0001725547-24-002164.txt : 20240515
0001725547-24-002164.hdr.sgml : 20240515
20240515133854
ACCESSION NUMBER: 0001725547-24-002164
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: JACKSON THORNTON ASSET MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001903880
ORGANIZATION NAME:
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: 24949105
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
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0001903880
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03-31-2024
03-31-2024
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JACKSON THORNTON ASSET MANAGEMENT, LLC
200 COMMERCE STREET
MONTGOMERY
AL
36104
13F HOLDINGS REPORT
028-21624
000116091
801-61445
N
Adam Causey
Chief Compliance Officer
334-834-7660
Adam Causey
Montgomery
AL
05-15-2024
1
52
589738229
false
1
28-21711
000143319
801-67641
BUCKINGHAM STRATEGIC PARTNERS, LLC
INFORMATION TABLE
2
Form13fInfoTable.xml
ABBVIE INC
COM
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224165
1231
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OTR
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EA SERIES TRUST
EA BRIDGEWAY OMN
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3858709
181448
SH
OTR
1
0
0
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ALPHABET INC
CAP STK CL C
02079K107
291273
1913
SH
OTR
1
0
0
1913
ALPHABET INC
CAP STK CL A
02079K305
341404
2262
SH
OTR
1
0
0
2262
AMAZON COM INC
COM
023135106
535729
2970
SH
OTR
1
0
0
2970
AMERICAN CENTY ETF TR
AVANTIS US SMALL
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OTR
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AMERICAN CENTY ETF TR
REAL ESTATE ETF
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SH
OTR
1
0
0
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AMERICAN CENTY ETF TR
INTL EQT ETF
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SH
OTR
1
0
0
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AMERICAN CENTY ETF TR
INTL SMCP VLU
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OTR
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0
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US SML CP VALU
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OTR
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0
0
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AMERICAN CENTY ETF TR
US EQT ETF
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OTR
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APPLE INC
COM
037833100
2877091
16778
SH
OTR
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0
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BROADCOM INC
COM
11135F101
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353
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CHEVRON CORP NEW
COM
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206797
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1311
SOUTHERN CO
COM
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OTR
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0
10661
UNITEDHEALTH GROUP INC
COM
91324P102
213216
431
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OTR
1
0
0
431
VANGUARD BD INDEX FDS
SHORT TRM BOND
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504639
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1
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STRM INFPROIDX
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1221401
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VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
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INTER TERM TREAS
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REAL ESTATE ETF
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288843
3340
SH
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VISA INC
COM CL A
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DIMENSIONAL ETF TRUST
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DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
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2562184
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DIMENSIONAL ETF TRUST
GLOBAL REAL EST
25434V658
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DIMENSIONAL ETF TRUST
US CORE EQUITY 2
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DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
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OTR
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DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
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OTR
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DIMENSIONAL ETF TRUST
INTL SMALL CAP V
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OTR
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DIMENSIONAL ETF TRUST
INTERNATNAL VAL
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OTR
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DIMENSIONAL ETF TRUST
US SMALL CAP VAL
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OTR
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DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
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OTR
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DIMENSIONAL ETF TRUST
SHORT DURATION F
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SH
OTR
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DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
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SH
OTR
1
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0
1778343
EXXON MOBIL CORP
COM
30231G102
308617
2655
SH
OTR
1
0
0
2655
META PLATFORMS INC
CL A
30303M102
542393
1117
SH
OTR
1
0
0
1117
HOME DEPOT INC
COM
437076102
215538
562
SH
OTR
1
0
0
561
ISHARES TR
CORE S&P TTL STK
464287150
795897
6903
SH
OTR
1
0
0
6902
ISHARES TR
3 7 YR TREAS BD
464288661
473431
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SH
OTR
1
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0
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ISHARES INC
CORE MSCI EMKT
46434G103
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11935
SH
OTR
1
0
0
11934
ISHARES TR
CORE MSCI INTL
46435G326
305051
4544
SH
OTR
1
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0
4544
JPMORGAN CHASE & CO
COM
46625H100
376965
1882
SH
OTR
1
0
0
1882
ELI LILLY & CO
COM
532457108
435658
560
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OTR
1
0
0
560
MASTERCARD INCORPORATED
CL A
57636Q104
262937
546
SH
OTR
1
0
0
546
MICROSOFT CORP
COM
594918104
1969811
4682
SH
OTR
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0
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NVIDIA CORPORATION
COM
67066G104
445455
493
SH
OTR
1
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0
493
SCHWAB STRATEGIC TR
US REIT ETF
808524847
9452269
465629
SH
OTR
1
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0
465629