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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 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHA Schwab US Small Cap ETF 57,739.0 $1.6M 0.05% +9K +19.1% $28.48 +17.0%
62 DVY iShares DJ Select Dividend Ind 11,177.0 $1.6M 0.04% $141.14 +10.4%
63 ESGU iShares ESG Aware MSCI USA ETF 10,399.0 $1.5M 0.04% -2K -13.3% $148.98 +9.2%
64 DFAR Dimensional US Real Estate ETF 66,832.0 $1.5M 0.04% +1K +1.6% $22.90 +14.1%
65 ESGE iShares ESG Aware MSCI ETF 33,148.0 $1.5M 0.04% -5K -12.8% $44.17 +18.9%
66 ACWI iShares MSCI ACWI Index Fund 10,000.0 $1.4M 0.04% $141.49 +10.2%
67 AAPL Apple Inc Technology 5,067.0 $1.4M 0.04% $271.84 +13.6%
68 EEM iShares MSCI Emerging Markets 23,441.0 $1.3M 0.04% +3K +14.9% $54.71 +20.4%
69 SCHV Schwab US Large Cap Value ETF 42,933.0 $1.3M 0.04% $29.61 +12.5%
70 USMV iShares MSCI Minimum Volatilit 12,847.0 $1.2M 0.03% $94.16 +2.9%
71 IJH iShares S&P Mid Cap 400 Index 17,491.0 $1.2M 0.03% +3K +18.3% $66.00 +11.4%
72 RSP Invesco S&P 500 Equal Weight E 5,877.0 $1.1M 0.03% $191.56 +7.8%
73 IXUS iShares Core MSCI Total Intl S 12,362.0 $1.0M 0.03% $84.64 +12.2%
74 IJJ iShares S&P Mid Cap 400 Value 7,771.0 $1.0M 0.03% +555.0 +7.7% $131.59 +7.1%
75 GLD SPDR Gold Shares Financial Services 2,527.0 $1.0M 0.03% +335.0 +15.3% $396.31 +4.4%
76 SDY SPDR S&P Dividend ETF 6,176.0 $859K 0.02% +4K +186.7% $139.16 +7.8%
77 BND Vanguard Total Bond Market ETF 10,991.0 $814K 0.02% +110.0 +1.0% $74.07 -1.4%
78 IVE iShares Trust S&P 500/Barra Va 3,783.0 $802K 0.02% -96.0 -2.5% $212.09 +7.5%
79 EEMV iShares MSCI Emerging Markets 11,283.0 $723K 0.02% $64.04 +13.3%
80 FNDA Schwab Fundamental US Small Co 22,774.0 $718K 0.02% +2K +9.2% $31.51 +13.3%
Page 4 of 7  ·  126 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%