IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Jones Financial Companies Lllp

Q1 2015 Holdings

Filed 2015-05-15 | 458 holdings | $26.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Russell Midcap Index E(IWR)ETF464287499$31.0K178,8380.1%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$32.1K211,3540.1%
Vanguard Intermediate-Term BON(BIV)ETF921937819$49.2K570,1610.2%
iShares Msci Eafe Small Cap ETF(SCZ)ETF464288273$56.7K1,146,6260.2%
Ishares Russell 2000 Index ETF(IWM)ETF464287655$89.3K718,1670.3%
Spdr Djia Trust ETF(DIA)ETF78467X109$94.1K530,1400.4%
Ishares Russell Midcap Growth(IWP)ETF464287481$155.9K1,591,9520.6%
Ishares Russell Midcap Value E(IWS)ETF464287473$183.5K2,438,3160.7%
Ishares TR Msci Eafe Growth in(EFG)ETF464288885$189.8K2,708,8060.7%
Spdr S&P Dividend ETF(SDY)ETF78464A763$240.9K3,080,0320.9%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$270.8K5,557,8991.0%
CEF Ishares S&P 500 Growth IND(IVW)ETF464287309$289.3K2,538,8501.1%
Vanguard High DVD Yield ETF(VYM)ETF921946406$335.5K4,912,3191.2%
Cisco SYS Inc(CSCO)COM17275R102$447.0K16,2171.7%
Ishares Msci Eafe Value Index(EFV)ETF464288877$478.8K8,986,3171.8%
Vanguard Short Term Bond ETF(BSV)ETF921937827$738.5K9,171,6672.7%
Ishares TR Russell 1000 GRW in(IWF)ETF464287614$741.2K7,492,7122.8%
Ishares Msci Eafe Index ETF(EFA)ETF464287465$932.8K14,535,6113.5%
Vanguard Growth ETF(VUG)ETF922908736$939.5K8,980,8703.5%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$1.0M9,935,7263.8%
Cummins Inc(CMI)COM231021106$1.1M7,8964.1%
Vanguard Value ETF(VTV)ETF922908744$1.2M13,809,1994.3%
Abbvie Inc(ABBV)COM00287Y109$2.0M33,4177.3%
Ishares Core U.S. Aggregate BO(AGG)ETF464287226$3.1M27,740,85211.5%
Vanguard Total Bond Market ETF(BND)ETF921937835$3.4M40,984,10812.7%
Conocophillips(COP)COM20825C104$8.1M129,96830.1%
PreviousPage 5 of 5