MARS JEWETT FINANCIAL GROUP, INC. - Portfolio overview

MARS JEWETT FINANCIAL GROUP, INC. has 37 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 44.57%
2. DFAX - DIMENSIONAL ETF TRUST, 17.11%
3. JSMD - JANUS DETROIT STR TR, 9.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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