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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
58
5
1
3
1
0
39
4
0
JONES FINANCIAL COMPANIES LLLP

Time Period2019-03-31

Total Holdings204

Total Value ($x1000)43,649,725
Activities
New9

Increased85

Unchanged2

Decreased108

Sold Out10

Top 10 Stock Holdingstotal 67.29%
VTV17.12

AGG13.9

BND7.96

VEA5.48

VV4.52

 
VB4.05

IEFA3.98

IWD3.6

EFA3.53

VUG3.15

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
17.12%
VALUE ETF
AGG
13.9%
CORE TOTUSBD ETF
BND
7.96%
TOTAL BND MRKT
VEA
5.48%
FTSE DEV MKT ETF
VV
4.52%
LARGE CAP ETF
VB
4.05%
SMALL CP ETF
IEFA
3.98%
CORE MSCI EAFE
IWD
3.6%
RUS 1000 VAL ETF
EFA
3.53%
MSCI EAFE ETF
VUG
3.15%
GROWTH ETF
VEU
2.98%
ALLWRLD EX US
VBR
2.66%
SM CP VAL ETF
IWM
2.11%
RUSSELL 2000 ETF
IWB
2.01%
RUS 1000 ETF
IJS
1.94%
SP SMCP600VL ETF
EFV
1.85%
EAFE VALUE ETF
SCZ
1.53%
EAFE SML CP ETF
IWS
1.43%
RUS MDCP VAL ETF
VBK
1.38%
SML CP GRW ETF
IVW
1.34%
S&P 500 GRWT ETF
VO
1.3%
MID CAP ETF
VSS
1.29%
FTSE SMCAP ETF
BIV
1.18%
INTERMED TERM
IWR
0.9%
RUS MID-CAP ETF
IWZ
0.9%
RUS 3000 GRW ETF
OEF
0.8%
S&P 100 ETF
IWN
0.76%
RUS 2000 VAL ETF
EFG
0.73%
EAFE GRWTH ETF
IWP
0.52%
RUS MD CP GR ETF
VOE
0.43%
MCAP VL IDXVIP
IWV
0.35%
RUSSELL 3000 ETF
SCHH
0.32%
US REIT ETF
RWO
0.3%
DJ GLB RL ES ETF
IUSB
0.29%
CORE TL USD BD
REET
0.22%
GLOBAL REIT ETF
IJH
0.19%
CORE S&P MCP ETF
IWW
0.19%
RUS 3000 VAL ETF
SDY
0.18%
S&P DIVID ETF
BSV
0.18%
SHORT TRM BOND
SPY
0.14%
TR UNIT
VYM
0.13%
HIGH DIV YLD
IJR
0.1%
CORE S&P SCP ETF
IWF
0.07%
RUS 1000 GRW ETF
VOO
0.06%
SHS
VTI
0.06%
TOTAL STK MKT
VWO
0.06%
FTSE EMR MKT ETF
MSFT
0.05%
COM
VTEB
0.05%
TAX-EXEMPT BD
VOT
0.05%
MCAP GR IDXVIP
V
0.04%
COM CL A
VIG
0.04%
DIV APP ETF
AAPL
0.04%
COM
GOOGL
0.04%
CAP STK CL A
BRK.B
0.04%
CL B NEW
DIA
0.04%
UT SER 1
JNJ
0.03%
COM
AMT
0.03%
COM
MRK
0.03%
COM
PFE
0.03%
COM
ISTB
0.03%
CORE STRM USBD
IVE
0.03%
S&P 500 VAL ETF
IJK
0.03%
S&P MC 400GR ETF
JPM
0.03%
COM
ADI
0.03%
COM
ABT
0.03%
COM
TMO
0.03%
COM
C
0.03%
COM NEW
IJJ
0.03%
S&P MC 400VL ETF
BLK
0.03%
COM
CVX
0.03%
COM
VZ
0.03%
COM
UTX
0.03%
COM
FB
0.03%
CL A
AMZN
0.03%
COM
LOW
0.02%
COM
NVS
0.02%
SPONSORED ADR
TJX
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
MUB
0.02%
NAT AMT FREE BD
PG
0.02%
COM
PYPL
0.02%
COM
MDT
0.02%
SHS
PEP
0.02%
COM
DE
0.02%
COM
BNDX
0.02%
INTL BD IDX ETF
HON
0.02%
COM
ADBE
0.02%
COM
TOT
0.02%
