JF
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JD Financial Services Inc.13F | |
JD Financial Services Inc. | |
Last update 2022-02-11 | 39 Stocks (6 new) |
Value $121.00 Mil | Turnover 14 % |
JD Financial Services Inc. Top Holdings of 2021-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
EPS | WisdomTree U.S. LargeCap Fund | 281,271 | 14,165.0 | +3.51% | 11.670 | +0.40% | 1.930 | +17.30% | +6.60% | 1,174.0 | ||
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| 252,128 | 13,030.0 | -1.52% | 10.740 | -0.18% | 1.170 | +1.79% | +1.39% | 792.0 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 24,266 | 9,654.0 | -10.18% | 7.960 | -0.90% | 0.000 | +26.27% | +9.78% | 357,853.0 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 249,211 | 9,091.0 | +1.28% | 7.490 | +0.09% | 0.070 | +10.37% | +19.16% | 27,253.0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 55,283 | 8,997.0 | -6.52% | 7.420 | -0.53% | 0.030 | +13.82% | +6.08% | 74,612.5 | ||
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 182,264 | 8,085.0 | +11.39% | 6.660 | +0.68% | 0.250 | +11.01% | +1.08% | 3,758.4 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 119,513 | 7,871.0 | +14.17% | 6.490 | +0.81% | 0.110 | +12.85% | +5.12% | 16,018.7 | ||
XSOE |
WisdomTree Emerging Markets ex-State-Owned Enterpr
WisdomTree Emerging Markets ex-State-Owned Enterpr
| 189,997 | 7,001.0 | -3.81% | 5.770 | -0.26% | 0.190 | +16.37% | +15.42% | 1,920.8 | ||
WFHY |
WisdomTree U.S. High Yield Corporate Bond Fund
WisdomTree U.S. High Yield Corporate Bond Fund
| 118,420 | 6,214.0 | +3.29% | 5.120 | +0.16% | 2.960 | +5.22% | +5.44% | 225.0 | ||
DLS |
WisdomTree International SmallCap Dividend Fund
WisdomTree International SmallCap Dividend Fund
| 80,334 | 5,917.0 | +27.49% | 4.880 | +1.05% | 0.420 | +13.83% | +21.72% | 1,019.0 |
JD Financial Services Inc.'s Historical Top Holdings Breakdowns
JD Financial Services Inc. Total Holding History ($B)
JD Financial Services Inc.'s Asset Allocation
JD Financial Services Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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JD Financial Services Inc.'s Hypothetical Growth since 2021-12-31
JD Financial Services Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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JD Financial Services Inc.'s Holdings Heat Map
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JD Financial Services Inc.'s Holdings Bubble Chart
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