JMG Financial Group, Ltd.
Q1 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
120
- Value ($000)
$2,965,144
- Date Filed05/05/2025
- Form type13F-HR
- CIK0001314404
- 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 |
|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | COM | 922908363 | $715.43M | 24 % | 1,392,132 | ||
VO Vanguard Mid Cap Vipers | COM | 922908629 | $347.91M | 12 % | 1,345,236 | ||
VEA Vanguard MSCI EAFE ETF | COM | 921943858 | $313.77M | 11 % | 6,173,009 | ||
SCHX Schwab US Large Cap ETF | COM | 808524201 | $179.78M | 6 % | 8,142,312 | ||
DFSV Dimensional US Small Cap Value | COM | 25434V815 | $163.74M | 6 % | 5,816,865 | ||
SPY SPDR S&P 500 ETF Trust | COM | 78462F103 | $142.11M | 5 % | 254,037 | ||
VWO Vanguard MSCI Emerging Markets | COM | 922042858 | $130.14M | 4 % | 2,875,384 | ||
DFGR Dimensional Global Real Estate | COM | 25434V658 | $125.95M | 4 % | 4,796,352 | ||
DFIC DFA International Core Equity | COM | 25434V799 | $113.93M | 4 % | 4,102,611 | ||
SCHF Schwab International Equity ET | COM | 808524805 | $86.72M | 3 % | 4,384,101 |
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