Jmg Financial Group, Ltd. Incresed Positions in Q4 2024

Jmg Financial Group, Ltd.

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.7K
+ 0.35%
$521.84 - $558.82 $2.45M - $2.63M
1.35M $728M
DFIC
Dimensional ETF Tr Dimensional

ETFs
641K
+ 22.38%
$25.61 - $28.0 $16.4M - $17.9M
3.5M $90.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
236K
+ 4.53%
$30.18 - $33.87 $7.12M - $7.99M
5.44M $167M
VO
Vanguard Mid Cap ETF

ETFs
23.1K
+ 1.8%
$261.5 - $284.63 $6.03M - $6.57M
1.3M $344M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
194K
+ 12.53%
$26.16 - $28.82 $5.08M - $5.59M
1.74M $45.7M
VTI
Vanguard Total Stock Market Et

ETFs
3.46K
+ 2.21%
$280.04 - $302.45 $969K - $1.05M
160K $46.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.48M
+ 194.45%
$22.4 - $68.28 $123M - $374M
8.3M $192M
IWF
Ishares Russell 1000 Gr ETF

ETFs
370
+ 1.0%
$370.24 - $418.94 $137K - $155K
37.5K $15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
207K
+ 317.38%
$25.93 - $105.3 $5.37M - $21.8M
272K $7.59M
IVV
Ishares Core S&P 500 ETF

ETFs
62
+ 0.15%
$570.51 - $610.59 $35.4K - $37.9K
41.3K $24.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
19
+ 0.07%
$241.48 - $274.89 $4.59K - $5.22K
27.2K $6.9M
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 5.74%
N/A
19.4K $3.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.93K
+ 20.4%
$61.68 - $67.87 $180K - $199K
17.3K $1.08M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.48K
+ 2.83%
$63.58 - $71.15 $157K - $176K
90K $5.85M
XLK
Technology Sector Spdr

ETFs
84
+ 0.64%
$220.26 - $241.44 $18.5K - $20.3K
13.1K $3.05M
IVW
Ishares S&P 500 Growth ETF

ETFs
66
+ 0.46%
$94.43 - $105.47 $6.23K - $6.96K
14.4K $1.46M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
158
+ 2.25%
$563.99 - $620.12 $89.1K - $98K
7.17K $4.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
262
+ 24.1%
$264.18 - $304.19 $69.2K - $79.7K
1.35K $377K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 2.69%
$180.88 - $232.93 $10.9K - $14K
2.29K $502K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
364
+ 3.11%
$124.61 - $133.96 $45.4K - $48.8K
12.1K $1.55M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
33
+ 0.5%
$278.19 - $315.36 $9.18K - $10.4K
6.6K $1.9M
EEM
Ishares Msci Emerging Markets

ETFs
2.2K
+ 11.98%
$41.82 - $47.36 $91.8K - $104K
20.5K $858K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.05%
$111.85 - $120.71 $224 - $241
3.82K $440K
IJS
Ishares S&P Smallcap 600 Value

ETFs
19
+ 0.31%
$104.59 - $118.05 $1.99K - $2.24K
6.14K $666K
IEMG
Ishares Inc

ETFs
38
+ 0.14%
N/A
27.3K $1.46M
Dimensional Global Real Estate
523K
+ 15.08%
N/A
3.99M $0
FNDA
Schwab Fundamental U S Small C

ETFs
9.56K
+ 99.98%
$29.26 - $59.11 $280K - $565K
19.1K $567K
XOM
Exxon Mobil Corp

Energy
369
+ 8.74%
$105.51 - $125.37 $38.9K - $46.3K
4.59K $493K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.5K
+ 98.02%
$25.33 - $51.16 $569K - $1.15M
45.4K $1.17M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.02%
$117.09 - $123.07 $117 - $123
4.49K $527K
IVE
Ishares S&P 500 Value ETF

ETFs
91
+ 1.8%
$189.5 - $206.17 $17.2K - $18.8K
5.14K $980K
BND
Vanguard Bd Index Fd Inc Total

ETFs
54
+ 0.93%
$71.75 - $75.11 $3.87K - $4.06K
5.89K $423K
FNDX
Schwab Fundamental U S Large C

ETFs
11.6K
+ 185.85%
$23.49 - $71.77 $272K - $830K
17.8K $421K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
101
+ 0.37%
$113.92 - $127.38 $11.5K - $12.9K
27.4K $3.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
94
+ 1.16%
$58.88 - $64.8 $5.53K - $6.09K
8.2K $483K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
225K
+ 191.32%
$22.01 - $66.82 $4.95M - $15M
342K $7.77M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.7K
+ 196.48%
$26.93 - $84.95 $693K - $2.19M
38.8K $1.06M
EEMV
Ishares Msci Emerging Markets

ETFs
5
+ 0.05%
$57.85 - $63.11 $289 - $316
9.88K $572K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52
+ 0.31%
$96.64 - $101.23 $5.03K - $5.26K
16.7K $1.62M
SCHP
Schwab Strategic Us Tips ETF

ETFs
58.5K
+ 102.43%
$25.74 - $53.78 $1.51M - $3.15M
116K $2.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
79
+ 0.31%
$183.23 - $199.79 $14.5K - $15.8K
25.5K $4.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
33.2K
+ 183.08%
$25.79 - $80.4 $857K - $2.67M
51.4K $1.34M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
59K
+ 90.37%
$22.63 - $47.53 $1.33M - $2.8M
124K $2.82M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.91M
+ 196.85%
$27.54 - $83.04 $52.6M - $159M
2.88M $79.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.08K
+ 0.48%
$57.29 - $63.1 $61.8K - $68K
226K $13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
20.7K
+ 2.22%
$26.63 - $30.23 $551K - $626K
952K $25.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.37M
+ 115.56%
$18.41 - $40.87 $43.6M - $96.7M
4.42M $81.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
71.4K
+ 2.68%
$44.04 - $49.49 $3.15M - $3.53M
2.74M $121M
VEA
Vanguard Ftse Developed Market

ETFs
116K
+ 1.98%
$47.57 - $52.44 $5.54M - $6.1M
5.98M $286M
Activity Summary
Buys All Purchases 50 New Holdings 0 Increased Positions 50 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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