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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 Period2018-06-30

Total Holdings68

Total Value ($x1000)908,500
Activities
New7

Increased29

Unchanged17

Decreased15

Sold Out0

Top 10 Stock Holdingstotal 77.33%
VOO18.75

VO15.03

SPY8.56

IWR7.86

VEA7.67

 
VTI6.54

VWO4.51

VV3.22

VEU2.87

SCHX2.32

-- hover over a symbol below for details --
SEC 13F
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Detail
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VOO
18.75%
SHS
VO
15.03%
MID CAP ETF
SPY
8.56%
TR UNIT
IWR
7.86%
RUS MID-CAP ETF
VEA
7.67%
FTSE DEV MKT ETF
VTI
6.54%
TOTAL STK MKT
VWO
4.51%
FTSE EMR MKT ETF
VV
3.22%
LARGE CAP ETF
VEU
2.87%
ALLWRLD EX US
SCHX
2.32%
US LRG CAP ETF
VNQ
2.18%
REIT ETF
MLPI
1.55%
ALERIAN INFRST
SCHM
1.49%
US MID-CAP ETF
IWP
1.31%
RUS MD CP GR ETF
IWS
1.3%
RUS MDCP VAL ETF
VTIP
1.25%
STRM INFPROIDX
SCHE
1.1%
EMRG MKTEQ ETF
IWM
1.04%
RUSSELL 2000 ETF
IVV
0.94%
CORE S&P500 ETF
IWF
0.94%
RUS 1000 GRW ETF
SCHF
0.8%
INTL EQTY ETF
VNQI
0.77%
GLB EX US ETF
SCHH
0.67%
US REIT ETF
IWB
0.59%
RUS 1000 ETF
VUG
0.51%
GROWTH ETF
BNDX
0.44%
INTL BD IDX ETF
SCHB
0.44%
US BRD MKT ETF
IWD
0.37%
RUS 1000 VAL ETF
VB
0.34%
SMALL CP ETF
HYS
0.33%
0-5 HIGH YIELD
AMJ
0.33%
ALERIAN ML ETN
MDY
0.32%
UTSER1 S&PDCRP
IWV
0.31%
RUSSELL 3000 ETF
DBC
0.28%
UNIT
EFA
0.26%
MSCI EAFE ETF
VIG
0.23%
DIV APP ETF
EEM
0.22%
MSCI EMG MKT ETF
VGK
0.21%
FTSE EUROPE ETF
USMV
0.2%
USA MIN VOL ETF
EEMV
0.17%
EM MK MINVOL ETF
VTV
0.17%
VALUE ETF
VOE
0.16%
MCAP VL IDXVIP
IWZ
0.16%
RUS 3000 GRW ETF
RWX
0.12%
DJ INTL RL ETF
SCHZ
0.12%
US AGGREGATE B
SCHG
0.12%
US LCAP GR ETF
EFAV
0.09%
EAFE MIN VOL ETF
IJR
0.09%
CORE S&P SCP ETF
ACWI
0.08%
MSCI ACWI ETF
IXUS
0.08%
CORE MSCITOTAL
VOT
0.07%
MCAP GR IDXVIP
IVW
0.06%
S&P 500 GRWT ETF
IWN
0.05%
RUS 2000 VAL ETF
ACWV
0.04%
CNTRY MIN VL ETF
BND
0.04%
TOTAL BND MRKT
SCHR
0.04%
INTRM TRM TRES
VXF
0.03%
EXTEND MKT ETF
VBK
0.03%
SML CP GRW ETF
IWO
0.03%
RUS 2000 GRW ETF
AAPL
0.03%
COM
SCHP
0.03%
US TIPS ETF
XLF
0.03%
SBI INT-FINL
DVY
0.02%
SELECT DIVID ETF
GWX
0.02%
S&P INTL SMLCP
TDG
0.02%
COM
VBR
0.02%
SM CP VAL ETF
JRS
0.02%
COM
QMM
< 0.01%
COM