JF

JMG Financial Group, Ltd.

13F
JMG Financial Group, Ltd.
Last update 2025-05-05 118 Stocks (8 new)
Value $2.96 Bil Turnover 4 %
Countries:
Top Holdings: VOO(24.13%)VO(11.73%)VEA(10.58%)SCHX(6.06%)DFSV(5.52%)
Summary Stock Picks Current Portfolio
JMG Financial Group, Ltd. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
1,392,132
715,430.4
+2.97%
24.130
+0.70%
0.120
+19.59%
+7.78%
660,834.1
 
VO
Vanguard Mid-Cap ETF
1,345,236
347,905.0
+3.20%
11.730
+0.36%
0.480
+16.32%
+8.70%
80,548.8
 
VEA
Vanguard FTSE Developed Markets ETF
6,173,009
313,774.0
+3.15%
10.580
+0.32%
0.230
+12.49%
+19.94%
157,607.2
 
SCHX
Schwab U.S. Large-Cap ETF
8,142,312
179,782.3
-1.88%
6.060
-0.12%
0.350
+19.93%
+7.89%
56,889.6
 
DFSV
Dimensional US Small Cap Value ETF
5,816,865
163,744.8
+6.96%
5.520
+0.36%
3.670
+18.92%
-0.62%
4,865.2
 
SPY
SPDR S&P 500 ETF Trust
254,037
142,105.9
-2.72%
4.790
-0.14%
0.020
+19.57%
+7.72%
643,289.7
 
VWO
Vanguard FTSE Emerging Markets ETF
2,875,384
130,139.9
+5.01%
4.390
+0.21%
0.160
+16.94%
+15.09%
86,951.2
 
DFGR
Dimensional Global Real Estate ETF
4,796,352
125,952.2
+20.10%
4.250
+0.71%
5.290
+4.96%
+6.27%
2,557.8
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
4,102,611
113,929.5
+17.08%
3.840
+0.56%
1.360
+12.58%
+21.57%
9,637.7
 
SCHF
Schwab International Equity ETF
4,384,101
86,717.5
-0.70%
2.920
-0.02%
0.200
+11.99%
+19.38%
48,597.1
 

JMG Financial Group, Ltd.'s Historical Top Holdings Breakdowns

JMG Financial Group, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.71%
●
24.73 ($26.06) 26.89
$26.91
3.26%
Add 20.1%
4,796,352
802,816
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.70%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 2.97%
1,392,132
40,183
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.56%
●
25.54 ($27.31) 28.8
$30.89
13.11%
Add 17.08%
4,102,611
598,527
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.36%
●
27.56 ($30.26) 32.1
$30.36
0.33%
Add 6.96%
5,816,865
378,500
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.36%
●
251.87 ($268.43) 277.95
$284.74
6.08%
Add 3.2%
1,345,236
41,718
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.32%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 3.15%
6,173,009
188,663
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.21%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Add 5.01%
2,875,384
137,308
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.19%
●
25.35 ($26.59) 27.46
$30.24
13.73%
Add 12.06%
1,954,026
210,355
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.14%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Reduce -2.72%
254,037
-7,092
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Reduce
Reduce
-0.12%
●
21.75 ($23.28) 24.28
$24.86
6.79%
Reduce -1.88%
8,142,312
-156,114

JMG Financial Group, Ltd. Total Holding History ($B)

To

JMG Financial Group, Ltd.'s Asset Allocation

To

JMG Financial Group, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JMG Financial Group, Ltd.'s Hypothetical Growth since 2025-03-31

JMG Financial Group, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

JMG Financial Group, Ltd.'s Holdings Heat Map

Size field:

JMG Financial Group, Ltd.'s Holdings Bubble Chart

JMG Financial Group, Ltd. News

  • 1

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