0001725547-23-000142.txt : 20230515 0001725547-23-000142.hdr.sgml : 20230515 20230515163133 ACCESSION NUMBER: 0001725547-23-000142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23923193 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 03-31-2023 03-31-2023 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 05-15-2023 1 55 443089528 false 1 28-21711 000143319 801-67641 BUCKINGHAM STRATEGIC PARTNERS, LLC INFORMATION TABLE 2 Form13fInfoTable.xml EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 3180222 181416 SH OTR 1 0 0 181416 ALPHABET INC CAP STK CL C 02079K107 19656 189 SH OTR 1 0 0 189 ALPHABET INC CAP STK CL C 02079K107 181896 1749 SH SOLE 0 0 1749 ALPHABET INC CAP STK CL A 02079K305 20331 196 SH OTR 1 0 0 196 ALPHABET INC CAP STK CL A 02079K305 206838 1994 SH SOLE 0 0 1994 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1094161 18710 SH OTR 1 0 0 18710 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 175 3 SH SOLE 0 0 3 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1590364 21474 SH OTR 1 0 0 21474 AMERICAN CENTY ETF TR US EQT ETF 025072885 343839 4851 SH OTR 1 0 0 4851 APPLE INC COM 037833100 1518894 9211 SH OTR 1 0 0 9211 APPLE INC COM 037833100 992203 6017 SH SOLE 0 0 6017 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 287465 931 SH OTR 1 0 0 931 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 256588 831 SH SOLE 0 0 831 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2666634 92688 SH OTR 1 0 0 92688 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 683374 29686 SH OTR 1 0 0 29686 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 13946600 313901 SH OTR 1 0 0 313900 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1089512 24522 SH SOLE 0 0 24522 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 14325719 271835 SH OTR 1 0 0 271835 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 809472 15360 SH SOLE 0 0 15360 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 106899438 2402235 SH OTR 1 0 0 2402234 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2860238 64275 SH SOLE 0 0 64275 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 114216599 4482598 SH OTR 1 0 0 4482598 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2277988 89403 SH SOLE 0 0 89403 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 51124026 1527002 SH OTR 1 0 0 1527001 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1823153 54455 SH SOLE 0 0 54455 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 3932729 165206 SH OTR 1 0 0 165206 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 4523 190 SH SOLE 0 0 190 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 45744535 1419315 SH OTR 1 0 0 1419315 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1555001 48247 SH SOLE 0 0 48247 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 12849994 515443 SH OTR 1 0 0 515443 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 567856 22778 SH SOLE 0 0 22778 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 40104512 1739138 SH OTR 1 0 0 1739137 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 833711 36154 SH SOLE 0 0 36154 EXXON MOBIL CORP COM 30231G102 8334 76 SH OTR 1 0 0 76 EXXON MOBIL CORP COM 30231G102 204077 1861 SH SOLE 0 0 1861 ISHARES TR CORE S&P TTL STK 464287150 496418 5482 SH OTR 1 0 0 5482 ISHARES TR CORE S&P TTL STK 464287150 4256 47 SH SOLE 0 0 47 ISHARES TR 3 7 YR TREAS BD 464288661 482483 4101 SH OTR 1 0 0 4101 ISHARES INC CORE MSCI EMKT 46434G103 547186 11215 SH OTR 1 0 0 11215 ISHARES INC CORE MSCI EMKT 46434G103 732 15 SH SOLE 0 0 15 MICROSOFT CORP COM 594918104 123104 427 SH OTR 1 0 0 427 MICROSOFT CORP COM 594918104 806087 2796 SH SOLE 0 0 2796 PROCTER AND GAMBLE CO COM 742718109 130104 875 SH OTR 1 0 0 875 PROCTER AND GAMBLE CO COM 742718109 77467 521 SH SOLE 0 0 521 SCHWAB STRATEGIC TR US REIT ETF 808524847 4438064 227593 SH OTR 1 0 0 227593 SCHWAB STRATEGIC TR US REIT ETF 808524847 167271 8578 SH SOLE 0 0 8578 SOUTHERN CO COM 842587107 90524 1301 SH OTR 1 0 0 1301 SOUTHERN CO COM 842587107 646607 9293 SH SOLE 0 0 9293 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 501644 6558 SH OTR 1 0 0 6558 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 333006 6964 SH OTR 1 0 0 6963 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 603285 5523 SH OTR 1 0 0 5522 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4721668 78747 SH OTR 1 0 0 78746 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 277354 3340 SH OTR 1 0 0 3340 VISA INC COM CL A 92826C839 321281 1425 SH OTR 1 0 0 1425 VISA INC COM CL A 92826C839 100330 445 SH SOLE 0 0 445