0001725547-23-000078.txt : 20230214 0001725547-23-000078.hdr.sgml : 20230214 20230214143636 ACCESSION NUMBER: 0001725547-23-000078 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23627311 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 X0202 13F-HR LIVE false false 0001903880 XXXXXXXX 12-31-2022 12-31-2022 false JACKSON THORNTON ASSET MANAGEMENT, LLC

200 COMMERCE STREET MONTGOMERY AL 36104

13F HOLDINGS REPORT 028-21624 000116091 801-61445 N Adam Causey 334-834-7660 Adam Causey Montgomery AL 02-14-2023 1 61 418533832 false 1 28-21711 000143319 801-67641 BUCKINGHAM STRATEGIC PARTNERS, LLC INFORMATION TABLE 2 Form13fInfoTable.xml AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 942832 17034 SH SOLE 0 0 17034 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1287756 17283 SH OTR 1 0 0 17283 AMERICAN CENTY ETF TR US SML CP VALU 025072877 329260 4419 SH SOLE 0 0 4419 AMERICAN CENTY ETF TR US EQT ETF 025072885 329917 4851 SH SOLE 0 0 4851 APPLE INC COM 037833100 1881127 14478 SH OTR 1 0 0 14478 APPLE INC COM 037833100 29234 225 SH SOLE 0 0 225 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 466130 1509 SH OTR 1 0 0 1509 CHEVRON CORP NEW COM 166764100 190977 1064 SH OTR 1 0 0 1064 CHEVRON CORP NEW COM 166764100 10231 57 SH SOLE 0 0 57 SCHWAB STRATEGIC TR US REIT ETF 808524847 165470 8578 SH OTR 1 0 0 8578 SCHWAB STRATEGIC TR US REIT ETF 808524847 462169 23959 SH SOLE 0 0 23959 SOUTHERN CO COM 842587107 755518 10580 SH OTR 1 0 0 10580 UNITEDHEALTH GROUP INC COM 91324P102 222145 419 SH OTR 1 0 0 419 UNITEDHEALTH GROUP INC COM 91324P102 4241 8 SH SOLE 0 0 8 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 242453 3220 SH OTR 1 0 0 3220 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 214096 2844 SH SOLE 0 0 2844 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 103357 2212 SH OTR 1 0 0 2212 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 194127 4156 SH SOLE 0 0 4156 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 562429 5470 SH OTR 1 0 0 5470 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 434575 7431 SH OTR 1 0 0 7431 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3077218 52620 SH SOLE 0 0 52620 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 253791 3077 SH OTR 1 0 0 3077 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 42065 510 SH SOLE 0 0 510 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 79061 2926 SH OTR 1 0 0 2926 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2022609 74856 SH SOLE 0 0 74856 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 399073 18181 SH SOLE 0 0 18181 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5727050 137636 SH OTR 1 0 0 137636 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 8476207 203706 SH SOLE 0 0 203706 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 8187738 160073 SH OTR 1 0 0 160073 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 6681725 130630 SH SOLE 0 0 130630 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 56100546 1276462 SH OTR 1 0 0 1276462 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 53117408 1208587 SH SOLE 0 0 1208587 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 70803071 2916106 SH OTR 1 0 0 2916106 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 39404854 1622934 SH SOLE 0 0 1622934 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 27764850 829296 SH OTR 1 0 0 829296 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 25588454 764290 SH SOLE 0 0 764290 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 3298607 148519 SH SOLE 0 0 148519 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 24296663 799232 SH OTR 1 0 0 799232 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 20242111 665858 SH SOLE 0 0 665858 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 564211 22778 SH OTR 1 0 0 22778 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 11857721 478713 SH SOLE 0 0 478713 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 21858880 1011985 SH OTR 1 0 0 1011985 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 16274022 753426 SH SOLE 0 0 753426 DUKE ENERGY CORP NEW COM NEW 26441C204 224415 2179 SH OTR 1 0 0 2179 EXXON MOBIL CORP COM 30231G102 251925 2284 SH OTR 1 0 0 2284 EXXON MOBIL CORP COM 30231G102 8383 76 SH SOLE 0 0 76 ISHARES TR CORE S&P TTL STK 464287150 16846 198 SH OTR 1 0 0 198 ISHARES TR CORE S&P TTL STK 464287150 380752 4490 SH SOLE 0 0 4490 ISHARES TR 3 7 YR TREAS BD 464288661 1494 13 SH OTR 1 0 0 13 ISHARES TR 3 7 YR TREAS BD 464288661 469670 4088 SH SOLE 0 0 4088 ISHARES INC CORE MSCI EMKT 46434G103 438519 9390 SH OTR 1 0 0 9390 ISHARES INC CORE MSCI EMKT 46434G103 50249 1076 SH SOLE 0 0 1076 JPMORGAN CHASE & CO COM 46625H100 207721 1549 SH OTR 1 0 0 1549 JPMORGAN CHASE & CO COM 46625H100 9387 70 SH SOLE 0 0 70 JOHNSON & JOHNSON COM 478160104 225229 1275 SH OTR 1 0 0 1275 LILLY ELI & CO COM 532457108 359987 984 SH OTR 1 0 0 984 LILLY ELI & CO COM 532457108 16829 46 SH SOLE 0 0 46 MICROSOFT CORP COM 594918104 621853 2593 SH OTR 1 0 0 2593 MICROSOFT CORP COM 594918104 47245 197 SH SOLE 0 0 197 PROCTER AND GAMBLE CO COM 742718109 249468 1646 SH OTR 1 0 0 1646 PROCTER AND GAMBLE CO COM 742718109 7881 52 SH SOLE 0 0 52