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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 (2016Q4)
Portfolio Summary: 65 holdings with a total value of $256,162,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 37,326 4,189,000 1.64%
52 VANGUARD SCOTTSDALE FDS 54,222 4,314,000 1.68%
53 ISHARES TR 41,666 4,480,000 1.75%
54 ISHARES TRUST S&P 100 ETF 46,074 4,630,000 1.81%
55 APPLE INC 38,787 4,654,000 1.82%
56 MICROSOFT CORP 74,794 4,677,000 1.83%
57 POWERSHARES QQQ TRUST 52,663 6,467,000 2.52%
58 VANGUARD SPECIALIZED FUNDS 82,183 7,078,000 2.76%
59 ISHARES TR 70,677 7,425,000 2.90%
60 ISHARES RUSSELL 3000 ETF 65,122 8,765,000 3.42%
61 VANGUARD BD INDEX FDS 123,483 10,040,000 3.92%
62 VANGUARD WHITEHALL FDS 175,579 13,265,000 5.18%
63 VANGUARD SCOTTSDALE FDS 222,613 19,214,000 7.50%
64 ISHARES TR 182,938 19,902,000 7.77%
65 ISHARES TR 214,984 48,939,000 19.10%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001536799-17-000002, filed 2017.02.08).

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.