Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

JDM Financial Group

Latest statistics and disclosures from JDM Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IVV, SPDW, VO, VB, and represent 56.35% of JDM Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPDW, SPEM, VNQ, AOK, SPLG, VB, SCHX, VO, VWO, IWV.
Started 3 new stock positions in IWV, VNOM, HAUZ.
Reduced shares in these 10 stocks: IVV, AAPL, VTV, VUG, SPYV, SPY, VOO, VEA, JPM, TD.
Sold out of its positions in TD, Viper Energy Partners.
JDM Financial Group was a net buyer of stock by $282k.
JDM Financial Group has $121M in assets under management (AUM), dropping by 11.11%.
Central Index Key (CIK): 0001960212

Tip: Access up to 7 years of quarterly data

Positions held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for JDM Financial Group

JDM Financial Group holds 210 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	25.2	$30M		70k	436.80	View chart
Ishares S&p 500 Index Etf (IVV)	12.3	$15M		31k	477.63	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	7.2	$8.7M	+3%	255k	34.01	View chart
Vanguard Mid Cap Etf (VO)	5.9	$7.1M		31k	232.64	View chart
Vanguard Small-cap Etf Etf (VB)	5.7	$6.9M		33k	213.33	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.5	$5.4M		11k	475.32	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	3.7	$4.5M		68k	65.06	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	3.5	$4.2M		76k	55.90	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.5	$4.2M		89k	46.63	View chart
Apple Stock (AAPL)	3.4	$4.1M	-3%	21k	192.52	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	3.3	$4.0M	+3%	114k	35.41	View chart
Vanguard Reit Index Etf Etf (VNQ)	3.1	$3.7M	+3%	42k	88.36	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.6	$3.1M		76k	41.10	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.4	$3.0M		62k	47.90	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.6	$2.0M		28k	70.35	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.8	$934k		19k	50.58	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.8	$922k		2.4k	376.80	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$881k		4.4k	200.73	View chart
Nvidia Corporation Stock (NVDA)	0.6	$672k		1.4k	495.11	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$571k		7.6k	75.35	View chart
Simon Property Group Reit (SPG)	0.4	$526k		3.7k	142.63	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.4	$491k		12k	40.21	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.4	$486k	+7%	8.6k	56.40	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.3	$415k		19k	22.21	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.3	$405k	+2%	17k	23.86	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$376k		740.00	507.39	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$351k		3.5k	99.98	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$324k	+2%	7.7k	42.18	View chart
Amazon.com Stock (AMZN)	0.3	$318k		2.1k	151.94	View chart
Google Stock (GOOGL)	0.3	$316k		2.3k	139.69	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.2	$272k	+21%	7.5k	36.15	View chart
Microsoft Stock (MSFT)	0.2	$260k		691.00	376.00	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$239k		4.9k	48.72	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$231k	-18%	744.00	310.88	View chart
Vanguard Value Etf Etf (VTV)	0.2	$229k	-18%	1.5k	149.55	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$198k		908.00	218.13	View chart
Ishares Russell 2000 Value Etf (IWN)	0.2	$197k		1.3k	155.30	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$193k		542.00	356.66	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$171k		1.4k	126.63	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$169k		877.00	192.43	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$163k		1.2k	136.14	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$158k		386.00	409.25	View chart
Southern Stock (SO)	0.1	$152k		2.2k	70.12	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.1	$130k		2.1k	61.90	View chart
Costco Wholesale Corp Stock (COST)	0.1	$114k		173.00	660.09	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$114k		376.00	303.11	View chart
Sempra Energy Stock (SRE)	0.1	$105k		1.4k	74.73	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$98k		1.3k	75.10	View chart
Boeing Stock (BA)	0.1	$96k		370.00	260.66	View chart
Gilead Sciences Stock (GILD)	0.1	$94k		1.2k	81.03	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$88k		816.00	108.24	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$77k		320.00	241.93	View chart
Palo Alto Networks Stock (PANW)	0.1	$76k		258.00	294.91	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$73k		520.00	140.93	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$73k		405.00	179.97	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$73k		307.00	237.22	View chart
Amgen Stock (AMGN)	0.1	$71k		246.00	288.02	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$70k	+3%	2.8k	24.79	View chart
Baxter Intl Stock (BAX)	0.1	$64k		1.6k	38.66	View chart
Cardinal Health Stock (CAH)	0.1	$62k		612.00	100.80	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$58k		210.00	277.15	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.0	$58k		980.00	58.73	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$56k		475.00	117.22	View chart
