Jfg Wealth Management, LLC Portfolio Holdings
Jfg Wealth Management, LLC
- $364 Million
- Q3 2024
Jfg Wealth Management, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $364 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $166M, Vanguard Ftse Developed Market with a value of $46.6M, Pimco ETF Tr Enhanced Sht Matu with a value of $33.8M, Vanguard Ftse Emerging Mkts Et with a value of $19.3M, and Schwab Strategic Tr Intl Small with a value of $14.8M.
Examining the 13F form we can see an increase of $13.3M in the current position value, from $351M to 364M.
Jfg Wealth Management, LLC is based out at Denver, CO
Below you can find more details about Jfg Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |