Jones Financial Companies Lllp
$208.1B Assets Reported
4,954 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD INDEX TR | 39,228,809 | $16.6B | 8.0% |
| AGG | ISHARES CORE US AGGREGATE BOND | 132,174,808 | $13.0B | 6.3% |
| IVV | ISHARES CORE S&P 500 ETF | 18,924,918 | $12.1B | 5.8% |
| VOO | VANGUARD S&P 500 ETF | 17,095,668 | $10.0B | 4.8% |
| VTV | VANGUARD INDEX TR | 51,321,269 | $9.9B | 4.8% |
| IEFA | ISHARES TRUST CORE MSCI EAFE | 108,462,596 | $9.5B | 4.6% |
| IWR | ISHARES RUSSELL MIDCAP | 92,963,542 | $8.9B | 4.3% |
| SPYM | SPDR SER TR | 110,682,000 | $8.3B | 4.0% |
| VO | VANGUARD MID CAP ETF | 26,272,163 | $7.4B | 3.6% |
| VV | VANGUARD INDEX TRUST | 18,664,465 | $5.4B | 2.6% |
Track Jones Financial Companies Lllp's 13F portfolio: $208.1B in reported holdings, 4,954 positions. Top holdings, AUM, and quarterly changes on SentiSense.