28. JMG Financial Group

Rank: 28
Location: Downers Grove, IL
Website: www.jmgfinancial.com

ALL ETF Holdings

$5,415,853,000

Total AUM

$2,829,054,594

Total ETF Assets

5,079

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VOO: $728,443,817
  2. VO: $344,298,113
  3. VEA: $286,171,442
  4. SCHX: $192,357,522
  5. DFSV: $167,392,862
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Emerging Markets Equities
  4. Global Real Estate
  5. Large Cap Blend Equities
Top 5 ETF Issuers
  1. Vanguard
  2. Schwab
  3. Dimensional
  4. iShares
  5. State Street SPDR


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.jmgfinancial.com 2025 Top 50 ETF Power Users