Inman-Jager-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABBV",
  "VONG",
  null,
  "AMRN",
  "CAT",
  "AVGO",
  "CCI",
  null,
  "HD",
  "MCD",
  "META",
  null,
  "IJH",
  null,
  "MSFT",
  null,
  "IJR",
  "ORCL",
  "EEM",
  "IEMG",
  "IVV",
  null,
  "DOW",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "IEFA",
  null,
  "RTX",
  null,
  "SPYG",
  "IBM",
  "VNQ",
  "VO",
  "PPC",
  null,
  "VCIT",
  null,
  "ETR",
  "HWC",
  "AMZN",
  null,
  null,
  null,
  "VBK",
  "BND",
  "VBR",
  "VOO",
  "WMT",
  null,
  "DVY",
  null,
  "SO",
  "CRM",
  null,
  "IXUS",
  null,
  "SPYV",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  null,
  "EFA",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 83
Total Value: 133479058
Accession Number: 0001951757-25-000436
Form Type: 13F-HR
CIK: inman-jager-wealth-management
Manager Name: Inman-Jager-Wealth-Management

Data Enrichment

75% identified

62 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $133.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

Sort by:

MICROSOFT CORP

MSFT|594918104

Shares:46.8K

Value:$17.6M

% of Portfolio:13.2% ($17.6M/$133.5M)

464287200

IVV|464287200

Shares:19.3K

Value:$10.8M

% of Portfolio:8.1% ($10.8M/$133.5M)

78467V848

Shares:178.2K

Value:$7.2M

% of Portfolio:5.4% ($7.2M/$133.5M)

921937835

BND|921937835

Shares:75.9K

Value:$5.6M

% of Portfolio:4.2% ($5.6M/$133.5M)

464287507

IJH|464287507

Shares:65.4K

Value:$3.8M

% of Portfolio:2.9% ($3.8M/$133.5M)

464287168

DVY|464287168

Shares:28.2K

Value:$3.8M

% of Portfolio:2.8% ($3.8M/$133.5M)

464287655

IWM|464287655

Shares:17.8K

Value:$3.5M

% of Portfolio:2.7% ($3.5M/$133.5M)

46432F842

IEFA|46432F842

Shares:44.4K

Value:$3.4M

% of Portfolio:2.5% ($3.4M/$133.5M)

78464A508

SPYV|78464A508

Shares:59.8K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$133.5M)

CHEVRON CORP

CVX|166764100

Shares:17.4K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$133.5M)

78464A409

SPYG|78464A409

Shares:36.0K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$133.5M)

464287234

EEM|464287234

Shares:61.6K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$133.5M)

464287465

EFA|464287465

Shares:31.7K

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$133.5M)

SOUTHERN CO

SO|842587107

Shares:23.7K

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$133.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.6K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$133.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:8.1K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$133.5M)

Apple Inc.

AAPL|037833100

Shares:8.9K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$133.5M)

922908553

VNQ|922908553

Shares:21.7K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$133.5M)

COCA COLA CO

KO|191216100

Shares:26.0K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$133.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:39.2K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$133.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	46.8K	QoQ +0.07% (-36) YoY-	All Managers (Combined)	$17.6M	13.2% ($17.6M/$133.5M)	QoQ -10.87% (-$2.1M) YoY-
(IVVcusip464287200)	19.3K	QoQ -5.88% (-1.2K) YoY-	All Managers (Combined)	$10.8M	8.1% ($10.8M/$133.5M)	QoQ -10.16% (-$1.2M) YoY-
(cusip78467V848)✕	178.2K	QoQ +13.68% (+21.5K) YoY-	All Managers (Combined)	$7.2M	5.4% ($7.2M/$133.5M)	QoQ +16.28% (+$1.0M) YoY-
(BNDcusip921937835)	75.9K	QoQ +15.01% (+9.9K) YoY-	All Managers (Combined)	$5.6M	4.2% ($5.6M/$133.5M)	QoQ +17.47% (+$829.4K) YoY-
(IJHcusip464287507)	65.4K	QoQ -3.34% (-2.3K) YoY-	All Managers (Combined)	$3.8M	2.9% ($3.8M/$133.5M)	QoQ -9.48% (-$399.5K) YoY-
(DVYcusip464287168)	28.2K	QoQ -3.86% (-1.1K) YoY-	All Managers (Combined)	$3.8M	2.8% ($3.8M/$133.5M)	QoQ -1.66% (-$64.3K) YoY-
(IWMcusip464287655)	17.8K	QoQ -2.54% (-465) YoY-	All Managers (Combined)	$3.5M	2.7% ($3.5M/$133.5M)	QoQ -12.01% (-$484.8K) YoY-
(IEFAcusip46432F842)	44.4K	QoQ +0.37% (+165) YoY-	All Managers (Combined)	$3.4M	2.5% ($3.4M/$133.5M)	QoQ +8.04% (+$249.8K) YoY-
(SPYVcusip78464A508)	59.8K	QoQ +32.30% (+14.6K) YoY-	All Managers (Combined)	$3.1M	2.3% ($3.1M/$133.5M)	QoQ +32.12% (+$742.6K) YoY-
CHEVRON CORP(CVXcusip166764100)	17.4K	QoQ +4.01% (+671) YoY-	All Managers (Combined)	$2.9M	2.2% ($2.9M/$133.5M)	QoQ +20.13% (+$487.7K) YoY-
(SPYGcusip78464A409)	36.0K	QoQ +28.69% (+8.0K) YoY-	All Managers (Combined)	$2.9M	2.2% ($2.9M/$133.5M)	QoQ +17.66% (+$434.5K) YoY-
(EEMcusip464287234)	61.6K	QoQ +0.50% (+307) YoY-	All Managers (Combined)	$2.7M	2.0% ($2.7M/$133.5M)	QoQ +5.01% (+$128.7K) YoY-
(EFAcusip464287465)	31.7K	QoQ +1.31% (+411) YoY-	All Managers (Combined)	$2.6M	1.9% ($2.6M/$133.5M)	QoQ +9.51% (+$225.3K) YoY-
SOUTHERN CO(SOcusip842587107)	23.7K	QoQ -0.95% (-228) YoY-	All Managers (Combined)	$2.2M	1.6% ($2.2M/$133.5M)	QoQ +10.63% (-$209.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.6K	QoQ -9.23% (-872) YoY-	All Managers (Combined)	$2.1M	1.6% ($2.1M/$133.5M)	QoQ -7.11% (-$161.1K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	8.1K	QoQ -6.26% (-541) YoY-	All Managers (Combined)	$2.0M	1.5% ($2.0M/$133.5M)	QoQ +6.03% (-$114.6K) YoY-
Apple Inc.(AAPLcusip037833100)	8.9K	QoQ -2.69% (-246) YoY-	All Managers (Combined)	$2.0M	1.5% ($2.0M/$133.5M)	QoQ -13.69% (-$312.4K) YoY-
(VNQcusip922908553)	21.7K	QoQ +2.21% (+470) YoY-	All Managers (Combined)	$2.0M	1.5% ($2.0M/$133.5M)	QoQ +3.89% (+$73.5K) YoY-
COCA COLA CO(KOcusip191216100)	26.0K	QoQ +5.00% (+1.2K) YoY-	All Managers (Combined)	$1.9M	1.4% ($1.9M/$133.5M)	QoQ +20.79% (+$320.3K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	39.2K	QoQ +7.41% (+2.7K) YoY-	All Managers (Combined)	$1.8M	1.3% ($1.8M/$133.5M)	QoQ +21.84% (+$319.1K) YoY-