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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
9
3
5
1
0
42
6
0
JONES FINANCIAL COMPANIES LLLP

Time Period2018-03-31

Total Holdings211

Total Value ($x1000)41,240,873
Activities
New8

Increased96

Unchanged2

Decreased105

Sold Out20

Top 10 Stock Holdingstotal 67.54%
AGG15.15

BND10.68

EFA8.32

VTV7.71

VEA6.48

 
VV4.93

IWD3.99

VB3.92

BIV3.32

VUG3.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
15.15%
CORE TOTUSBD ETF
BND
10.68%
TOTAL BND MRKT
EFA
8.32%
MSCI EAFE ETF
VTV
7.71%
VALUE ETF
VEA
6.48%
FTSE DEV MKT ETF
VV
4.93%
LARGE CAP ETF
IWD
3.99%
RUS 1000 VAL ETF
VB
3.92%
SMALL CP ETF
BIV
3.32%
INTERMED TERM
VUG
3.04%
GROWTH ETF
IWM
2.57%
RUSSELL 2000 ETF
VBR
2.46%
SM CP VAL ETF
IVE
2.38%
S&P 500 VAL ETF
EFV
2.3%
EAFE VALUE ETF
VEU
2.15%
ALLWRLD EX US
IWF
2.02%
RUS 1000 GRW ETF
OEF
1.93%
S&P 100 ETF
SCZ
1.77%
EAFE SML CP ETF
IWB
1.52%
RUS 1000 ETF
VBK
1.5%
SML CP GRW ETF
IVW
1.16%
S&P 500 GRWT ETF
VO
1.07%
MID CAP ETF
IWS
1.02%
RUS MDCP VAL ETF
VWO
0.87%
FTSE EMR MKT ETF
EFG
0.71%
EAFE GRWTH ETF
IWR
0.69%
RUS MID-CAP ETF
IWN
0.59%
RUS 2000 VAL ETF
IWV
0.53%
RUSSELL 3000 ETF
IWP
0.51%
RUS MD CP GR ETF
VSS
0.48%
FTSE SMCAP ETF
DIA
0.41%
UT SER 1
VOE
0.37%
MCAP VL IDXVIP
IUSB
0.28%
CORE TL USD BD
SCHH
0.27%
US REIT ETF
RWO
0.21%
DJ GLB RL ES ETF
BSV
0.19%
SHORT TRM BOND
SDY
0.19%
S&P DIVID ETF
VTI
0.18%
TOTAL STK MKT
VYM
0.15%
HIGH DIV YLD
IJH
0.14%
CORE S&P MCP ETF
SPY
0.1%
TR UNIT
IJR
0.06%
CORE S&P SCP ETF
VOO
0.05%
SHS
MSFT
0.05%
COM
BRK.B
0.04%
CL B NEW
JNJ
0.04%
COM
AAPL
0.04%
COM
PG
0.03%
COM
IWW
0.03%
RUS 3000 VAL ETF
V
0.03%
COM CL A
PFE
0.03%
COM
GOOGL
0.03%
CAP STK CL A
VIG
0.03%
DIV APP ETF
AMZN
0.03%
COM
PID
0.03%
INTL DIV ACHV
IJJ
0.03%
S&P MC 400VL ETF
CVX
0.03%
COM
UTX
0.03%
COM
BLK
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
C
0.03%
COM NEW
ORCL
0.03%
COM
LOW
0.03%
COM
TMO
0.02%
COM
MRK
0.02%
COM
FB
0.02%
CL A
BKNG
0.02%
COM
PNC
0.02%
COM
TJX
0.02%
COM
DIS
0.02%
COM DISNEY
USB
0.02%
COM NEW
IJT
0.02%
SP SMCP600GR ETF
AMT
0.02%
COM
PEP
0.02%
COM
VFC
0.02%
COM
NVS
0.02%
SPONSORED ADR
IWZ
0.02%
RUS 3000 GRW ETF
SYF
0.02%
COM
VOT
0.02%
MCAP GR IDXVIP
TOT
0.02%
SPONSORED ADR
IJS
0.02%
SP SMCP600VL ETF
MDT
0.02%
SHS
DE
0.02%
COM
CMCSA
0.02%
CL A
VZ
0.02%
COM
HON
0.02%
COM
MDLZ
0.02%
CL A
PX
0.02%
COM
JPM
0.02%
COM
HAL
0.01%
COM
WFC
0.01%
COM
FMC
0.01%
COM NEW
DEO
0.01%
SPON ADR NEW
UNP
0.01%
COM
EL
0.01%
CL A
EMR
0.01%
COM
MMM
0.01%
COM
BNDX
0.01%
