Jackson Creek Investment Advisors LLC
Independent, SEC-registered, 100% employee-owned investment advisory firm focused on combining market analysis, behavioral psychology, fundamental research, and asset allocation to help clients manage risk, grow wealth, and achieve financial goals such as retirement and legacy planning. Services include financial planning, investment management, tax planning, estate planning, and specialized advisory for business owners and high-net-worth families.
Investment Strategy
Behaviorally-driven equity strategies (large cap, mid cap, small cap) with a focus on risk management, asset allocation, diversification, tax efficiency, and regular rebalancing. Integrates fundamental research, quantitative analysis, and market psychology to construct and manage client portfolios.
Top Holdings
Equity Positions (302)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHH | Schwab US REIT ETF | 0.85% | $3.2M | 149,694 | $19.10 | $21.16 | -$87.0K |
S SCHM | Schwab US Mid Cap ETF | 0.76% | $2.8M | 100,136 | $20.76 | $28.05 | +$153.0K |
S SCHX | Schwab US Large Cap ETF | 0.75% | $2.8M | 114,365 | $14.20 | $24.44 | +$212.0K |
B BSV | Vanguard Bond Index Funds Shor | 0.75% | $2.8M | 35,118 | $76.00 | $78.70 | -$33.0K |
V VIRT | Virtu Financial Inc Cl A | 0.74% | $2.8M | 61,516 | $31.87 | $44.79 | +$622.0K |