Institutions / Mars Jewett Financial Group, Inc.
Mars Jewett Financial Group, Inc.
CIK 2079098 · Institution · as of Dec 31, 2025
Portfolio value
$335.98M
Positions
39
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $148.70M | 44.3% |
| Dimensional ETF Trust | $58.56M | 17.4% |
| Janus Detroit Str Tr | $32.92M | 9.8% |
| Microsoft Corp | $29.75M | 8.9% |
| T Rowe Price ETF Inc | $18.55M | 5.5% |
| Apple Inc. | $5.76M | 1.7% |
| Amazon.com Inc | $5.18M | 1.5% |
| NVIDIA Corp | $4.45M | 1.3% |
| The Boeing Company | $3.86M | 1.1% |
| Tesla Inc | $2.85M | 0.8% |
| Mfs Active Exchange Traded F | $2.53M | 0.8% |
| Costco Wholesale Corp /New | $2.34M | 0.7% |
| Mfs Active Exchange Traded F | $2.30M | 0.7% |
| Starbucks Corp | $1.88M | 0.6% |
| Johnson & Johnson | $1.66M | 0.5% |
| iShares Tr | $1.65M | 0.5% |
| SPDR S&P 500 ETF Tr | $1.58M | 0.5% |
| Warren E. Buffett | $1.35M | 0.4% |
| Phillips Edison & Company, Inc. | $1.01M | 0.3% |
| Vanguard Index Fds | $900.7K | 0.3% |
| SPDR Gold Tr | $858.9K | 0.3% |
| iShares Tr | $801.4K | 0.2% |
| Vanguard Index Fds | $673.6K | 0.2% |
| Fidelity Merrimack Str Tr | $653.1K | 0.2% |
| Alphabet Inc. | $570.3K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.