$61.1 Million is the total value of JFG Wealth Management, LLC's 12 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LBRT | Liberty Oilfield Services Inc | $11,225,000 | -75.8% | 4,172,850 | 0.0% | 18.37% | -57.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Large-Cap Index Fund ETF Shares | 23 | Q2 2024 | 46.7% |
| PIMCO ETF TR | 23 | Q2 2024 | 38.2% |
| VANGUARD TAX-MANAGED FDS | 23 | Q2 2024 | 13.1% |
| Vanguard Small-Cap Index Fund ETF Shares | 23 | Q2 2024 | 5.1% |
| Vanguard MSCI Emerging Markets ETF | 23 | Q2 2024 | 5.0% |
| Vanguard REIT ETF | 23 | Q2 2024 | 2.7% |
| APPLE INC | 22 | Q2 2024 | 0.7% |
| Liberty Oilfield Services Inc | 17 | Q4 2022 | 52.6% |
| SCHWAB STRATEGIC TR | 17 | Q2 2024 | 4.2% |
| iShares MSCI Emerging Markets Sm-Cp ETF | 17 | Q2 2024 | 1.3% |
View JFG Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
View JFG Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.