Filer Name: INMAN JAGER WEALTH MANAGEMENT, LLC
CIK: 2052044
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 80
Portfolio Value: $0.13B

Inman Jager Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MSFT US MICROSOFT CORP 46,791 $20M 15.37% - -
IVV US ISHARES CORE S&P 500 ETF 20,507 $12M 9.41% - -
TOTL US SPDR DOUBLELINE TR TACT ETF 156,761 $6M 4.81% - -
BND US VANGUARD TOTAL BOND MARKET 66,002 $5M 3.70% - -
IJH US ISHARES CORE S&P MIDCAP ETF 67,610 $4M 3.28% - -
IWM US ISHARES RUSSELL 2000 ETF 18,260 $4M 3.14% - -
DVY US ISHARES SELECT DIVIDEND ETF 29,374 $4M 3.01% - -
IEFA US ISHARES CORE MSCI EAFE ETF 44,202 $3M 2.42% - -
EEM US ISHARES MSCI EMERGING MARKET 61,316 $3M 2.00% - -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 27,978 $2M 1.92% - -
CVX US CHEVRON CORP 16,723 $2M 1.89% - -
EFA US ISHARES MSCI EAFE ETF 31,331 $2M 1.85% - -
SPYV US SPDR PORT S&P 500 VALUE 45,202 $2M 1.80% - -
AAPL US APPLE INC 9,113 $2M 1.78% - -
JPM US JPMORGAN CHASE & CO 9,446 $2M 1.76% - -
SO US SOUTHERN CO/THE 23,914 $2M 1.53% - -
IBM US INTL BUSINESS MACHINES CORP 8,641 $2M 1.48% - -
VNQ US VANGUARD REAL ESTATE ETF 21,216 $2M 1.47% - -
CAT US CATERPILLAR INC 4,660 $2M 1.32% - -
PG US PROCTER & GAMBLE CO/THE 9,682 $2M 1.27% - -
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