JMG Financial Group, Ltd. Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$3.5T
Holdings
122
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (122 positions)
| Stock | Value |
|---|---|
IEIiShares Lehman 3-7 Year Treasu | $358K |
ITOTiShares Core S&P Total US Stoc | $346K |
HDHome Depot Inc | $344K |
EPSWidsomTree US Large Cap Divide | $340K |
MGKVanguard Mega Cap Growth ETF | $332K |
—SPDR S&P Dividend ETF | $302K |
PGProcter & Gamble Co | $290K |
—SPDR S&P 500 Value ETF | $287K |
HYSPimco 0-5 Year High Yield Corp | $286K |
VBKVanguard Small Cap Growth | $285K |
METAMeta Platforms Inc | $259K |
AORiShares Core Growth Allocation | $257K |
—SPDR S&P International Small C | $254K |
VPUVanguard Utilities ETF | $254K |
—OShares FTSE Russell Small Cap | $250K |
—SPDR Portfolio Developed World | $226K |
DGROiShares Core Dividend Growth | $225K |
—Fidelity National Information | $222K |
VTEBVanguard Tax Exempt Bond Index | $220K |
IVOVVanguard S&P Mid Cap 400 Value | $210K |
—SPDR S&P 500 Growth ETF | $210K |
ACWViShares MSCI All Country World | $208K |
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