Jones Financial Companies Lllp
CIK Number: 0000815917
105.2B
Market Value
1,807
# of Holdings
5 months
Avg. Holding Period
31.73%
Win Rate
6.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.... | 99.39 | +0.54% | 128.95M | +6.14% | 12.5B | 105.61 | 11.88% |
| 2 | VUG | Vanguard Growth... | 355.31 | -5.83% | 28.58M | +23.46% | 11.73B | 255.57 | 11.15% |
| 3 | VTV | Vanguard Value ... | 166.83 | -3.72% | 53.86M | +3.20% | 9.12B | 107.37 | 8.67% |
| 4 | IVV | iShares Core S&... | 539.71 | -4.85% | 12.05M | +4.12% | 7.09B | 542.12 | 6.74% |
| 5 | IEFA | iShares Core MS... | 74.41 | -2.1% | 88.57M | +1.32% | 6.22B | 63.34 | 5.92% |
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