Jmg Financial Group, Ltd.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
120
Total Value
2965143646
Accession Number
0001314404-25-000002
Form Type
13F-HR
CIK
0001314404
Manager Name
Jmg Financial Group, Ltd.
Data Enrichment
75% identified
90 identified30 unidentified

Holdings

120 positions
Manager:
SEC
Search and click to pin securities to the top
Page 3 of 6
464287689
IWV|464287689
Shares:
10285(+0.0%)
Value:
$3.3B(-5.0%)
808524870
808524870
Shares:
107432(-7.1%)
Value:
$2.9B(-3.3%)
464287804
IJR|464287804
Shares:
26754(-2.4%)
Value:
$2.8B(-11.4%)
922020805
922020805
Shares:
55224(-1.7%)
Value:
$2.8B(+1.3%)
808524839
808524839
Shares:
117341(-5.5%)
Value:
$2.7B(-3.6%)
81369Y803
XLK|81369Y803
Shares:
13110(+0.0%)
Value:
$2.7B(-11.2%)
46435G516
ESGD|46435G516
Shares:
32998(-7.9%)
Value:
$2.7B(-1.1%)
808524847
SCHH|808524847
Shares:
120957(+11.6%)
Value:
$2.6B(+13.9%)
464287309
IVW|464287309
Shares:
26960(+87.2%)
Value:
$2.5B(+71.2%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
4272(+8.7%)
Value:
$2.3B(+27.7%)
MICROSOFT CORP
MSFT|594918104
Shares:
5796(+3.2%)
Value:
$2.2B(-8.1%)
92203J407
BNDX|92203J407
Shares:
41108(+1.5%)
Value:
$2.0B(+1.0%)
464287648
IWO|464287648
Shares:
6603(+0.0%)
Value:
$1.7B(-11.2%)
25434V807
25434V807
Shares:
39541(-3.5%)
Value:
$1.6B(+7.1%)
25434V823
25434V823
Shares:
65266(+0.0%)
Value:
$1.6B(+2.1%)
46435G425
ESGU|46435G425
Shares:
12544(+4.0%)
Value:
$1.5B(-1.5%)
464287168
DVY|464287168
Shares:
11298(+0.0%)
Value:
$1.5B(+2.3%)
46434G103
IEMG|46434G103
Shares:
27588(+1.1%)
Value:
$1.5B(+4.5%)
46432F842
IEFA|46432F842
Shares:
19438(+0.0%)
Value:
$1.5B(+7.6%)
46434G863
46434G863
Shares:
37831(-10.9%)
Value:
$1.3B(-6.8%)