Jones Financial Companies Lllp
CIK Number: 0000815917
111.61B
Market Value
1,806
# of Holdings
6 months
Avg. Holding Period
31.52%
Win Rate
8.65%
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.... | 97.08 | +0.27% | 128.95M | +6.14% | 12.5B | 105.61 | 11.88% |
| 2 | VUG | Vanguard Growth... | 408.41 | +0.26% | 28.58M | +23.46% | 11.73B | 255.57 | 11.15% |
| 3 | VTV | Vanguard Value ... | 169.09 | -0.47% | 53.86M | +3.20% | 9.12B | 107.37 | 8.67% |
| 4 | IVV | iShares Core S&... | 585.56 | -0.02% | 12.05M | +4.12% | 7.09B | 542.12 | 6.74% |
| 5 | IEFA | iShares Core MS... | 81.67 | -0.1% | 88.57M | +1.32% | 6.22B | 63.34 | 5.92% |
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