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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 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VT Vanguard Total World Stock Ind 4,921.0 $694K 0.02% -199.0 -3.9% $141.06 +10.3%
82 DMXF iShares ESG Advanced MSCI EAFE 9,190.0 $691K 0.02% $75.16 +10.4%
83 USXF iShares ESG Advanced MSCI USA 11,633.0 $670K 0.02% $57.58 +15.2%
84 TDG TransDigm Group Inc Industrials 483.0 $642K 0.02% -30.0 -5.8% $1329.85 -8.7%
85 VXUS Vanguard Total International S 8,388.0 $633K 0.02% $75.44 +12.0%
86 FNDX Schwab Fundamental Large Cap I 22,493.0 $612K 0.02% +5K +25.8% $27.21 +13.3%
87 SCZ iShares MSCI EAFE Small Cap In 7,541.0 $585K 0.02% $77.53 +9.8%
88 MA MasterCard Inc Financial Services 1,019.0 $582K 0.02% $570.85 -12.7%
89 XOM Exxon Mobil Corporation Energy 4,145.0 $499K 0.01% $120.34 +28.7%
90 XLF SPDR Financial Select Sector E 8,554.0 $469K 0.01% $54.77 -5.2%
91 FNDF Schwab Fundamental Intl Large 10,313.0 $466K 0.01% +2K +21.8% $45.21 +18.1%
92 COST Costco Wholesale Corp Consumer Defensive 528.0 $455K 0.01% NEW $862.34 +19.2%
93 EFAV iShares MSCI EAFE Minimum Vola 5,231.0 $451K 0.01% $86.25 +6.0%
94 VONG Vanguard Russell 1000 Growth 3,689.0 $449K 0.01% $121.74 +5.7%
95 AMZN Amazon Communications Consumer Cyclical 1,915.0 $442K 0.01% $230.82 +15.4%
96 TIP iShares Barclays US Treasury I 4,007.0 $440K 0.01% -22.0 -0.6% $109.91 +0.4%
97 IJS iShares S&P Small Cap 600 Valu 3,842.0 $437K 0.01% +119.0 +3.2% $113.73 +13.8%
98 EFG iShares MSCI EAFE Growth Index 3,424.0 $390K 0.01% $113.92 +6.6%
99 SPYV SPDR S&P 500 Value ETF 6,695.0 $380K 0.01% +2K +29.0% $56.81 +7.5%
100 GSLC Goldman Sachs Active Beta ETF 2,865.0 $379K 0.01% -964.0 -25.2% $132.36 +7.0%
Page 5 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%