JONES FINANCIAL COMPANIES LLLP Q4 2020 Filing

Filed February 8, 2021

Portfolio Value

$54.6M

Holdings

685

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (685 positions)

StockValue
VTVVANGUARD INDEX TR
$9.0B
AGGISHARES CORE US AGGREGATE BOND
$6.9B
BNDVANGUARD TOTAL BD MARKET ETF
$3.2B
VUGVANGUARD INDEX TR
$3.1B
VVVANGUARD INDEX TRUST
$2.9B
VEAVANGUARD FTSE DEVELOPED
$2.8B
AQLTISHARES TRUST CORE MSCI EAFE
$2.8B
VBVANGUARD INDEX TRUST
$2.3B
VEUVANGUARD INTERNATIONAL EQUITY
$1.8B
IWDISHARES RUSSELL 1000 VALUE
$1.7B
EFVISHARES TR MSCI EAFE VALUE
$1.5B
IWBISHARES RUSSELL 1000
$1.4B
VBRVANGUARD SMALL CAP VALUE ETF
$1.3B
IJSISHARES TR S&P SMALLCAP
$1.1B
IWMISHARES RUSSELL 2000
$920.3M
VOVANGUARD MID CAP ETF
$871.5M
IWSISHARES RUSSELL MIDCAP VALUE
$783.6M
IVWISHARES S&P 500 GROWTH
$760.8M
EFGISHARES TR
$681.1M
VBKVANGUARD SMALL CAP GROWTH ETF
$666.7M
EFAISHARES MSCI EAFE FUND
$656.3M
IWNISHARES TRUST RUSSELL 2000
$650.4M
BIVVANGUARD INTER TERM BD ETF
$637.8M
OEFISHARES S&P 100 FUND
$609.4M
IWRISHARES RUSSELL MIDCAP
$543.4M
IUSGISHARES CORE S&P U.S. GROWTH
$489.5M
SCZISHARES
$427.2M
IWPISHARES RUSSELL MIDCAP GROWTH
$305.5M
VOEVANGUARD INDEX TR
$217.1M
RWOSPDR INDEX SHS FDS
$176.5M
IUSBISHARES CORE TOTAL USD BOND
$175.3M
SCHHSCHWAB STRATEGIC TR
$162.5M
IWVISHARES RUSSELL 3000
$152.7M
VSSVANGUARD FTSE ALL-WORLD EX US
$150.2M
SPYState Street ETF/USA
$125.0M
AQLTISHARES
$123.4M
VYMVANGUARD
$122.4M
REETISHARES GLOBAL REIT ETF
$95.5M
VEAVanguard ETF/USA
$91.5M
IWRiShares ETFs/USA
$77.7M
BSVVANGUARD SHORT TERM BD ETF
$73.7M
IJHiShares ETFs/USA
$70.4M
IUSVISHARES CORE S&P U.S VALUE
$64.6M
VOTVANGUARD INDEX TR
$62.5M
VTEBVanguard Group Inc/The
$49.7M
VIGVANGUARD DIVIDEND APPRECIATION
$49.3M
VOEVanguard ETF/USA
$48.2M
AAPLApple Inc
$44.1M
VOOVANGUARD S&P 500 ETF
$41.4M
IWMISHARES
$40.3M
IWFISHARES RUSSELL 1000 GROWTH
$36.9M
MSFTMICROSOFT CORP
$36.4M
IJHISHARES CORE S&P MID CAP ETF
$34.7M
IXUSiShares ETFs/USA
$34.3M
IJRISHARES CORE S&P SMALL CAP ETF
$33.4M
IJRiShares ETFs/USA
$33.1M
SPYSPDR S&P 500 ETF TR UNIT SER I
$31.7M
VTIVANGUARD INDEX TRUST
$30.5M
VWOVanguard ETF/USA
$29.9M
VOVanguard ETF/USA
$29.6M
EFAiShares ETFs/USA
$28.5M
VOOVANGUARD
$28.5M
VVISA INC
$28.3M
SCHFCharles Schwab Investment Management Inc
$23.5M
DONSPDR DOW JONES INDL AVERAGE
$22.8M
METAFacebook Inc
$22.6M
ISTBISHARES TRUST CORE 1-5 YEAR
$20.9M
BRK/BBerkshire Hathaway Inc
$20.6M
JNJJohnson & Johnson
$19.2M
PYPLPayPal Holdings Inc
$19.0M
VBVanguard ETF/USA
$18.8M
TMOThermo Fisher Scientific Inc
$18.2M
AGGBlackRock Fund Advisors
$18.2M
IVEISHARES S&P 500 VALUE
$17.7M
BNDVanguard ETF/USA
$17.3M
JPMJPMorgan Chase & Co
$17.2M
ABTAbbott Laboratories
$17.1M
AVGOBroadcom Inc
$15.7M
DISWalt Disney Co/The
$15.5M
LOWLOWE'S COS INC
$15.3M
VEUVanguard ETF/USA
$14.9M
MRKMerck & Co Inc
$14.5M
HONHoneywell International Inc
$14.3M
PGProcter & Gamble Co/The
$14.3M
DEDeere & Co
$14.0M
TJXTJX Cos Inc/The
$14.0M
MUBISHARES/USA
$14.0M
MDTMedtronic PLC
$13.6M
NVSNNovartis AG
$13.1M
AMTAmerican Tower Corp
$13.1M
PFEPfizer Inc
$12.9M
TRVCCitigroup Inc
$12.0M
PEPPEPSICO INC
$11.4M
VTIVanguard ETF/USA
$11.4M
IJKISHARES S&P MIDCAP 400 GROWTH
$11.1M
MDLZKraft Foods Inc
$11.0M
CVXChevron Corp
$10.9M
NEENEXTERA ENERGY
$10.5M
RTXRaytheon Technologies Corp
$10.4M
BACBK OF AMERICA CORP
$10.4M
Page 1 of 8Next