Jmg Financial Group, Ltd
$3.6B Assets Reported
103 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 1,394,763 | $833M | 23.1% |
| VEA | Vanguard MSCI EAFE ETF | 6,275,829 | $402M | 11.2% |
| VO | Vanguard Mid Cap Vipers | 1,396,617 | $401M | 11.1% |
| DFSV | Dimensional US Small Cap Value | 6,191,354 | $217M | 6.0% |
| SCHX | Schwab US Large Cap ETF | 8,333,483 | $214M | 5.9% |
| SPY | SPDR S&P 500 ETF Trust | 263,665 | $171M | 4.8% |
| DFIC | DFA International Core Equity | 4,786,293 | $170M | 4.7% |
| DFGR | Dimensional Global Real Estate | 6,344,111 | $169M | 4.7% |
| VWO | Vanguard MSCI Emerging Markets | 2,930,327 | $158M | 4.4% |
| SCHF | Schwab International Equity ET | 4,116,077 | $102M | 2.8% |
Track Jmg Financial Group, Ltd's 13F portfolio: $3.6B in reported holdings, 103 positions. Top holdings, AUM, and quarterly changes on SentiSense.