JMG Financial Group, Ltd. Q2 2023 Filing
Filed July 25, 2023
Portfolio Value
$2.1T
Holdings
111
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHDSchwab US Dividend Equity ETF | 14,244 | $1K | 0.00% | |
| 102 | DFASDimensional US Small Cap ETF | 21,371 | $1K | 0.00% | |
| 103 | BRK/BBerkshire Hathaway Cl B | 3,871 | $1K | 0.00% | |
| 104 | AQLTiShares DJ Select Dividend Ind | 10,750 | $1K | 0.00% | |
| 105 | ESGUiShares ESG Aware MSCI USA ETF | 13,445 | $1K | 0.00% | |
| 106 | ESGEiShares ESG Aware MSCI ETF | 45,508 | $1K | 0.00% | |
| 107 | HYSPimco 0-5 Year High Yield Corp | 19,479 | $1K | 0.00% | |
| 108 | AGGiShares Core US Aggregate Bond | 12,065 | $1K | 0.00% | |
| 109 | SCHVSchwab US Large Cap Value ETF | 25,648 | $1K | 0.00% | |
| 110 | MSFTMicrosoft Corp | 5,074 | $1K | 0.00% | |
| 111 | IWOiShares Russell 2000 Growth | 6,072 | $1K | 0.00% |
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