Notify me when JONES FINANCIAL COMPANIES LLLP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 4,394 | $164,022,663,265 | +$15,896,626,277 | -$1,497,999,994 | +$14,398,626,283 | VUG, AGG, IVV, VTV, VOO | 13F-HR | 17 Feb 2026, 11:16 |
| Q3 2025 | 4,223 | $146,810,243,334 | +$12,721,824,652 | -$5,731,238,101 | +$6,990,586,551 | VUG, AGG, IVV, VTV, VOO | 13F-HR | 04 Nov 2025, 12:42 |
| Q2 2025 | 4,027 | $131,911,756,550 | +$12,908,085,606 | -$1,826,889,647 | +$11,081,195,959 | VUG, AGG, IVV, VTV, VOO | 13F-HR | 13 Aug 2025, 11:53 |
| Q1 2025 | 3,696 | $111,609,404,890 | +$11,059,424,982 | -$2,322,546,997 | +$8,736,877,985 | AGG, VUG, VTV, IVV, IEFA | Restatement | 28 May 2025, 16:36 |
| Q4 2024 | 3,410 | $105,199,698,104 | +$11,795,522,110 | -$2,828,837,753 | +$8,966,684,357 | AGG, VUG, VTV, IVV, IEFA | 13F-HR | 05 Feb 2025, 20:33 |
| Q3 2024 | 3,020 | $97,496,853,974 | +$5,850,128,126 | -$10,528,267 | +$5,839,599,859 | AGG, VTV, VUG, IEFA, IVV | 13F-HR | 12 Nov 2024, 15:29 |
| Q2 2024 | 2,421 | $86,516,438,220 | +$18,909,032,405 | -$5,877,112,274 | +$13,031,920,131 | AGG, VUG, VTV, IEFA, IVV | 13F-HR | 14 Aug 2024, 10:15 |
| Q1 2024 | 1,361 | $73,370,478,974 | +$4,592,268,705 | -$1,430,677,539 | +$3,161,591,166 | AGG, VTV, VUG, IEFA, VV | 13F-HR | 14 May 2024, 12:30 |
| Q4 2023 | 1,008 | $66,497,612,993 | +$3,976,231,542 | -$4,048,957,314 | -$72,725,772 | AGG, VTV, VUG, IEFA, VEA | 13F-HR | 13 Feb 2024, 09:57 |
| Q3 2023 | 688 | $60,821,227,099 | +$893,334,868 | -$228,330,957 | +$665,003,911 | AGG, VTV, VUG, IEFA, VEA | 13F-HR | 14 Nov 2023, 17:10 |
| Q2 2023 | 527 | $62,729,531,276 | +$1,758,627,229 | -$1,877,560,091 | -$118,932,862 | AGG, VTV, VUG, IEFA, VEA | 13F-HR | 09 Aug 2023, 09:47 |
| Q1 2023 | 565 | $60,832,129,646 | +$616,112,646 | -$216,771,689 | +$399,340,957 | AGG, VTV, IEFA, VUG, VEA | 13F-HR | 11 May 2023, 10:42 |
| Q4 2022 | 725 | $57,542,300,013 | +$4,251,567,062 | -$5,640,796,200 | -$1,389,229,138 | AGG, VTV, IEFA, VUG, VEA | 13F-HR | 13 Feb 2023, 10:35 |
| Q3 2022 | 526 | $54,557,960,000 | +$761,041,675 | -$150,381,868 | +$610,659,807 | VTV, AGG, VUG, BND, VV | 13F-HR | 03 Nov 2022, 10:58 |
| Q2 2022 | 705 | $58,803,895,000 | +$2,733,011,644 | -$3,180,948,200 | -$447,936,556 | VTV, AGG, VUG, BND, VV | 13F-HR | 08 Aug 2022, 14:05 |
| Q1 2022 | 681 | $67,150,564,000 | +$3,302,962,898 | -$3,325,281,168 | -$22,318,270 | VTV, AGG, VUG, BND, VV | 13F-HR | 02 May 2022, 12:48 |
