JONES FINANCIAL COMPANIES LLLP

Q4 2024 13F Holdings

  • Location
    des peres, MO
  • Num holdings

    4,219

  • Value ($000)

    $105,199,698

  • Date Filed
    02/05/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AGG
AGG

ISHARES CORE US AGGREGATE BOND

ETF
$12.39B
12 %

127,906,328

VUG
VUG

VANGUARD INDEX TR

ETF
$11.69B
11 %

28,474,389

VTV
VTV

VANGUARD INDEX TR

ETF
$9.08B
9 %

53,654,839

IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$7.08B
7 %

12,027,667

IEFA
IEFA

ISHARES TRUST CORE MSCI EAFE

ETF
$6.04B
6 %

85,986,345

IWR
IWR

ISHARES RUSSELL MIDCAP

ETF
$5.36B
5 %

60,689,353

VOO
VOO

VANGUARD S&P 500 ETF

ETF
$4.93B
5 %

9,153,012

VO
VO

VANGUARD MID CAP ETF

ETF
$4.54B
4 %

17,199,367

VV
VV

VANGUARD INDEX TRUST

ETF
$4.29B
4 %

15,904,897

IWB
IWB

ISHARES RUSSELL 1000

ETF
$3.14B
3 %

9,737,881

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