Indieningsanalyse
Jones Financial Companies Lllp
13F-HR · periode Q2 2026 · ingediend Aug 14, 2026
$249.84BGerapporteerde 13F-waarde
5,993Posities
2Andere managers inbegrepen
+483Nieuw
3061Verhoogd
867Verminderd
−244Verlaten
Grootste nieuwe posities
| Effect | Waarde | Gewicht |
|---|---|---|
| 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% |
Grootste herschikkingen
| Effect | Δ aandelen | Huidige waarde | |
|---|---|---|---|
| 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 |
Herkomst: Metadata uit de EDGAR-formulierindex; analyse uit de geparsede informatietabel (laatste geaccepteerde versie van dit kwartaal). Geen redactioneel commentaar: uitsluitend berekende velden.