Jmg Financial Group, Ltd. Incresed Positions in Q2 2025

Jmg Financial Group, Ltd.

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
108K
+ 1.75%
$45.65 - $57.01 $4.94M - $6.17M
6.28M $358M
SCHX
Schwab Strategic Tr Us Large C

ETFs
939K
+ 11.53%
$19.6 - $24.44 $18.4M - $22.9M
9.08M $222M
VBR
Vanguard Small Cap Value ETF

ETFs
112K
+ 39.15%
$162.76 - $195.77 $18.2M - $21.9M
398K $77.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.6K
+ 4.95%
$496.48 - $617.85 $6.24M - $7.77M
267K $165M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
423K
+ 14.72%
$22.92 - $28.05 $9.7M - $11.9M
3.3M $92.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
52.8K
+ 1.29%
$24.94 - $31.15 $1.32M - $1.64M
4.16M $129M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.7K
+ 0.48%
$39.89 - $49.46 $545K - $676K
2.89M $143M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.1K
+ 0.44%
$17.76 - $22.1 $339K - $422K
4.4M $97.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
24.4K
+ 2.76%
$74.88 - $91.97 $1.83M - $2.24M
908K $83.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15.3K
+ 0.78%
$23.4 - $29.68 $358K - $454K
1.97M $58.4M
VTI
Vanguard Total Stock Market Et

ETFs
3.78K
+ 2.38%
$243.75 - $303.93 $920K - $1.15M
162K $49.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.15K
+ 49.59%
$416.06 - $551.64 $1.73M - $2.29M
12.5K $6.91M
IVV
Ishares Core S&P 500 ETF

ETFs
552
+ 1.36%
$498.8 - $620.9 $275K - $343K
41.1K $25.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.6K
+ 187.84%
$96.84 - $99.46 $1.22M - $1.25M
19.2K $1.91M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.74K
+ 0.88%
$37.77 - $46.15 $65.6K - $80.2K
199K $9.2M
IWN
Ishares Russell2000 Val ETF

ETFs
6.72K
+ 176.78%
$131.84 - $157.76 $886K - $1.06M
10.5K $1.66M
VB
Vanguard Small Cap ETF

ETFs
1.75K
+ 9.46%
$193.73 - $237.37 $339K - $416K
20.3K $4.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.15K
+ 4.66%
$52.31 - $63.72 $217K - $265K
93.4K $5.95M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.05K
+ 3.88%
$82.96 - $110.1 $86.7K - $115K
28K $3.08M
IEFA
Ishares Tr

ETFs
1.36K
+ 7.01%
$67.83 - $84.09 $92.5K - $115K
20.8K $1.74M
VOE
Vanguard Mid Cap Value Index F

ETFs
32
+ 0.05%
$141.87 - $164.49 $4.54K - $5.26K
60.3K $9.92M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
116
+ 0.31%
$30.87 - $39.17 $3.58K - $4.54K
37.9K $1.49M
IWD
Ishares Russell 1000 Val ETF

ETFs
54
+ 0.21%
$166.82 - $194.23 $9.01K - $10.5K
25.4K $4.94M
DFIV
Dimensional ETF Tr

ETFs
490
+ 1.24%
$34.67 - $43.21 $17K - $21.2K
40K $1.71M
VT
Vanguard Total World Stk Index

ETFs
631
+ 14.06%
$103.16 - $128.52 $65.1K - $81.1K
5.12K $658K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
77
+ 0.29%
$90.56 - $109.49 $6.97K - $8.43K
26.8K $2.93M
IXUS
Ishares Tr

ETFs
574
+ 4.87%
$62.37 - $77.63 $35.8K - $44.6K
12.4K $955K
EEMV
Ishares Msci Emerging Markets

ETFs
1.35K
+ 13.69%
$54.12 - $62.8 $73.2K - $85K
11.2K $705K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.56K
+ 2.83%
$49.57 - $50.27 $77.4K - $78.5K
56.8K $2.85M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.39K
+ 4.09%
$26.18 - $26.93 $115K - $118K
112K $2.98M
EEM
Ishares Msci Emerging Markets

ETFs
34
+ 0.17%
$38.52 - $48.28 $1.31K - $1.64K
20.6K $991K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.2%
$484.66 - $738.09 $485 - $738
494 $364K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
225
+ 2.74%
$55.54 - $69.09 $12.5K - $15.5K
8.42K $581K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$146.58 - $180.01 $147 - $180
2.22K $393K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.03%
$97.68 - $121.38 $97.7 - $121
3.83K $464K
IJS
Ishares S&P Smallcap 600 Value

ETFs
265
+ 5.97%
$83.54 - $100.04 $22.1K - $26.5K
4.71K $468K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.27K
+ 8.87%
$24.32 - $27.87 $79.4K - $91K
40.1K $1.06M
MA
Mastercard Inc

Financial Services
1
+ 0.1%
$479.92 - $590.74 $480 - $591
1.02K $572K
IEMG
Ishares Inc

ETFs
52
+ 0.19%
N/A
27.6K $1.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16
+ 0.15%
$72.02 - $73.82 $1.15K - $1.18K
10.9K $800K
Dimensional Global Real Estate
200K
+ 4.18%
N/A
5M $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.06K
+ 0.88%
$18.94 - $21.67 $20.1K - $23K
122K $2.58M
Activity Summary
Buys All Purchases 50 New Holdings 7 Increased Positions 43 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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