JONES FINANCIAL COMPANIES LLLP Q4 2021 Filing

Filed February 11, 2022

Portfolio Value

$70.8M

Holdings

753

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (753 positions)

StockValue
VTVVANGUARD INDEX TR
$11.0B
AGGISHARES CORE US AGGREGATE BOND
$8.7B
VUGVANGUARD INDEX TR
$4.0B
BNDVANGUARD TOTAL BD MARKET ETF
$3.6B
VVVANGUARD INDEX TRUST
$3.2B
VBVANGUARD INDEX TRUST
$2.7B
SCZISHARES
$2.6B
VSSVANGUARD FTSE ALL-WORLD EX US
$2.6B
AQLTISHARES TRUST CORE MSCI EAFE
$2.5B
VEAVANGUARD FTSE DEVELOPED
$2.5B
VWOVANGUARD FTSE EMERGING MARKETS
$2.4B
IWDISHARES RUSSELL 1000 VALUE
$2.1B
VEUVANGUARD INTERNATIONAL EQUITY
$2.0B
VBRVANGUARD SMALL CAP VALUE ETF
$1.6B
EFVISHARES TR MSCI EAFE VALUE
$1.6B
IWBISHARES RUSSELL 1000
$1.6B
IJSISHARES TR S&P SMALLCAP
$1.3B
VOVANGUARD MID CAP ETF
$1.1B
IUSBISHARES CORE TOTAL USD BOND
$1.1B
IWSISHARES RUSSELL MIDCAP VALUE
$1.0B
IWMISHARES RUSSELL 2000
$1.0B
IVWISHARES S&P 500 GROWTH
$998.5M
OEFISHARES S&P 100 FUND
$891.5M
IWNISHARES TRUST RUSSELL 2000
$781.6M
EFAISHARES MSCI EAFE FUND
$756.2M
EFGISHARES TR
$720.9M
VBKVANGUARD SMALL CAP GROWTH ETF
$708.0M
IWRISHARES RUSSELL MIDCAP
$674.3M
IUSGISHARES CORE S&P U.S. GROWTH
$586.5M
IWPISHARES RUSSELL MIDCAP GROWTH
$349.7M
RWOSPDR INDEX SHS FDS
$288.5M
VOEVANGUARD INDEX TR
$255.5M
SCHHSCHWAB STRATEGIC TR
$247.1M
BIVVANGUARD INTER TERM BD ETF
$189.6M
SPYState Street ETF/USA
$151.3M
AQLTISHARES
$125.9M
VYMVANGUARD
$123.7M
REETISHARES GLOBAL REIT ETF
$110.6M
IWVISHARES RUSSELL 3000
$107.1M
IWRBlackRock Fund Advisors
$94.7M
VEAVanguard ETF/USA
$94.0M
IJHVoya Investments LLC
$76.8M
VWOVanguard ETF/USA
$76.0M
BSVVANGUARD SHORT TERM BD ETF
$76.0M
IUSVISHARES CORE S&P U.S VALUE
$70.9M
VOTVANGUARD INDEX TR
$69.7M
VTEBVanguard ETF/USA
$66.2M
VOEVanguard ETF/USA
$60.8M
VIGVANGUARD DIVIDEND APPRECIATION
$58.3M
AAPLApple Inc
$58.2M
MSFTMICROSOFT CORP
$54.1M
VOOVANGUARD S&P 500 ETF
$51.1M
IJRVoya Investments LLC
$47.8M
IJHISHARES CORE S&P MID CAP ETF
$43.2M
IJRISHARES CORE S&P SMALL CAP ETF
$42.7M
IWFISHARES RUSSELL 1000 GROWTH
$41.8M
SPYSPDR S&P 500 ETF TR UNIT SER I
$38.0M
VOVanguard ETF/USA
$37.2M
IWMISHARES
$36.6M
VTIVANGUARD INDEX TRUST
$34.7M
VOOVANGUARD
$33.9M
SCZBlackRock Fund Advisors
$33.6M
IXUSVoya Investments LLC
$30.7M
VVISA INC
$28.7M
DONSPDR DOW JONES INDL AVERAGE
$27.7M
METAFacebook Inc
$27.5M
ISTBISHARES TRUST CORE 1-5 YEAR
$26.7M
AGGiShares ETFs/USA
$26.1M
BRK/BBerkshire Hathaway Inc
$25.4M
EFABlackRock Fund Advisors
$25.1M
LOWLOWE'S COS INC
$22.8M
PFEPfizer Inc
$22.7M
ABTAbbott Laboratories
$21.9M
JNJJohnson & Johnson
$21.3M
JPMJPMorgan Chase & Co
$20.8M
VBVanguard ETF/USA
$20.6M
SCHFCharles Schwab Investment Management Inc
$20.6M
IVEISHARES S&P 500 VALUE
$19.7M
PGProcter & Gamble Co/The
$19.0M
MUBISHARES/USA
$18.7M
AMTAmerican Tower Corp
$17.9M
TJXTJX Cos Inc/The
$17.7M
DEDEERE & CO
$16.9M
BNDVanguard ETF/USA
$16.0M
CRMSALESFORCE.COM INC
$15.2M
BACBK OF AMERICA CORP
$14.5M
MCDMCDONALD'S CORP
$14.5M
CVXChevron Corp
$14.2M
PEPPEPSICO INC
$14.1M
MRKMerck & Co Inc
$13.9M
VTIVanguard ETF/USA
$13.9M
PYPLPayPal Holdings Inc
$13.7M
DISWalt Disney Co/The
$13.6M
VEUVanguard ETF/USA
$13.3M
MDLZKraft Foods Inc
$13.1M
RTXRaytheon Technologies Corp
$13.0M
VUGVanguard ETF/USA
$13.0M
IJKISHARES S&P MIDCAP 400 GROWTH
$12.7M
NVSNNovartis AG
$12.5M
NEENEXTERA ENERGY
$12.4M
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