Inman Jager Wealth Management, LLC
91 holdingsFiling period: 2026-06-30Current AUM: $196.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 25.2K | $18.9M | $19.1M | 9.72% | +278 | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 46.2K | $17.2M | $23.0M | 11.68% | +578 | 2026-06-30 |
| 3 | TOTL | SSGA ACTIVE ETF TR | 180.5K | $7.1M | $6.9M | 3.49% | +12.2K | 2026-06-30 |
| 4 | SPYG | SPDR SERIES TRUST | 55.2K | $6.6M | $6.6M | 3.34% | +658 | 2026-06-30 |
| 5 | SPYV | SPDR SERIES TRUST | 99.2K | $6.0M | $6.2M | 3.16% | +3.1K | 2026-06-30 |
| 6 | BND | VANGUARD BD INDEX FDS | 78.7K | $5.8M | $5.6M | 2.85% | +7.3K | 2026-06-30 |
| 7 | IWM | ISHARES TR | 16.1K | $4.8M | $4.6M | 2.33% | -229 | 2026-06-30 |
| 8 | IJH | ISHARES TR | 61.2K | $4.7M | $4.5M | 2.28% | -74 | 2026-06-30 |
| 9 | IDEV | ISHARES TR | 51.4K | $4.6M | $4.7M | 2.37% | +1.6K | 2026-06-30 |
| 10 | DVY | ISHARES TR | 25.2K | $3.9M | $4.0M | 2.05% | +74 | 2026-06-30 |
| 11 | SCHR | SCHWAB STRATEGIC TR | 158.1K | $3.9M | $3.8M | 1.93% | +8.5K | 2026-06-30 |
| 12 | IEFA | ISHARES TR | 39.4K | $3.8M | $3.9M | 1.97% | +548 | 2026-06-30 |
| 13 | CAT | CATERPILLAR INC | 3.4K | $3.6M | $2.7M | 1.36% | -924 | 2026-06-30 |
| 14 | EEM | ISHARES TR | 51.4K | $3.5M | $3.4M | 1.72% | -1,323 | 2026-06-30 |
| 15 | IEMG | ISHARES INC | 40.1K | $3.3M | $3.2M | 1.63% | +715 | 2026-06-30 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | 39.7K | $3.3M | $3.2M | 1.61% | +2.3K | 2026-06-30 |
| 17 | CVX | CHEVRON CORPORATION | 19.6K | $3.3M | $4.3M | 2.17% | +215 | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO | 9.5K | $3.1M | $3.3M | 1.69% | +784 | 2026-06-30 |
| 19 | EFA | ISHARES TR | 29.0K | $3.0M | $3.1M | 1.55% | +25 | 2026-06-30 |
| 20 | AAPL | APPLE INC | 10.4K | $3.0M | $3.4M | 1.75% | +588 | 2026-06-30 |
| 21 | VIOV | VANGUARD ADMIRAL FDS INC | 24.5K | $2.9M | $2.8M | 1.43% | +9 | 2026-06-30 |
| 22 | SLYG | SPDR SERIES TRUST | 22.2K | $2.6M | $2.4M | 1.23% | -18 | 2026-06-30 |
| 23 | SO | SOUTHERN CO | 27.5K | $2.6M | $2.4M | 1.20% | +1.2K | 2026-06-30 |
| 24 | MRK | MERCK & CO INC | 20.3K | $2.6M | $2.9M | 1.48% | +962 | 2026-06-30 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | 8.4K | $2.4M | $2.1M | 1.06% | +391 | 2026-06-30 |
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