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Portfolio (Quarterly) Guide ↗

JMG Financial Group, Ltd.

· CIK 0001314404
13F Portfolio $3.5B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 122 New
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGE iShares ESG Aware MSCI ETF 38,033.0 $1.7M 0.05% NEW $43.42 +21.0%
62 DVY iShares DJ Select Dividend Ind 11,202.0 $1.6M 0.04% NEW $142.10 +9.6%
63 DFAR Dimensional US Real Estate ETF 65,780.0 $1.6M 0.04% NEW $23.85 +9.6%
64 GOOGL Alphabet Inc Cl A Communication Services 5,740.0 $1.4M 0.04% NEW $243.10 +57.5%
65 ACWI iShares MSCI ACWI Index Fund 10,000.0 $1.4M 0.04% NEW $138.24 +12.8%
66 SCHA Schwab US Small Cap ETF 48,473.0 $1.4M 0.04% NEW $27.90 +19.5%
67 AAPL Apple Inc Technology 5,066.0 $1.3M 0.04% NEW $254.65 +21.3%
68 SCHV Schwab US Large Cap Value ETF 42,925.0 $1.2M 0.04% NEW $29.11 +14.4%
69 USMV iShares MSCI Minimum Volatilit 12,847.0 $1.2M 0.04% NEW $95.14 +1.8%
70 RSP Invesco S&P 500 Equal Weight E 5,877.0 $1.1M 0.03% NEW $189.70 +8.9%
71 EEM iShares MSCI Emerging Markets 20,403.0 $1.1M 0.03% NEW $53.40 +23.4%
72 IXUS iShares Core MSCI Total Intl S 12,362.0 $1.0M 0.03% NEW $82.58 +15.0%
73 IJH iShares S&P Mid Cap 400 Index 14,790.0 $965K 0.03% NEW $65.26 +12.6%
74 IJJ iShares S&P Mid Cap 400 Value 7,216.0 $936K 0.03% NEW $129.72 +8.7%
75 BND Vanguard Total Bond Market ETF 10,881.0 $809K 0.02% NEW $74.37 -1.8%
76 IVE iShares Trust S&P 500/Barra Va 3,879.0 $801K 0.02% NEW $206.53 +10.4%
77 GLD SPDR Gold Shares Financial Services 2,192.0 $779K 0.02% NEW $355.47 +16.4%
78 EEMV iShares MSCI Emerging Markets 11,285.0 $720K 0.02% NEW $63.83 +13.7%
79 VT Vanguard Total World Stock Ind 5,120.0 $706K 0.02% NEW $137.81 +12.9%
80 DMXF iShares ESG Advanced MSCI EAFE 9,236.0 $700K 0.02% NEW $75.74 +9.6%
Page 4 of 7  ·  122 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 2.2%
Communication Services 1.1%
Consumer Cyclical 0.4%
Industrials 0.3%
Energy 0.2%
Healthcare 0.2%
Consumer Defensive 0.1%