JONES FINANCIAL COMPANIES LLLP Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$60.8B

Holdings

565

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (565 positions)

StockValue
AGGISHARES CORE US AGGREGATE BOND
$8.3B
VTVVANGUARD INDEX TR
$7.2B
VUGVANGUARD INDEX TR
$4.6B
AQLTISHARES TRUST CORE MSCI EAFE
$4.6B
VEAVANGUARD FTSE DEVELOPED
$3.3B
BNDVANGUARD TOTAL BD MARKET ETF
$3.1B
VVVANGUARD INDEX TRUST
$3.0B
SCZISHARES
$1.9B
VWOVANGUARD FTSE EMERGING MARKETS
$1.8B
IWBISHARES RUSSELL 1000
$1.8B
VBVANGUARD INDEX TRUST
$1.4B
IWDISHARES RUSSELL 1000 VALUE
$1.3B
IWRISHARES RUSSELL MIDCAP
$1.2B
VSSVANGUARD FTSE ALL-WORLD EX US
$1.2B
VOVANGUARD MID CAP ETF
$1.2B
IWMISHARES RUSSELL 2000
$1.2B
IVWISHARES S&P 500 GROWTH
$1.1B
VEUVANGUARD INTERNATIONAL EQUITY
$1.1B
IUSBISHARES CORE TOTAL USD BOND
$1.1B
EFAISHARES MSCI EAFE FUND
$842.5M
EFGISHARES TR
$763.3M
EFVISHARES TR MSCI EAFE VALUE
$755.6M
IWSISHARES RUSSELL MIDCAP VALUE
$698.4M
IUSGISHARES CORE S&P U.S. GROWTH
$605.0M
VBKVANGUARD SMALL CAP GROWTH ETF
$590.1M
VBRVANGUARD SMALL CAP VALUE ETF
$528.6M
OEFISHARES S&P 100 FUND
$386.7M
VOOVANGUARD S&P 500 ETF
$375.7M
IWPISHARES RUSSELL MIDCAP GROWTH
$331.8M
IWNISHARES TRUST RUSSELL 2000
$277.6M
VOEVANGUARD INDEX TR
$245.6M
IAGGISHARES CORE INTERNATIONAL
$202.1M
AQLTISHARES
$169.9M
SPYSSgA Funds Management Inc
$141.5M
VOTVANGUARD INDEX TR
$135.7M
IUSVISHARES CORE S&P U.S VALUE
$128.9M
VYMVANGUARD
$108.1M
BSVVANGUARD SHORT TERM BD ETF
$89.8M
IWRBlackRock Fund Advisors
$89.5M
VEAVanguard ETF/USA
$87.3M
VOOVANGUARD
$83.1M
AGGiShares ETFs/USA
$82.4M
VTEBVanguard Group Inc/The
$81.5M
VWOVANGUARD ETF/USA
$75.2M
IVVISHARES CORE S&P 500 ETF
$74.5M
BIVVANGUARD INTER TERM BD ETF
$71.0M
VTWOVANGUARD RUSSELL 2000 ETF
$68.9M
IJHBlackRock Fund Advisors
$67.8M
MUBISHARES/USA
$59.1M
VIGVANGUARD DIVIDEND APPRECIATION
$55.2M
IJRBlackRock Fund Advisors
$54.6M
AAPLApple Inc
$54.2M
MSFTMICROSOFT CORP
$52.5M
VOEVanguard ETF/USA
$49.1M
VOVanguard ETF/USA
$42.0M
IWFISHARES RUSSELL 1000 GROWTH
$41.1M
SCZBlackRock Fund Advisors
$40.3M
MUBISHARES NATIONAL MUNI BOND ETF
$39.8M
IJHISHARES CORE S&P MID CAP ETF
$37.7M
ISTBISHARES TRUST CORE 1-5 YEAR
$37.0M
SPYSPDR S&P 500 ETF TR UNIT SER I
$36.7M
EFABlackRock Fund Advisors
$35.9M
IJRISHARES CORE S&P SMALL CAP ETF
$35.3M
EFVISHARES
$31.7M
GOOGLALPHABET INC
$31.1M
IWVISHARES RUSSELL 3000
$30.6M
VTIVANGUARD INDEX TRUST
$29.9M
VTEBVANGUARD TAX EXEMPT BOND INDEX
$28.6M
VVISA INC
$28.4M
VTVVanguard ETF/USA
$27.1M
IWMISHARES
$26.9M
SCHECHARLES SCHWAB INVESTMENT MANAGEMENT INC
$26.6M
SCHFCharles Schwab Investment Management Inc
$26.3M
IXUSBlackRock Fund Advisors
$25.5M
BRK/BBerkshire Hathaway Inc
$24.7M
AVGOBroadcom Inc
$24.3M
IJSISHARES TR S&P SMALLCAP
$23.3M
VUGVanguard ETF/USA
$23.0M
DONSPDR DOW JONES INDL AVERAGE
$22.4M
AMZNAmazon.com Inc
$21.9M
DGROISHARES CORE DIVIDEND GROWTH
$21.1M
IEMGBlackRock Fund Advisors
$20.8M
BIVVanguard ETF/USA
$20.1M
TMOThermo Fisher Scientific Inc
$19.8M
TJXTJX Cos Inc/The
$19.5M
IVEISHARES S&P 500 VALUE
$19.3M
JPMJPMorgan Chase & Co
$19.0M
MRKMerck & Co Inc
$19.0M
LOWLOWE'S COS INC
$18.5M
JNJJohnson & Johnson
$17.6M
VBVanguard ETF/USA
$17.1M
CVXChevron Corp
$17.1M
DEDEERE & CO
$17.0M
ABTAbbott Laboratories
$15.6M
PGProcter & Gamble Co/The
$15.3M
PFEPfizer Inc
$15.2M
BLKCHFBlackRock Inc
$14.8M
RTXRaytheon Technologies Corp
$14.4M
PEPPEPSICO INC
$14.1M
MDLZKRAFT FOODS INC
$14.1M
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