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
59
4
3
4
1
0
41
5
0
JONES FINANCIAL COMPANIES LLLP

Time Period2018-09-30

Total Holdings202

Total Value ($x1000)44,710,682
Activities
New6

Increased97

Unchanged4

Decreased95

Sold Out8

Top 10 Stock Holdingstotal 70.85%
VTV16.77

AGG13.67

BND8.28

EFA7.47

VEA6.23

 
VV4.6

VB4.13

IWD3.69

VUG3.2

VBR2.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
16.77%
VALUE ETF
AGG
13.67%
CORE TOTUSBD ETF
BND
8.28%
TOTAL BND MRKT
EFA
7.47%
MSCI EAFE ETF
VEA
6.23%
FTSE DEV MKT ETF
VV
4.6%
LARGE CAP ETF
VB
4.13%
SMALL CP ETF
IWD
3.69%
RUS 1000 VAL ETF
VUG
3.2%
GROWTH ETF
VBR
2.81%
SM CP VAL ETF
VEU
2.8%
ALLWRLD EX US
IWM
2.14%
RUSSELL 2000 ETF
IJS
1.95%
SP SMCP600VL ETF
EFV
1.91%
EAFE VALUE ETF
SCZ
1.84%
EAFE SML CP ETF
IWB
1.8%
RUS 1000 ETF
VBK
1.48%
SML CP GRW ETF
IWS
1.35%
RUS MDCP VAL ETF
IVW
1.33%
S&P 500 GRWT ETF
VO
1.24%
MID CAP ETF
VSS
1.24%
FTSE SMCAP ETF
BIV
1.1%
INTERMED TERM
IWZ
0.95%
RUS 3000 GRW ETF
IWR
0.79%
RUS MID-CAP ETF
IWN
0.71%
RUS 2000 VAL ETF
OEF
0.71%
S&P 100 ETF
EFG
0.7%
EAFE GRWTH ETF
IWP
0.5%
RUS MD CP GR ETF
VOE
0.46%
MCAP VL IDXVIP
IWV
0.39%
RUSSELL 3000 ETF
SCHH
0.29%
US REIT ETF
IUSB
0.27%
CORE TL USD BD
RWO
0.25%
DJ GLB RL ES ETF
IWW
0.22%
RUS 3000 VAL ETF
SDY
0.18%
S&P DIVID ETF
BSV
0.18%
SHORT TRM BOND
IJH
0.15%
CORE S&P MCP ETF
VYM
0.14%
HIGH DIV YLD
SPY
0.1%
TR UNIT
IJR
0.08%
CORE S&P SCP ETF
IWF
0.08%
RUS 1000 GRW ETF
VOO
0.06%
SHS
VTI
0.06%
TOTAL STK MKT
MSFT
0.05%
COM
IEFA
0.04%
CORE MSCI EAFE
AAPL
0.04%
COM
BRK.B
0.04%
CL B NEW
V
0.04%
COM CL A
PFE
0.04%
COM
AMZN
0.04%
COM
VIG
0.04%
DIV APP ETF
JNJ
0.03%
COM
VWO
0.03%
FTSE EMR MKT ETF
GOOGL
0.03%
CAP STK CL A
PG
0.03%
COM
DIA
0.03%
UT SER 1
LOW
0.03%
COM
MRK
0.03%
COM
UTX
0.03%
COM
IJJ
0.03%
S&P MC 400VL ETF
TJX
0.03%
COM
C
0.03%
COM NEW
IJK
0.03%
S&P MC 400GR ETF
CVX
0.03%
COM
ABT
0.03%
COM
ORCL
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
TMO
0.03%
COM
BLK
0.02%
COM
FB
0.02%
CL A
VFC
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
JPM
0.02%
COM
AMT
0.02%
COM
NVS
0.02%
SPONSORED ADR
MDT
0.02%
SHS
BKNG
0.02%
COM
PEP
0.02%
COM
DIS
0.02%
COM DISNEY
VOT
0.02%
MCAP GR IDXVIP
HON
0.02%
COM
TOT
0.02%
SPONSORED ADR
USB
