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 INTER TERM BD ETF | ETFs | 51 | $75,842,940 | 1,005,875 | 0.00 | 1,005,875 | +Inf | 03-31-2024 | |
| VANGUARD DIVIDEND APPRECIATION | ETFs | 52 | $74,860,716 | 409,949 | 0.00 | 409,949 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 53 | $74,195,234 | 176,353 | 0.00 | 0.00 | -2,428 | -1.36 | 03-31-2024 |
| VANGUARD SHORT TERM BD ETF | ETFs | 54 | $71,939,721 | 938,303 | 0.00 | 938,303 | +Inf | 03-31-2024 |
