JONES FINANCIAL COMPANIES LLLP Q4 2019 Filing

Filed January 21, 2020

Portfolio Value

$50.0M

Holdings

205

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (205 positions)

StockValue
IJTISHARES S&P SMALLCAP 600
$8.8M
VOEVANGUARD MID-CAP VALUE INDEX E
$8.8M
MCDMCDONALDS CORP
$8.7M
MDLZMONDELEZ INTERNATIONAL INC
$8.6M
BNDXVANGUARD TOTAL INTERNATIONAL
$8.4M
IWFISHARES TR RUSSELL 1000 GRW IN
$7.8M
NEENEXTERA ENERGY INC
$7.7M
TTENTOTAL S.A. SPON ADR
$7.6M
IVWCEF ISHARES S&P 500 GROWTH IND
$7.3M
COSTCOSTCO WHOLESALE CORP NEW
$7.2M
IJJISHARES S&P MIDCAP 400/VALUE E
$7.1M
DEODIAGEO PLC ADR
$6.9M
PNCPNC FINANCIAL SERVICES GROUP
$6.3M
ELLAUDER ESTEE COS CL-A
$6.2M
CMCSACOMCAST CORP-CL A
$6.2M
DUKDUKE ENERGY CORP
$6.2M
IVVISHARES CORE S&P 500 ETF
$6.0M
IJJISHARES S&P MIDCAP 400 VALUE
$5.9M
UNPUNION PAC CORP
$5.9M
VUGVANGUARD GROWTH ETF
$5.9M
ORCLORACLE CORPORATION
$5.8M
MPCMARATHON PETROLEUM CORPORATION
$5.8M
4I1PHILIP MORRIS INTERNATIONAL
$5.6M
FTSFORTIS INC
$5.6M
CSXCSX CORP
$5.5M
USBUS BANCORP NEW
$5.4M
IWOISHARES RUSSELL 2000 GROWTH
$5.4M
IJKCEF ISHARES S&P MIDCAP 400 GRW
$5.0M
IWSISHARES RUSSELL MIDCAP VALUE E
$4.9M
PLDPROLOGIS INC REIT
$4.3M
VFCV F CORP
$4.2M
ITWILLINOIS TOOL WKS INC
$4.2M
STTSTATE STREET CORP
$4.2M
GDGENERAL DYNAMICS CORP
$4.1M
BACBANK AMERICA CORP
$4.1M
WFCWELLS FARGO & CO
$3.7M
IVECEF ISHARES S&P 500 VALUE INDE
$3.7M
VTIVANGUARD TOTAL STOCK MKT ETF
$3.6M
PXDEURPIONEER NATURAL RESOURCES CO
$3.6M
IUSVISHARES CORE S&P U.S. VALUE ET
$3.2M
VTVVANGUARD VALUE ETF
$3.1M
TRMBTRIMBLE NAVIGATION LTD
$3.1M
TAT & T INC
$2.8M
HDHOME DEPOT INC
$2.7M
IUSBISHARES CORE TOTAL BOND ETF
$2.7M
SBUXSTARBUCKS CORP
$2.7M
MMM3M CO
$2.5M
EMREMERSON ELEC CO
$2.5M
IJSISHARES S&P SMALLCAP 600/VAL E
$2.5M
BSVVANGUARD SHORT TERM BOND ETF
$2.3M
XLKTECHNOLOGY SELECT SECTOR SPDR
$2.3M
AVGOBROADCOM INC
$2.3M
IWDISHARES RUSSELL 1000 VALUE ETF
$2.1M
CHKPCHECK POINT SOFTWARE TECH LT O
$2.1M
SCZISHARES MSCI EAFE SMALL CAP
$1.9M
IGOVISHARES INTERNATIONAL TREASURY
$1.9M
ENBENBRIDGE INCORPORATED
$1.8M
VYMVANGUARD HIGH DVD YIELD ETF
$1.7M
SCHASCHWAB US SMALL-CAP ETF
$1.7M
WMTWALMART INC
$1.7M
XLFFINANCIAL SELECT SECTOR ETF
$1.6M
VVVANGUARD LARGE-CAP ETF
$1.6M
IJTISHARES TR S&P SMALLCAP/600 GR
$1.6M
ABBVABBVIE INC
$1.5M
AWCAMERICAN WATER WORKS CO INC
$1.5M
IUSGISHARES CORE S&P U.S. GROWTH E
$1.5M
VIGVANGUARD DIVIDEND APPREC ETF
$1.5M
EOGEOG RES INC
$1.4M
RDS/AROYAL DUTCH SHELL ADR A SHS
$1.4M
VXFVANGUARD EXTENDED MARKET
$1.3M
COFCAPITAL ONE FINANCIAL CORP
$1.3M
IEMGISHARES CORE MSCI EMERGING
$1.3M
BABOEING CO
$1.3M
XOMEXXON MOBIL CORP
$1.2M
SCHESCHWAB EMERGING MARKETS ETF
$1.1M
DDOMINION ENERGY INC
$1.1M
TXNTEXAS INSTRUMENTS INC
$1.1M
FISVFISERV INC
$1.0M
RWOSPDR DOW JONES GL REAL ESTATE
$994K
JECUSDJACOBS ENGINEERING GROUP INC
$985K
BIVVANGUARD INTERMEDIATE-TERM BON
$950K
INTCINTEL CORP
$933K
LLYLILLY ELI & CO
$887K
KOCOCA COLA CO
$872K
GISGENERAL MILLS INC
$862K
XLIINDUSTRIAL SELECT SECTOR ETF
$838K
SCHZSCHWAB US AGGREGATE BOND ETF
$822K
DGDOLLAR GENERAL CORP
$811K
AMZNAMAZON.COM INC
$801K
BLKCHFBLACKROCK INC CL A
$799K
VNQVANGUARD REAL ESTATE ETF
$780K
CVSCVS HEALTH CORP
$723K
COPCONOCOPHILLIPS
$718K
SOSOUTHERN COMPANY
$715K
LMTLOCKHEED MARTIN CORP
$703K
VOTVANGUARD MID-CAP GROWTH INDEX
$656K
IWNISHARES TR RUSSEL 2000 VAL IND
$584K
CBSHCOMMERCE BANCSHARES INC
$581K
CAGCONAGRA FOODS INC
$577K
DONSPDR DJIA TRUST ETF
$553K
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