JONES FINANCIAL COMPANIES LLLP Q1 2020 Filing

Filed May 1, 2020

Portfolio Value

$41.5M

Holdings

194

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (194 positions)

StockValue
SCHASCHWAB US SMALL-CAP ETF
$8.4M
FMCFMC CORP
$8.1M
NEENEXTERA ENERGY INC
$8.0M
DEDEERE & CO
$7.8M
IJKiShares S&P Mid-Cap 400 Growth ETF
$7.7M
MCDMCDONALDS CORP
$7.6M
VTIVANGUARD TOTAL STOCK MKT ETF
$7.1M
IJTiShares S&P Small-Cap 600 Growth ETF
$7.0M
EFGISHARES TR MSCI EAFE GROWTH IN
$6.8M
DISDISNEY WALT CO NEW
$6.8M
DUKDUKE ENERGY CORP
$6.5M
COSTCOSTCO WHOLESALE CORP NEW
$6.2M
4I1PHILIP MORRIS INTERNATIONAL
$6.0M
IWFISHARES TR RUSSELL 1000 GRW IN
$5.9M
FTSFORTIS INC
$5.9M
SCHMSCHWAB US MID CAP ETF
$5.8M
GDGENERAL DYNAMICS CORP
$5.6M
TTENTOTAL S.A. SPON ADR
$5.3M
BACBANK AMERICA CORP
$5.3M
BNDXVanguard Total International Bond ETF
$5.2M
CSXCSX CORP
$5.1M
IVWCEF ISHARES S&P 500 GROWTH IND
$5.1M
IJJiShares S&P Mid-Cap 400 Value ETF
$4.9M
TAT & T INC
$4.8M
VOEVANGUARD MID-CAP VALUE INDEX E
$4.8M
EFVISHARES MSCI EAFE VALUE INDEX
$4.7M
IWOiShares Russell 2000 Growth ETF
$4.7M
VUGVANGUARD GROWTH ETF
$4.7M
AVGOBROADCOM INC
$4.6M
CMCSACOMCAST CORP-CL A
$4.4M
UNPUNION PAC CORP
$4.4M
SCHESCHWAB EMERGING MARKETS ETF
$4.2M
IVVISHARES CORE S&P 500 ETF
$4.0M
ELLAUDER ESTEE COS CL-A
$4.0M
IJJISHARES S&P MIDCAP 400/VALUE E
$3.9M
DEODIAGEO PLC ADR
$3.8M
ORCLORACLE CORPORATION
$3.7M
MPCMARATHON PETROLEUM CORPORATION
$3.5M
PNCPNC FINANCIAL SERVICES GROUP
$3.2M
IJKCEF ISHARES S&P MIDCAP 400 GRW
$3.1M
PLDPROLOGIS INC REIT
$3.0M
TFCTRUIST FINANCIAL CORP
$3.0M
ITWILLINOIS TOOL WKS INC
$2.9M
IUSBISHARES CORE TOTAL BOND ETF
$2.9M
STTSTATE STREET CORP
$2.6M
IWSISHARES RUSSELL MIDCAP VALUE E
$2.5M
BSVVANGUARD SHORT TERM BOND ETF
$2.3M
IVECEF ISHARES S&P 500 VALUE INDE
$2.3M
KELKELLOGG CO
$2.2M
MMM3M CO
$2.1M
VTVVANGUARD VALUE ETF
$2.0M
VFCV F CORP
$2.0M
EMREMERSON ELEC CO
$1.9M
HDHOME DEPOT INC
$1.8M
SBUXSTARBUCKS CORP
$1.8M
IUSVISHARES CORE S&P U.S. VALUE ET
$1.8M
CHKPCHECK POINT SOFTWARE TECH LT O
$1.7M
BNDXVANGUARD TOTAL INTERNATIONAL
$1.7M
ABBVABBVIE INC
$1.6M
IGOViShares International Treasury Bond ETF
$1.5M
WELLWELLTOWER INC REIT
$1.4M
VLOVALERO ENERGY CORP
$1.4M
AWCAMERICAN WATER WORKS CO INC
$1.4M
EQREQUITY RESIDENTIAL PPTYS TR RE
$1.3M
SCZISHARES MSCI EAFE SMALL CAP
$1.3M
IWDISHARES RUSSELL 1000 VALUE ETF
$1.3M
VYMVANGUARD HIGH DVD YIELD ETF
$1.3M
IUSGISHARES CORE S&P U.S. GROWTH E
$1.3M
VIGVANGUARD DIVIDEND APPREC ETF
$1.3M
VBKVANGUARD SMALL CAP GROWTH ETF
$1.2M
IWPISHARES RUSSELL MIDCAP GROWTH
$1.2M
VBRVANGUARD SMALL CAP VALUE ETF
$1.2M
WFCWELLS FARGO & CO
$1.1M
VXFVanguard Extended Market ETF
$1.1M
USBUS BANCORP NEW
$1.1M
IJSISHARES S&P SMALLCAP 600/VAL E
$1.0M
ENBENBRIDGE INCORPORATED
$1.0M
BIVVANGUARD INTERMEDIATE-TERM BON
$993K
XLEENERGY SELECT SECTOR SPDR ETF
$976K
DDOMINION ENERGY INC
$962K
LLYLILLY ELI & CO
$910K
WMTWALMART INC
$899K
JECUSDJACOBS ENGINEERING GROUP INC
$859K
TRMBTRIMBLE NAVIGATION LTD
$801K
XLKTECHNOLOGY SELECT SECTOR SPDR
$793K
IJTISHARES TR S&P SMALLCAP/600 GR
$788K
FISVFISERV INC
$768K
TXNTEXAS INSTRUMENTS INC
$761K
DGDOLLAR GENERAL CORP
$753K
SCHZSCHWAB US AGGREGATE BOND ETF
$751K
GISGENERAL MILLS INC
$732K
VVVANGUARD LARGE-CAP ETF
$670K
VNQVANGUARD REAL ESTATE ETF
$630K
KOCOCA COLA CO
$590K
XOMEXXON MOBIL CORP
$571K
INTCINTEL CORP
$567K
COFCAPITAL ONE FINANCIAL CORP
$563K
BABOEING CO
$514K
BMYBRISTOL MYERS SQUIBB CO
$497K
CVSCVS HEALTH CORP
$485K
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