JONES FINANCIAL COMPANIES LLLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JF JONES FINANCIAL COMPANIES LLLP | Institutional Filer | ▲ 20.07% | $208.07B | 4724 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 4961)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX TR | — | 39.2M | $16.57B | 6.63% |
| 2 | AGG | ISHARES CORE US AGGREGATE BOND | — | 132.2M | $13.03B | 5.21% |
| 3 | IVV | ISHARES CORE S&P 500 ETF | — | 18.9M | $12.06B | 4.83% |
| 4 | VOO | VANGUARD S&P 500 ETF | — | 17.1M | $9.97B | 3.99% |
| 5 | VTV | VANGUARD INDEX TR | — | 51.3M | $9.92B | 3.97% |
| 6 | IEFA | ISHARES TRUST CORE MSCI EAFE | — | 108.5M | $9.49B | 3.80% |
| 7 | IWR | ISHARES RUSSELL MIDCAP | — | 93.0M | $8.87B | 3.55% |
| 8 | SPYM | SPDR SER TR | — | 110.7M | $8.26B | 3.31% |
| 9 | VO | VANGUARD MID CAP ETF | — | 26.3M | $7.43B | 2.97% |
| 10 | VV | VANGUARD INDEX TRUST | — | 18.7M | $5.44B | 2.18% |
| 11 | SCZ | ISHARES | — | 49.4M | $3.76B | 1.50% |
| 12 | IUSB | ISHARES CORE UNIVERSAL USD BD | — | 79.6M | $3.65B | 1.46% |
| 13 | IWB | iShares Russell 1000 ETF | — | 10.5M | $3.64B | 1.46% |
| 14 | USHY | ISHARES BROAD USD HIGH YIELD | — | 95.4M | $3.47B | 1.39% |
| 15 | VEA | VANGUARD FTSE DEVELOPED | — | 55.0M | $3.42B | 1.37% |
Showing 1 to 15 of 1000 holdings