JONES FINANCIAL COMPANIES LLLP

Q3 2025 13F Holdings

  • Location
    des peres, MO
  • Num holdings

    5,184

  • Value ($000)

    $146,810,247

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0000815917
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX TR

ETFS
922908736
$16.72B
11 %

35,093,471

A
AGG

ISHARES CORE US AGGREGATE BOND

ETFS
464287226
$14.27B
10 %

142,580,065

I
IVV

ISHARES CORE S&P 500 ETF

ETFS
464287200
$11.42B
8 %

17,171,277

V
VTV

VANGUARD INDEX TR

ETFS
922908744
$10.02B
7 %

53,725,575

V
VOO

VANGUARD S&P 500 ETF

ETFS
922908363
$8.25B
6 %

13,522,153

I
IEFA

ISHARES TRUST CORE MSCI EAFE

ETFS
46432F842
$8.14B
6 %

94,069,110

I
IWR

ISHARES RUSSELL MIDCAP

ETFS
464287499
$7.08B
5 %

73,648,480

V
VO

VANGUARD MID CAP ETF

ETFS
922908629
$6.64B
5 %

22,709,053

V
VV

VANGUARD INDEX TRUST

ETFS
922908637
$5.31B
4 %

17,313,039

I
IWB

ISHARES RUSSELL 1000

ETFS
464287622
$4.09B
3 %

11,252,791

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