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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
63
5
4
5
1
0
48
7
0
JONES FINANCIAL COMPANIES LLLP

Time Period2017-12-31

Total Holdings223

Total Value ($x1000)39,905,941
Activities
New18

Increased94

Unchanged4

Decreased107

Sold Out8

Top 10 Stock Holdingstotal 67.6%
AGG14.7

BND11.04

EFA8.39

VTV7.92

VEA6.31

 
VV4.88

IWD4.26

VB3.83

VUG3.14

BIV3.13

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
14.7%
CORE TOTUSBD ETF
BND
11.04%
TOTAL BND MRKT
EFA
8.39%
MSCI EAFE ETF
VTV
7.92%
VALUE ETF
VEA
6.31%
FTSE DEV MKT ETF
VV
4.88%
LARGE CAP ETF
IWD
4.26%
RUS 1000 VAL ETF
VB
3.83%
SMALL CP ETF
VUG
3.14%
GROWTH ETF
BIV
3.13%
INTERMED TERM
VBR
2.54%
SM CP VAL ETF
IWM
2.52%
RUSSELL 2000 ETF
EFV
2.4%
EAFE VALUE ETF
IVE
2.22%
S&P 500 VAL ETF
IWF
2.12%
RUS 1000 GRW ETF
VEU
2.12%
ALLWRLD EX US
OEF
1.77%
S&P 100 ETF
SCZ
1.76%
EAFE SML CP ETF
VBK
1.54%
SML CP GRW ETF
IWB
1.38%
RUS 1000 ETF
IVW
1.18%
S&P 500 GRWT ETF
VO
1.07%
MID CAP ETF
IWS
1.01%
RUS MDCP VAL ETF
VWO
0.88%
FTSE EMR MKT ETF
EFG
0.72%
EAFE GRWTH ETF
IWR
0.62%
RUS MID-CAP ETF
IWV
0.58%
RUSSELL 3000 ETF
IWN
0.54%
RUS 2000 VAL ETF
IWP
0.51%
RUS MD CP GR ETF
VSS
0.44%
FTSE SMCAP ETF
DIA
0.43%
UT SER 1
VOE
0.39%
MCAP VL IDXVIP
IUSB
0.28%
CORE TL USD BD
SCHH
0.27%
US REIT ETF
SDY
0.21%
S&P DIVID ETF
BSV
0.2%
SHORT TRM BOND
RWO
0.19%
DJ GLB RL ES ETF
VTI
0.18%
TOTAL STK MKT
VYM
0.16%
HIGH DIV YLD
IJH
0.14%
CORE S&P MCP ETF
SPY
0.09%
TR UNIT
IJR
0.06%
CORE S&P SCP ETF
MSFT
0.05%
COM
VOO
0.05%
SHS
AAPL
0.04%
COM
PG
0.04%
COM
JNJ
0.04%
COM
BRK.B
0.04%
CL B NEW
GOOGL
0.04%
CAP STK CL A
IWW
0.04%
RUS 3000 VAL ETF
PFE
0.03%
COM
CVX
0.03%
COM
V
0.03%
COM CL A
PID
0.03%
INTL DIV ACHV
VIG
0.03%
DIV APP ETF
UTX
0.03%
COM
DIS
0.03%
COM DISNEY
IJJ
0.03%
S&P MC 400VL ETF
C
0.03%
COM NEW
IJK
0.03%
S&P MC 400GR ETF
LOW
0.03%
COM
BLK
0.03%
COM
ORCL
0.03%
COM
USB
0.03%
COM NEW
WFC
0.03%
COM
AMZN
0.03%
COM
FB
0.03%
CL A
PNC
0.03%
COM
MRK
0.02%
COM
TMO
0.02%
COM
PEP
0.02%
COM
ABT
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
VFC
0.02%
COM
CMCSA
0.02%
CL A
PCLN
0.02%
COM NEW
NVS
0.02%
SPONSORED ADR
TJX
0.02%
COM
VZ
0.02%
COM
IJS
0.02%
SP SMCP600VL ETF
IWZ
0.02%
RUS 3000 GRW ETF
SYF
0.02%
COM
VOT
0.02%
MCAP GR IDXVIP
AMT
0.02%
COM
HON
0.02%
COM
TOT
0.02%
SPONSORED ADR
FMC
0.02%
COM NEW
JPM
0.02%
COM
PX
0.02%
COM
EMR
0.02%
COM
MDT
0.02%
SHS
MDLZ
0.02%
CL A
MMM
0.02%
COM
DE
0.01%
COM
DEO
0.01%
SPON ADR NEW
HAL
0.01%
COM
UNP
0.01%
