Trade Filings

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Gestor A Gestor B

Jones Financial Companies Lllp ⇄ Us Bancorp \De\

60Posiciones compartidas

64.4%Superposición de nombres (Jaccard)

15+Solo Jones…

15+Solo Us Bancorp…

Posiciones compartidas · Q2 2026

Valor	Jones Financial… ponderación	Us Bancorp \De\ ponderación
IVV iShares Core S&P 500 ETF	5.7%	5.4%
AGG iShares Core U.S.…	4.4%	4.3%
IEFA iShares Core MSCI EAFE ETF	4.3%	3.8%
VUG Vanguard Morningstar…	7.3%	0.1%
IWR iShares Russell Mid-Cap…	4.4%	1.5%
SPYM State Street SPDR…	5.8%	0.0%
SCHX Schwab U.S. Large-Cap ETF	0.1%	5.5%
VO Vanguard Morningstar…	3.5%	2.0%
VOO Vanguard S&P 500 ETF	5.0%	0.3%
AAPL Apple Inc.	1.1%	3.2%
VTV Vanguard Morningstar…	3.9%	0.2%
SPY State Street SPDR S&P 500…	0.3%	3.4%
IEMG iShares Core MSCI…	0.7%	2.6%
GOOGL Alphabet Inc.	0.9%	2.3%
MSFT Microsoft Corporation	0.9%	2.2%
NVDA NVIDIA Corporation	1.2%	1.8%
VV Vanguard Morningstar…	2.6%	0.0%
AMZN Amazon.com, Inc.	0.9%	1.6%
VEA Vanguard FTSE Developed…	1.6%	0.8%
LLY Eli Lilly and Company	0.4%	1.8%
IJR iShares Core S&P…	1.3%	0.8%
IWB iShares Russell 1000 ETF	1.4%	0.4%
SCZ iShares MSCI EAFE…	1.8%	0.0%
IUSB iShares Core Universal…	1.6%	0.0%
USHY iShares Broad USD High…	1.5%	0.1%
JPM JPMorgan Chase & Co.	0.3%	1.2%
EFV iShares MSCI EAFE Value…	0.2%	1.2%
AVDV Avantis International…	1.4%	0.0%
IXUS iShares Core MSCI Total…	0.0%	1.2%
QQQ Invesco QQQ Trust, Series…	0.2%	1.0%
MU Micron Technology, Inc.	0.2%	1.0%
AVGO Broadcom Inc.	0.6%	0.5%
EFA iShares MSCI EAFE ETF	0.3%	0.8%
AMD Advanced Micro Devices…	0.3%	0.7%
META Meta Platforms, Inc.	0.3%	0.7%
GOOG Alphabet Inc.	0.3%	0.7%
VTI Vanguard Morningstar…	0.2%	0.8%
VTWO Vanguard Russell 2000 ETF	0.1%	0.8%
SCHH Schwab U.S. REIT ETF	0.0%	0.9%
JNJ Johnson & Johnson	0.2%	0.7%
DFIS Dimensional -…	0.9%	0.0%
IWM iShares Russell 2000 ETF	0.1%	0.7%
IWS iShares Russell Mid-Cap…	0.5%	0.4%
BRK-B Berkshire Hathaway Inc.	0.2%	0.6%
WMT Walmart Inc.	0.1%	0.7%
MUB iShares National Muni…	0.1%	0.6%
MDY State Street SPDR S&P…	0.0%	0.7%
ABBV AbbVie Inc.	0.1%	0.6%
IJH iShares Core S&P Mid-Cap…	0.3%	0.4%
IWF iShares Russell 1000…	0.2%	0.5%
BRK-A Berkshire Hathaway Inc.	0.0%	0.7%
CAT Caterpillar Inc.	0.1%	0.6%
PG The Procter & Gamble…	0.1%	0.5%
XONA.DE Exxon Mobil Corporation	0.2%	0.5%
V Visa Inc.	0.3%	0.3%
COST Costco Wholesale…	0.1%	0.5%
QQQM Invesco NASDAQ 100 ETF	0.5%	0.1%
XLK State Street Technology…	0.1%	0.6%
PANW Palo Alto Networks, Inc.	0.1%	0.5%
AMAT Applied Materials, Inc.	0.2%	0.5%

De forma distintiva Jones Financial…

JHMM John Hancock…	0.1%
CGCP Capital Group Core…	0.0%
JBND JPMorgan Active Bond…	0.0%
SCMB Schwab Municipal Bond…	0.0%
PVAL Putnam Focused Large…	0.0%
JAVA JPMorgan Active Value…	0.0%
MFSI	0.0%
COWG Pacer US Large Cap…	0.0%
TCHP T. Rowe Price Blue…	0.0%
CGMS Capital Group U.S.…	0.0%
CGSD Capital Group Short…	0.0%
TMSL T. Rowe Price…	0.0%
FLCB Franklin U.S. Core…	0.0%
JPEF	0.0%
CGCB Capital Group Core…	0.0%

De forma distintiva Us Bancorp \De\

HONA Honeywell Aerospace…	0.1%
SMIG Bahl & Gaynor…	0.0%
PJAN	0.0%
USSG	0.0%
POCT	0.0%
PAPR	0.0%
IBMS	0.0%
FIW	0.0%
IOCT	0.0%
YLD	0.0%
IAPR	0.0%
BOXX	0.0%
SPUU	0.0%
YSEP	0.0%
GSEP	0.0%

Procedencia: Solapamiento calculado en tiempo real a partir de las posiciones en acciones ordinarias declaradas por ambos gestores para Q2 2026. Solo posiciones largas declaradas — las coberturas y los activos no incluidos en el 13F son invisibles. Metodología

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Jones Financial Companies Lllp ⇄ Us Bancorp \De\

Posiciones compartidas · Q2 2026

De forma distintiva Jones Financial…

De forma distintiva Us Bancorp \De\