Institutions / JDM Financial Group LLC

JDM Financial Group LLC

CIK 1960212 · Institution · as of Dec 31, 2025

Portfolio value

$257.59M

Positions

248

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 248 →

Company	Class	Value	Shares	% of portfolio
BNY Mellon US Large Cap Core Equity ETF	—	$28.34M	216,631	11.0%
Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF	—	$27.76M	552,344	10.8%
SPDR Portfolio Developed World Ex-Us ETF	—	$23.36M	654,429	9.1%
iShares 0-3 Month Treasury Bond ETF	—	$22.93M	228,459	8.9%
Vanguard S&P 500 ETF	—	$19.42M	394,618	7.5%
iShares S&P 500 Index	—	$14.58M	21,292	5.7%
Vanguard Mid Cap	—	$11.30M	82,901	4.4%
Vanguard Small-Cap ETF	—	$11.17M	90,503	4.3%
SPDR Portfolio Emerging Markets ETF	—	$10.84M	292,134	4.2%
Vanguard REIT Index ETF	—	$9.22M	132,920	3.6%
SPDR S&P 500 ETF Trust	—	$6.04M	8,858	2.3%
Apple Inc.	—	$5.25M	19,318	2.0%
Innovator U.S. Equity Power Buffer ETF - January	—	$4.89M	104,059	1.9%
State Street SPDR Portfolio S&P 500 Growth ETF	—	$4.83M	45,234	1.9%
State Street SPDR Portfolio S&P 500 Value ETF	—	$3.65M	64,329	1.4%
Schwab Intermediate-Term US Treasury ETF	—	$3.40M	135,762	1.3%
Vanguard Ftse Developed Markets ETF	—	$3.36M	53,787	1.3%
State Street SPDR Portfolio S&P 500 ETF	—	$3.27M	40,746	1.3%
Innovator International Developed Power Buffer ETF - January	—	$3.00M	82,989	1.2%
Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF	—	$3.00M	64,897	1.2%
Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF	—	$2.42M	50,312	0.9%
Innovator Laddered Allocation Power Buffer ETF	—	$2.04M	40,867	0.8%
iShares Core MSCI Eafe ETF	—	$1.98M	22,119	0.8%
Vanguard Ftse Emerging Markets ETF	—	$1.88M	34,947	0.7%
NVIDIA Corp	—	$1.57M	8,430	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.