JONES FINANCIAL COMPANIES LLLP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$60.8B

Holdings

688

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (688 positions)

StockValue
AGGISHARES CORE US AGGREGATE BOND
$8.3B
VTVVANGUARD INDEX TR
$7.4B
VUGVANGUARD INDEX TR
$4.9B
AQLTISHARES TRUST CORE MSCI EAFE
$4.5B
VEAVANGUARD FTSE DEVELOPED
$3.3B
VVVANGUARD INDEX TRUST
$3.2B
BNDVANGUARD TOTAL BD MARKET ETF
$3.0B
VOVANGUARD MID CAP ETF
$2.0B
IWBISHARES RUSSELL 1000
$1.9B
SCZISHARES
$1.9B
IWDISHARES RUSSELL 1000 VALUE
$1.3B
IWRISHARES RUSSELL MIDCAP
$1.3B
IWMISHARES RUSSELL 2000
$1.2B
IVWISHARES S&P 500 GROWTH
$1.2B
VBVANGUARD INDEX TRUST
$1.2B
VSSVANGUARD FTSE ALL-WORLD EX US
$1.2B
VEUVANGUARD INTERNATIONAL EQUITY
$1.1B
IUSBISHARES CORE TOTAL USD BOND
$1.1B
EFAISHARES MSCI EAFE FUND
$771.1M
EFVISHARES TR MSCI EAFE VALUE
$758.0M
IWSISHARES RUSSELL MIDCAP VALUE
$746.1M
EFGISHARES TR
$705.2M
IUSGISHARES CORE S&P U.S. GROWTH
$684.6M
VBKVANGUARD SMALL CAP GROWTH ETF
$561.1M
VBRVANGUARD SMALL CAP VALUE ETF
$520.4M
VOOVANGUARD S&P 500 ETF
$391.6M
OEFISHARES S&P 100 FUND
$386.6M
VWOVANGUARD FTSE EMERGING MARKETS
$374.2M
IWPISHARES RUSSELL MIDCAP GROWTH
$347.1M
IWNISHARES TRUST RUSSELL 2000
$294.7M
VOEVANGUARD INDEX TR
$244.4M
IAGGISHARES CORE INTERNATIONAL
$213.3M
IUSVISHARES CORE S&P U.S VALUE
$176.6M
AQLTISHARES
$165.7M
SPYState Street ETF/USA
$144.1M
VOTVANGUARD INDEX TR
$125.0M
VYMVANGUARD
$104.2M
VTWOVANGUARD RUSSELL 2000 ETF
$102.8M
IWRBlackRock Fund Advisors
$88.8M
VOOVANGUARD
$88.7M
AGGiShares ETFs/USA
$85.2M
IVVISHARES CORE S&P 500 ETF
$83.2M
VEAVanguard ETF/USA
$80.2M
VTEBVanguard Group Inc/The
$79.2M
BSVVANGUARD SHORT TERM BD ETF
$77.8M
VWOVANGUARD ETF/USA
$74.3M
BIVVANGUARD INTER TERM BD ETF
$68.9M
IJHBlackRock Fund Advisors
$63.4M
MSFTMICROSOFT CORP
$57.5M
VIGVANGUARD DIVIDEND APPRECIATION
$57.0M
AAPLApple Inc
$55.6M
IJRBlackRock Fund Advisors
$53.7M
MUBISHARES/USA
$52.6M
SCZBlackRock Fund Advisors
$48.6M
IWFISHARES RUSSELL 1000 GROWTH
$44.8M
VOEVanguard ETF/USA
$43.8M
VOVanguard ETF/USA
$42.8M
MUBISHARES NATIONAL MUNI BOND ETF
$41.2M
SPYSPDR S&P 500 ETF TR UNIT SER I
$41.2M
IJHISHARES CORE S&P MID CAP ETF
$40.8M
GOOGLALPHABET INC
$37.4M
IJRISHARES CORE S&P SMALL CAP ETF
$36.6M
EFABlackRock Fund Advisors
$33.5M
VTIVANGUARD INDEX TRUST
$31.9M
IWVISHARES RUSSELL 3000
$31.0M
EFVISHARES
$30.9M
VTEBVANGUARD TAX EXEMPT BOND INDEX
$30.4M
DGROISHARES CORE DIVIDEND GROWTH
$29.4M
ISTBISHARES TRUST CORE 1-5 YEAR
$29.3M
AVGOBroadcom Inc
$27.1M
VTVVanguard ETF/USA
$27.1M
BRK/BBerkshire Hathaway Inc
$26.7M
AMZNAmazon.com Inc
$26.6M
VVISA INC
$26.4M
IWMISHARES
$26.4M
VUGVanguard ETF/USA
$25.7M
SCHFCharles Schwab Investment Management Inc
$23.5M
SCHECHARLES SCHWAB INVESTMENT MANAGEMENT INC
$22.9M
DONSPDR DOW JONES INDL AVERAGE
$22.6M
IJSISHARES TR S&P SMALLCAP
$21.3M
IXUSBlackRock Fund Advisors
$20.8M
TJXTJX Cos Inc/The
$20.7M
IVEISHARES S&P 500 VALUE
$19.1M
JPMJPMorgan Chase & Co
$18.7M
LOWLOWE'S COS INC
$18.3M
IEMGBlackRock Fund Advisors
$17.8M
MRKMerck & Co Inc
$17.6M
ABTAbbott Laboratories
$17.3M
JNJJohnson & Johnson
$17.0M
CVXChevron Corp
$17.0M
TMOThermo Fisher Scientific Inc
$16.7M
VBVanguard ETF/USA
$16.1M
PGProcter & Gamble Co/The
$15.1M
BIVVANGUARD ETF/USA
$14.9M
DEDEERE & CO
$14.8M
NVDANVIDIA Corp
$14.7M
VSSVanguard Group Inc/The
$13.8M
TTENTotalEnergies SE
$13.7M
BLKCHFBlackRock Inc
$13.2M
MDLZKRAFT FOODS INC
$13.2M
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