JFG
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JMG Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

JMG Financial Group’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$246K Hold
3,996
– – 0.01% 113
2025
Q1 		$230K Hold
3,996
– – 0.01% 112
2024
Q4 		$229K Hold
3,996
– – 0.01% 109
2024
Q3 		$237K Buy
+3,996
New +$237K 0.01% 111