JF

JDM Financial Group LLC

13F
JDM Financial Group LLC
Last update 2025-05-15 298 Stocks (12 new)
Value $197.00 Mil Turnover 7 %
Countries:
Top Holdings: VOO(17.37%)BKLC(11.51%)XHLF(9.00%)SPDW(7.48%)IVV(6.97%)
Summary Stock Picks Current Portfolio
JDM Financial Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
66,601
34,227.0
-1.70%
17.370
-0.32%
0.010
-3.17%
-0.85%
575,678.9
 
BKLC 		BNY Mellon US Large Cap Core Equity ETF
213,344
22,682.7
+11.40%
11.510
+1.18%
0.880
-3.21%
-0.78%
2,659.1
 
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
352,383
17,744.2
-4.21%
9.000
-0.40%
1.220
+1.02%
+1.60%
1,465.0
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
405,031
14,747.2
+5.72%
7.480
+0.40%
0.060
+7.76%
+15.56%
26,396.7
 
IVV 		iShares Core S&P 500 ETF
24,436
13,730.9
-0.93%
6.970
-0.07%
0.000
-3.16%
-0.83%
579,639.5
 
VO 		Vanguard Mid-Cap ETF
40,025
10,351.2
+2.70%
5.250
+0.14%
0.010
-1.01%
+1.35%
71,487.6
 
VB 		Vanguard Small Cap ETF
44,174
9,795.6
+3.29%
4.970
+0.16%
0.020
-5.40%
-5.66%
56,938.8
 
SPEM 		SPDR Portfolio Emerging Markets ETF
190,498
7,499.9
+4.00%
3.810
+0.15%
0.070
+3.17%
+8.50%
11,427.4
 
VNQ 		Vanguard Real Estate Index Fund ETF
68,522
6,204.0
+5.04%
3.150
+0.15%
0.020
-3.99%
-1.23%
33,622.5
 
SPY 		SPDR S&P 500 ETF Trust
9,317
5,211.8
-5.85%
2.640
-0.18%
0.000
-3.18%
-0.89%
590,477.9
 

JDM Financial Group LLC's Historical Top Holdings Breakdowns

JDM Financial Group LLC's Top Stock Picks View Full List
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 - January2025-03-31Add
+1.21%
●
41.09 ($42.39) 43.24
$42.30
-0.21%
Add 11958.21%
58,000
57,519
BKLC 		BNY Mellon US Large Cap Core Equity ETF2025-03-31Add
+1.18%
●
105.24 ($112.49) 117.4
$110.84
-1.47%
Add 11.4%
213,344
21,829
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Add
+1.04%
●
100.34 ($100.51) 100.68
$100.64
0.13%
Add 90.18%
42,900
20,343
PFEB 		Innovator U.S. Equity Power Buffer ETF - February2025-03-31New Buy
+0.89%
●
35.54 ($36.72) 37.42
$36.62
-0.27%
New holding
49,090
49,090
DJAN 		FT Vest U.S. Equity Deep Buffer ETF - January2025-03-31New Buy
+0.82%
●
37.69 ($38.96) 39.76
$38.78
-0.47%
New holding
42,779
42,779
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF2025-03-31Reduce
-0.40%
●
50.18 ($50.26) 50.35
$50.31
0.10%
Reduce -4.21%
352,383
-15,474
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Add
+0.40%
●
33.84 ($36.14) 37.77
$39.44
9.13%
Add 5.72%
405,031
21,924
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-0.32%
●
507.05 ($540.58) 563.67
$532.40
-1.51%
Reduce -1.7%
66,601
-1,149
IFEB 		Innovator International Developed Power Buffer ETF-February2025-03-31New Buy
+0.24%
●
25.1 ($26.46) 27.3
$27.99
5.79%
New holding
17,342
17,342
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.18%
●
551.42 ($587.78) 612.93
$579.11
-1.48%
Reduce -5.85%
9,317
-579

JDM Financial Group LLC Total Holding History ($B)

To

JDM Financial Group LLC's Asset Allocation

To

JDM Financial Group LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

  • 1

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