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Home > Institutional Investor > Jmg Financial Group, Ltd. > Profile

Instuitional Investor - Jmg Financial Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Jmg Financial Group, Ltd.
Portfolio Value $3,298,736,471
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 1,358,788 $771,832,223 23.4%
2.
Vanguard Mid Cap Vipers
 1,325,765 $370,988,764 11.25%
3.
Vanguard Msci Eafe Etf
 6,281,277 $358,095,613 10.86%
4.
Schwab Strategic Trust
 FNDF 9,081,052 $221,940,922 6.73%
5.
Spdr S & P 500 Etf Trust
 SPY 266,609 $164,724,137 4.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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