Equinix Reit (EQIX)	0.0	$53k		66.00	805.39	View chart
Procter And Gamble Stock (PG)	0.0	$52k		352.00	146.54	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$49k		290.00	167.96	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$47k		621.00	76.19	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$46k		400.00	115.03	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$45k		1.4k	33.52	View chart
Johnson & Johnson Stock (JNJ)	0.0	$44k		282.00	156.46	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$44k		1.4k	31.19	View chart
Merck & Co Stock (MRK)	0.0	$44k		400.00	109.02	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$43k		160.00	270.79	View chart
Visa Stock (V)	0.0	$43k		166.00	260.16	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$41k		185.00	223.39	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$39k		377.00	102.88	View chart
Baidu Adr (BIDU)	0.0	$39k		325.00	119.09	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$37k		443.00	83.84	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$36k		617.00	57.94	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$35k		212.00	165.17	View chart
General Electric Stock (GE)	0.0	$35k		271.00	127.77	View chart
Chevron Corp Stock (CVX)	0.0	$35k		232.00	149.16	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$35k		615.00	56.14	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$33k		414.00	80.61	View chart
Walmart Stock (WMT)	0.0	$32k		200.00	157.47	View chart
Texas Instrs Stock (TXN)	0.0	$30k		178.00	170.44	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$30k		383.00	78.03	View chart
Spdr Gold Etf Etf (GLD)	0.0	$30k		155.00	191.17	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$28k		164.00	170.40	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$27k		2.4k	11.47	View chart
Home Depot Stock (HD)	0.0	$27k		77.00	346.55	View chart
Abbott Labs Stock (ABT)	0.0	$26k		240.00	110.07	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$26k		534.00	48.81	View chart
Eaton Corp Stock (ETN)	0.0	$24k		100.00	240.82	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$24k		1.6k	14.58	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$24k		640.00	36.96	View chart
Wells Fargo Stock (WFC)	0.0	$23k		465.00	49.22	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$20k	NEW	73.00	273.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$20k		238.00	82.96	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$20k		168.00	116.28	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$19k		139.00	135.70	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$19k		151.00	122.98	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$18k		172.00	105.23	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.0	$18k		481.00	37.24	View chart
Novo-nordisk A S Adr (NVO)	0.0	$18k		95.00	186.61	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.0	$18k		178.00	99.12	View chart
Ishares Europe Etf Etf (IEV)	0.0	$17k		323.00	52.79	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$17k		850.00	19.74	View chart
Metlife Stock (MET)	0.0	$17k		250.00	66.13	View chart
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)	0.0	$17k		450.00	36.63	View chart
Innovator U.s. Equity Buffer Etf - August Etf (BAUG)	0.0	$16k		456.00	35.98	View chart
Qualcomm Stock (QCOM)	0.0	$15k		105.00	144.63	View chart
Conocophillips Stock (COP)	0.0	$15k		126.00	116.07	View chart
Broadcom Stock (AVGO)	0.0	$15k		13.00	1116.23	View chart
Perspective Therapeutics Stock (CATX)	0.0	$14k		35k	0.40	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$14k		134.00	104.17	View chart
Unitedhealth Group Stock (UNH)	0.0	$14k		26.00	526.46	View chart
Ishares Inc Msci Hong Kong Index Etf (EWH)	0.0	$13k		767.00	17.36	View chart
Advanced Micro Devices Stock (AMD)	0.0	$13k		89.00	147.40	View chart
Coca Cola Stock (KO)	0.0	$13k		218.00	58.93	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$13k		424.00	29.84	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$13k		59.00	212.83	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$12k		160.00	75.32	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$12k		250.00	47.24	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$11k		100.00	113.99	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$11k		163.00	69.72	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$11k		15.00	756.93	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$11k		161.00	70.10	View chart
India Fund Cef (IFN)	0.0	$11k		617.00	18.29	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.0	$11k		162.00	67.57	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$10k		135.00	76.25	View chart
Adobe Stock (ADBE)	0.0	$10k		17.00	596.59	View chart
Mcdonalds Corp Stock (MCD)	0.0	$9.8k		33.00	296.52	View chart
Intuitive Surgical Stock (ISRG)	0.0	$9.8k		29.00	337.38	View chart
Cvs Health Corp Stock (CVS)	0.0	$9.6k		122.00	78.96	View chart
Oreilly Automotive Stock (ORLY)	0.0	$9.5k		10.00	950.20	View chart
Waste Management Stock (WM)	0.0	$9.5k		53.00	179.09	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$9.5k	+2%	38.00	249.37	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$9.3k		101.00	92.37	View chart
Interpublic Group Cos Stock (IPG)	0.0	$8.9k		272.00	32.64	View chart