| Q4 2021 | 746 | $70,820,257,000 | +$2,032,532,551 | -$56,836,398 | +$1,975,696,153 | VTV, AGG, VUG, BND, VV | 13F-HR | 11 Feb 2022, 10:03 |
| Q3 2021 | 640 | $67,549,101,000 | +$3,136,866,288 | -$734,469,845 | +$2,402,396,443 | VTV, AGG, VUG, BND, VV | 13F-HR | 12 Nov 2021, 08:33 |
| Q2 2021 | 625 | $64,918,605,000 | +$1,636,294,703 | -$151,785,431 | +$1,484,509,272 | VTV, AGG, VUG, BND, VEA | 13F-HR | 12 Aug 2021, 14:24 |
| Q1 2021 | 777 | $60,442,737,000 | +$6,640,921,049 | -$3,920,605,657 | +$2,720,315,392 | VTV, AGG, BND, VUG, VEA | 13F-HR | 30 Apr 2021, 16:13 |
| Q4 2020 | 674 | $54,592,759,000 | +$2,239,926,170 | -$1,298,619,402 | +$941,306,768 | VTV, AGG, BND, VUG, IEFA | 13F-HR | 08 Feb 2021, 11:16 |
| Q3 2020 | 200 | $48,123,850,000 | +$930,680,086 | -$1,228,822,340 | -$298,142,254 | VTV, AGG, BND, VUG, VV | 13F-HR | 29 Oct 2020, 12:42 |
| Q2 2020 | 192 | $45,806,629,000 | +$1,898,418,863 | -$3,082,888,119 | -$1,184,469,256 | VTV, AGG, BND, VUG, IEFA | 13F-HR | 31 Jul 2020, 12:04 |
| Q1 2020 | 194 | $41,460,078,000 | +$2,854,679,090 | -$1,345,519,561 | +$1,509,159,529 | VTV, AGG, BND, VEA, IEFA | 13F-HR | 01 May 2020, 13:03 |
| Q4 2019 | 204 | $49,989,590,000 | +$2,080,673,003 | -$93,741,482 | +$1,986,931,521 | VTV, AGG, BND, VEA, IEFA | 13F-HR | 21 Jan 2020, 09:04 |
| Q3 2019 | 207 | $45,349,837,000 | +$916,167,367 | -$112,275,194 | +$803,892,173 | VTV, AGG, BND, IEFA, VEA | 13F-HR | 31 Oct 2019, 08:47 |
| Q2 2019 | 204 | $44,537,375,000 | +$1,456,284,565 | -$1,629,966,043 | -$173,681,478 | VTV, AGG, BND, IEFA, VEA | 13F-HR | 02 Aug 2019, 10:55 |
| Q1 2019 | 205 | $43,649,724,000 | +$2,214,195,903 | -$2,883,654,533 | -$669,458,630 | VTV, AGG, BND, VEA, VV | 13F-HR | 03 May 2019, 14:55 |
| Q4 2018 | 207 | $40,264,286,000 | +$1,144,847,530 | -$290,132,062 | +$854,715,468 | VTV, AGG, BND, EFA, VEA | 13F-HR | 11 Feb 2019, 10:38 |
| Q3 2018 | 202 | $44,710,682,000 | +$3,209,106,793 | -$2,639,296,704 | +$569,810,089 | VTV, AGG, BND, EFA, VEA | 13F-HR | 08 Nov 2018, 17:30 |
| Q2 2018 | 206 | $42,851,435,000 | +$4,277,791,540 | -$2,765,793,078 | +$1,511,998,462 | AGG, VTV, BND, EFA, VEA | 13F-HR | 08 Aug 2018, 08:43 |
| Q1 2018 | 212 | $41,240,872,000 | +$2,058,734,411 | -$117,655,344 | +$1,941,079,067 | AGG, BND, EFA, VTV, VEA | 13F-HR | 11 May 2018, 14:49 |
