JF
| |
JDM Financial Group LLC13F | |
| JDM Financial Group LLC | |
| Last update 2025-05-15 | 298 Stocks (12 new) |
| Value $197.00 Mil | Turnover 7 % |
JDM Financial Group LLC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 66,601 | 34,227.0 | -1.70% | 17.370 | -0.32% | 0.010 | +23.47% | +6.60% | 611,876.4 | ||
BKLC |
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
| 213,344 | 22,682.7 | +11.40% | 11.510 | +1.18% | 0.880 | +24.06% | +6.84% | 3,514.5 | ||
XHLF |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
| 352,383 | 17,744.2 | -4.21% | 9.000 | -0.40% | 1.220 | +0.90% | +2.07% | 1,723.2 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 405,031 | 14,747.2 | +5.72% | 7.480 | +0.40% | 0.060 | +24.33% | +19.63% | 26,867.2 | ||
IVV | iShares Core S&P 500 ETF | 24,436 | 13,730.9 | -0.93% | 6.970 | -0.07% | 0.000 | +23.58% | +6.63% | 619,462.7 | ||
VO | Vanguard Mid-Cap ETF | 40,025 | 10,351.2 | +2.70% | 5.250 | +0.14% | 0.010 | +21.93% | +7.74% | 75,792.7 | ||
VB | Vanguard Small Cap ETF | 44,174 | 9,795.6 | +3.29% | 4.970 | +0.16% | 0.020 | +21.34% | +0.89% | 58,146.7 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 190,498 | 7,499.9 | +4.00% | 3.810 | +0.15% | 0.070 | +22.85% | +12.64% | 12,241.8 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 68,522 | 6,204.0 | +5.04% | 3.150 | +0.15% | 0.020 | +9.92% | +2.21% | 33,505.1 | ||
SPY | SPDR S&P 500 ETF Trust | 9,317 | 5,211.8 | -5.85% | 2.640 | -0.18% | 0.000 | +23.42% | +6.54% | 638,360.3 |
JDM Financial Group LLC's Historical Top Holdings Breakdowns
JDM Financial Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PJAN |
Innovator U.S. Equity Power Buffer ETF - January
Innovator U.S. Equity Power Buffer ETF - January
| 2025-03-31 | Add Add | +1.21% | 41.09 ($42.39) 43.24 | $44.04 | 3.89% | Add 11958.21% | 58,000 | 57,519 | |
BKLC |
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
| 2025-03-31 | Add Add | +1.18% | 105.24 ($112.49) 117.4 | $119.02 | 5.80% | Add 11.4% | 213,344 | 21,829 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +1.04% | 100.34 ($100.51) 100.68 | $100.44 | -0.07% | Add 90.18% | 42,900 | 20,343 | |
PFEB |
Innovator U.S. Equity Power Buffer ETF - February
Innovator U.S. Equity Power Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +0.89% | 35.54 ($36.72) 37.42 | $38.11 | 3.80% | New holding | 49,090 | 49,090 | |
DJAN |
FT Vest U.S. Equity Deep Buffer ETF - January
FT Vest U.S. Equity Deep Buffer ETF - January
| 2025-03-31 | New Buy New Buy | +0.82% | 37.69 ($38.96) 39.76 | $40.40 | 3.70% | New holding | 42,779 | 42,779 | |
XHLF |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
| 2025-03-31 | Reduce Reduce | -0.40% | 50.18 ($50.26) 50.35 | $50.21 | -0.10% | Reduce -4.21% | 352,383 | -15,474 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Add Add | +0.40% | 33.84 ($36.14) 37.77 | $40.14 | 11.07% | Add 5.72% | 405,031 | 21,924 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.32% | 507.05 ($540.58) 563.67 | $570.61 | 5.56% | Reduce -1.7% | 66,601 | -1,149 | |
IFEB |
Innovator International Developed Power Buffer ETF-February
Innovator International Developed Power Buffer ETF-February
| 2025-03-31 | New Buy New Buy | +0.24% | 25.1 ($26.46) 27.3 | $28.46 | 7.56% | New holding | 17,342 | 17,342 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.18% | 551.42 ($587.78) 612.93 | $620.68 | 5.60% | Reduce -5.85% | 9,317 | -579 |
JDM Financial Group LLC Total Holding History ($B)
JDM Financial Group LLC's Asset Allocation
JDM Financial Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JDM Financial Group LLC's Hypothetical Growth since 2025-03-31
JDM Financial Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JDM Financial Group LLC's Holdings Heat Map
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JDM Financial Group LLC's Holdings Bubble Chart
JDM Financial Group LLC News
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