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  Name: JFG Wealth Management LLC
  City: Denver
  State: CO
  Zip: 80202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $372,906,000
  Total Value Change : $24,648,000
  Securities Held Change : -19
   
All Securities Held : 61
  New Positions : 3
  Closed Positions : 22
  Increased Positions : 26
  Unchanged Positions : 11
  Decreased Positions : 21

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DIS)1 Year Chart         DIS Walt Disney Co 47 New $105.79 $273,000 2,228 0.07% 273,000 2,228 0    Entertainment - Diver...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 58 New $71.38 $203,000 2,800 0.05% 203,000 2,800 0    Closed - End Fund - E...
   (DVN)1 Year Chart         DVN Devon Energy Corp 59 New $50.12 $201,000 4,011 0.05% 201,000 4,011 0.001    Independent Oil & Gas

      3 Records Found
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