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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
60
4
2
4
1
0
43
5
0
JONES FINANCIAL COMPANIES LLLP

Time Period2018-06-30

Total Holdings204

Total Value ($x1000)42,851,438
Activities
New8

Increased89

Unchanged4

Decreased103

Sold Out15

Top 10 Stock Holdingstotal 68.57%
AGG14.31

VTV12.35

BND9.3

EFA7.46

VEA6.34

 
VV4.95

VB4.05

IWD3.8

VUG3.29

VEU2.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
14.31%
CORE TOTUSBD ETF
VTV
12.35%
VALUE ETF
BND
9.3%
TOTAL BND MRKT
EFA
7.46%
MSCI EAFE ETF
VEA
6.34%
FTSE DEV MKT ETF
VV
4.95%
LARGE CAP ETF
VB
4.05%
SMALL CP ETF
IWD
3.8%
RUS 1000 VAL ETF
VUG
3.29%
GROWTH ETF
VEU
2.72%
ALLWRLD EX US
VBR
2.65%
SM CP VAL ETF
BIV
2.47%
INTERMED TERM
IWM
2.25%
RUSSELL 2000 ETF
EFV
1.95%
EAFE VALUE ETF
SCZ
1.8%
EAFE SML CP ETF
IWB
1.65%
RUS 1000 ETF
VBK
1.52%
SML CP GRW ETF
IVE
1.43%
S&P 500 VAL ETF
IWS
1.32%
RUS MDCP VAL ETF
IVW
1.27%
S&P 500 GRWT ETF
VO
1.09%
MID CAP ETF
VSS
1.05%
FTSE SMCAP ETF
OEF
1.05%
S&P 100 ETF
IJS
0.85%
SP SMCP600VL ETF
IWR
0.75%
RUS MID-CAP ETF
EFG
0.69%
EAFE GRWTH ETF
IWN
0.69%
RUS 2000 VAL ETF
VWO
0.67%
FTSE EMR MKT ETF
IWZ
0.65%
RUS 3000 GRW ETF
IWV
0.5%
RUSSELL 3000 ETF
IWP
0.48%
RUS MD CP GR ETF
IWF
0.47%
RUS 1000 GRW ETF
VOE
0.47%
MCAP VL IDXVIP
SCHH
0.3%
US REIT ETF
IUSB
0.28%
CORE TL USD BD
RWO
0.24%
DJ GLB RL ES ETF
IWW
0.23%
RUS 3000 VAL ETF
BSV
0.18%
SHORT TRM BOND
SDY
0.18%
S&P DIVID ETF
VTI
0.18%
TOTAL STK MKT
IJH
0.15%
CORE S&P MCP ETF
VYM
0.14%
HIGH DIV YLD
SPY
0.1%
TR UNIT
IJR
0.07%
CORE S&P SCP ETF
DIA
0.06%
UT SER 1
VOO
0.06%
SHS
MSFT
0.05%
COM
AAPL
0.03%
COM
BRK.B
0.03%
CL B NEW
V
0.03%
COM CL A
GOOGL
0.03%
CAP STK CL A
AMZN
0.03%
COM
PG
0.03%
COM
VIG
0.03%
DIV APP ETF
JNJ
0.03%
COM
PFE
0.03%
COM
CVX
0.03%
COM
IJJ
0.03%
S&P MC 400VL ETF
FB
0.03%
CL A
UTX
0.03%
COM
LOW
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
MRK
0.03%
COM
C
0.03%
COM NEW
BLK
0.03%
COM
TJX
0.03%
COM
ORCL
0.03%
COM
IEFA
0.02%
CORE MSCI EAFE
ABT
0.02%
COM
TMO
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
BKNG
0.02%
COM
AMT
0.02%
COM
VFC
0.02%
COM
PEP
0.02%
COM
DIS
0.02%
COM DISNEY
NVS
0.02%
SPONSORED ADR
JPM
0.02%
COM
PNC
0.02%
COM
USB
0.02%
COM NEW
SYF
0.02%
COM
MDT
0.02%
SHS
TOT
0.02%
SPONSORED ADR
VOT
0.02%
MCAP GR IDXVIP
VZ
0.02%
COM
HON
0.02%
COM
PX
0.02%
COM
CMCSA
0.02%
CL A
FMC
0.02%
COM NEW
MDLZ
0.02%
