Inman Jager Wealth Management, LLC
85 holdingsFiling period: 2026-03-31Current AUM: $189.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 45.6K | $16.9M | $21.2M | 11.21% | +221 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 24.9K | $16.3M | $18.7M | 9.88% | +3.5K | 2026-03-31 |
| 3 | TOTL | SSGA ACTIVE ETF TR | 168.2K | $6.7M | $6.5M | 3.45% | -509 | 2026-03-31 |
| 4 | SPYV | SPDR SERIES TRUST | 96.1K | $5.4M | $6.0M | 3.15% | +10.0K | 2026-03-31 |
| 5 | SPYG | SPDR SERIES TRUST | 54.6K | $5.3M | $6.4M | 3.38% | +5.8K | 2026-03-31 |
| 6 | BND | VANGUARD BD INDEX FDS | 71.5K | $5.3M | $5.2M | 2.73% | -1,540 | 2026-03-31 |
| 7 | IDEV | ISHARES TR | 49.8K | $4.2M | $4.5M | 2.38% | +9.9K | 2026-03-31 |
| 8 | IJH | ISHARES TR | 61.3K | $4.1M | $4.6M | 2.44% | -819 | 2026-03-31 |
| 9 | IWM | ISHARES TR | 16.3K | $4.0M | $4.7M | 2.51% | -314 | 2026-03-31 |
| 10 | CVX | CHEVRON CORPORATION | 19.4K | $4.0M | $3.8M | 2.02% | +368 | 2026-03-31 |
| 11 | DVY | ISHARES TR | 25.1K | $3.8M | $4.0M | 2.14% | -584 | 2026-03-31 |
| 12 | SCHR | SCHWAB STRATEGIC TR | 149.6K | $3.7M | $3.7M | 1.93% | +37.0K | 2026-03-31 |
| 13 | IEFA | ISHARES TR | 38.8K | $3.5M | $3.8M | 2.02% | -1,286 | 2026-03-31 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | 37.4K | $3.1M | $3.0M | 1.61% | +11.1K | 2026-03-31 |
| 15 | CAT | CATERPILLAR INC | 4.3K | $3.1M | $3.5M | 1.87% | -85 | 2026-03-31 |
| 16 | EEM | ISHARES TR | 52.7K | $3.0M | $3.4M | 1.79% | -2,151 | 2026-03-31 |
| 17 | EFA | ISHARES TR | 29.0K | $2.8M | $3.1M | 1.62% | -612 | 2026-03-31 |
| 18 | IEMG | ISHARES INC | 39.3K | $2.7M | $3.1M | 1.61% | +5.3K | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 16.2K | $2.7M | $2.5M | 1.33% | +387 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 16.2K | $2.7M | $2.5M | 1.33% | +387 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 8.7K | $2.5M | $3.0M | 1.61% | +284 | 2026-03-31 |
| 22 | SO | SOUTHERN CO | 26.4K | $2.5M | $2.5M | 1.32% | +1.4K | 2026-03-31 |
| 23 | VIOV | VANGUARD ADMIRAL FDS INC | 24.5K | $2.5M | $2.9M | 1.51% | -186 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 9.8K | $2.5M | $3.0M | 1.60% | +227 | 2026-03-31 |
| 25 | LMT | LOCKHEED MARTIN CORP | 4.0K | $2.4M | $2.3M | 1.23% | +57 | 2026-03-31 |
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