Institutional Fund
Juno Financial Group LLC
Richmond, VACIK 21068742 filings on record
Portfolio Value
$255.08M
Q1 2026
Holdings
70
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.1%
from $249.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Star Fds10.0%
- Fidelity Merrimack Str Tr8.9%
- Vanguard Specialized Funds8.2%
- Vanguard Whitehall Fds6.8%
- Ishares Tr6.8%
- First Tr Exchange Traded Fd6.2%
- Other53.1%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 331.9K | $25.59M | 10.0% | +6.0K | Added |
| 2 | Fidelity Merrimack Str Tr | 496.4K | $22.65M | 8.9% | +91.0K | Added |
| 3 | Vanguard Specialized Funds | 97.2K | $20.90M | 8.2% | +2.3K | Added |
| 4 | Vanguard Whitehall Fds | 117.4K | $17.39M | 6.8% | +2.8K | Added |
| 5 | Ishares Tr | 755.4K | $17.31M | 6.8% | +25.7K | Added |
| 6 | First Tr Exchange Traded Fd | 229.9K | $15.70M | 6.2% | −1.5K | Reduced |
| 7 | Schwab Strategic Tr | 434.3K | $12.65M | 5.0% | +24.2K | Added |
| 8 | Schwab Strategic Tr | 334.0K | $10.25M | 4.0% | +10.2K | Added |
| 9 | J P Morgan Exchange Traded F | 166.4K | $8.69M | 3.4% | +166.4K | New |
| 10 | Ishares Tr | 365.0K | $8.36M | 3.3% | −95.3K | Reduced |
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