JDM Financial Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF | $28.34M | 11.0% |
| BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $27.76M | 10.8% |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $23.36M | 9.1% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | $22.93M | 8.9% |
| VANGUARD S&P 500 ETF | $19.42M | 7.5% |
| ISHARES S&P 500 INDEX | $14.58M | 5.7% |
| VANGUARD MID CAP | $11.30M | 4.4% |
| VANGUARD SMALL-CAP ETF | $11.17M | 4.3% |
| SPDR PORTFOLIO EMERGING MARKETS ETF | $10.84M | 4.2% |
| VANGUARD REIT INDEX ETF | $9.22M | 3.6% |
| SPDR S&P 500 ETF TRUST | $6.04M | 2.3% |
| Apple Inc. | $5.25M | 2.0% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $4.89M | 1.9% |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4.83M | 1.9% |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3.65M | 1.4% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $3.40M | 1.3% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $3.36M | 1.3% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.27M | 1.3% |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $3.00M | 1.2% |
| BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $3.00M | 1.2% |
| BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | $2.42M | 0.9% |
| INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $2.04M | 0.8% |
| ISHARES CORE MSCI EAFE ETF | $1.98M | 0.8% |
| VANGUARD FTSE EMERGING MARKETS ETF | $1.88M | 0.7% |
| NVIDIA Corp | $1.57M | 0.6% |
| INVESCO NASDAQ 100 ETF | $1.46M | 0.6% |
| SCHWAB SHORT-TERM US TREASURY ETF | $1.45M | 0.6% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | $1.41M | 0.5% |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $1.27M | 0.5% |
| INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | $1.07M | 0.4% |
| INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $1.07M | 0.4% |
| JPMORGAN ULTRA-SHORT INCOME ETF | $819.1K | 0.3% |
| BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | $807.8K | 0.3% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $792.9K | 0.3% |
| ISHARES RUSSELL 2000 ETF | $770.9K | 0.3% |
| SPDR DOW JONES INDUSTRIAL ETF | $723.2K | 0.3% |
| POWERSHARES QQQ TR | $680.6K | 0.3% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $676.8K | 0.3% |
| TECHNOLOGY SELECT SECTOR SPDR | $626.5K | 0.2% |
| ISHARES MSCI EAFE ETF | $620.2K | 0.2% |
| Simon Property Group Inc | $620.1K | 0.2% |
| Alphabet Inc. | $572.3K | 0.2% |
| Amazon.com Inc | $523.7K | 0.2% |
| ISHARES MSCI EMERGING MARKETS ETF | $445.6K | 0.2% |
| iShares MSCI UAE ETF | $443.7K | 0.2% |
| EXXON MOBIL CORP | $421.9K | 0.2% |
| SPDR S&P MIDCAP 400 ETF TRUST | $415.7K | 0.2% |
| AVANTIS CORE FIXED INCOME ETF | $415.6K | 0.2% |
| Warren E. Buffett | $360.4K | 0.1% |
| SCHWAB INTERNATIONAL EQUITY ETF | $356.7K | 0.1% |