| Q4 2017 | 224 | $39,905,940,000 | +$2,059,959,704 | -$95,543,893 | +$1,964,415,811 | AGG, BND, EFA, VTV, VEA | 13F-HR | 14 Feb 2018, 15:26 |
| Q3 2017 | 214 | $36,759,780,000 | +$1,972,008,741 | -$71,783,104 | +$1,900,225,637 | AGG, BND, EFA, VTV, VEA | 13F-HR | 14 Nov 2017, 12:50 |
| Q2 2017 | 215 | $33,852,965,000 | +$2,238,836,314 | -$59,573,364 | +$2,179,262,950 | AGG, BND, EFA, VTV, VEA | 13F-HR | 14 Aug 2017, 15:19 |
| Q1 2017 | 221 | $30,936,871,000 | +$3,814,218,927 | -$1,127,487,151 | +$2,686,731,776 | AGG, BND, EFA, VTV, VEA | 13F-HR | 11 May 2017, 13:38 |
| Q4 2016 | 226 | $27,231,099,000 | +$2,296,361,555 | -$93,505,117 | +$2,202,856,438 | AGG, BND, EFA, VTV, IWD | 13F-HR | 14 Feb 2017, 14:50 |
| Q3 2016 | 219 | $25,045,260,000 | +$1,365,509,394 | -$246,723,827 | +$1,118,785,567 | BND, AGG, EFA, VTV, IWD | 13F-HR | 14 Nov 2016, 14:26 |
| Q2 2016 | 216 | $23,296,751,000 | +$6,870,473,384 | -$701,829,091 | +$6,168,644,293 | BND, AGG, EFA, VTV, IWD | 13F-HR | 15 Aug 2016, 12:01 |
| Q1 2016 | 218 | $16,871,041,000 | +$634,563,350 | -$73,268,941 | +$561,294,409 | BND, AGG, IWD, VTV, EFA | 13F-HR | 16 May 2016, 13:14 |
| Q4 2015 | 233 | $16,088,958,000 | +$396,045,476 | -$80,969,170 | +$315,076,306 | BND, AGG, VTV, IWD, EFA | 13F-HR | 12 Feb 2016, 12:41 |
| Q3 2015 | 225 | $15,514,186,000 | +$497,486,689 | -$44,345,150 | +$453,141,539 | BND, AGG, VTV, IWD, VUG | 13F-HR | 13 Nov 2015, 11:11 |
| Q2 2015 | 224 | $15,688,498,000 | +$593,042,067 | -$27,388,524 | +$565,653,543 | BND, AGG, VTV, IWD, VUG | 13F-HR | 14 Aug 2015, 06:04 |
| Q1 2015 | 226 | $15,310,647,000 | +$669,304,907 | -$63,597,512 | +$605,707,395 | BND, AGG, VTV, IWD, VUG | 13F-HR | 15 May 2015, 06:03 |
| Q4 2014 | 232 | $14,517,427,000 | +$570,587,187 | -$65,631,712 | +$504,955,475 | BND, AGG, VTV, IWD, VUG | 13F-HR | 13 Feb 2015, 06:05 |
| Q3 2014 | 226 | $13,816,604,000 | +$782,068,625 | -$14,505,556 | +$767,563,069 | BND, AGG, VTV, IWD, VUG | 13F-HR | 14 Nov 2014, 10:30 |
| Q2 2014 | 228 | $13,194,642,000 | +$735,015,873 | -$19,092,651 | +$715,923,222 | BND, AGG, VTV, IWD, VUG | 13F-HR | 14 Aug 2014, 09:52 |
| Q1 2014 | 213 | $12,164,239,000 | +$727,813,342 | -$33,709,645 | +$694,103,697 | BND, AGG, VTV, IWD, EFA | 13F-HR | 15 May 2014, 06:17 |
| Q4 2013 | 218 | $11,327,242,000 | $0 | $0 | $0 | BND, AGG, VTV, VUG, EFA | 13F-HR | 14 Feb 2014, 07:04 |