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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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Value
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Growth
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JMG FINANCIAL GROUP LTD

Time Period2018-12-31

Total Holdings66

Total Value ($x1000)870,692
Activities
New2

Increased24

Unchanged11

Decreased29

Sold Out6

Top 10 Stock Holdingstotal 74.05%
VOO19.81

VO15.16

SPY8.95

IWR7.18

VTI4.34

 
VEA4.22

VWO3.95

SCHX3.5

VV3.49

SCHM3.45

-- hover over a symbol below for details --
SEC 13F
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Detail
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VOO
19.81%
SHS
VO
15.16%
MID CAP ETF
SPY
8.95%
TR UNIT
IWR
7.18%
RUS MID-CAP ETF
VTI
4.34%
TOTAL STK MKT
VEA
4.22%
FTSE DEV MKT ETF
VWO
3.95%
FTSE EMR MKT ETF
SCHX
3.5%
US LRG CAP ETF
VV
3.49%
LARGE CAP ETF
SCHM
3.45%
US MID-CAP ETF
VEU
1.96%
ALLWRLD EX US
MLPI
1.94%
ALERIAN INFRST
VNQ
1.67%
REIT ETF
SCHE
1.6%
EMRG MKTEQ ETF
IWP
1.22%
RUS MD CP GR ETF
VTIP
1.19%
STRM INFPROIDX
IWS
1.16%
RUS MDCP VAL ETF
VNQI
1.15%
GLB EX US ETF
SCHF
1.12%
INTL EQTY ETF
IVV
0.93%
CORE S&P500 ETF
SCHZ
0.91%
US AGGREGATE B
IWM
0.9%
RUSSELL 2000 ETF
IWF
0.84%
RUS 1000 GRW ETF
TIP
0.83%
TIPS BD ETF
IWB
0.76%
RUS 1000 ETF
SCHH
0.69%
US REIT ETF
SCHB
0.65%
US BRD MKT ETF
BNDX
0.54%
INTL BD IDX ETF
VUG
0.52%
GROWTH ETF
SCHP
0.5%
US TIPS ETF
EFA
0.45%
MSCI EAFE ETF
IWV
0.45%
RUSSELL 3000 ETF
IWD
0.37%
RUS 1000 VAL ETF
HYS
0.29%
0-5 HIGH YIELD
EEM
0.28%
MSCI EMG MKT ETF
VB
0.28%
SMALL CP ETF
MDY
0.25%
UTSER1 S&PDCRP
AMJ
0.24%
ALERIAN ML ETN
VIG
0.23%
DIV APP ETF
USMV
0.18%
USA MIN VOL ETF
VTV
0.17%
VALUE ETF
IWZ
0.15%
RUS 3000 GRW ETF
EEMV
0.14%
EM MK MINVOL ETF
VOE
0.14%
MCAP VL IDXVIP
SCHG
0.12%
US LCAP GR ETF
BND
0.12%
TOTAL BND MRKT
DBC
0.11%
UNIT
RWX
0.09%
DJ INTL RL ETF
IJR
0.07%
CORE S&P SCP ETF
ACWI
0.07%
MSCI ACWI ETF
IXUS
0.07%
CORE MSCITOTAL
IVW
0.06%
S&P 500 GRWT ETF
VOT
0.06%
MCAP GR IDXVIP
ACWV
0.06%
CNTRY MIN VL ETF
EFAV
0.05%
EAFE MIN VOL ETF
SCHR
0.05%
INTRM TRM TRES
IJH
0.04%
CORE S&P MCP ETF
MRK
0.04%
COM
JNJ
0.04%
COM
IWN
0.03%
RUS 2000 VAL ETF
AAPL
0.03%
COM
VXF
0.03%
EXTEND MKT ETF
XOM
0.03%
COM
EMR
0.03%
COM
DVY
0.02%
SELECT DIVID ETF
JRS
0.01%
COM
VBK
0.03%
SML CP GRW ETF
XLF
0.03%
SBI INT-FINL
IWO
0.02%
RUS 2000 GRW ETF
GWX
0.02%
S&P INTL SMLCP
TDG
0.02%
COM
VBR
0.02%
SM CP VAL ETF