account_balance
Investment manager · 13F filer · SEC CIK 2079098
Mars Jewett Financial Group, Inc.
Reported value$603Mas of Sep 30, 2026
Positions52 9 new, 3 sold out
Top 10 weight88.8%DFAU alone is 29%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
28.6%Added +4%
MGVVanguard World Fd
14.3%Added +65%
MGKVanguard World Fd
12.7%Added +68%
DFAXDimensional ETF Trust
10.0%Added +5%
IXUSiShares Tr
8.1%Added +68%
MSFTMicrosoft Corp
7.0%Added +2%
TCHPT Rowe Price Exchange-Traded
2.5%−11%
VOVanguard Index FDS
2.3%
AVSC2.1%
AMZN1.3%AAPL1.3%JSMD
DFAUDimensional ETF Trust
28.6%Added +4%
MGVVanguard World Fd
14.3%
MGKVanguard World Fd
12.7%Added +68%
DFAXDimensional ETF Trust
10.0%Added +5%
IXUSiShares Tr
8.1%
MSFTMicrosoft Corp
7.0%
TCHP2.5%
VO2.3%
AVSC
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 28.6% Added +4%
MGV Vanguard World Fd 14.3% Added +65%
MGK Vanguard World Fd 12.7% Added +68%
DFAX Dimensional ETF Trust 10.0% Added +5%
IXUS iShares Tr 8.1% Added +68%
MSFT Microsoft Corp 7.0% Added +2%TCHP T Rowe Price Exchange-Traded 2.5% Trimmed −11%
VO Vanguard Index FDS 2.3% Added +62%
AVSC American Centy ETF Tr 2.1% Added +77%
AMZN Amazon.com Inc 1.3% Added +5%AAPL Apple Inc. 1.3% HeldJSMD Janus Detroit STR Tr 1.0% Trimmed −63%
What changed
Biggest moves since Jun 30, 2026
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