Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 05-14-2024 | 03-31-2024 | 1913 | 73,370,478,974 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ETF | 151 | $8,955,186 | 96,096 | 0.00 | 0.00 | 13,014 | 15.66 | 03-31-2024 |
| ISHARES RUSSELL 2000 GROWTH | ETFs | 152 | $8,777,680 | 32,414 | 0.00 | 32,414 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL | ETF | 153 | $8,773,711 | 72,516 | 0.00 | 0.00 | -992,227 | -93.19 | 03-31-2024 |
| ISHARES CORE S&P TOTAL U S STK | ETFs | 154 | $8,708,622 | 75,530 | 0.00 | 75,530 | +Inf | 03-31-2024 |
