 $264K - $305K
13.9K $1.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.05K
+ 7.71%
$124.26 - $134.12 $130K - $141K
14.6K $1.88M
V
Visa Inc.

Financial Services
245
+ 31.25%
$273.87 - $320.91 $67.1K - $78.6K
1.03K $325K
XOM
Exxon Mobil Corp

Energy
1.2K
+ 39.89%
$105.51 - $125.37 $127K - $151K
4.22K $454K
LLY
Eli Lilly & CO

Healthcare
213
+ 37.63%
$727.2 - $932.06 $155K - $199K
779 $601K
PG
Procter & Gamble CO

Consumer Defensive
628
+ 52.03%
$161.05 - $179.7 $101K - $113K
1.84K $307K
WMT
Walmart Inc.

Consumer Defensive
582
+ 21.32%
$79.1 - $95.7 $46K - $55.7K
3.31K $299K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.43K
+ 10.78%
$47.65 - $48.6 $68K - $69.4K
14.7K $700K
MA
Mastercard Inc

Financial Services
24
+ 4.44%
$491.3 - $536.15 $11.8K - $12.9K
564 $296K
VLUE
Ishares Msci Usa Value Factor

ETFs
1K
+ 4.46%
$104.01 - $115.38 $104K - $115K
23.4K $2.47M
UNH
Unitedhealth Group Inc

Healthcare
111
+ 28.03%
$485.52 - $625.25 $53.9K - $69.4K
507 $256K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.11K
+ 12.38%
$64.18 - $70.42 $71.4K - $78.4K
10.1K $651K
AVUV
American Centy ETF Tr Avantis

ETFs
20
+ 0.1%
$94.37 - $106.41 $1.89K - $2.13K
20.5K $1.98M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 4.22%
$385.02 - $431.37 $9.24K - $10.4K
593 $230K
Dimensional ETF Trust
1.04K
+ 5.88%
N/A
18.7K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
59
+ 1.23%
$77.02 - $78.58 $4.54K - $4.64K
4.85K $374K
JNJ
Johnson & Johnson

Healthcare
26
+ 1.89%
$143.34 - $165.86 $3.73K - $4.31K
1.4K $202K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.17%
$164.99 - $203.87 $330 - $408
1.2K $213K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
28
+ 0.56%
$114.08 - $125.68 $3.19K - $3.52K
5.02K $575K
DFIV
Dimensional ETF Tr

ETFs
34.9K
+ 2.06%
$34.86 - $37.97 $1.22M - $1.33M
1.73M $61.3M
Activity Summary
Buys All Purchases 74 New Holdings 25 Increased Positions 49 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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