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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 56.14% of JDM Financial Group's stock portfolio.
Added to shares of these 10 stocks: IBTI, SO, SRE, IBTE, SPLG, SPYV, ZTS, AOK, ASML, AMZN.
Started 4 new stock positions in ZTS, KBWP, SO, DISV.
Reduced shares in these 10 stocks: VOO, IBTF, IBTG, SPDW, IBTH, BRK.B, SPEM, VB, VO, SCHX.
Sold out of its positions in BSX, IBTH, IBTG, IBTF, XLV.
JDM Financial Group was a net seller of stock by $-1.7M.
JDM Financial Group has $109M in assets under management (AUM), dropping by -5.76%.
Central Index Key (CIK): 0001960212

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Portfolio Holdings for JDM Financial Group

JDM Financial Group holds 209 positions in its portfolio as reported in the September 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	$27M	-2%	70k	392.70	View chart
Ishares S&p 500 Index Etf (IVV)	12.5	$14M		32k	429.43	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	7.0	$7.6M	-3%	246k	31.01	View chart
Vanguard Mid Cap Etf (VO)	5.9	$6.4M		31k	208.24	View chart
Vanguard Small-cap Etf Etf (VB)	5.6	$6.1M		32k	189.07	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.5	$4.9M		12k	427.48	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	3.7	$4.1M		68k	59.28	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	3.5	$3.8M		75k	50.26	View chart
Apple Stock (AAPL)	3.5	$3.8M		22k	171.21	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.4	$3.7M		90k	41.26	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	3.4	$3.7M		110k	33.57	View chart
Vanguard Reit Index Etf Etf (VNQ)	2.8	$3.1M		41k	75.66	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.7	$2.9M		75k	39.21	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.5	$2.7M		62k	43.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.7	$1.8M		28k	64.35	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.8	$878k		18k	47.59	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.8	$819k		2.4k	334.94	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$774k		4.4k	176.75	View chart
Nvidia Corporation Stock (NVDA)	0.5	$590k		1.4k	434.87	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$515k		7.5k	68.92	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.4	$463k		12k	37.95	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$412k		3.5k	117.58	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.4	$405k	-5%	8.0k	50.60	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.4	$401k	+101%	19k	21.55	View chart
Simon Property Group Reit (SPG)	0.4	$397k		3.7k	108.02	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.4	$397k	+6%	17k	23.84	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$338k		740.00	456.53	View chart
Google Stock (GOOGL)	0.3	$296k		2.3k	130.85	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$277k		7.5k	36.90	View chart
Amazon.com Stock (AMZN)	0.2	$266k		2.1k	127.12	View chart
Vanguard Value Etf Etf (VTV)	0.2	$259k		1.9k	137.94	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$248k		911.00	272.31	View chart
Microsoft Stock (MSFT)	0.2	$218k		691.00	315.67	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$213k		4.9k	43.79	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.2	$211k	+2%	6.2k	33.96	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$190k	-27%	542.00	350.30	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$177k		905.00	195.72	View chart
Ishares Russell 2000 Value Etf (IWN)	0.2	$173k		1.3k	135.55	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.2	$164k		1.2k	137.21	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$144k		877.00	163.89	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$143k		1.4k	105.99	View chart
Southern Stock (SO)	0.1	$140k	NEW	2.2k	64.72	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$138k	-8%	385.00	358.65	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.1	$118k		2.1k	56.46	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$100k		375.00	265.75	View chart
Costco Wholesale Corp Stock (COST)	0.1	$98k		173.00	564.96	View chart
Sempra Energy Stock (SRE)	0.1	$95k	+100%	1.4k	68.03	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$89k		1.3k	68.42	View chart
Gilead Sciences Stock (GILD)	0.1	$86k		1.1k	74.92	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$77k		814.00	94.37	View chart
Boeing Stock (BA)	0.1	$71k		370.00	191.68	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$69k		320.00	214.30	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$69k		520.00	131.85	View chart
Amgen Stock (AMGN)	0.1	$66k		246.00	268.76	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$66k	-9%	2.7k	23.94	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$65k		307.00	212.41	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$65k		405.00	159.49	View chart
