account_balance
Investment manager · 13F filer · SEC CIK 815917
Jones Financial Companies LLLP
Reported value$250Bas of Jun 30, 2026
Positions4,961 507 new, 270 sold out
Top 10 weight46.9%VUG alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index Tr
7.3%Added +459%
SPYMSPDR Series Trust
5.8%Added +53%
IVViShares Tr
5.7%Added +3%
VOOVanguard S&P 500 ETF
5.0%Added +8%
AGGiShares Tr
4.4%Trimmed −17%
IWRiShares Tr
4.4%Added +7%
IEFAiShares Trust Core MSCI EAFE
4.3%Added +5%
VTVVanguard Index Tr
3.9%Trimmed −13%
VOVanguard Mid Cap ETF
3.5%Added +322%
VVVanguard Index Trust
2.6%Added +3%
SCZiShares Tr
1.8%Added +8%
IUSBiShares Tr
1.6%Added +10%
VUGVanguard Index Tr
7.3%Added +459%
SPYMSPDR Series Trust
5.8%Added +53%
IVViShares Tr
5.7%Added +3%
VOOVanguard S&P 500 ETF
5.0%Added +8%
AGGiShares Tr
4.4%Trimmed −17%
IWR4.4%IEFA4.3%VTV3.9%VO3.5%VV2.6%SCZ1.8%IUSB1.6%Boxes 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
VUG Vanguard Index Tr 7.3% Added +459%SPYM SPDR Series Trust 5.8% Added +53%IVV iShares Tr 5.7% Added +3%VOO Vanguard S&P 500 ETF 5.0% Added +8%AGG iShares Tr 4.4% Trimmed −17%IWR iShares Tr 4.4% Added +7%IEFA iShares Trust Core MSCI EAFE 4.3% Added +5%VTV Vanguard Index Tr 3.9% Trimmed −13%VO Vanguard Mid Cap ETF 3.5% Added +322%VV Vanguard Index Trust 2.6% Added +3%SCZ iShares Tr 1.8% Added +8%IUSB iShares Tr 1.6% Added +10%
What changed