INTL BD IDX ETF
MCD
0.01%
COM
COST
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
PXD
0.01%
COM
ISTB
0.01%
CORE STRM USBD
PM
0.01%
COM
NEE
0.01%
COM
FTS
0.01%
COM
KHC
0.01%
COM
ITW
0.01%
COM
DUK
0.01%
COM NEW
FDX
0.01%
COM
SBUX
0.01%
COM
XOM
0.01%
COM
ADI
0.01%
COM
NFX
0.01%
COM
GD
0.01%
COM
QCOM
0.01%
COM
EOG
0.01%
COM
CSX
0.01%
COM
T
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
CHKP
0.01%
ORD
DWDP
0.01%
COM
RDS/A
0.01%
SPONS ADR A
COF
0.01%
COM
ABBV
0.01%
COM
HD
0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
AVGO
< 0.01%
SHS
IVZ
< 0.01%
SHS
IBM
< 0.01%
COM
GIS
< 0.01%
COM
D
< 0.01%
COM
ENB
< 0.01%
COM
CVS
< 0.01%
COM
AWK
< 0.01%
COM
TWX
< 0.01%
COM NEW
FTA
< 0.01%
COM SHS
ESRX
< 0.01%
COM
BMY
< 0.01%
COM
COP
< 0.01%
COM
WMT
< 0.01%
COM
INTC
< 0.01%
COM
SLB
< 0.01%
COM
TSCO
< 0.01%
COM
IGOV
< 0.01%
INTL TREA BD ETF
KO
< 0.01%
COM
TGT
< 0.01%
COM
DG
< 0.01%
COM
JEC
< 0.01%
COM
WR
< 0.01%
COM
WBA
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
STT
< 0.01%
COM
LLY
< 0.01%
COM
GE
< 0.01%
COM
AMAT
< 0.01%
COM
TPR
< 0.01%
COM
BA
< 0.01%
COM
ADS
< 0.01%
COM
MO
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
XLK
< 0.01%
TECHNOLOGY
AGN
< 0.01%
SHS
CL
< 0.01%
COM
SON
< 0.01%
COM
BAC
< 0.01%
COM
OMC
< 0.01%
COM
PYPL
< 0.01%
COM
DVN
< 0.01%
COM
XLV
< 0.01%
SBI HEALTHCARE
TRI
< 0.01%
COM
CAT
< 0.01%
COM
ABT
< 0.01%
COM
NSC
< 0.01%
COM
K
< 0.01%
COM
ECL
< 0.01%
COM
ZTS
< 0.01%
CL A
ACN
< 0.01%
SHS CLASS A
FISV
< 0.01%
COM
ADP
< 0.01%
COM
NTR
< 0.01%
COM
OGE
< 0.01%
COM
PSX
< 0.01%
COM
PH
< 0.01%
COM
SPG
< 0.01%
COM
CLX
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
MON
< 0.01%
COM
BRK.A
< 0.01%
CL A
BWX
< 0.01%
BRCLYS INTL ETF
XLY
< 0.01%
SBI CONS DISCR
ZMH
< 0.01%
COM
MFC
< 0.01%
COM
KMB
< 0.01%
COM
XEL
< 0.01%
COM
AME
< 0.01%
COM
SHW
< 0.01%
COM
MDU
< 0.01%
COM
VTR
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
SO
< 0.01%
COM
DOV
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
ALV
< 0.01%
COM
OKE
< 0.01%
COM
AEE
< 0.01%
COM
ES
< 0.01%
COM
SYY
< 0.01%
COM
SYK
< 0.01%
COM
NOV
< 0.01%
COM
LMT
< 0.01%
COM
PCLN
0.02%
COM NEW
XLI
< 0.01%
SBI INT-INDS
AGU
< 0.01%
COM
FVD
< 0.01%
SHS
XLP
< 0.01%
SBI CONS STPLS
HCN
< 0.01%
COM
SNA
< 0.01%
COM
PXLV
< 0.01%
LARGE VALUE
SPHD
< 0.01%
PWRSH S&P500HI
CSCO
< 0.01%
COM
UPS
< 0.01%
CL B
TXN
< 0.01%
COM
XSLV
< 0.01%
S&P600 LOVL PT
WAB
< 0.01%
COM
BAX
< 0.01%
COM
NKE
< 0.01%
CL B
CMI
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
OXY
< 0.01%
COM
WRE
< 0.01%
SH BEN INT