Jmg Financial Group, Ltd. Reduced Holdings in Q1 2025

Jmg Financial Group, Ltd.

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-156K
- 1.88%
$21.75 - $24.28 $3.4M - $3.79M
8.14M $180M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.09K
- 2.72%
$551.42 - $612.93 $3.91M - $4.35M
254K $142M
IWR
Ishares Russell Mid Cap ETF

ETFs
-22.6K
- 2.49%
$82.81 - $92.93 $1.87M - $2.1M
884K $75.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.68K
- 0.23%
$25.58 - $29.24 $171K - $195K
2.88M $75.3M
VV
Vanguard Large Cap ETF

ETFs
-8.79K
- 5.41%
$253.32 - $282.66 $2.23M - $2.49M
154K $39.6M
VTI
Vanguard Total Stock Market Et

ETFs
-1.68K
- 1.05%
$271.18 - $303.12 $456K - $510K
158K $43.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-830
- 2.21%
$360.07 - $417.26 $299K - $346K
36.6K $13.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-760
- 1.84%
$554.06 - $615.85 $421K - $468K
40.5K $22.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.88K
- 2.35%
$114.9 - $139.6 $331K - $402K
120K $14.1M
IWM
Ishares Russell 2000 ETF

ETFs
-1.48K
- 4.4%
$198.1 - $229.79 $292K - $339K
32K $6.39M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.93K
- 0.71%
$24.91 - $29.02 $48.2K - $56.1K
270K $6.77M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-304
- 0.73%
$302.31 - $337.54 $91.9K - $103K
41.1K $12.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-744
- 0.83%
$58.81 - $68.2 $43.8K - $50.7K
89.2K $5.33M
VB
Vanguard Small Cap ETF

ETFs
-634
- 3.31%
$217.89 - $252.64 $138K - $160K
18.5K $4.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.4K
- 0.7%
$21.23 - $23.75 $50.9K - $56.9K
340K $7.32M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-665
- 2.43%
$102.49 - $119.96 $68.2K - $79.8K
26.8K $2.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
-128
- 0.47%
$237.72 - $276.98 $30.4K - $35.5K
27.1K $6.62M
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.21K
- 26.57%
$46.38 - $52.65 $195K - $222K
11.6K $542K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.7K
- 27.65%
$96.3 - $112.23 $164K - $191K
4.44K $433K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-9.7K
- 4.67%
$38.22 - $41.19 $371K - $399K
198K $8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.65K
- 9.56%
$57.21 - $65.8 $94.4K - $109K
15.6K $911K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.69K
- 22.37%
$63.91 - $70.19 $172K - $189K
9.35K $629K
VBK
Vanguard Small Cap Growth ETF

ETFs
-391
- 28.98%
$247.97 - $296.33 $97K - $116K
958 $241K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.85K
- 5.52%
$22.46 - $23.26 $154K - $159K
117K $2.72M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.76K
- 9.26%
$25.77 - $27.6 $123K - $131K
46.6K $1.24M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-8.23K
- 7.11%
$25.69 - $26.89 $211K - $221K
107K $2.89M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.64K
- 10.93%
$32.74 - $36.2 $152K - $168K
37.8K $1.32M
IVE
Ishares S&P 500 Value ETF

ETFs
-363
- 7.07%
$185.78 - $198.58 $67.4K - $72.1K
4.77K $909K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-102
- 1.5%
$117.4 - $131.02 $12K - $13.4K
6.68K $800K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.82K
- 7.87%
$75.32 - $84.77 $212K - $239K
33K $2.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.03K
- 5.23%
$27.01 - $28.54 $54.9K - $58K
36.8K $1.03M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-863
- 6.29%
$87.68 - $94.52 $75.7K - $81.6K
12.8K $1.2M
VIG
Vanguard Dividend Appreciation

ETFs
-39
- 0.2%
N/A
19.3K $3.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8
- 0.18%
$49.25 - $50.66 $394 - $405
4.39K $217K
XOM
Exxon Mobil Corp

Energy
-443
- 9.65%
$105.44 - $118.93 $46.7K - $52.7K
4.15K $493K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-933
- 1.66%
$48.43 - $49.9 $45.2K - $46.6K
55.2K $2.76M
JNJ
Johnson & Johnson

Healthcare
-66
- 2.71%
$142.06 - $167.7 $9.38K - $11.1K
2.37K $392K
IWD
Ishares Russell 1000 Val ETF

ETFs
-179
- 0.7%
$182.82 - $196.21 $32.7K - $35.1K
25.4K $4.77M
VTV
Vanguard Value ETF

ETFs
-638
- 1.29%
$167.73 - $179.21 $107K - $114K
49K $8.46M
DFIV
Dimensional ETF Tr

ETFs
-1.43K
- 3.49%
$35.33 - $40.77 $50.5K - $58.3K
39.5K $1.56M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-197
- 0.48%
$74.85 - $84.89 $14.7K - $16.7K
40.9K $3.34M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-23.6K
- 2.48%
$25.81 - $28.52 $608K - $672K
929K $25.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-31K
- 0.7%
$18.36 - $20.51 $570K - $637K
4.38M $86.7M
Activity Summary
Buys All Purchases 45 New Holdings 9 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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