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  Name: JACKSON THORNTON ASSET MANAGEMENT LLC
  City: MONTGOMERY
  State: AL
  Zip: 36104
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $589,738,000
  Total Value Change : $45,803,000
  Securities Held Change : 0
   
All Securities Held : 52
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 25
  Unchanged Positions : 9
  Decreased Positions : 15

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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 3 - $40.49 $64,302,000 1,572,178 10.9% 5,448,000 -9,059 0.175    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 8 - $62.04 $17,517,000 280,991 2.97% 469,000 -4,955 0.312    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 11 - $0.00 $8,480,000 232,064 1.44% 689,000 -2,245 0.258    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 14 - $0.00 $5,126,000 77,826 0.87% 227,000 -574 0.05    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 17 - $189.87 $2,877,000 16,778 0.49% -448,000 -493 0    Personal Computers
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 18 - $65.20 $2,866,000 44,966 0.49% 146,000 -50 0.05    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 19 - $420.21 $1,970,000 4,682 0.33% 198,000 -31 0    Application Software
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 24 - $416.94 $845,000 2,009 0.14% 127,000 -5 0    Property & Casualty I...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 29 - $54.95 $616,000 11,935 0.1% 11,000 -32 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 36 - $770.00 $436,000 560 0.07% 105,000 -7 0    Drug Manufacturers - ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 38 - $204.79 $377,000 1,882 0.06% 57,000 -2 0    Domestic Money Center...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 40 - $176.06 $341,000 2,262 0.06% 22,000 -20 0    Search Engines & Info...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 41 - $119.64 $309,000 2,655 0.05% 34,000 -94 0    Integrated Oil & Gas
   (GOOG)1 Year Chart         GOOG Alphabet Inc 43 - $177.29 $291,000 1,913 0.05% 18,000 -25 0    Search Engines & Info...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 51 - $524.63 $213,000 431 0.04% -32,000 -35 0    Health Care Plans
      15 Records Found
  1    
Page 1 of 1
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