Long-term investor
Jones Financial Companies Lllp @jonesfinancialcompaniesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000815917).
Record
- Tracked since 2025-12-31 (257 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.9%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 7.3% · long · since 2025-12-31
- SPYM · 5.8% · long · since 2025-12-31
- IVV · 5.7% · long · since 2025-12-31
- VOO · 5.0% · long · since 2025-12-31
- AGG · 4.4% · long · since 2025-12-31
- IWR · 4.4% · long · since 2025-12-31
- IEFA · 4.3% · long · since 2025-12-31
- VTV · 3.9% · long · since 2025-12-31
- VO · 3.5% · long · since 2025-12-31
- VV · 2.6% · long · since 2025-12-31
- SCZ · 1.8% · long · since 2025-12-31
- IUSB · 1.6% · long · since 2025-12-31