JMG Financial Group, Ltd.: 13F holdings
CIK 13144042026Q2
| Positions | 137 |
|---|---|
| Reported value | $4.1bn |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 1,406,914 | $966.3m | 23.3% |
| VO VANGUARD INDEX FDS | 5,646,613 | $454.9m | 11.0% |
| VEA VANGUARD TAX-MANAGED FDS | 6,253,672 | $445.6m | 10.8% |
| SCHX SCHWAB STRATEGIC TR | 8,334,300 | $245.3m | 5.9% |
| DIMENSIONAL ETF TRUST | 6,311,245 | $244.8m | 5.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 263,441 | $196.7m | 4.8% |
| DIMENSIONAL ETF TRUST | 6,710,457 | $194.4m | 4.7% |
| DFIC DIMENSIONAL ETF TRUST | 4,973,487 | $185.3m | 4.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 2,898,490 | $173.0m | 4.2% |
| SCHM SCHWAB STRATEGIC TR | 3,074,425 | $113.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1314404")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.