Mars Jewett Financial Group

Mars Jewett Financial Group as of Dec. 31, 2025

Portfolio Holdings for Mars Jewett Financial Group

Mars Jewett Financial Group holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 44.3 $149M 3.1M 47.99
Dimensional Etf Trust World Ex Us Core (DFAX) 17.4 $59M 1.6M 36.46
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 9.8 $33M 380k 86.61
Microsoft Corporation (MSFT) 8.9 $30M 74k 404.37
T Rowe Price Etf Price Blue Chip (TCHP) 5.5 $19M 391k 47.48
Apple (AAPL) 1.7 $5.8M 21k 275.50
Amazon (AMZN) 1.5 $5.2M 25k 204.08
NVIDIA Corporation (NVDA) 1.3 $4.4M 23k 190.05
Boeing Company (BA) 1.1 $3.9M 16k 236.26
Tesla Motors (TSLA) 0.8 $2.9M 6.7k 428.27
Mfs Active Exchange Traded F Internatinl Etf (MFSI) 0.8 $2.5M 79k 31.98
Costco Wholesale Corporation (COST) 0.7 $2.3M 2.4k 978.00
Mfs Active Exchange Traded F Value Etf (MFSV) 0.7 $2.3M 82k 28.12
Starbucks Corporation (SBUX) 0.6 $1.9M 19k 99.12
Johnson & Johnson (JNJ) 0.5 $1.7M 6.9k 240.86
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.6M 2.4k 695.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.6M 2.3k 691.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.4M 2.7k 500.10
Phillips Edison & Co Common Stock (PECO) 0.3 $1.0M 27k 37.70
Vanguard Index Fds Value Etf (VTV) 0.3 $901k 4.4k 206.83
Spdr Gold Tr Gold Shs (GLD) 0.3 $859k 1.8k 467.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $801k 3.6k 224.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $674k 1.1k 636.05
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 0.2 $653k 13k 50.75
Alphabet Cap Stk Cl A (GOOGL) 0.2 $570k 1.8k 310.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $547k 3.5k 156.50
Pfizer (PFE) 0.2 $517k 19k 27.73
JPMorgan Chase & Co. (JPM) 0.1 $473k 1.5k 310.92
Alphabet Cap Stk Cl C (GOOG) 0.1 $389k 1.2k 311.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $342k 4.1k 82.99
Ishares Tr Core Msci Total (IXUS) 0.1 $340k 3.7k 93.16
Honeywell International (HON) 0.1 $332k 1.4k 242.67
Netflix (NFLX) 0.1 $277k 3.5k 79.61
Amgen (AMGN) 0.1 $248k 677.00 366.35
Halliburton Company (HAL) 0.1 $246k 7.0k 35.03
Meta Platforms Cl A (META) 0.1 $240k 359.00 668.48
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $240k 1.0k 229.36
Caterpillar (CAT) 0.1 $239k 308.00 775.87
Spdr Series Trust State Street Spd (BIL) 0.1 $205k 2.2k 91.48