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Portfolio (Quarterly) Guide ↗

JMG Financial Group, Ltd.

· CIK 0001314404
13F Portfolio $3.6B AUM 126 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 31 Added 45 Reduced 2 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHB Schwab US Broad Market ETF 296,375.0 $7.8M 0.22% -28K -8.6% $26.23 +9.5%
22 VOT Vanguard Mid Cap Growth Index 26,029.0 $7.3M 0.20% -913.0 -3.4% $279.14 +4.3%
23 IWD iShares Russell 1000 Value Ind 24,833.0 $5.2M 0.15% -529.0 -2.1% $210.34 +12.4%
24 VB Vanguard Small Cap 19,782.0 $5.1M 0.14% -665.0 -3.2% $257.94 +12.1%
25 VIG Vanguard Dividend Appreciation 18,526.0 $4.1M 0.11% -659.0 -3.4% $219.78 +6.1%
26 IWV iShares Russell 3000 Index 7,267.0 $2.8M 0.08% -985.0 -11.9% $386.85 +9.2%
27 ESGD iShares ESG Aware MSCI EAFE ET 27,643.0 $2.6M 0.07% -4K -13.6% $95.09 +8.1%
28 SCHH Schwab US REIT ETF 116,416.0 $2.4M 0.07% -7K -5.3% $20.89 +13.4%
29 SCHP Schwab US Tips ETF 91,684.0 $2.4M 0.07% -23K -20.3% $26.49 +0.5%
30 DFIV Dimensional International Valu 48,474.0 $2.4M 0.07% -432.0 -0.9% $49.90 +11.3%
31 IWN iShares Russell 2000 Value 10,599.0 $1.9M 0.05% -73.0 -0.7% $181.21 +16.6%
32 MSFT Microsoft Corp Technology 3,820.0 $1.8M 0.05% -2K -30.4% $483.57 -13.4%
33 SCHD Schwab US Dividend Equity ETF 66,964.0 $1.8M 0.05% -2K -3.4% $27.43 +19.7%
34 IEMG IShares Core MSCI Emerging ETF 25,299.0 $1.7M 0.05% -2K -8.2% $67.22 +19.9%
35 ESGU iShares ESG Aware MSCI USA ETF 10,399.0 $1.5M 0.04% -2K -13.3% $148.98 +9.2%
36 ESGE iShares ESG Aware MSCI ETF 33,148.0 $1.5M 0.04% -5K -12.8% $44.17 +18.9%
37 IVE iShares Trust S&P 500/Barra Va 3,783.0 $802K 0.02% -96.0 -2.5% $212.09 +7.5%
38 VT Vanguard Total World Stock Ind 4,921.0 $694K 0.02% -199.0 -3.9% $141.06 +10.3%
39 TDG TransDigm Group Inc Industrials 483.0 $642K 0.02% -30.0 -5.8% $1329.85 -8.7%
40 TIP iShares Barclays US Treasury I 4,007.0 $440K 0.01% -22.0 -0.6% $109.91 +0.4%
Page 2 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.4%
Technology 1.8%
Communication Services 1.1%
Consumer Cyclical 0.4%
Consumer Defensive 0.4%
Industrials 0.4%
Energy 0.3%
Healthcare 0.3%