JMG Financial Group, Ltd.
Q3 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
122
- Value ($000)
$3,512,291
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001314404
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | COM | 922908363 | $829.70 M | 24 % | 1,354,883 | ||
VO Vanguard Mid Cap Vipers | COM | 922908629 | $390.39 M | 11 % | 1,329,045 | ||
VEA Vanguard MSCI EAFE ETF | COM | 921943858 | $373.08 M | 11 % | 6,226,335 | ||
SCHX Schwab US Large Cap ETF | COM | 808524201 | $231.37 M | 7 % | 8,784,010 | ||
DFSV Dimensional US Small Cap Value | COM | 25434V815 | $178.72 M | 5 % | 5,613,124 | ||
SPY SPDR S&P 500 ETF Trust | COM | 78462F103 | $174.04 M | 5 % | 261,255 | ||
VWO Vanguard MSCI Emerging Markets | COM | 922042858 | $156.24 M | 4 % | 2,883,664 | ||
DFGR Dimensional Global Real Estate | COM | 25434V658 | $146.25 M | 4 % | 5,355,327 | ||
DFIC DFA International Core Equity | COM | 25434V799 | $140.68 M | 4 % | 4,290,310 | ||
SCHF Schwab International Equity ET | COM | 808524805 | $100.67 M | 3 % | 4,324,179 |
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