StockDriftsStockDriftsTop 50 JMG Financial Group, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 22.94% | 1.39M | $833.4M | +4.14%(+55.47K) | $302.48(+126.41%) | 2026-03-31 | |
| VEA | Vanguard MSCI EAFE ETF | 11.07% | 6.28M | $402.2M | +1.14%(+71.00K) | $44.92(+57.62%) | 2026-03-31 | |
| VO | Vanguard Mid Cap Vipers | 11.04% | 1.40M | $401.1M | +3.39%(+45.83K) | $44.00(+82.97%) | 2026-03-31 | |
| DFSV | Dimensional US Small Cap Value | 5.97% | 6.19M | $216.9M | +6.15%(+358.93K) | $26.08(+48.29%) | 2026-03-31 | |
| SCHX | Schwab US Large Cap ETF | 5.88% | 8.33M | $213.7M | -1.33%(-112.42K) | $14.16(+107.62%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF Trust | 4.72% | 263.7K | $171.5M | +3.76%(+9.56K) | $216.16(+244.54%) | 2026-03-31 | |
| DFIC | DFA International Core Equity | 4.68% | 4.79M | $170.1M | +7.98%(+353.82K) | $26.48(+42.01%) | 2026-03-31 | |
| DFGR | Dimensional Global Real Estate | 4.64% | 6.34M | $168.6M | +11.27%(+642.45K) | $25.57(+14.76%) | 2026-03-31 | |
| VWO | Vanguard MSCI Emerging Markets | 4.36% | 2.93M | $158.4M | +1.67%(+48.05K) | $45.86(+28.73%) | 2026-03-31 | |
| SCHF | Schwab International Equity ET | 2.8% | 4.12M | $101.9M | -2.94%(-124.58K) | $16.86(+62.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.87% | +47.67% |
| Top 20 Holdings Unweighted | +12.58% | +42.69% |
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