Mars Jewett Financial Group

Mars Jewett Financial Group as of March 31, 2026

Portfolio Holdings for Mars Jewett Financial Group

Mars Jewett Financial Group holds 37 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 44.6 $141M 3.1M 45.12
Dimensional Etf Trust World Ex Us Core (DFAX) 17.1 $54M 1.6M 33.97
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 9.6 $30M 381k 79.35
Microsoft Corporation (MSFT) 8.9 $28M 76k 370.17
T Rowe Price Etf Price Blue Chip (TCHP) 5.5 $17M 393k 44.18
Amazon (AMZN) 1.7 $5.2M 25k 208.27
Apple (AAPL) 1.6 $5.2M 21k 253.79
NVIDIA Corporation (NVDA) 1.3 $4.1M 24k 174.40
Boeing Company (BA) 1.0 $3.2M 16k 199.03
Costco Wholesale Corporation (COST) 0.9 $2.8M 2.8k 996.29
Tesla Motors (TSLA) 0.8 $2.4M 6.5k 371.75
Mfs Active Exchange Traded F Internatinl Etf (MFSI) 0.8 $2.4M 81k 29.72
Mfs Active Exchange Traded F Value Etf (MFSV) 0.7 $2.2M 84k 26.73
Starbucks Corporation (SBUX) 0.5 $1.7M 19k 89.59
Johnson & Johnson (JNJ) 0.5 $1.7M 6.9k 244.44
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.6M 2.4k 653.32
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.5M 2.3k 650.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.7k 479.27
Phillips Edison & Co Common Stock (PECO) 0.3 $1.0M 27k 37.42
Vanguard Index Fds Value Etf (VTV) 0.3 $855k 4.4k 196.20
Vanguard World Mega Grwth Ind (MGK) 0.3 $833k 2.3k 367.50
Vanguard World Mega Cap Val Etf (MGV) 0.3 $816k 5.6k 144.95
Ishares Tr Core Msci Total (IXUS) 0.2 $773k 8.9k 86.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $763k 3.6k 213.70
Spdr Gold Tr Gold Shs (GLD) 0.2 $735k 1.7k 430.29
Pfizer (PFE) 0.2 $524k 19k 28.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $518k 3.5k 148.10
Alphabet Cap Stk Cl A (GOOGL) 0.2 $502k 1.7k 287.52
JPMorgan Chase & Co. (JPM) 0.1 $441k 1.5k 294.25
Netflix (NFLX) 0.1 $338k 3.5k 96.14
Alphabet Cap Stk Cl C (GOOG) 0.1 $330k 1.2k 286.80
Honeywell International (HON) 0.1 $311k 1.4k 225.97
Amgen (AMGN) 0.1 $239k 680.00 351.86
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $225k 1.0k 215.06
Caterpillar (CAT) 0.1 $219k 308.00 709.26
Spdr Series Trust State Street Spd (BIL) 0.1 $205k 2.2k 91.65
Meta Platforms Cl A (META) 0.1 $203k 354.00 572.38