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Portfolio (Quarterly) Guide ↗

Juno Financial Group LLC

· CIK 0002106874
13F Portfolio $250M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New
Page 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 325,919.0 $24.6M 9.84% NEW $75.44 +14.0%
2 VIG VANGUARD SPECIALIZED FUNDS 94,835.0 $20.8M 8.34% NEW $219.78 +6.4%
3 FBND FIDELITY MERRIMACK STR TR 405,448.0 $18.7M 7.47% NEW $46.04 -1.2%
4 GOVT ISHARES TR 729,615.0 $16.8M 6.72% NEW $23.03 -1.2%
5 VYM VANGUARD WHITEHALL FDS 114,670.0 $16.5M 6.59% NEW $143.52 +10.3%
6 RDVY FIRST TR EXCHANGE TRADED FD 231,421.0 $16.1M 6.44% NEW $69.47 +8.5%
7 SCHG SCHWAB STRATEGIC TR 410,137.0 $13.4M 5.36% NEW $32.62 +7.3%
8 ISHARES TR 460,294.0 $10.5M 4.21% NEW $22.88
9 BINC BLACKROCK ETF TRUST II 181,307.0 $9.6M 3.83% NEW $52.77 -0.9%
10 SCHD SCHWAB STRATEGIC TR 323,802.0 $8.9M 3.56% NEW $27.43 +19.0%
11 MSFT MICROSOFT CORP Technology 13,918.0 $6.7M 2.69% NEW $483.62 -11.7%
12 FPE FIRST TR EXCH TRADED FD III 305,206.0 $5.6M 2.23% NEW $18.22 -1.1%
13 JPM JPMORGAN CHASE & CO. Financial Services 15,365.0 $5.0M 1.98% NEW $322.22 -7.9%
14 LLY ELI LILLY & CO Healthcare 3,926.0 $4.2M 1.69% NEW $1074.80 +4.9%
15 DE DEERE & CO Industrials 8,876.0 $4.1M 1.65% NEW $465.59 +15.8%
16 WMT WALMART INC Consumer Defensive 35,505.0 $4.0M 1.58% NEW $111.41 +6.4%
17 PG PROCTER AND GAMBLE CO Consumer Defensive 26,142.0 $3.7M 1.50% NEW $143.31 +1.8%
18 UBER UBER TECHNOLOGIES INC Technology 39,596.0 $3.2M 1.29% NEW $81.71 -13.4%
19 GOOGL ALPHABET INC Communication Services 9,966.0 $3.1M 1.25% NEW $312.99 +24.6%
20 TLT ISHARES TR 35,449.0 $3.1M 1.24% NEW $87.16 -1.6%
Page 1 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Consumer Defensive 16.4%
Financial Services 12.9%
Industrials 12.8%
Healthcare 9.4%
Communication Services 9.1%
Consumer Cyclical 8.3%
Energy 4.6%
Utilities 1.4%