Jmg Financial Group, Ltd. Reduced Holdings in Q3 2025

Jmg Financial Group, Ltd.

  • $3.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-17K
- 14.51%
$22.9 - $23.58 $389K - $400K
100K $2.35M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.88K
- 38.63%
$94.11 - $95.78 $177K - $180K
2.98K $285K
META
Meta Platforms, Inc.

Communication Services
-141
- 28.54%
$695.21 - $791.73 $98K - $112K
353 $259K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-984
- 20.91%
$98.99 - $112.2 $97.4K - $110K
3.72K $411K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.49K
- 2.63%
$49.78 - $50.75 $74.3K - $75.7K
55.3K $2.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-225
- 10.51%
$211.65 - $238.24 $47.6K - $53.6K
1.92K $420K
IVE
Ishares S&P 500 Value ETF

ETFs
-334
- 7.93%
$194.44 - $206.51 $64.9K - $69K
3.88K $801K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-166
- 8.72%
$116.29 - $120.92 $19.3K - $20.1K
1.74K $208K
IEFA
Ishares Tr

ETFs
-1.03K
- 4.95%
$81.7 - $87.53 $84.1K - $90.1K
19.8K $1.73M
MSFT
Microsoft Corp

Technology
-242
- 4.22%
$491.09 - $535.64 $119K - $130K
5.49K $2.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-828
- 5.3%
$62.09 - $66.51 $51.4K - $55.1K
14.8K $965K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-112
- 1.2%
$71.6 - $76.11 $8.02K - $8.52K
9.24K $699K
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.08K
- 2.58%
$137.51 - $145.26 $424K - $447K
116K $16.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-89
- 2.1%
$459.11 - $506.91 $40.9K - $45.1K
4.15K $2.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-38
- 0.45%
$68.24 - $73.73 $2.59K - $2.8K
8.38K $615K
JNJ
Johnson & Johnson

Healthcare
-52
- 2.2%
$155.17 - $185.42 $8.07K - $9.64K
2.32K $429K
DVY
Ishares Tr

ETFs
-96
- 0.85%
$133.88 - $142.57 $12.9K - $13.7K
11.2K $1.59M
EEM
Ishares Msci Emerging Markets

ETFs
-154
- 0.75%
$48.07 - $53.4 $7.4K - $8.22K
20.4K $1.09M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-125
- 1.03%
$134.94 - $145.86 $16.9K - $18.2K
12K $1.75M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-165
- 2.29%
$567.09 - $607.37 $93.6K - $100K
7.05K $4.2M
GOOG
Alphabet Inc.

Communication Services
-86
- 3.88%
$175.16 - $255.24 $15.1K - $22K
2.13K $518K
IWV
Ishares Russell 3000 ETF

ETFs
-97
- 1.16%
$351.04 - $379.81 $34.1K - $36.8K
8.25K $3.13M
VOT
Vanguard Mid Cap Growth Index

ETFs
-131
- 0.48%
$282.75 - $294.19 $37K - $38.5K
26.9K $7.92M
IWD
Ishares Russell 1000 Val ETF

ETFs
-54
- 0.21%
$192.76 - $203.86 $10.4K - $11K
25.4K $5.16M
AAPL
Apple Inc.

Technology
-4
- 0.08%
$202.38 - $256.87 $810 - $1.03K
5.07K $1.29M
IWS
Ishares Russell Midcap Value E

ETFs
-2.37K
- 3.02%
$132.83 - $140.61 $315K - $333K
76K $10.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.9K
- 1.16%
$88.47 - $93.24 $256K - $270K
247K $22.6M
XLK
Technology Sector Spdr

ETFs
-1
- 0.01%
$250.97 - $282.66 $251 - $283
13.1K $3.69M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.61K
- 2.59%
$23.82 - $25.84 $205K - $222K
324K $8.34M
VTV
Vanguard Value ETF

ETFs
-370
- 0.76%
$175.51 - $186.57 $64.9K - $69K
48.3K $9.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.73K
- 0.77%
$66.38 - $71.68 $115K - $124K
223K $15.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-244
- 0.59%
$339.37 - $366.46 $82.8K - $89.4K
40.8K $14.9M
VUG
Vanguard Growth ETF

ETFs
-261
- 0.9%
$433.97 - $484.08 $113K - $126K
28.9K $13.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-764
- 2.09%
$420.11 - $472.68 $321K - $361K
35.7K $16.7M
VTI
Vanguard Total Stock Market Et

ETFs
-7.52K
- 4.64%
$303.93 - $329.86 $2.29M - $2.48M
155K $50.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-39.6K
- 3.74%
$30.13 - $33.37 $1.19M - $1.32M
1.02M $34M
IWR
Ishares Russell Mid Cap ETF

ETFs
-19.1K
- 2.11%
$92.26 - $97.51 $1.77M - $1.87M
889K $85.8M
VV
Vanguard Large Cap ETF

ETFs
-1.05K
- 0.68%
$285.05 - $309.14 $299K - $324K
152K $46.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-79K
- 1.79%
$21.69 - $23.34 $1.71M - $1.84M
4.32M $101M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-61.1K
- 1.85%
$28.15 - $30.13 $1.72M - $1.84M
3.24M $95.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.15K
- 0.79%
$195.41 - $212.37 $616K - $669K
395K $82.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.35K
- 2.01%
$617.65 - $666.84 $3.31M - $3.57M
261K $174M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-297K
- 3.27%
$24.46 - $26.5 $7.27M - $7.87M
8.78M $231M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.39K
- 0.19%
$49.43 - $54.52 $267K - $294K
2.88M $156M
VEA
Vanguard Ftse Developed Market

ETFs
-54.9K
- 0.87%
$56.02 - $60.3 $3.08M - $3.31M
6.23M $373M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.91K
- 0.29%
$567.77 - $614.76 $2.22M - $2.4M
1.35M $830M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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