Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
58
3
2
4
1
0
39
4
0
JONES FINANCIAL COMPANIES LLLP

Time Period2018-12-31

Total Holdings205

Total Value ($x1000)40,264,289
Activities
New19

Increased89

Unchanged2

Decreased95

Sold Out16

Top 10 Stock Holdingstotal 72.06%
VTV16.53

AGG15.47

BND9.06

EFA7.3

VEA6.19

 
VV4.42

VB3.8

IWD3.52

VUG2.92

VEU2.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
16.53%
VALUE ETF
AGG
15.47%
CORE TOTUSBD ETF
BND
9.06%
TOTAL BND MRKT
EFA
7.3%
MSCI EAFE ETF
VEA
6.19%
FTSE DEV MKT ETF
VV
4.42%
LARGE CAP ETF
VB
3.8%
SMALL CP ETF
IWD
3.52%
RUS 1000 VAL ETF
VUG
2.92%
GROWTH ETF
VEU
2.85%
ALLWRLD EX US
VBR
2.55%
SM CP VAL ETF
IWM
1.94%
RUSSELL 2000 ETF
EFV
1.85%
EAFE VALUE ETF
IWB
1.81%
RUS 1000 ETF
IJS
1.79%
SP SMCP600VL ETF
SCZ
1.43%
EAFE SML CP ETF
IWS
1.31%
RUS MDCP VAL ETF
VBK
1.28%
SML CP GRW ETF
IVW
1.25%
S&P 500 GRWT ETF
BIV
1.23%
INTERMED TERM
VSS
1.22%
FTSE SMCAP ETF
VO
1.19%
MID CAP ETF
IWZ
0.87%
RUS 3000 GRW ETF
IWR
0.79%
RUS MID-CAP ETF
OEF
0.72%
S&P 100 ETF
EFG
0.69%
EAFE GRWTH ETF
IWN
0.69%
RUS 2000 VAL ETF
IWP
0.47%
RUS MD CP GR ETF
VOE
0.42%
MCAP VL IDXVIP
IWV
0.35%
RUSSELL 3000 ETF
IUSB
0.31%
CORE TL USD BD
SCHH
0.3%
US REIT ETF
RWO
0.27%
DJ GLB RL ES ETF
IWW
0.21%
RUS 3000 VAL ETF
BSV
0.2%
SHORT TRM BOND
SDY
0.18%
S&P DIVID ETF
IJH
0.18%
CORE S&P MCP ETF
IEFA
0.14%
CORE MSCI EAFE
VYM
0.13%
HIGH DIV YLD
SPY
0.13%
TR UNIT
IJR
0.09%
CORE S&P SCP ETF
IWF
0.07%
RUS 1000 GRW ETF
VTI
0.06%
TOTAL STK MKT
VOO
0.06%
SHS
VTEB
0.05%
TAX-EXEMPT BD
VWO
0.05%
FTSE EMR MKT ETF
MSFT
0.05%
COM
BRK.B
0.04%
CL B NEW
V
0.04%
COM CL A
VIG
0.04%
DIV APP ETF
AAPL
0.04%
COM
PFE
0.04%
COM
JNJ
0.04%
COM
GOOGL
0.03%
CAP STK CL A
DIA
0.03%
UT SER 1
MRK
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
ISTB
0.03%
CORE STRM USBD
ABT
0.03%
COM
JPM
0.03%
COM
AMT
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
IJJ
0.03%
S&P MC 400VL ETF
CVX
0.03%
COM
VZ
0.03%
COM
TMO
0.03%
COM
BLK
0.03%
COM
LOW
0.02%
COM
AMZN
0.02%
COM
UTX
0.02%
COM
ADI
0.02%
COM
NVS
0.02%
SPONSORED ADR
PG
0.02%
COM
C
0.02%
COM NEW
FB
0.02%
CL A
IJT
0.02%
SP SMCP600GR ETF
MDT
0.02%
SHS
PEP
0.02%
COM
TJX
0.02%
COM
DIS
0.02%
COM DISNEY
DE
0.02%
COM
BNDX
0.02%
INTL BD IDX ETF
VOT
0.02%
MCAP GR IDXVIP
ORCL
0.02%
COM
BKNG
0.02%
COM
TOT
0.02%
SPONSORED ADR
PYPL
0.02%
COM
HON
0.02%
COM
MUB
0.02%
NAT AMT FREE BD
LIN
0.02%
COM
ADBE
0.02%
COM
MCD
0.02%
