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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
4
0
0
0
0
0
1
1
0
JMG FINANCIAL GROUP LTD

Time Period2018-09-30

Total Holdings70

Total Value ($x1000)954,626
Activities
New4

Increased25

Unchanged16

Decreased25

Sold Out2

Top 10 Stock Holdingstotal 77.91%
VOO21.66

VO16.8

SPY9.43

IWR8.35

VTI4.91

 
VEA4.53

VWO4.03

VV3.26

SCHX2.84

VEU2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VOO
21.66%
SHS
VO
16.8%
MID CAP ETF
SPY
9.43%
TR UNIT
IWR
8.35%
RUS MID-CAP ETF
VTI
4.91%
TOTAL STK MKT
VEA
4.53%
FTSE DEV MKT ETF
VWO
4.03%
FTSE EMR MKT ETF
VV
3.26%
LARGE CAP ETF
SCHX
2.84%
US LRG CAP ETF
VEU
2.1%
ALLWRLD EX US
SCHM
1.82%
US MID-CAP ETF
VNQ
1.71%
REIT ETF
MLPI
1.62%
ALERIAN INFRST
IWP
1.34%
RUS MD CP GR ETF
IWS
1.26%
RUS MDCP VAL ETF
VTIP
1.2%
STRM INFPROIDX
SCHE
1.05%
EMRG MKTEQ ETF
IWM
1.04%
RUSSELL 2000 ETF
IVV
0.99%
CORE S&P500 ETF
IWF
0.97%
RUS 1000 GRW ETF
VNQI
0.7%
GLB EX US ETF
SCHH
0.61%
US REIT ETF
SCHF
0.59%
INTL EQTY ETF
IWB
0.59%
RUS 1000 ETF
VUG
0.53%
GROWTH ETF
SCHB
0.46%
US BRD MKT ETF
BNDX
0.4%
INTL BD IDX ETF
IWD
0.37%
RUS 1000 VAL ETF
VB
0.35%
SMALL CP ETF
MDY
0.34%
UTSER1 S&PDCRP
HYS
0.32%
0-5 HIGH YIELD
AMJ
0.31%
ALERIAN ML ETN
IWV
0.31%
RUSSELL 3000 ETF
EFA
0.25%
MSCI EAFE ETF
DBC
0.25%
UNIT
EEM
0.24%
MSCI EMG MKT ETF
VIG
0.23%
DIV APP ETF
USMV
0.2%
USA MIN VOL ETF
VTV
0.17%
VALUE ETF
EEMV
0.16%
EM MK MINVOL ETF
IWZ
0.16%
RUS 3000 GRW ETF
VOE
0.16%
MCAP VL IDXVIP
SCHG
0.13%
US LCAP GR ETF
SCHZ
0.13%
US AGGREGATE B
RWX
0.11%
DJ INTL RL ETF
IJR
0.09%
CORE S&P SCP ETF
ACWI
0.08%
MSCI ACWI ETF
IXUS
0.07%
CORE MSCITOTAL
VOT
0.07%
MCAP GR IDXVIP
IVW
0.07%
S&P 500 GRWT ETF
EFAV
0.05%
EAFE MIN VOL ETF
ACWV
0.04%
CNTRY MIN VL ETF
AAPL
0.04%
COM
BND
0.04%
TOTAL BND MRKT
SCHP
0.04%
US TIPS ETF
IWN
0.04%
RUS 2000 VAL ETF
SCHR
0.04%
INTRM TRM TRES
JNJ
0.03%
COM
VXF
0.03%
EXTEND MKT ETF
MRK
0.03%
COM
EMR
0.03%
COM
XOM
0.03%
COM
VBK
0.03%
SML CP GRW ETF
XLF
0.03%
SBI INT-FINL
IWO
0.02%
RUS 2000 GRW ETF
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
0.01%
COM
VGK
0.21%
FTSE EUROPE ETF
QMM
< 0.01%
COM