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MARS JEWETT FINANCIAL GROUP, INC. Historic Quarter Change: USA ETF, Added

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MARS JEWETT FINANCIAL GROUP, INC. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, MARS JEWETT FINANCIAL GROUP, INC. opened 10 positions, added to 17, reduced 5 and sold out of 4.

  • Q2 2026: Stock MGV; Country of operation —; Class MEGA CAP VAL ETF; Shares before 5,631.
  • Q2 2026: Stock MGK; Country of operation —; Class MEGA GRWTH IND; Shares before 2,266.
  • Q2 2026: Stock IXUS; Country of operation —; Class CORE MSCI TOTAL; Shares before 8,927.
  • Q2 2026: Stock DFAU; Country of operation —; Class US CORE EQT MKT; Shares before 3,117,907.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2079098), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MGV
VANGUARD WORLD FD		MEGA CAP VAL ETF5,631314,324+308,693$816,216$51,376,247+$50,560,0312026-08-14
Q2 2026MGK
VANGUARD WORLD FD		MEGA GRWTH IND2,266554,130+551,864$832,764$48,713,579+$47,880,8152026-08-14
Q2 2026IXUS
ISHARES TR		CORE MSCI TOTAL8,927320,820+311,893$773,428$30,619,067+$29,845,6392026-08-14
Q2 2026DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT3,117,9073,259,597+141,690$140,679,985$168,488,564+$27,808,5792026-08-14
Q2 2026DFAX
DIMENSIONAL ETF TRUST		WORLD EX US CORE1,589,8201,626,249+36,429$54,006,171$59,911,027+$5,904,8562026-08-14
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF2,3732,493+120$1,550,319$1,867,097+$316,7782026-08-14
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF3,5723,579+7$763,330$867,639+$104,3092026-08-14
Q1 2026DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT3,098,5983,117,907+19,309$148,701,700$140,679,985-$8,021,7152026-05-15
Q1 2026JSMD
JANUS DETROIT STR TR		HENDERSN SML ETF380,103380,975+872$32,922,620$30,230,335-$2,692,2852026-05-15
Q1 2026TCHP
T ROWE PRICE ETF INC		PRICE BLUE CHIP390,587393,034+2,447$18,545,078$17,364,255-$1,180,8232026-05-15
Q1 2026IXUS
ISHARES TR		CORE MSCI TOTAL3,6538,927+5,274$340,304$773,428+$433,1242026-05-15
Q1 2026MFSI
MFS ACTIVE EXCHANGE TRADED F		INTERNATINL ETF79,23480,927+1,693$2,533,912$2,405,151-$128,7612026-05-15
Q1 2026IVV
ISHARES TR		CORE S&P500 ETF2,3672,373+6$1,645,362$1,550,319-$95,0432026-05-15
Q1 2026MFSV
MFS ACTIVE EXCHANGE TRADED F		VALUE ETF81,88483,574+1,690$2,302,571$2,233,945-$68,6262026-05-15
Q1 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT2,2872,337+50$1,582,523$1,519,854-$62,6692026-05-15
Q1 2026IWD
ISHARES TR		RUS 1000 VAL ETF3,5653,572+7$801,423$763,330-$38,0932026-05-15
Q1 2026BIL
SPDR SERIES TRUST		STATE STREET SPD2,2352,236+1$204,461$204,938+$4772026-05-15

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