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Institutional Investment Manager
Jackson Wealth Management, LLC
Jackson Wealth Management, LLC (CIK: 0001536799), located at 755 Primera Blvd., Lake Mary, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 116 holdings with a total value of $310,432,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 36,283 4,043,000 1.30%
102 ISHARES TR 35,778 4,223,000 1.36%
103 SPECTRA ENERGY PARTNERS LP 81,826 4,238,000 1.37%
104 MICROSOFT CORP 104,625 4,254,000 1.37%
105 SPDR S&P MIDCAP 400 ETF TR 15,726 4,360,000 1.40%
106 VANGUARD BD INDEX FDS 70,848 6,108,000 1.97%
107 MAGELLAN MIDSTREAM PRTNRS LP 82,578 6,335,000 2.04%
108 ISHARES TR 61,522 6,492,000 2.09%
109 VANGUARD INDEX FDS 64,213 6,717,000 2.16%
110 ISHARES TR 93,600 7,044,000 2.27%
111 POWERSHARES QQQ TRUST 73,812 7,795,000 2.51%
112 VANGUARD SCOTTSDALE FDS 97,924 7,854,000 2.53%
113 VANGUARD INDEX FDS 104,389 11,196,000 3.61%
114 ISHARES RUSSELL 1000 ETF 118,753 13,758,000 4.43%
115 ISHARES TR 254,528 30,979,000 9.98%
116 ISHARES TR 154,851 32,183,000 10.37%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001536799-15-000002, filed 2015.05.04).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.