JMG Financial Group, Ltd.
Annual return '25
+28.6%
SPY '25
+17.7%
Alpha
+10.9ptsvs SPY
Invested
$3.6B
Holdings
126
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
Vanguard S&P 500 ETF
Q4 2025: Sold 1.1% (1.35M → 1.34M shares)
22.9%
02
$VEA
Vanguard MSCI EAFE ETF
Q3 2025: Sold 0.9% (6.28M → 6.23M shares)
11.1%
03
$VO
Vanguard Mid Cap Vipers
Q4 2025: Increased +1.6% (1.33M → 1.35M shares)
11.0%
04
$DFSV
Dimensional US Small Cap Value
Q4 2025: Increased +3.9% (5.61M → 5.83M shares)
6.0%
05
$SCHX
Schwab US Large Cap ETF
Q4 2025: Sold 3.9% (8.78M → 8.45M shares)
5.9%
06
$SPY
SPDR S&P 500 ETF Trust
Q4 2025: Sold 2.7% (261.3k → 254.1k shares)
4.7%
07
$DFIC
DFA International Core Equity
Q4 2025: Increased +3.3% (4.29M → 4.43M shares)
4.7%
08
$DFGR
Dimensional Global Real Estate
Q4 2025: Increased +6.5% (5.36M → 5.70M shares)
4.6%
09
$VWO
Vanguard MSCI Emerging Markets
Q1 2025: Increased +5.0% (2.74M → 2.88M shares)
4.4%
10
$SCHF
Schwab International Equity ET
Q4 2025: Sold 1.9% (4.32M → 4.24M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:29 UTC.