Fund HoldingsJFG Wealth Management, LLC

Total Portfolio Value
$439.96M
Total Bought
$28.28M
Total Sold
$23.14M
Net Transaction
+$5.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD TAX-MANAGED FDS904,8021,006,129+101,32743,26851,14211.62%+7,874
VANGUARD INTL EQUITY INDEX F445,848526,111+80,26319,63523,8125.41%+4,177
VANGUARD INDEX FDS674,120721,790+47,670181,810185,52242.17%+3,712
PIMCO ETF TR
ENHAN SHRT MA AC
618,270648,726+30,45662,03765,27514.84%+3,238
NVIDIA CORPORATION(NVDA)15,95048,257+32,3072,1425,2301.19%+3,088
SCHWAB STRATEGIC TR362,034413,087+51,05312,42914,8223.37%+2,393
VANGUARD INDEX FDS54,09258,719+4,6274,8195,3161.21%+498
ISHARES TR2,3563,077+7211,3871,7290.39%+342
VANGUARD INDEX FDS13,57715,466+1,8893,9354,2510.97%+316
INSPIRATO INCORPORATED076,211+76,21103160.07%+316
GE AEROSPACE(GE)01,244+1,24402490.06%+249
BERKSHIRE HATHAWAY INC DEL2201,3621,5970.36%+235
SCHWAB STRATEGIC TR145,721148,000+2,2792,6962,9270.67%+232
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
559,773547,106-12,6677,2717,4571.69%+186
VEEVA SYS INC(VEEV)2,0322,366+3344275480.12%+121
LINDE PLC(LIN)1,4511,549+986077210.16%+114
GILEAD SCIENCES INC(GILD)4,6264,775+1494275350.12%+108
SCHWAB STRATEGIC TR44,24547,437+3,1921,0751,1790.27%+105
SCHWAB STRATEGIC TR45,50047,493+1,9931,2121,3090.30%+98
ASTRAZENECA PLC(AZN)3,5064,086+5802303000.07%+71
ENTERPRISE PRODS PARTNERS L(EPD)20,28020,28006366920.16%+56
IDEXX LABS INC(IDXX)738853+1153053580.08%+53
PHILIP MORRIS INTL INC(PM)2,2451,996-2492703170.07%+47
ISHARES TR
ESG AW MSCI EAFE
8,0778,07706156600.15%+45
EDWARDS LIFESCIENCES CORP3,9844,580+5962953320.08%+37
COCA COLA CO(KO)5,6825,362-3203543840.09%+30
ABBVIE INC(ABBV)2,3042,018-2864094230.10%+13
NUSHARES ETF TR
NUVEEN ESG INTL
6,9096,90902082200.05%+12
ISHARES TR
USD GRN BOND ETF
7,3047,30403413460.08%+5
CROWN CASTLE INC(CCI)2,5702,270-3002332370.05%+3
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
3,9553,95502302320.05%+2
MICROSTRATEGY INC(MSTR)80080002322310.05%-1
SPDR INDEX SHS FDS7,3797,031-3482382360.05%-2
ONEOK INC NEW(OKE)6,9056,890-156936840.16%-10
DANAHER CORPORATION(DHR)1,3711,433+623152940.07%-21
NUSHARES ETF TR
ESG LARGE CAP
13,22413,22406015800.13%-21
ISHARES TR4,9654,930-353092880.07%-22
PALO ALTO NETWORKS INC(PANW)6,3566,638+2821,1571,1330.26%-24
INTUITIVE SURGICAL INC2,2262,289+631,1621,1340.26%-28
EXACT SCIENCES CORP(EXK)4,5445,101+5572552210.05%-35
PALANTIR TECHNOLOGIES INC(PLTR)5,0134,013-1,0003793390.08%-40
ISHARES TR4,5434,521-224614200.10%-42
MICROCHIP TECHNOLOGY INC.(MCHP)6,7597,134+3753883450.08%-42
APOLLO GLOBAL MGMT INC(APO)1,7821,78202942440.06%-50
GARTNER INC(IT)665642-233222690.06%-53
VANGUARD INDEX FDS1,4321,442+105885350.12%-53
BLACKSTONE INC(BX)2,2562,211-453893090.07%-80
SCHWAB STRATEGIC TR39,21734,172-5,0458267350.17%-91
TEXAS INSTRS INC(TXN)1,6901,228-4623172210.05%-96
