0001725547-22-000094.txt : 20220512 0001725547-22-000094.hdr.sgml : 20220512 20220512102110 ACCESSION NUMBER: 0001725547-22-000094 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JACKSON THORNTON ASSET MANAGEMENT, LLC CENTRAL INDEX KEY: 0001903880 IRS NUMBER: 631221307 STATE OF INCORPORATION: AL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21624 FILM NUMBER: 22916276 BUSINESS ADDRESS: STREET 1: 200 COMMERCE STREET CITY: MONTGOMERY STATE: AL ZIP: 36104 BUSINESS PHONE: 334-834-7660 MAIL ADDRESS: STREET 1: 200 COMMERCE STREET CITY: MONTGOMERY STATE: AL ZIP: 36104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001903880 XXXXXXXX 03-31-2022 03-31-2022 false JACKSON THORNTON ASSET MANAGEMENT, LLC
200 COMMERCE STREET MONTGOMERY AL 36104
13F HOLDINGS REPORT 028-21624 N
Adam Causey Chief Compliance Officer 334-834-7660 Adam Causey Montgomery AL 05-12-2022 0 25 389247 false
INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 203 1254 SH SOLE 0 0 1254 ALPHABET INC CAP STK CL C 02079K107 277 99 SH SOLE 0 0 99 ALPHABET INC CAP STK CL A 02079K305 289 104 SH SOLE 0 0 104 AMAZON COM INC COM 023135106 711 218 SH SOLE 0 0 218 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1651 20673 SH SOLE 0 0 20673 APPLE INC COM 037833100 2901 16615 SH SOLE 0 0 16615 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 550 1559 SH SOLE 0 0 1559 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 17664 360343 SH SOLE 0 0 360343 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 16689 297705 SH SOLE 0 0 297705 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 127612 2739641 SH SOLE 0 0 2739641 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 119538 4334238 SH SOLE 0 0 4334238 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 53676 1603235 SH SOLE 0 0 1603235 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 41528 1664456 SH SOLE 0 0 1664456 MICROSOFT CORP COM 594918104 803 2606 SH SOLE 0 0 2606 PROASSURANCE CORP COM 74267C106 1108 41229 SH SOLE 0 0 41229 SOUTHERN CO COM 842587107 775 10690 SH SOLE 0 0 10690 ISHARES TR CORE S&P TTL STK 464287150 380 3768 SH SOLE 0 0 3768 ISHARES TR 3 7 YR TREAS BD 464288661 501 4101 SH SOLE 0 0 4101 ISHARES INC CORE MSCI EMKT 46434G103 231 4164 SH SOLE 0 0 4164 JOHNSON & JOHNSON COM 478160104 253 1428 SH SOLE 0 0 1428 UNITEDHEALTH GROUP INC COM 91324P102 224 439 SH SOLE 0 0 439 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 306 3931 SH SOLE 0 0 3931 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 613 4947 SH SOLE 0 0 4947 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 516 8205 SH SOLE 0 0 8205 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 248 2284 SH SOLE 0 0 2284