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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEI iShares Lehman 3-7 Year Treasu 2,995.0 $358K 0.01% NEW $119.51 -2.0%
102 ITOT iShares Core S&P Total US Stoc 2,376.0 $346K 0.01% NEW $145.67 +11.8%
103 HD Home Depot Inc Consumer Cyclical 850.0 $344K 0.01% NEW $405.19 -22.7%
104 DLN WidsomTree US Large Cap Divide 3,902.0 $340K 0.01% NEW $87.04 +10.6%
105 MGK Vanguard Mega Cap Growth ETF 826.0 $332K 0.01% NEW $402.42 -77.9%
106 SDY SPDR S&P Dividend ETF 2,154.0 $302K 0.01% NEW $140.06 +7.1%
107 PG Procter & Gamble Co Consumer Defensive 1,887.0 $290K 0.01% NEW $153.63 -6.0%
108 SPYV SPDR S&P 500 Value ETF 5,190.0 $287K 0.01% NEW $55.33 +10.4%
109 HYS Pimco 0-5 Year High Yield Corp 2,984.0 $286K 0.01% NEW $95.69 -2.4%
110 VBK Vanguard Small Cap Growth 958.0 $285K 0.01% NEW $297.63 +16.6%
111 META Meta Platforms Inc Communication Services 353.0 $259K 0.01% NEW $733.95 -16.9%
112 AOR iShares Core Growth Allocation 3,996.0 $257K 0.01% NEW $64.38 +6.9%
113 GWX SPDR S&P International Small C 6,329.0 $254K 0.01% NEW $40.18 +14.9%
114 VPU Vanguard Utilities ETF 1,342.0 $254K 0.01% NEW $189.43 +3.7%
115 OShares FTSE Russell Small Cap 5,579.0 $250K 0.01% NEW $44.80
116 SPDW SPDR Portfolio Developed World 5,271.0 $226K 0.01% NEW $42.79 +17.3%
117 DGRO iShares Core Dividend Growth 3,300.0 $225K 0.01% NEW $68.08 +9.9%
118 FIS Fidelity National Information Technology 3,368.0 $222K 0.01% NEW $65.94 -33.9%
119 VTEB Vanguard Tax Exempt Bond Index 4,386.0 $220K 0.01% NEW $50.07 -0.4%
120 IVOV Vanguard S&P Mid Cap 400 Value 2,086.0 $210K 0.01% NEW $100.77 +7.7%
Page 6 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%