Juno Financial Group LLC
Q4 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
69
- Value ($000)
$249,812
- Date Filed01/28/2026
- Form type13F-HR
- CIK0002106874
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $24.59M | 10 % | 325,919 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $20.84M | 8 % | 94,835 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $18.67M | 8 % | 405,448 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $16.8M | 7 % | 729,615 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $16.46M | 7 % | 114,670 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $16.08M | 6 % | 231,421 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.38M | 5 % | 410,137 | ||
ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $10.53M | 4 % | 460,294 | ||
BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $9.57M | 4 % | 181,307 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.88M | 4 % | 323,802 |
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