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Jfg Wealth Management, Llc

13F Holdings
Filed: 2025-02-04
Portfolio Value
436.27M arrow_upward 19.69%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001766972
Filing Date
2025-02-04 00:00:00
Address
1144 Fifteenth Street
Denver
CO
Prior Value
364.51M
Top 10 Holdings %
lock
Portfolio Value
Jfg Wealth Management, Llc
(13F - 2024-12-31)
Vanguard Index Fds
-
2025-02-04
Value
181.81M
Shares
674.12K
Portfolio %
41.67%
Pimco Etf Tr
-
2025-02-04
Value
62.04M
Shares
618.27K
Portfolio %
14.22%
Vanguard Tax-Managed Fds
-
2025-02-04
Value
43.27M
Shares
904.80K
Portfolio %
9.92%
Vanguard Intl Equity Index F
-
2025-02-04
Value
19.64M
Shares
445.85K
Portfolio %
4.50%
Schwab Strategic Tr
-
2025-02-04
Value
12.43M
Shares
362.03K
Portfolio %
2.85%
Vanguard Index Fds
-
2025-02-04
Value
11.47M
Shares
47.75K
Portfolio %
2.63%
Invesco Actvely Mngd Etc Fd
-
2025-02-04
Value
7.27M
Shares
559.77K
Portfolio %
1.67%
Spdr S&p 500 Etf Tr
-
2025-02-04
Value
6.29M
Shares
10.73K
Portfolio %
1.44%
Apple Inc
-
2025-02-04
Value
5.28M
Shares
21.10K
Portfolio %
1.21%
Vanguard Index Fds
-
2025-02-04
Value
4.82M
Shares
54.09K
Portfolio %
1.10%
Top Increases | Jfg Wealth Management, Llc
(2024-09-30 → 2024-12-31)
Pimco Etf Tr
-
2025-02-04
Value Change
arrow_upward 28.19M
Shares
arrow_upward 282.17K
Portfolio % Change
arrow_upward 4.94%
Portfolio %
14.22%
Invesco Actvely Mngd Etc Fd
-
2025-02-04
Value Change
arrow_upward 3.47M
Shares
arrow_upward 276.40K
Portfolio % Change
arrow_upward 0.62%
Portfolio %
1.67%
Spdr Ser Tr
-
2025-02-04
Value Change
arrow_upward 2.14M
Shares
arrow_upward 47.18K
Portfolio % Change
arrow_upward 0.48%
Portfolio %
0.56%
Apple Inc
-
2025-02-04
Value Change
arrow_upward 2.27M
Shares
arrow_upward 8.15K
Portfolio % Change
arrow_upward 0.38%
Portfolio %
1.21%
Schwab Strategic Tr
-
2025-02-04
Value Change
arrow_upward 1.51M
Shares
arrow_upward 74.10K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
0.42%
Schwab Strategic Tr
-
2025-02-04
Value Change
arrow_upward 1.36M
Shares
arrow_upward 70.55K
Portfolio % Change
arrow_upward 0.28%
Portfolio %
0.46%
Vanguard Charlotte Fds
-
2025-02-04
Value Change
arrow_upward 1.20M
Shares
arrow_upward 24.76K
Portfolio % Change
arrow_upward 0.26%
Portfolio %
0.37%
Schwab Strategic Tr
-
2025-02-04
Value Change
arrow_upward 944.93K
Shares
arrow_upward 36.36K
Portfolio % Change
arrow_upward 0.20%
Portfolio %
0.28%
Amazon Com Inc
-
2025-02-04
Value Change
arrow_upward 973.85K
Shares
arrow_upward 3.56K
Portfolio % Change
arrow_upward 0.17%
Portfolio %
0.47%
Nvidia Corporation
-
2025-02-04
Value Change
arrow_upward 801.11K
Shares
arrow_upward 4.91K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
0.49%
Top Decreases | Jfg Wealth Management, Llc
(2024-09-30 → 2024-12-31)
Alphabet Inc
-
2025-02-04
Value Change
arrow_downward 61.92K
Shares
arrow_downward 74.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Jpmorgan Chase & Co.
-
2025-02-04
Value Change
arrow_downward 44.12K
Shares
arrow_downward 1.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Ishares Tr
-
2025-02-04
Value Change
arrow_downward -1410.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.05%
Blackstone Inc
-
2025-02-04
Value Change
arrow_downward 28.21K
Shares
arrow_downward -100.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.09%
Ishares Tr
-
2025-02-04
Value Change
arrow_downward 1.08K
Shares
arrow_downward 5.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.05%
Spdr Index Shs Fds
-
2025-02-04
Value Change
arrow_downward 1.86K
Shares
arrow_downward 675.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.05%
Vanguard Scottsdale Fds
-
2025-02-04
Value Change
arrow_downward 7.36K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.07%
Vanguard Scottsdale Fds
-
2025-02-04
Value Change
arrow_downward -6450.00
Shares
arrow_downward -53.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.05%
Philip Morris Intl Inc
-
2025-02-04
Value Change
arrow_downward -2357.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.06%
Ishares Tr
-
2025-02-04
Value Change
arrow_downward 28.36K
Shares
arrow_downward 22.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.11%
Jfg Wealth Management, Llc (13F - 2024-12-31) Comparing to 2024-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Jfg Wealth Management, Llc
(2024-09-30 → 2024-12-31)
Schwab Strategic Tr
-
2025-02-04
Value
add_circle 2.70M
Shares
145.72K
Portfolio %
0.62%
% Change
0.62%
Vanguard Intl Equity Index F
-
2025-02-04
Value
add_circle 1.96M
Shares
17.15K
Portfolio %
0.45%
% Change
0.45%
Tesla Inc
-
2025-02-04
Value
add_circle 1.71M
Shares
4.23K
Portfolio %
0.39%
% Change
0.39%
Permian Resources Corp
-
2025-02-04
Value
add_circle 1.27M
Shares
88.03K
Portfolio %
0.29%
% Change
0.29%
Intuitive Surgical Inc
-
2025-02-04
Value
add_circle 1.16M
Shares
2.23K
Portfolio %
0.27%
% Change
0.27%
Palo Alto Networks Inc
-
2025-02-04
Value
add_circle 1.16M
Shares
6.36K
Portfolio %
0.27%
% Change
0.27%
Adobe Inc
-
2025-02-04
Value
add_circle 729.72K
Shares
1.64K
Portfolio %
0.17%
% Change
0.17%
Vanguard World Fd
-
2025-02-04
Value
add_circle 650.16K
Shares
5.21K
Portfolio %
0.15%
% Change
0.15%
Linde Plc
-
2025-02-04
Value
add_circle 607.49K
Shares
1.45K
Portfolio %
0.14%
% Change
0.14%
Gilead Sciences Inc
-
2025-02-04
Value
add_circle 427.30K
Shares
4.63K
Portfolio %
0.10%
% Change
0.10%
Closed Positions | Jfg Wealth Management, Llc
(2024-09-30 → 2024-12-31)
Lockheed Martin Corp
LMT
2024-10-30
Value
remove_circle 233.82K
Shares
400.00
Previous %
0.10%
% Change
-0.10%