Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JMG Financial Group, Ltd. (CIK 1314404) reported $3.63B across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($833.4M, 22.94%), VEA ($402.2M, 11.07%), VO ($401.1M, 11.04%), DFSV ($216.9M, 5.97%), SCHX ($213.7M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $833.4M | 22.94% | 1.4M | Added |
| 2 | VEA | Vanguard MSCI EAFE ETF | $402.2M | 11.07% | 6.3M | Added |
| 3 | VO | Vanguard Mid Cap Vipers | $401.1M | 11.04% | 1.4M | Added |
| 4 | DFSV | Dimensional US Small Cap Value | $216.9M | 5.97% | 6.2M | Added |
| 5 | SCHX | Schwab US Large Cap ETF | $213.7M | 5.88% | 8.3M | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF Trust | $171.5M | 4.72% | 263,665 | Added |
| 7 | DFIC | DFA International Core Equity | $170.1M | 4.68% | 4.8M | Added |
| 8 | DFGR | Dimensional Global Real Estate | $168.6M | 4.64% | 6.3M | Added |
| 9 | VWO | Vanguard MSCI Emerging Markets | $158.4M | 4.36% | 2.9M | Added |
| 10 | SCHF | Schwab International Equity ET | $101.9M | 2.80% | 4.1M | Trimmed |
| 11 | SCHM | Schwab US Mid Cap ETF | $95.3M | 2.62% | 3.1M | Trimmed |
| 12 | IWR | iShares Russell Midcap | $89.1M | 2.45% | 916,371 | Added |
| 13 | VBR | Vanguard Small Cap Value | $85.2M | 2.35% | 392,210 | Added |
| 14 | DFEM | Dimensional Emerging Markets C | $79.9M | 2.20% | 2.3M | Added |
| 15 | VTI | Vanguard Total Stock Market Vi | $48.3M | 1.33% | 150,404 | Trimmed |
| 16 | VV | Vanguard Large Cap | $44.0M | 1.21% | 147,066 | Trimmed |
| 17 | SCHE | Schwab Emerging Markets | $31.1M | 0.86% | 942,824 | Trimmed |
| 18 | IVV | iShares Trust S&P 500 Index | $26.4M | 0.73% | 40,441 | Trimmed |
| 19 | VNQ | Vanguard REIT Vipers | $22.6M | 0.62% | 255,079 | Added |
| 20 | VEU | Vanguard FTSE All-World EX-US | $16.1M | 0.44% | 214,457 | Trimmed |
| 21 | IWF | iShares Russell 1000 Growth | $14.9M | 0.41% | 34,919 | Trimmed |
| 22 | IWP | iShares Russell Midcap Growth | $14.7M | 0.40% | 114,619 | Added |
| 23 | IWB | iShares Russell 1000 Index Fun | $13.2M | 0.36% | 36,958 | Trimmed |
| 24 | VUG | Vanguard Growth Vipers | $11.6M | 0.32% | 26,664 | Trimmed |
| 25 | VOE | Vanguard Mid Cap Value | $10.9M | 0.30% | 58,960 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31