JONES FINANCIAL COMPANIES LLLP
Q1 2025 13F Holdings
- Locationdes peres, MO
- Num holdings
4,412
- Value ($000)
$111,609,441
- Date Filed05/28/2025
- Form typerestatement
- CIK0000815917
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES CORE US AGGREGATE BOND | EXCHANGE TRADED FUNDS (ETFS) | 464287226 | $13.58B | 12 % | 137,543,117 | ||
VUG VANGUARD INDEX TR | EXCHANGE TRADED FUNDS (ETFS) | 922908736 | $11.91B | 11 % | 32,161,970 | ||
VTV VANGUARD INDEX TR | EXCHANGE TRADED FUNDS (ETFS) | 922908744 | $9.20B | 8 % | 53,867,676 | ||
IVV ISHARES CORE S&P 500 ETF | EXCHANGE TRADED FUNDS (ETFS) | 464287200 | $7.96B | 7 % | 14,257,287 | ||
IEFA ISHARES TRUST CORE MSCI EAFE | EXCHANGE TRADED FUNDS (ETFS) | 46432F842 | $6.62B | 6 % | 86,694,654 | ||
IWR ISHARES RUSSELL MIDCAP | EXCHANGE TRADED FUNDS (ETFS) | 464287499 | $5.49B | 5 % | 64,849,747 | ||
VOO VANGUARD S&P 500 ETF | EXCHANGE TRADED FUNDS (ETFS) | 922908363 | $5.34B | 5 % | 10,444,473 | ||
VO VANGUARD MID CAP ETF | EXCHANGE TRADED FUNDS (ETFS) | 922908629 | $4.65B | 4 % | 18,077,480 | ||
VV VANGUARD INDEX TRUST | EXCHANGE TRADED FUNDS (ETFS) | 922908637 | $4.12B | 4 % | 16,117,787 | ||
IWB ISHARES RUSSELL 1000 | EXCHANGE TRADED FUNDS (ETFS) | 464287622 | $3.12B | 3 % | 10,237,878 |
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