Jmg Financial Group, Ltd. Portfolio Holdings
Jmg Financial Group, Ltd.
- $2.83 Billion
- Q3 2024
Jmg Financial Group, Ltd. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $711M, Vanguard Mid Cap ETF with a value of $338M, Vanguard Ftse Developed Market with a value of $310M, Schwab Strategic Tr Us Large C with a value of $191M, and Dimensional ETF Tr Dimensional with a value of $160M.
Examining the 13F form we can see an increase of $227M in the current position value, from $2.6B to 2.83B.
Below you can find more details about Jmg Financial Group, Ltd. 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 |
|---|