SPONSORED ADR
ORCL
0.02%
COM
LIN
0.02%
COM
MCD
0.02%
COM
DIS
0.02%
COM DISNEY
MDLZ
0.02%
CL A
STT
0.02%
COM
BKNG
0.02%
COM
COST
0.02%
COM
DEO
0.02%
SPON ADR NEW
FMC
0.01%
COM NEW
IVV
0.01%
CORE S&P500 ETF
EL
0.01%
CL A
CMCSA
0.01%
CL A
UNP
0.01%
COM
NEE
0.01%
COM
DUK
0.01%
COM NEW
CSX
0.01%
COM
PNC
0.01%
COM
PXD
0.01%
COM
USB
0.01%
COM NEW
HAL
0.01%
COM
FTS
0.01%
COM
FDX
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
VFC
0.01%
COM
PM
0.01%
COM
TRMB
0.01%
COM
MMM
0.01%
COM
ITW
0.01%
COM
WFC
0.01%
COM
CHKP
0.01%
ORD
EMR
0.01%
COM
SBUX
0.01%
COM
T
0.01%
COM
XOM
< 0.01%
COM
XLK
< 0.01%
TECHNOLOGY
EOG
< 0.01%
COM
HD
< 0.01%
COM
BMO
< 0.01%
COM
RDS/A
< 0.01%
SPONS ADR A
IGOV
< 0.01%
INTL TREA BD ETF
GD
< 0.01%
COM
AVGO
< 0.01%
COM
ENB
< 0.01%
COM
QCOM
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
DWDP
< 0.01%
COM
XLF
< 0.01%
SBI INT-FINL
AWK
< 0.01%
COM
ABBV
< 0.01%
COM
COF
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
IVZ
< 0.01%
SHS
XLE
< 0.01%
SBI INT-ENERGY
BA
< 0.01%
COM
D
< 0.01%
COM
FISV
< 0.01%
COM
JEC
< 0.01%
COM
LLY
< 0.01%
COM
DG
< 0.01%
COM
MO
< 0.01%
COM
INTC
< 0.01%
COM
XLI
< 0.01%
SBI INT-INDS
SCHE
< 0.01%
EMRG MKTEQ ETF
KO
< 0.01%
COM
CVS
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
COP
< 0.01%
COM
GIS
< 0.01%
COM
WMT
< 0.01%
COM
IBM
< 0.01%
COM
SYF
< 0.01%
COM
ADP
< 0.01%
COM
NSC
< 0.01%
COM
BAC
< 0.01%
COM
BMY
< 0.01%
COM
XLV
< 0.01%
SBI HEALTHCARE
ECL
< 0.01%
COM
WBA
< 0.01%
COM
OMC
< 0.01%
COM
CL
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
TSCO
< 0.01%
COM
NTR
< 0.01%
COM
BWX
< 0.01%
BRCLYS INTL ETF
TXN
< 0.01%
COM
ZMH
< 0.01%
COM
SON
< 0.01%
COM
SPG
< 0.01%
COM
FTA
< 0.01%
COM SHS
CAT
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
CSCO
< 0.01%
COM
PSX
< 0.01%
COM
PH
< 0.01%
COM
ZTS
< 0.01%
CL A
SO
< 0.01%
COM
TGT
< 0.01%
COM
AEE
< 0.01%
COM
STI
< 0.01%
COM
K
< 0.01%
COM
XEL
< 0.01%
COM
VNQ
< 0.01%
REIT ETF
CAG
< 0.01%
COM
TPR
< 0.01%
COM
PLD
< 0.01%
COM
KMB
< 0.01%
COM
OKE
< 0.01%
COM
TRI
< 0.01%
COM NEW
VCR
< 0.01%
CONSUM DIS ETF
XLY
< 0.01%
SBI CONS DISCR
ECA
< 0.01%
COM
ITM
< 0.01%
AMT FREE INT ETF
GE
< 0.01%
COM
MFC
< 0.01%
COM
MRO
< 0.01%
COM
KHC
< 0.01%
COM
VFH
< 0.01%
FINANCIALS ETF
VDE
< 0.01%
ENERGY ETF
AMGN
< 0.01%
COM
AMAT
< 0.01%
COM
VGT
< 0.01%
INF TECH ETF
CI
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
EVRG
< 0.01%
COM
NFX
< 0.01%
COM