Avoid Fraud, Get The Facts, And Find The Best
Legal Name: JMG FINANCIAL GROUP LTD
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
676,424 |
$182,059k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
904,138 |
$151,136k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
286,831 |
$84,041k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
1,188,338 |
$66,392k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
1,009,200 |
$42,921k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
240,147 |
$36,044k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
513,053 |
$36,011k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
573,987 |
$32,769k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
733,900 |
$30,611k |
|
|
VANGUARD INDEX FDS (922908637)
|
217,605 |
$29,316k |
|
|
UBS AG JERSEY BRH (902641646)
|
795,388 |
$17,761k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
186,782 |
$16,325k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
306,288 |
$15,618k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
557,907 |
$14,639k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
89,951 |
$12,826k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
191,711 |
$11,311k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
123,656 |
$11,022k |
|
|
VANGUARD MALVERN FDS (922020805)
|
220,819 |
$10,891k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
31,048 |
$9,151k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
72,407 |
$9,106k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
53,190 |
$8,271k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
240,994 |
$7,733k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
49,076 |
$7,722k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
160,724 |
$7,143k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
133,349 |
$7,067k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
89,250 |
$6,295k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
36,652 |
$5,967k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
30,516 |
$4,986k |
|
|
ISHARES (464287465)
|
68,528 |
$4,504k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
78,881 |
$4,442k |
|
|
ISHARES RUS (464287689)
|
24,991 |
$4,307k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
73,369 |
$4,204k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
28,094 |
$3,574k |
|
|
ISHARES (464287234)
|
66,863 |
$2,869k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
7,515 |
$2,665k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
16,480 |
$2,582k |
|
|
PIMCO ETF TR (72201R783)
|
24,807 |
$2,491k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
87,474 |
$2,196k |
|
|
VANGUARD GROUP (921908844)
|
18,281 |
$2,105k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
24,929 |
$2,071k |
|
|
ISHARES TR (46429B697)
|
30,813 |
$1,902k |
|
|
ISHARES TR (464287671)
|
25,000 |
$1,567k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
13,291 |
$1,474k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
12,806 |
$1,426k |
|
|
ISHARES INC (464286533)
|
21,902 |
$1,289k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
14,312 |
$1,191k |
|
|
DJ WL INTL RE EST (78463X863)
|
22,274 |
$863k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
9,304 |
$728k |
|
|
ISHARES TR (464288257)
|
9,843 |
$726k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
11,390 |
$668k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
4,298 |
$642k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
11,658 |
$641k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
3,303 |
$592k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
7,213 |
$524k |
|
|
ISHARES TR (464287176)
|
4,019 |
$464k |
|
|
ISHARES INC (464286525)
|
4,819 |
$444k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,120 |
$412k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,795 |
$389k |
|
|
MERCK & CO INC (58933Y105)
|
4,518 |
$379k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,747 |
$307k |
|
|
VANGUARD INDEX FDS (922908652)
|
2,426 |
$288k |
|
|
TRANSDIGM GROUP INC COM (893641100)
|
568 |
$275k |
|
|
Exxon Mobil Corp (30231G102)
|
3,415 |
$262k |
|
|
EMERSON ELEC CO (291011104)
|
3,880 |
$259k |
|
|
Amazon.com Inc (023135106)
|
135 |
$256k |
|
|
Apple Inc (037833100)
|
1,263 |
$250k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,180 |
$250k |
|
|
ISHARES (464287168)
|
2,294 |
$228k |
|
|
NEXPOINT RESIDENTIAL (65341D102)
|
5,447 |
$226k |
|
|
Nokia Oyj (x61873133)
|
44,701 |
$222k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,081 |
$217k |
|
|
ISHARES (464287630)
|
1,711 |
$206k |
|
|
Nuveen Real Estate Income Fund (67071B108)
|
14,028 |
$147k |
|
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