COM
MCD
0.01%
COM
PM
0.01%
COM
QCOM
0.01%
COM
ITW
0.01%
COM
BNDX
0.01%
INTL BD IDX ETF
IWO
0.01%
RUS 2000 GRW ETF
FTS
0.01%
COM
EL
0.01%
CL A
COST
0.01%
COM
XOM
0.01%
COM
DUK
0.01%
COM NEW
KHC
0.01%
COM
PXD
0.01%
COM
DWDP
0.01%
COM
GD
0.01%
COM
CHKP
0.01%
ORD
EOG
0.01%
COM
T
0.01%
COM
NEE
0.01%
COM
ISTB
0.01%
CORE STRM USBD
NFX
0.01%
COM
ABBV
0.01%
COM
RDS/A
0.01%
SPONS ADR A
GIS
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
COF
0.01%
COM
FDX
0.01%
COM
HD
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
IBM
0.01%
COM
D
0.01%
COM
CVS
0.01%
COM
AVGO
0.01%
SHS
GE
0.01%
COM
ESRX
< 0.01%
COM
AWK
< 0.01%
COM
IVZ
< 0.01%
SHS
CSX
< 0.01%
COM
ENB
< 0.01%
COM
FTA
< 0.01%
COM SHS
ADI
< 0.01%
COM
TSCO
< 0.01%
COM
WMT
< 0.01%
COM
TWX
< 0.01%
COM NEW
SLB
< 0.01%
COM
JEC
< 0.01%
COM
KO
< 0.01%
COM
SBUX
< 0.01%
COM
WBA
< 0.01%
COM
DG
< 0.01%
COM
ADS
< 0.01%
COM
TGT
< 0.01%
COM
STT
< 0.01%
COM
TRI
< 0.01%
COM
WR
< 0.01%
COM
LLY
< 0.01%
COM
COP
< 0.01%
COM
IGOV
< 0.01%
INTL TREA BD ETF
AMAT
< 0.01%
COM
AGN
< 0.01%
SHS
BMY
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
TPR
< 0.01%
COM
BA
< 0.01%
COM
XLY
< 0.01%
SBI CONS DISCR
INTC
< 0.01%
COM
MO
< 0.01%
COM
DVN
< 0.01%
COM
PYPL
< 0.01%
COM
XLV
< 0.01%
SBI HEALTHCARE
NSC
< 0.01%
COM
CAT
< 0.01%
COM
K
< 0.01%
COM
XLK
< 0.01%
TECHNOLOGY
CL
< 0.01%
COM
BAC
< 0.01%
COM
SPG
< 0.01%
COM
OMC
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
XLI
< 0.01%
SBI INT-INDS
FISV
< 0.01%
COM
ECL
< 0.01%
COM
AGU
< 0.01%
COM
PSX
< 0.01%
COM
CLX
< 0.01%
COM
DOV
< 0.01%
COM
ADP
< 0.01%
COM
KMB
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
VOD
< 0.01%
SPNSR ADR NO PAR
AME
< 0.01%
COM
FVD
< 0.01%
SHS
ZTS
< 0.01%
CL A
MON
< 0.01%
COM
NOV
< 0.01%
COM
ZMH
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
XLP
< 0.01%
SBI CONS STPLS
HBC
< 0.01%
SPON ADR NEW
PH
< 0.01%
COM
HCN
< 0.01%
COM
BRK.A
< 0.01%
CL A
SNA
< 0.01%
COM
PXLV
< 0.01%
LARGE VALUE
SPHD
< 0.01%
PWRSH S&P500HI
XEL
< 0.01%
COM
VTR
< 0.01%
COM
SYY
< 0.01%
COM
CSCO
< 0.01%
COM
LMT
< 0.01%
COM
UPS
< 0.01%
CL B
TXN
< 0.01%
COM
MFC
< 0.01%
COM
BWX
< 0.01%
BRCLYS INTL ETF
XSLV
< 0.01%
S&P600 LOVL PT
SO
< 0.01%
COM
WAB
< 0.01%
COM
ALV
< 0.01%
COM
BAX
< 0.01%
COM
MDU
< 0.01%
COM
NKE
< 0.01%
CL B
CMI
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
OXY
< 0.01%
COM
SYK
< 0.01%
COM
WRE
< 0.01%
SH BEN INT
COH
< 0.01%
COM
MCK
< 0.01%
COM
FITB
< 0.01%
COM
OGE
< 0.01%
COM
APA
< 0.01%
COM
SU
< 0.01%
COM
NXQ
< 0.01%
SH BEN INT
MRO
< 0.01%
COM