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Manoj John

Mars Jewett Financial Group, Inc.

Assets Managed
$315.616M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-6.06%(2Q avg: -3.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mars Jewett Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Mars Jewett Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 315.616M in assets, with a quarterly growth rate of -6.06% and a 2-quarter average growth rate of -3.03%. The portfolio is managed by Manoj John, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 0.63%
44.58%
$140.68M
3.118M shares@ $45.13 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -1.02%
17.12%
$54.006M
1.59M shares@ $33.97 avg price
JSMD
Janus Small Mid Cap Gr Alp
Recent Activity
Increased 0.23%
9.58%
$30.23M
380,975 shares@ $79.35 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.08%
8.9%
$28.071M
75,834 shares@ $370.17 avg price
TCHP
T Rowe Price Blue Chip Growt
Recent Activity
Increased 0.63%
5.51%
$17.364M
393,034 shares@ $44.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1%
1.66%
$5.235M
25,137 shares@ $208.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.1%
1.65%
$5.193M
20,462 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.99%
1.31%
$4.123M
23,641 shares@ $174.41 avg price
BA
Boeing Co The
Recent Activity
Increased 0.04%
1.03%
$3.25M
16,327 shares@ $199.03 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 17.43%
0.89%
$2.8M
2,810 shares@ $996.3 avg price

1-10 of 37