Synopsys Stock (SNPS)	0.0	$8.8k		17.00	514.88	View chart
Eli Lilly & Co Stock (LLY)	0.0	$8.7k		15.00	582.93	View chart
Mastercard Stock (MA)	0.0	$8.6k		20.00	430.80	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.0	$8.6k		273.00	31.47	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$8.6k		18.00	476.17	View chart
Target Corp Stock (TGT)	0.0	$8.5k		60.00	142.42	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$8.5k		110.00	77.51	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$8.2k		164.00	50.23	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$8.2k		167.00	49.14	View chart
T-mobile Us Stock (TMUS)	0.0	$8.0k		50.00	160.34	View chart
Discover Financial Services Stock (DFS)	0.0	$8.0k		71.00	112.39	View chart
Sunrun Stock (RUN)	0.0	$7.9k		400.00	19.63	View chart
Cisco Sys Stock (CSCO)	0.0	$7.8k		155.00	50.53	View chart
Centene Corp Del Stock (CNC)	0.0	$7.4k		100.00	74.21	View chart
Cme Group Stock (CME)	0.0	$7.4k		35.00	210.63	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$7.2k		53.00	135.42	View chart
Philip Morris Intl Stock (PM)	0.0	$7.1k		75.00	94.08	View chart
Automatic Data Processing Stock (ADP)	0.0	$7.0k		30.00	232.97	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$7.0k		90.00	77.38	View chart
Constellation Energy Corp Stock (CEG)	0.0	$6.8k		58.00	116.90	View chart
Disney Walt Stock (DIS)	0.0	$6.8k		75.00	90.29	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$6.5k		33.00	197.36	View chart
Exelon Corp Stock (EXC)	0.0	$6.3k		176.00	35.90	View chart
Ishares Msci Europe Small-cap Etf Etf (IEUS)	0.0	$6.1k		108.00	56.11	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$6.1k		84.00	72.04	View chart
Jd.com Inc Spon Adr Cl A Adr (JD)	0.0	$6.0k		207.00	28.94	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$6.0k		124.00	48.27	View chart
Sprott Stock (SII)	0.0	$5.9k		175.00	33.95	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$5.9k		205.00	28.55	View chart
Rtx Corporation Stock (RTX)	0.0	$5.8k		69.00	84.14	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$5.8k		45.00	127.91	View chart
Travelers Companies Stock (TRV)	0.0	$5.7k		30.00	190.50	View chart
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO)	0.0	$5.6k		162.00	34.59	View chart
Mastec Stock (MTZ)	0.0	$5.3k		70.00	75.71	View chart
Waste Connections Stock (WCN)	0.0	$5.1k		34.00	149.26	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$4.9k	-51%	29.00	170.10	View chart
Netflix Stock (NFLX)	0.0	$4.9k		10.00	486.90	View chart
Starbucks Corp Stock (SBUX)	0.0	$4.8k		50.00	96.02	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$4.8k		250.00	19.03	View chart
Danaher Corporation Stock (DHR)	0.0	$4.6k		20.00	231.35	View chart
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ)	0.0	$4.6k	NEW	211.00	21.88	View chart
Union Pac Corp Stock (UNP)	0.0	$4.4k		18.00	245.61	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.0	$4.4k		230.00	19.15	View chart
Cree Stock (WOLF)	0.0	$4.4k		100.00	43.51	View chart
American Tower Corp Reit (AMT)	0.0	$4.3k		20.00	215.90	View chart
Caterpillar Stock (CAT)	0.0	$4.1k		14.00	295.64	View chart
Enstar Group Stock (ESGR)	0.0	$4.1k		14.00	294.57	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.0	$3.8k		50.00	76.18	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$3.8k		45.00	83.64	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$3.7k		50.00	73.56	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$3.3k		129.00	25.78	View chart
Brown & Brown Stock (BRO)	0.0	$3.2k		45.00	71.11	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$3.2k		7.00	453.29	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$3.1k	NEW	100.00	31.37	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$3.1k		61.00	50.82	View chart
Moderna Stock (MRNA)	0.0	$3.0k		30.00	99.47	View chart
Quanta Svcs Stock (PWR)	0.0	$2.8k		13.00	215.77	View chart
Nextera Energy Stock (NEE)	0.0	$2.7k		45.00	60.73	View chart
Invesco Kbw Property & Casualty Insurance Etf Etf (KBWP)	0.0	$2.6k		29.00	90.52	View chart
Vanguard European Etf (VGK)	0.0	$2.1k	+3%	33.00	63.64	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$2.1k		33.00	63.33	View chart
Powershares Wilderhill Clean Energy Etf (PBW)	0.0	$2.0k		68.00	29.76	View chart
Citigroup Stock (C)	0.0	$2.0k		38.00	51.45	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$1.9k		100.00	18.54	View chart
Etfmg Alternative Harvest Etfmg Alternative Harvest Etf	0.0	$1.8k		550.00	3.23	View chart
Ford Motor Company Stock (F)	0.0	$975.000000		80.00	12.19	View chart
Vitesse Energy Stock (VTS)	0.0	$372.000800		17.00	21.88	View chart
Quince Therapeutics Stock (QNCX)	0.0	$357.000000		340.00	1.05	View chart
First Rep Bk San Francisco Cal Stock (FRCB)	0.0	$74.029000		1.8k	0.04	View chart
The Realreal Stock (REAL)	0.0	$58.000000		29.00	2.00	View chart

Past Filings by JDM Financial Group

SEC 13F filings are viewable for JDM Financial Group going back to 2022

JDM Financial Group 2023 Q4 filed Feb. 5, 2024
JDM Financial Group 2023 Q3 filed Nov. 16, 2023
JDM Financial Group 2023 Q2 filed Aug. 7, 2023
JDM Financial Group 2023 Q1 filed May 9, 2023
JDM Financial Group 2022 Q4 restated filed Jan. 18, 2023
JDM Financial Group 2022 Q4 filed Jan. 11, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z