VISA INC(V)1,4511,018-4334593570.08%-102
SPDR SER TR
ST STR NUVEE ETF
53,47551,654-1,8212,4402,3280.53%-111
VANGUARD INTL EQUITY INDEX F17,14915,934-1,2151,9631,8420.42%-121
SPDR SER TR
ST NUVE TERM ETF
11,4708,809-2,6615444190.10%-124
SCHWAB STRATEGIC TR84,06277,559-6,5032,0231,8880.43%-135
SCHWAB STRATEGIC TR51,42851,486+581,4331,2890.29%-144
JPMORGAN CHASE & CO.(JPM)1,522861-6613652110.05%-154
ADOBE INC(ADBE)1,6411,498-1437305750.13%-155
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
33,02529,834-3,1911,6201,4560.33%-163
SPDR SER TR
ST STR SP500FF
58,91658,237-6792,8372,6640.61%-172
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25,54717,854-7,6937465580.13%-188
INVESCO QQQ TR4,0664,026-402,0781,8880.43%-191
LITTELFUSE INC(LFUS)8640-8642040-204
ISHARES TR
MSCI USA QLT FCT
1,1550-1,1552060-206
SCHWAB STRATEGIC TR8,3050-8,3052150-215
COINBASE GLOBAL INC(COIN)8650-8652150-215
ISHARES TR1,0380-1,0382290-229
ABBOTT LABS2,1700-2,1702450-245
VANGUARD INDEX FDS47,74750,600+2,85311,47311,2212.55%-252
SPDR INDEX SHS FDS
ST MARKE CAP ETF
40,07336,997-3,0762,3492,0950.48%-254
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,5080-1,5082640-264
PERMIAN RESOURCES CORP(PR)88,02970,677-17,3521,2669790.22%-287
ISHARES TR
CORE MSCI EAFE
14,2169,316-4,9009997050.16%-294
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
1,1070-1,1072950-295
ALPHABET INC(GOOG)5,6744,925-7491,0747620.17%-313
SPDR S&P 500 ETF TR(SPY)10,72710,675-526,2875,9711.36%-315
UNION PAC CORP(UNP)1,4760-1,4763370-337
MCDONALDS CORP(MCD)1,1680-1,1683390-339
ISHARES TR9,8239,177-6463,1652,8150.64%-350
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
6,3240-6,3243740-374
ISHARES INC47,99743,409-4,5882,7912,4140.55%-377
ALPHABET INC(GOOG)2,1310-2,1314060-406
ISHARES INC
CORE MSCI EMKT
8,0980-8,0984230-423
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,3080-2,3085370-537
TESLA INC(TSLA)4,2264,476+2501,7071,1600.26%-547
VANGUARD INDEX FDS6,9573,477-3,4801,1786010.14%-577
PACER FDS TR
US CASH COWS 100
10,3520-10,3525850-585
MICROSOFT CORP(MSFT)2,4951,160-1,3351,0524350.10%-616
VANGUARD WORLD FD
INF TECH ETF
9920-9926170-617
AMAZON COM INC(AMZN)9,4157,442-1,9732,0661,4160.32%-650
VANGUARD WORLD FD5,2050-5,2056500-650
ISHARES TR
MSCI USA MIN ETF
8,3620-8,3627420-742
ISHARES TR11,0776,804-4,2732,0511,2800.29%-771
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
13,0250-13,0258300-830
VANGUARD INDEX FDS2,410855-1,5551,2994390.10%-859
SCHWAB STRATEGIC TR78,65739,855-38,8021,8238800.20%-943
ISHARES TR13,1283,653-9,4751,5434250.10%-1,117
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
20,0214,172-15,8491,6273440.08%-1,282
APPLE INC(AAPL)21,10415,050-6,0545,2853,3430.76%-1,942
ISHARES TR6,7151,527-5,1882,6975510.13%-2,145
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