Análisis de declaraciones
Jones Financial Companies Lllp
13F-HR · período Q2 2026 · presentado Aug 14, 2026
$249.84BValor 13F declarado
5,993Posiciones
2Otros gestores incluidos
+483Nuevo
3061Incrementada
867Reducida
−244Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| SPCX Space Exploration… | $72.08M | 0.0% |
| DFGP | $26.35M | 0.0% |
| BRIE | $7.15M | 0.0% |
| JCAL | $6.78M | 0.0% |
| FDXF FedEx Freight Holding… | $6.26M | 0.0% |
| TRI Thomson Reuters Corporation | $2.37M | 0.0% |
| ARXS Arxis, Inc. Class A Common… | $1.85M | 0.0% |
| VCRB Vanguard Core Bond ETF | $1.64M | 0.0% |
| PTLC Pacer Trendpilot US Large Cap… | $1.59M | 0.0% |
| IDMO Invesco S&P International… | $1.56M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| SPYM State Street SPDR Portfolio… | ▲ Add | +53.4% | $14.56B |
| VOO Vanguard S&P 500 ETF | ▲ Add | +8.5% | $12.43B |
| IVV iShares Core S&P 500 ETF | ▲ Add | +2.6% | $14.17B |
| AGG iShares Core U.S. Aggregate… | ▼ Trim | -16.7% | $10.94B |
| IWR iShares Russell Mid-Cap ETF | ▲ Add | +7.2% | $10.92B |
| VUG Vanguard Morningstar Growth… | ▼ Trim | -6.9% ✂ | $18.14B |
| VO Vanguard Morningstar Mid-Cap… | ▲ Add | +5.4% ✂ | $8.86B |
| IEFA iShares Core MSCI EAFE ETF | ▲ Add | +4.7% | $10.84B |
| VV Vanguard Morningstar… | ▲ Add | +3.0% | $6.47B |
| IJR iShares Core S&P Small-Cap ETF | ▲ Add | +14.4% | $3.35B |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.