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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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JMG FINANCIAL GROUP LTD

Time Period2017-12-31

Total Holdings63

Total Value ($x1000)841,615
Activities
New8

Increased19

Unchanged12

Decreased24

Sold Out1

Top 10 Stock Holdingstotal 77.31%
VOO16.89

VO13.74

VEA10.01

SPY8.91

IWR8.02

 
VTI5.72

VWO4.96

VEU3.88

VV2.98

SCHX2.2

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SEC 13F
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Detail
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VOO
16.89%
SHS
VO
13.74%
MID CAP ETF
VEA
10.01%
FTSE DEV MKT ETF
SPY
8.91%
TR UNIT
IWR
8.02%
RUS MID-CAP ETF
VTI
5.72%
TOTAL STK MKT
VWO
4.96%
FTSE EMR MKT ETF
VEU
3.88%
ALLWRLD EX US
VV
2.98%
LARGE CAP ETF
SCHX
2.2%
US LRG CAP ETF
VNQ
2.2%
REIT ETF
MLPI
1.6%
ALERIAN INFRST
SCHM
1.45%
US MID-CAP ETF
IWS
1.43%
RUS MDCP VAL ETF
IWP
1.37%
RUS MD CP GR ETF
VTIP
1.34%
STRM INFPROIDX
SCHE
1.3%
EMRG MKTEQ ETF
SCHF
1.07%
INTL EQTY ETF
IWF
0.93%
RUS 1000 GRW ETF
IVV
0.91%
CORE S&P500 ETF
VNQI
0.88%
GLB EX US ETF
SCHH
0.63%
US REIT ETF
IWM
0.61%
RUSSELL 2000 ETF
IWB
0.59%
RUS 1000 ETF
AMJ
0.55%
ALERIAN ML ETN
BNDX
0.53%
INTL BD IDX ETF
VUG
0.49%
GROWTH ETF
IWD
0.41%
RUS 1000 VAL ETF
SCHB
0.4%
US BRD MKT ETF
MDY
0.36%
UTSER1 S&PDCRP
VB
0.31%
SMALL CP ETF
VIG
0.25%
DIV APP ETF
TIP
0.24%
TIPS BD ETF
USMV
0.21%
USA MIN VOL ETF
VOE
0.2%
MCAP VL IDXVIP
EEMV
0.19%
EM MK MINVOL ETF
VTV
0.18%
VALUE ETF
IWZ
0.16%
RUS 3000 GRW ETF
EFAV
0.15%
EAFE MIN VOL ETF
ACWV
0.14%
CNTRY MIN VL ETF
RWX
0.14%
DJ INTL RL ETF
VGK
0.14%
FTSE EUROPE ETF
SCHG
0.12%
US LCAP GR ETF
IWV
0.12%
RUSSELL 3000 ETF
EEM
0.11%
MSCI EMG MKT ETF
SCHZ
0.11%
US AGGREGATE B
VOT
0.1%
MCAP GR IDXVIP
EFA
0.1%
MSCI EAFE ETF
IXUS
0.09%
CORE MSCITOTAL
ACWI
0.08%
MSCI ACWI ETF
IJR
0.07%
CORE S&P SCP ETF
IVW
0.07%
S&P 500 GRWT ETF
IWN
0.05%
RUS 2000 VAL ETF
IWO
0.05%
RUS 2000 GRW ETF
BND
0.05%
TOTAL BND MRKT
VXF
0.03%
EXTEND MKT ETF
SCHR
0.03%
INTRM TRM TRES
XLF
0.03%
SBI INT-FINL
SCHP
0.03%
US TIPS ETF
DVY
0.03%
SELECT DIVID ETF
GWX
0.03%
S&P INTL SMLCP
VBR
0.03%
SM CP VAL ETF
JRS
0.02%
COM
IJH
0.03%
CORE S&P MCP ETF