0001085146-24-003934.txt : 20240814 0001085146-24-003934.hdr.sgml : 20240814 20240814143410 ACCESSION NUMBER: 0001085146-24-003934 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 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: 241206542 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 false 0001903880 XXXXXXXX 06-30-2024 06-30-2024 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 /s/Adam Causey Montgomery AL 08-14-2024 1 57 653193844 false 1 0001868872 028-21711 000143319 801-67641 BUCKINGHAM STRATEGIC PARTNERS, LLC INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 206168 1202 SH SOLE 0 0 1202 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 426414 2341 SH SOLE 0 0 2341 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 358402 1954 SH SOLE 0 0 1954 AMAZON COM INC COM 023135106 BBG001S5PQL7 573954 2970 SH SOLE 0 0 2970 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 BBG014GDZKC8 1107353 22187 SH SOLE 0 0 22187 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 2809731 45129 SH SOLE 0 0 45129 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 5077145 78170 SH SOLE 0 0 78170 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 246619 5983 SH SOLE 0 0 5983 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 437512 4851 SH SOLE 0 0 4851 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 1835402 20457 SH SOLE 0 0 20457 APPLE INC COM 037833100 BBG001S5N8V8 3527884 16750 SH SOLE 0 0 16750 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 817261 2009 SH SOLE 0 0 2009 BROADCOM INC COM 11135F101 BBG00KHY5SY8 561935 350 SH SOLE 0 0 350 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 204129 1305 SH SOLE 0 0 1305 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 9788209 366188 SH SOLE 0 0 366188 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 5527141 213651 SH SOLE 0 0 213651 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 BBG01BN60P09 418581 16750 SH SOLE 0 0 16750 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 BBG012G21Y06 57870599 1610200 SH SOLE 0 0 1610200 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 2302989 77620 SH SOLE 0 0 77620 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 2863483 108919 SH SOLE 0 0 108919 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 671583 25516 SH SOLE 0 0 25516 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 BBG01633DW64 715771 29061 SH SOLE 0 0 29061 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 19124991 710834 SH SOLE 0 0 710834 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 630804 13205 SH SOLE 0 0 13205 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 8043768 171144 SH SOLE 0 0 171144 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 8499546 226715 SH SOLE 0 0 226715 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 151501561 4699181 SH SOLE 0 0 4699181 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 23585539 400774 SH SOLE 0 0 400774 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 1554618 48597 SH SOLE 0 0 48597 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 65403276 1665476 SH SOLE 0 0 1665476 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 3425282 154990 SH SOLE 0 0 154990 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 18103228 301319 SH SOLE 0 0 301319 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 23115436 803177 SH SOLE 0 0 803177 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 141638366 2730642 SH SOLE 0 0 2730642 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 43208917 1699799 SH SOLE 0 0 1699799 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 BBG01FN0H876 3661045 179707 SH SOLE 0 0 179707 ELI LILLY & CO COM 532457108 BBG001S5STL8 513351 567 SH SOLE 0 0 567 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 353417 3070 SH SOLE 0 0 3070 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 392850 7339 SH SOLE 0 0 7339 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 472041 4088 SH SOLE 0 0 4088 ISHARES TR CORE MSCI INTL 46435G326 BBG00G9DM0M7 415702 6333 SH SOLE 0 0 6333 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 897499 7556 SH SOLE 0 0 7556 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 200481 550 SH SOLE 0 0 550 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 380654 1882 SH SOLE 0 0 1882 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 239549 543 SH SOLE 0 0 543 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 561700 1114 SH SOLE 0 0 1114 MICROSOFT CORP COM 594918104 BBG001S5TD05 2092620 4682 SH SOLE 0 0 4682 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1049349 8494 SH SOLE 0 0 8494 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 9386767 470043 SH SOLE 0 0 470043 SOUTHERN CO COM 842587107 BBG001S5W777 827128 10663 SH SOLE 0 0 10663 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 201666 396 SH SOLE 0 0 396 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 411760 5369 SH SOLE 0 0 5369 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 315357 3765 SH SOLE 0 0 3765 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 660646 5623 SH SOLE 0 0 5623 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 5764335 118755 SH SOLE 0 0 118755 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 18006552 309232 SH SOLE 0 0 309232 VISA INC COM CL A 92826C839 BBG001SRCFY3 205778 784 SH SOLE 0 0 784