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Institutional Investment Manager
JMG Financial Group, Ltd.
JMG Financial Group, Ltd. (CIK: 0001314404) incorporated in Delaware, located at 2001 Butterfield Road, Suite 1400, Downers Grove, IL. Institutional holdings reported to the SEC.
Institutional Holdings (2017Q1)
Portfolio Summary: 57 holdings with a total value of $757,585,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CHEVRON CORP NEW 2,966 318,000 0.04%
52 VANGUARD BD INDEX FDS 3,445 279,000 0.04%
53 VANGUARD INDEX FDS 2,631 263,000 0.03%
54 ISHARES TR 1,270 217,000 0.03%
55 SCHWAB US TIPS ETF 3,797 211,000 0.03%
56 ISHARES TR 2,294 209,000 0.03%
57 NUVEEN REAL ESTATE INCOME FD 11,828 131,000 0.02%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001314404-17-000003, filed 2017.04.26).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.