0001725547-22-000169.txt : 20221101 0001725547-22-000169.hdr.sgml : 20221101 20221101095457 ACCESSION NUMBER: 0001725547-22-000169 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 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: 221348825 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 09-30-2022 09-30-2022 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 11-01-2022 0 29 367361 false
INFORMATION TABLE 2 Form13fInfoTable.xml AMAZON COM INC COM 023135106 290 2564 SH SOLE 0 0 2564 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 752 15836 SH SOLE 0 0 15836 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1256 18992 SH SOLE 0 0 18992 AMERICAN CENTY ETF TR US EQT ETF 025072885 302 4851 SH SOLE 0 0 4851 APPLE INC COM 037833100 2147 15539 SH SOLE 0 0 15539 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 394 1475 SH SOLE 0 0 1475 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1347 53551 SH SOLE 0 0 53551 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 13763 354537 SH SOLE 0 0 354536 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 13841 297528 SH SOLE 0 0 297528 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 97906 2512331 SH SOLE 0 0 2512330 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 97514 4384642 SH SOLE 0 0 4384641 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 47334 1598592 SH SOLE 0 0 1598591 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 2116 113986 SH SOLE 0 0 113986 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 38222 1483793 SH SOLE 0 0 1483792 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 10505 482098 SH SOLE 0 0 482098 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 32287 1709203 SH SOLE 0 0 1709203 ISHARES TR CORE S&P TTL STK 464287150 589 7407 SH SOLE 0 0 7407 ISHARES TR 3 7 YR TREAS BD 464288661 469 4101 SH SOLE 0 0 4101 ISHARES INC CORE MSCI EMKT 46434G103 563 13105 SH SOLE 0 0 13104 MICROSOFT CORP COM 594918104 495 2124 SH SOLE 0 0 2124 PROASSURANCE CORP COM 74267C106 804 41229 SH SOLE 0 0 41229 SCHWAB STRATEGIC TR US REIT ETF 808524847 447 23909 SH SOLE 0 0 23909 SOUTHERN CO COM 842587107 746 10964 SH SOLE 0 0 10964 UNITEDHEALTH GROUP INC COM 91324P102 246 488 SH SOLE 0 0 488 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 426 5697 SH SOLE 0 0 5696 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 303 6308 SH SOLE 0 0 6308 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 538 5795 SH SOLE 0 0 5795 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1491 25562 SH SOLE 0 0 25561 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 268 3340 SH SOLE 0 0 3340