JONES FINANCIAL COMPANIES LLLP: 13F holdings
CIK 8159172026Q2
| Positions | 4,961 |
|---|---|
| Reported value | $249.8bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX TR | 219,112,994 | $18.1bn | 7.3% |
| SPYM SPDR SERIES TRUST | 169,823,143 | $14.6bn | 5.8% |
| IVV ISHARES CORE S&P 500 ETF | 19,409,670 | $14.2bn | 5.7% |
| VOO VANGUARD S&P 500 ETF | 18,541,326 | $12.4bn | 5.0% |
| AGG ISHARES CORE US AGGREGATE BOND | 110,159,073 | $10.9bn | 4.4% |
| IWR ISHARES RUSSELL MIDCAP | 99,650,083 | $10.9bn | 4.4% |
| IEFA ISHARES TRUST CORE MSCI EAFE | 113,501,860 | $10.8bn | 4.3% |
| VTV VANGUARD INDEX TR | 44,576,925 | $9.7bn | 3.9% |
| VO VANGUARD MID CAP ETF | 110,769,908 | $8.9bn | 3.5% |
| VV VANGUARD INDEX TRUST | 19,222,366 | $6.5bn | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="815917")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.