Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 02-13-2024 | 12-31-2023 | 1422 | 66,497,612,993 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR | ETF | 351 | $255,778 | 4,039 | 0.00 | 0.00 | 2,854 | 240.84 | 12-31-2023 |
| VANGUARD SECTOR INDEX FDS | ETF | 352 | $253,936 | 1,337 | 0.00 | 0.00 | 1,325 | 11041.67 | 12-31-2023 |
| UNITED PARCEL SERVICE INC CL B | COMMON STOCK | 353 | $252,876 | 1,608 | 0.00 | 1,608 | +Inf | 12-31-2023 | |
| Vanguard ETF/USA | ETF | 354 | $250,841 | 1,314 | 0.00 | 0.00 | 1,191 | 968.29 | 12-31-2023 |
