JONES FINANCIAL COMPANIES LLLP Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$64.9M

Holdings

626

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (626 positions)

StockValue
VTVVANGUARD INDEX TR
$9.8B
AGGISHARES CORE US AGGREGATE BOND
$7.8B
VUGVANGUARD INDEX TR
$3.5B
BNDVANGUARD TOTAL BD MARKET ETF
$3.4B
VEAVANGUARD FTSE DEVELOPED
$2.9B
VVVANGUARD INDEX TRUST
$2.8B
AQLTISHARES TRUST CORE MSCI EAFE
$2.7B
VSSVANGUARD FTSE ALL-WORLD EX US
$2.5B
VBVANGUARD INDEX TRUST
$2.5B
VWOVANGUARD FTSE EMERGING MARKETS
$2.4B
IWDISHARES RUSSELL 1000 VALUE
$1.9B
VEUVANGUARD INTERNATIONAL EQUITY
$1.9B
EFVISHARES TR MSCI EAFE VALUE
$1.6B
VBRVANGUARD SMALL CAP VALUE ETF
$1.6B
IWBISHARES RUSSELL 1000
$1.4B
IJSISHARES TR S&P SMALLCAP
$1.3B
IWMISHARES RUSSELL 2000
$1.0B
SCZISHARES
$1.0B
IUSBISHARES CORE TOTAL USD BOND
$998.3M
VOVANGUARD MID CAP ETF
$986.6M
IWSISHARES RUSSELL MIDCAP VALUE
$920.8M
IVWISHARES S&P 500 GROWTH
$872.0M
IWNISHARES TRUST RUSSELL 2000
$742.8M
OEFISHARES S&P 100 FUND
$710.4M
EFGISHARES TR
$703.7M
VBKVANGUARD SMALL CAP GROWTH ETF
$700.2M
EFAISHARES MSCI EAFE FUND
$669.0M
IWRISHARES RUSSELL MIDCAP
$611.9M
IUSGISHARES CORE S&P U.S. GROWTH
$527.6M
IWPISHARES RUSSELL MIDCAP GROWTH
$334.0M
VOEVANGUARD INDEX TR
$243.6M
RWOSPDR INDEX SHS FDS
$238.9M
SCHHSCHWAB STRATEGIC TR
$216.2M
BIVVANGUARD INTER TERM BD ETF
$185.0M
SPYSSgA Funds Management Inc
$141.3M
AQLTISHARES
$126.8M
VYMVANGUARD
$123.9M
REETISHARES GLOBAL REIT ETF
$108.0M
IWVISHARES RUSSELL 3000
$103.9M
VEAVanguard ETF/USA
$96.4M
IWRBlackRock Fund Advisors
$90.6M
VWOVanguard ETF/USA
$79.3M
BSVVANGUARD SHORT TERM BD ETF
$77.1M
IJHBlackRock Fund Advisors
$75.6M
IUSVISHARES CORE S&P U.S VALUE
$70.2M
VOTVANGUARD INDEX TR
$66.4M
VOEVanguard ETF/USA
$57.2M
VTEBVanguard Group Inc/The
$56.7M
VIGVANGUARD DIVIDEND APPRECIATION
$53.3M
VOOVANGUARD S&P 500 ETF
$47.2M
AAPLApple Inc
$46.0M
IJRBlackRock Fund Advisors
$44.1M
MSFTMICROSOFT CORP
$44.1M
IWMISHARES
$40.3M
IWFISHARES RUSSELL 1000 GROWTH
$39.3M
IJHISHARES CORE S&P MID CAP ETF
$37.3M
IJRISHARES CORE S&P SMALL CAP ETF
$36.3M
SPYSPDR S&P 500 ETF TR UNIT SER I
$35.0M
IXUSBlackRock Fund Advisors
$34.1M
VOVanguard ETF/USA
$33.8M
VTIVANGUARD INDEX TRUST
$32.4M
VVISA INC
$31.1M
METAFacebook Inc
$29.3M
DONSPDR DOW JONES INDL AVERAGE
$26.9M
VOOVANGUARD
$26.3M
EFABlackRock Fund Advisors
$26.3M
ISTBISHARES TRUST CORE 1-5 YEAR
$24.8M
BRK/BBerkshire Hathaway Inc
$24.0M
SCHFCharles Schwab Investment Management Inc
$23.2M
PYPLPayPal Holdings Inc
$22.2M
VBVanguard ETF/USA
$20.8M
JNJJohnson & Johnson
$20.5M
JPMJPMorgan Chase & Co
$20.4M
AGGiShares ETFs/USA
$19.9M
IVEISHARES S&P 500 VALUE
$19.0M
AVGOBroadcom Inc
$19.0M
ABTAbbott Laboratories
$18.2M
LOWLOWE'S COS INC
$17.6M
SCZBlackRock Fund Advisors
$17.6M
DEDeere & Co
$17.2M
AMTAmerican Tower Corp
$16.8M
BNDVanguard Group Inc/The
$16.3M
DISWalt Disney Co/The
$15.4M
MUBISHARES/USA
$15.1M
MDTMedtronic PLC
$14.9M
PGProcter & Gamble Co/The
$14.7M
TJXTJX Cos Inc/The
$14.6M
VEUVanguard ETF/USA
$14.5M
PFEPfizer Inc
$14.4M
CRMSALESFORCE.COM INC
$14.2M
MRKMerck & Co Inc
$13.9M
BACBK OF AMERICA CORP
$13.7M
CVXChevron Corp
$13.5M
NVSNNovartis AG
$13.3M
RTXRaytheon Technologies Corp
$12.8M
MDLZKraft Foods Inc
$12.3M
PEPPEPSICO INC
$12.1M
VTIVanguard ETF/USA
$11.9M
MCDMCDONALD'S CORP
$11.5M
IJKISHARES S&P MIDCAP 400 GROWTH
$11.1M
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