COM
MDLZ
0.02%
CL A
FMC
0.02%
COM NEW
IVV
0.01%
CORE S&P500 ETF
USB
0.01%
COM NEW
COST
0.01%
COM
PNC
0.01%
COM
DEO
0.01%
SPON ADR NEW
CMCSA
0.01%
CL A
STT
0.01%
COM
DUK
0.01%
COM NEW
UNP
0.01%
COM
NEE
0.01%
COM
VFC
0.01%
COM
EL
0.01%
CL A
FTS
0.01%
COM
CSX
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
MMM
0.01%
COM
PXD
0.01%
COM
PM
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
XOM
0.01%
COM
WFC
0.01%
COM
ITW
0.01%
COM
FDX
0.01%
COM
EMR
0.01%
COM
TRMB
0.01%
COM
HAL
0.01%
COM
CHKP
0.01%
ORD
T
0.01%
COM
SBUX
0.01%
COM
EOG
0.01%
COM
XLK
0.01%
TECHNOLOGY
HD
< 0.01%
COM
ABBV
< 0.01%
COM
QCOM
< 0.01%
COM
GD
< 0.01%
COM
RDS/A
< 0.01%
SPONS ADR A
IGOV
< 0.01%
INTL TREA BD ETF
XLF
< 0.01%
SBI INT-FINL
AVGO
< 0.01%
COM
DWDP
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
COF
< 0.01%
COM
AWK
< 0.01%
COM
BA
< 0.01%
COM
ENB
< 0.01%
COM
D
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
XLI
< 0.01%
SBI INT-INDS
CVS
< 0.01%
COM
INTC
< 0.01%
COM
LLY
< 0.01%
COM
DG
< 0.01%
COM
IVZ
< 0.01%
SHS
BMY
< 0.01%
COM
WMT
< 0.01%
COM
COP
< 0.01%
COM
XLV
< 0.01%
SBI HEALTHCARE
SYF
< 0.01%
COM
FISV
< 0.01%
COM
MO
< 0.01%
COM
KHC
< 0.01%
COM
JEC
< 0.01%
COM
KO
< 0.01%
COM
VFH
< 0.01%
FINANCIALS ETF
SCHE
< 0.01%
EMRG MKTEQ ETF
SCHA
< 0.01%
US SML CAP ETF
GIS
< 0.01%
COM
SON
< 0.01%
COM
WBA
< 0.01%
COM
IBM
< 0.01%
COM
NSC
< 0.01%
COM
BAC
< 0.01%
COM
TSCO
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
AMGN
< 0.01%
COM
ECL
< 0.01%
COM
FTA
< 0.01%
COM SHS
OMC
< 0.01%
COM
AMAT
< 0.01%
COM
VGT
< 0.01%
INF TECH ETF
ADP
< 0.01%
COM
CL
< 0.01%
COM
BWX
< 0.01%
BRCLYS INTL ETF
CAT
< 0.01%
COM
TGT
< 0.01%
COM
NTR
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
TRI
< 0.01%
COM NEW
TXN
< 0.01%
COM
SPG
< 0.01%
COM
CI
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
BP
< 0.01%
SPONSORED ADR
ZMH
< 0.01%
COM
XEL
< 0.01%
COM
XLY
< 0.01%
SBI CONS DISCR
TPR
< 0.01%
COM
PH
< 0.01%
COM
CSCO
< 0.01%
COM
PSX
< 0.01%
COM
K
< 0.01%
COM
STI
< 0.01%
COM
EVRG
< 0.01%
COM
ZTS
< 0.01%
CL A
AEE
< 0.01%
COM
SO
< 0.01%
COM
GE
< 0.01%
COM
NFX
< 0.01%
COM
MRO
< 0.01%
COM
MFC
< 0.01%
COM
REET
< 0.01%
GLOBAL REIT ETF
PX
0.02%
COM
ESRX
< 0.01%
COM
BXS
< 0.01%
COM
SLB
< 0.01%
COM
ADS
< 0.01%
COM
DVN
< 0.01%
COM
AGN
< 0.01%
SHS
TRI
< 0.01%
COM
NFLX
< 0.01%
COM
AME
< 0.01%
COM
VTR
< 0.01%
COM
SR
< 0.01%
COM
VCR
< 0.01%
CONSUM DIS ETF
OKE
< 0.01%
COM
OXY
< 0.01%
COM
SYY
< 0.01%
COM