Jmg Financial Group, Ltd. Reduced Holdings in Q3 2024

Jmg Financial Group, Ltd.

  • $2.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-117K
- 64.29%
$45.2 - $47.87 $5.31M - $5.62M
65.2K $3.1M
VTI
Vanguard Total Stock Market Et

ETFs
-20.6K
- 11.64%
$255.18 - $283.2 $5.26M - $5.84M
157K $44.3M
TXN
Texas Instruments Inc

Technology
-1.18K
- 54.13%
$194.6 - $194.6 $230K - $230K
1K $194K
VUG
Vanguard Growth ETF

ETFs
-1.37K
- 4.36%
$341.08 - $391.94 $466K - $535K
29.9K $11.5M
GOOGL
Alphabet Inc.

Communication Services
-500
- 8.01%
$148.65 - $191.18 $74.3K - $95.6K
5.74K $951K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.72K
- 18.72%
$92.1 - $95.52 $158K - $164K
7.46K $712K
MSFT
Microsoft Corp

Technology
-87
- 1.52%
$395.15 - $467.56 $34.4K - $40.7K
5.64K $2.43M
MRK
Merck & Co., Inc.

Healthcare
-663
- 24.59%
$111.15 - $128.97 $73.7K - $85.5K
2.03K $230K
EEMV
Ishares Msci Emerging Markets

ETFs
-1.7K
- 14.66%
$56.77 - $63.31 $96.3K - $107K
9.88K $619K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.68K
- 18.49%
$33.67 - $37.71 $56.6K - $63.4K
7.41K $276K
VHT
Vanguard Health Care ETF

ETFs
-157
- 13.89%
$261.88 - $288.1 $41.1K - $45.2K
973 $274K
JNJ
Johnson & Johnson

Healthcare
-400
- 14.11%
$145.48 - $167.38 $58.2K - $67K
2.44K $394K
VIG
Vanguard Dividend Appreciation

ETFs
-44
- 0.24%
$182.15 - $182.15 $8.01K - $8.01K
18.3K $3.34M
IEMG
Ishares Inc

ETFs
-126
- 0.46%
$53.64 - $53.64 $6.76K - $6.76K
27.3K $1.46M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-17.5K
- 13.67%
$19.78 - $23.53 $347K - $413K
111K $2.57M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-22
- 0.31%
$49.93 - $51.15 $1.1K - $1.13K
6.96K $355K
PG
Procter & Gamble CO

Consumer Defensive
-38
- 1.97%
$160.76 - $177.82 $6.11K - $6.76K
1.89K $326K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-38
- 0.65%
$71.45 - $75.64 $2.72K - $2.87K
5.83K $438K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-209
- 1.24%
$96.25 - $101.98 $20.1K - $21.3K
16.7K $1.69M
EEM
Ishares Msci Emerging Markets

ETFs
-148
- 0.8%
$40.42 - $46.7 $5.98K - $6.91K
18.3K $840K
BNDX
Vanguard Total International B

ETFs
-13
- 0.03%
$48.42 - $50.35 $629 - $655
40.7K $2.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-235
- 1.76%
$77.02 - $85.06 $18.1K - $20K
13.1K $1.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-325
- 1.76%
$73.43 - $80.37 $23.9K - $26.1K
18.2K $1.46M
IWV
Ishares Russell 3000 ETF

ETFs
-280
- 2.57%
$294.75 - $326.73 $82.5K - $91.5K
10.6K $3.47M
VOT
Vanguard Mid Cap Growth Index

ETFs
-856
- 3.05%
$218.05 - $243.47 $187K - $208K
27.2K $6.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.05%
$405.19 - $478.57 $810 - $957
3.93K $1.81M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-37
- 0.52%
$523.84 - $572.02 $19.4K - $21.2K
7.01K $3.99M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.05K
- 0.89%
$59.93 - $66.52 $63K - $69.9K
118K $7.82M
VV
Vanguard Large Cap ETF

ETFs
-6.44K
- 3.76%
$236.92 - $263.4 $1.53M - $1.7M
165K $43.4M
IWS
Ishares Russell Midcap Value E

ETFs
-747
- 0.92%
$119.52 - $132.25 $89.3K - $98.8K
80K $10.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
-242
- 0.11%
$56.47 - $63.69 $13.7K - $15.4K
225K $14.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-48
- 0.12%
$520.18 - $576.82 $25K - $27.7K
41.2K $23.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-2.99K
- 1.3%
$40.45 - $47.24 $121K - $141K
228K $10.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-13.4K
- 5.41%
$82.97 - $98.97 $1.11M - $1.33M
235K $22.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.07K
- 1.07%
$179.99 - $201.6 $553K - $619K
284K $57M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.08K
- 0.33%
$79.92 - $88.19 $246K - $271K
930K $82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.12K
- 0.42%
$517.38 - $573.86 $581K - $644K
264K $152M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-29.3K
- 1.03%
$61.11 - $67.85 $1.79M - $1.99M
2.82M $191M
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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