0.02%
COM NEW
PNC
0.02%
COM
VZ
0.02%
COM
CMCSA
0.02%
CL A
ISTB
0.02%
CORE STRM USBD
DE
0.02%
COM
MDLZ
0.02%
CL A
PX
0.02%
COM
SYF
0.01%
COM
FMC
0.01%
COM NEW
UNP
0.01%
COM
COST
0.01%
COM
DEO
0.01%
SPON ADR NEW
IWO
0.01%
RUS 2000 GRW ETF
HAL
0.01%
COM
BNDX
0.01%
INTL BD IDX ETF
SBUX
0.01%
COM
EL
0.01%
CL A
MCD
0.01%
COM
PXD
0.01%
COM
NEE
0.01%
COM
EMR
0.01%
COM
WFC
0.01%
COM
ADI
0.01%
COM
KHC
0.01%
COM
CSX
0.01%
COM
DUK
0.01%
COM NEW
FDX
0.01%
COM
MMM
0.01%
COM
FTS
0.01%
COM
EOG
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
NFX
0.01%
COM
ITW
0.01%
COM
T
0.01%
COM
PM
0.01%
COM
QCOM
0.01%
COM
HD
0.01%
COM
CHKP
0.01%
ORD
XOM
0.01%
COM
GD
0.01%
COM
RDS/A
0.01%
SPONS ADR A
DWDP
0.01%
COM
COF
< 0.01%
COM
ABBV
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
AVGO
< 0.01%
COM
D
< 0.01%
COM
ENB
< 0.01%
COM
CVS
< 0.01%
COM
AWK
< 0.01%
COM
STT
< 0.01%
COM
COP
< 0.01%
COM
FTA
< 0.01%
COM SHS
BMY
< 0.01%
COM
IGOV
< 0.01%
INTL TREA BD ETF
IVZ
< 0.01%
SHS
JEC
< 0.01%
COM
IBM
< 0.01%
COM
GIS
< 0.01%
COM
ESRX
< 0.01%
COM
TSCO
< 0.01%
COM
DG
< 0.01%
COM
WBA
< 0.01%
COM
WMT
< 0.01%
COM
LLY
< 0.01%
COM
TGT
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
INTC
< 0.01%
COM
BA
< 0.01%
COM
KO
< 0.01%
COM
XLK
< 0.01%
TECHNOLOGY
BXS
< 0.01%
COM
MO
< 0.01%
COM
NSC
< 0.01%
COM
XLV
< 0.01%
SBI HEALTHCARE
SLB
< 0.01%
COM
TPR
< 0.01%
COM
PYPL
< 0.01%
COM
CAT
< 0.01%
COM
SON
< 0.01%
COM
BAC
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
ADS
< 0.01%
COM
ADP
< 0.01%
COM
AMAT
< 0.01%
COM
ECL
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
GE
< 0.01%
COM
DVN
< 0.01%
COM
OMC
< 0.01%
COM
K
< 0.01%
COM
CL
< 0.01%
COM
AGN
< 0.01%
SHS
NTR
< 0.01%
COM
TRI
< 0.01%
COM
ZTS
< 0.01%
CL A
XLY
< 0.01%
SBI CONS DISCR
ACN
< 0.01%
SHS CLASS A
FISV
< 0.01%
COM
ZMH
< 0.01%
COM
PSX
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
BWX
< 0.01%
BRCLYS INTL ETF
SPG
< 0.01%
COM
PH
< 0.01%
COM
XEL
< 0.01%
COM
CSCO
< 0.01%
COM
AEE
< 0.01%
COM
MFC
< 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
SO
< 0.01%
COM
MRO
< 0.01%
COM
SYY
< 0.01%
COM
EVRG
< 0.01%
COM
KMB
< 0.01%
COM
UPS
< 0.01%
CL B
ALV
< 0.01%
COM
MDU
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
SYK
< 0.01%
COM
NOV
< 0.01%
COM