JEPPSON WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Manhattan Beach, CA
CIK
0001831263
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 203 241,502 AAPL, STIP, LMT, VTIP 13F-HR 1/11/2024 000183126324000002
Q3 2023 183 218,188 STIP, AAPL, LMT, XOM 13F-HR 10/25/2023 000183126323000004
Q2 2023 192 229,799 STIP, AAPL, LMT, XOM 13F-HR 7/31/2023 000183126323000003
Q1 2023 199 229,679 STIP, AAPL, LMT, XOM 13F-HR 4/27/2023 000183126323000002
Q4 2022 206 237,780 STIP, AAPL, VTIP, LMT 13F-HR 1/27/2023 000183126323000001
Q3 2022 193 220,573 VTIP, STIP, AAPL, LMT 13F-HR 10/20/2022 000183126322000004
Q2 2022 192 232,518 VTIP, STIP, AAPL, LMT 13F-HR 8/2/2022 000183126322000003
Q1 2022 171 214,299 VTIP, AAPL, STIP, LMT 13F-HR 4/27/2022 000183126322000002
Q4 2021 159 207,295 VTIP, AAPL, SCHP, LMT 13F-HR 1/19/2022 000183126322000001
Q3 2021 155 191,847 VTIP, AAPL, LMT, TIP 13F-HR 11/17/2021 000183126321000008
Q2 2021 150 183,392 VTIP, AAPL, LMT, TIP 13F-HR 7/20/2021 000183092221000008
Q1 2021 139 168,165 VTIP, AAPL, LMT, TIP 13F-HR 5/19/2021 000183126321000006
Q4 2020 136 150,405 VTIP, AAPL, SCHP, LMT 13F-HR 3/5/2021 000183126321000001
Q3 2020 511 127,640 AAPL, VTIP, LMT, AMZN 13F-HR 11/19/2020 000183126320000002