JONES FINANCIAL COMPANIES LLLP

Q3 2025 13F Holdings

  • Location
    des peres, MO
  • Num holdings

    5,184

  • Value ($000)

    $146,810,247

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0000815917
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG
VUG

VANGUARD INDEX TR

ETFS
$16.72 B
11 %

35,093,471

AGG
AGG

ISHARES CORE US AGGREGATE BOND

ETFS
$14.27 B
10 %

142,580,065

IVV
IVV

ISHARES CORE S&P 500 ETF

ETFS
$11.42 B
8 %

17,171,277

VTV
VTV

VANGUARD INDEX TR

ETFS
$10.02 B
7 %

53,725,575

VOO
VOO

VANGUARD S&P 500 ETF

ETFS
$8.25 B
6 %

13,522,153

IEFA
IEFA

ISHARES TRUST CORE MSCI EAFE

ETFS
$8.14 B
6 %

94,069,110

IWR
IWR

ISHARES RUSSELL MIDCAP

ETFS
$7.08 B
5 %

73,648,480

VO
VO

VANGUARD MID CAP ETF

ETFS
$6.64 B
5 %

22,709,053

VV
VV

VANGUARD INDEX TRUST

ETFS
$5.31 B
4 %

17,313,039

IWB
IWB

ISHARES RUSSELL 1000

ETFS
$4.09 B
3 %

11,252,791

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