JF

JD Financial Services Inc.

13F
JD Financial Services Inc.
Last update 2022-02-11 39 Stocks (6 new)
Value $121.00 Mil Turnover 14 %
Countries:
Top Holdings: EPS(11.67%)AGGY(10.74%)QQQ(7.96%)SPDW(7.49%)RSP(7.42%)
Summary Stock Picks Current Portfolio
JD Financial Services Inc. Top Holdings of 2021-12-31 View Full List
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
+15.00%
+8.28%
1,184.2
 
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
+1.60%
+3.27%
788.6
 
QQQ
PowerShares QQQ Trust Ser 1
24,266
9,654.0
-10.18%
7.960
-0.90%
0.000
+21.01%
+10.79%
360,193.0
 
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
+12.40%
+23.30%
27,722.0
 
RSP
Invesco S&P 500 Equal Weight ETF
55,283
8,997.0
-6.52%
7.420
-0.53%
0.030
+12.00%
+7.70%
75,078.1
 
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
+9.55%
+2.49%
3,765.9
 
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
+11.77%
+6.86%
16,164.3
 
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
+14.98%
+16.49%
1,929.6
 
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
+15.86%
+25.99%
1,030.3
 

JD Financial Services Inc.'s Historical Top Holdings Breakdowns

JD Financial Services Inc. Total Holding History ($B)

To

JD Financial Services Inc.'s Asset Allocation

To

JD Financial Services Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

JD Financial Services Inc.'s Holdings Heat Map

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JD Financial Services Inc.'s Holdings Bubble Chart

JD Financial Services Inc. News

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