JF

JDM Financial Group LLC

13F
JDM Financial Group LLC
Last update 2025-02-18 347 Stocks (32 new)
Value $192.00 Mil Turnover 6 %
Countries:
Top Holdings: VOO(18.97%)BKLC(11.15%)XHLF(9.59%)IVV(7.55%)SPDW(6.80%)
Summary Stock Picks Current Portfolio
JDM Financial Group LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
67,750
36,504.3
+0.51%
18.970
+0.10%
0.010
-1.32%
+1.34%
614,901.4
 
BKLC 		BNY Mellon US Large Cap Core Equity ETF
191,515
21,461.2
+4.65%
11.150
+0.50%
0.670
-1.45%
+1.33%
3,260.7
 
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
367,857
18,459.1
+27.62%
9.590
+2.08%
1.730
+0.73%
+0.35%
1,060.4
 
IVV 		iShares Core S&P 500 ETF
24,666
14,520.2
-0.43%
7.550
-0.03%
0.000
-1.32%
+1.39%
590,443.6
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
383,107
13,075.4
+14.39%
6.800
+0.86%
0.060
+4.34%
+8.76%
23,727.0
 
VO 		Vanguard Mid-Cap ETF
38,971
10,293.3
-0.54%
5.350
-0.03%
0.010
-3.66%
+2.83%
76,345.4
 
VB 		Vanguard Small Cap ETF
42,766
10,275.8
+0.56%
5.340
+0.03%
0.020
-7.98%
-1.05%
65,474.4
 
SPEM 		SPDR Portfolio Emerging Markets ETF
183,168
7,028.2
+16.67%
3.650
+0.52%
0.070
-0.21%
+1.84%
10,193.3
 
VNQ 		Vanguard Real Estate Index Fund ETF
65,236
5,811.2
+8.93%
3.020
+0.25%
0.020
-0.53%
+6.43%
36,296.3
 
SPY 		SPDR S&P 500 ETF Trust
9,896
5,800.1
+0.66%
3.010
+0.02%
0.000
-1.31%
+1.35%
617,834.8
 

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
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF2024-12-31Add
+2.08%
●
50.16 ($50.26) 50.36
$50.19
-0.15%
Add 27.62%
367,857
79,604
SPDW 		SPDR Portfolio Developed World ex-US ETF2024-12-31Add
+0.86%
●
34.13 ($35.78) 37.26
$37.09
3.65%
Add 14.39%
383,107
48,180
JPST 		JPMorgan Ultra-Short Income ETF2024-12-31Add
+0.53%
●
50.37 ($50.5) 50.6
$50.48
-0.04%
Add 12296.95%
20,331
20,167
SPEM 		SPDR Portfolio Emerging Markets ETF2024-12-31Add
+0.52%
●
38.37 ($40.2) 42.82
$39.04
-2.89%
Add 16.67%
183,168
26,171
BKLC 		BNY Mellon US Large Cap Core Equity ETF2024-12-31Add
+0.50%
●
107.96 ($112.57) 116.52
$113.42
0.75%
Add 4.65%
191,515
8,515
IBDR 		iShares iBonds Dec 2026 Term Corporate ETF2024-12-31Reduce
-0.32%
●
23.99 ($24.11) 24.24
$24.12
0.05%
Reduce -30.64%
55,756
-24,631
VNQ 		Vanguard Real Estate Index Fund ETF2024-12-31Add
+0.25%
●
87.85 ($94.45) 98.6
$94.67
0.23%
Add 8.93%
65,236
5,346
QUAL 		iShares MSCI USA Quality Factor ETF2024-12-31Add
+0.18%
●
176.42 ($181.7) 186.85
$181.55
-0.08%
Add 197.72%
2,870
1,906
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-12-31Add
+0.17%
●
100.16 ($100.45) 100.7
$100.36
-0.09%
Add 16.75%
22,557
3,237
IBTJ 		iShares iBonds Dec 2029 Term Treasury ETF2024-12-31Sold Out
-0.15%
●
21.25 ($21.54) 22.05
$21.63
0.42%
Sold Out
0
-12,313

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

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JDM Financial Group LLC's Hypothetical Growth since 2024-12-31

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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