JDM Financial Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $57.1K | 0.0% |
| ISHARES SELECT U.S. REIT ETF | $58.5K | 0.0% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $59.4K | 0.0% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $62.2K | 0.0% |
| AMGEN INC | $65.5K | 0.0% |
| SPDR GOLD ETF | $67.8K | 0.0% |
| ISHARES MSCI EAFE SMALL CAP ETF | $67.8K | 0.0% |
| THE GOLDMAN SACHS GROUP, INC. | $70.3K | 0.0% |
| VANGUARD SMALL CAP VALUE ETF | $72.2K | 0.0% |
| Walmart Inc. | $73.2K | 0.0% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $73.7K | 0.0% |
| VANGUARD LARGE-CAP ETF | $75.9K | 0.0% |
| GRAYSCALE BITCOIN TRUST ETF | $80.9K | 0.0% |
| VANGUARD DIVIDEND APPRECIATION ETF | $81.1K | 0.0% |
| GILEAD SCIENCES, INC. | $82.0K | 0.0% |
| The Boeing Company | $85.8K | 0.0% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $87.7K | 0.0% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | $88.4K | 0.0% |
| ISHARES CORE S&P SMALL CAP ETF | $90.7K | 0.0% |
| GENERAL ELECTRIC CO | $103.0K | 0.0% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $111.5K | 0.0% |
| ISHARES CORE S&P MID-CAP ETF | $111.9K | 0.0% |
| ISHARES RUSSELL 2000 VALUE | $118.7K | 0.0% |
| ISHARES S&P 500 GROWTH ETF | $122.8K | 0.0% |
| Sempra | $123.6K | 0.0% |
| CARDINAL HEALTH INC | $125.8K | 0.0% |
| SCHWAB U.S. REIT ETF | $136.4K | 0.1% |
| VANGUARD TOTAL BOND MARKET ETF | $137.4K | 0.1% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $139.9K | 0.1% |
| ISHARES MSCI EAFE VALUE ETF | $149.1K | 0.1% |
| Broadcom Inc. | $151.7K | 0.1% |
| Alphabet Inc. | $153.8K | 0.1% |
| Meta Platforms Inc | $159.1K | 0.1% |
| iShares MSCI UAE ETF | $161.4K | 0.1% |
| Airbnb, Inc. | $162.1K | 0.1% |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $182.9K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $189.7K | 0.1% |
| SCHWAB U.S. LARGE-CAP ETF | $207.7K | 0.1% |
| AVANTIS SHORT-TERM FIXED INCOME ETF | $208.8K | 0.1% |
| Tesla Inc | $236.1K | 0.1% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | $251.5K | 0.1% |
| MICROSOFT CORP | $255.8K | 0.1% |
| VANGUARD VALUE ETF | $256.0K | 0.1% |
| ISHARES MSCI WORLD ETF | $270.7K | 0.1% |
| VANGUARD GROWTH ETF | $292.7K | 0.1% |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $306.3K | 0.1% |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | $321.0K | 0.1% |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $331.7K | 0.1% |
| SCHWAB INTERNATIONAL EQUITY ETF | $356.7K | 0.1% |
| Warren E. Buffett | $360.4K | 0.1% |