CL A
ISTB
0.02%
CORE STRM USBD
DE
0.02%
COM
DEO
0.01%
SPON ADR NEW
HAL
0.01%
COM
UNP
0.01%
COM
COST
0.01%
COM
WFC
0.01%
COM
KHC
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
PXD
0.01%
COM
EL
0.01%
CL A
BNDX
0.01%
INTL BD IDX ETF
MCD
0.01%
COM
NEE
0.01%
COM
EMR
0.01%
COM
ADI
0.01%
COM
NFX
0.01%
COM
MMM
0.01%
COM
FDX
0.01%
COM
FTS
0.01%
COM
SBUX
0.01%
COM
DUK
0.01%
COM NEW
CSX
0.01%
COM
ITW
0.01%
COM
EOG
0.01%
COM
XOM
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
T
0.01%
COM
PM
0.01%
COM
HD
0.01%
COM
CHKP
0.01%
ORD
DWDP
0.01%
COM
GD
0.01%
COM
RDS/A
0.01%
SPONS ADR A
QCOM
0.01%
COM
ABBV
< 0.01%
COM
COF
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
ENB
< 0.01%
COM
AVGO
< 0.01%
COM
D
< 0.01%
COM
AWK
< 0.01%
COM
IVZ
< 0.01%
SHS
IGOV
< 0.01%
INTL TREA BD ETF
COP
< 0.01%
COM
FTA
< 0.01%
COM SHS
CVS
< 0.01%
COM
GIS
< 0.01%
COM
IBM
< 0.01%
COM
ESRX
< 0.01%
COM
BMY
< 0.01%
COM
SLB
< 0.01%
COM
INTC
< 0.01%
COM
DG
< 0.01%
COM
JEC
< 0.01%
COM
TSCO
< 0.01%
COM
WMT
< 0.01%
COM
KO
< 0.01%
COM
TGT
< 0.01%
COM
WBA
< 0.01%
COM
EVRG
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
LLY
< 0.01%
COM
BA
< 0.01%
COM
STT
< 0.01%
COM
MO
< 0.01%
COM
GE
< 0.01%
COM
XLK
< 0.01%
TECHNOLOGY
ADS
< 0.01%
COM
AMAT
< 0.01%
COM
TPR
< 0.01%
COM
CL
< 0.01%
COM
DVN
< 0.01%
COM
OMC
< 0.01%
COM
SON
< 0.01%
COM
NSC
< 0.01%
COM
PYPL
< 0.01%
COM
ADP
< 0.01%
COM
XLV
< 0.01%
SBI HEALTHCARE
K
< 0.01%
COM
BAC
< 0.01%
COM
ECL
< 0.01%
COM
NTR
< 0.01%
COM
PSX
< 0.01%
COM
ZTS
< 0.01%
CL A
CAT
< 0.01%
COM
SPG
< 0.01%
COM
AGN
< 0.01%
SHS
TRI
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
FISV
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
BP
< 0.01%
SPONSORED ADR
XLY
< 0.01%
SBI CONS DISCR
BWX
< 0.01%
BRCLYS INTL ETF
ZMH
< 0.01%
COM
PH
< 0.01%
COM
KMB
< 0.01%
COM
SYY
< 0.01%
COM
AME
< 0.01%
COM
XEL
< 0.01%
COM
MFC
< 0.01%
COM
OKE
< 0.01%
COM
VCR
< 0.01%
CONSUM DIS ETF
UPS
< 0.01%
CL B
CSCO
< 0.01%
COM
OXY
< 0.01%
COM
ALV
< 0.01%
COM
VTR
< 0.01%
COM
SO
< 0.01%
COM
MDU
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
SYK
< 0.01%
COM
NOV
< 0.01%
COM
PID
0.03%
INTL DIV ACHV
AVGO
< 0.01%
SHS
TWX
< 0.01%
COM NEW
WR
< 0.01%
COM
OGE
< 0.01%
COM
CLX
< 0.01%
COM
MON
< 0.01%
COM
BRK.A
< 0.01%
CL A
SHW
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
DOV
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
AEE
< 0.01%
COM
ES
< 0.01%
COM
LMT
< 0.01%
COM