Baxter Intl Stock (BAX)	0.1	$62k		1.6k	37.74	View chart
Palo Alto Networks Stock (PANW)	0.1	$61k		258.00	234.43	View chart
Cardinal Health Stock (CAH)	0.0	$53k		612.00	86.82	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$52k		210.00	249.35	View chart
Procter And Gamble Stock (PG)	0.0	$51k		352.00	145.86	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$51k		475.00	107.64	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.0	$49k		980.00	50.16	View chart
Equinix Reit (EQIX)	0.0	$48k		66.00	726.26	View chart
Johnson & Johnson Stock (JNJ)	0.0	$44k		282.00	155.48	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$44k		1.4k	32.46	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$44k		619.00	70.75	View chart
Baidu Adr (BIDU)	0.0	$44k		325.00	134.35	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$43k		290.00	148.69	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$43k		400.00	106.20	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$42k		1.4k	30.15	View chart
Merck & Co Stock (MRK)	0.0	$41k		400.00	102.95	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$40k		443.00	90.39	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$40k		160.00	246.84	View chart
Chevron Corp Stock (CVX)	0.0	$39k		232.00	168.62	View chart
Visa Stock (V)	0.0	$38k		166.00	229.84	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$37k		185.00	200.64	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$35k		377.00	93.18	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$33k		610.00	53.53	View chart
Walmart Stock (WMT)	0.0	$32k		200.00	159.75	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$32k		209.00	152.03	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$31k		606.00	51.86	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$30k		412.00	73.28	View chart
General Electric Stock (GE)	0.0	$30k		271.00	110.67	View chart
Texas Instrs Stock (TXN)	0.0	$28k		178.00	159.02	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$28k		383.00	72.38	View chart
Spdr Gold Etf Etf (GLD)	0.0	$27k		155.00	171.45	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$26k		2.4k	10.95	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$26k		164.00	155.38	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$24k		534.00	44.22	View chart
Home Depot Stock (HD)	0.0	$23k		77.00	302.16	View chart
Abbott Labs Stock (ABT)	0.0	$23k		240.00	96.85	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$23k		1.6k	14.06	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$22k		640.00	33.96	View chart
Eaton Corp Stock (ETN)	0.0	$21k		100.00	213.28	View chart
Wells Fargo Stock (WFC)	0.0	$19k		465.00	40.86	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	+4%	178.00	99.43	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$18k		168.00	104.33	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$17k		238.00	72.72	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$17k		139.00	122.01	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.0	$17k		481.00	34.80	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$16k		172.00	94.19	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$16k		151.00	105.12	View chart
Metlife Stock (MET)	0.0	$16k		250.00	62.91	View chart
Ishares Europe Etf Etf (IEV)	0.0	$15k		320.00	47.79	View chart
Conocophillips Stock (COP)	0.0	$15k		126.00	119.80	View chart
Innovator U.s. Equity Buffer Etf - August Etf (BAUG)	0.0	$15k		456.00	33.01	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$15k		850.00	17.69	View chart
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)	0.0	$15k		450.00	33.32	View chart
Unitedhealth Group Stock (UNH)	0.0	$13k		26.00	504.19	View chart
Ishares Inc Msci Hong Kong Index Etf (EWH)	0.0	$13k		761.00	17.16	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$12k		134.00	91.10	View chart
Coca Cola Stock (KO)	0.0	$12k		218.00	55.98	View chart
Qualcomm Stock (QCOM)	0.0	$12k		105.00	111.07	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$11k		59.00	190.73	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$11k		424.00	26.47	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$11k		160.00	67.68	View chart
Broadcom Stock (AVGO)	0.0	$11k		13.00	830.62	View chart
India Fund Cef (IFN)	0.0	$11k		617.00	17.42	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$10k		161.00	64.46	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$10k		250.00	41.42	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$10k		162.00	63.22	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$10k		100.00	101.38	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.0	$10k		162.00	61.86	View chart
Perspective Therapeutics Stock (CATX)	0.0	$9.6k		35k	0.27	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$9.5k		110.00	86.74	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$9.4k		135.00	69.28	View chart
Advanced Micro Devices Stock (AMD)	0.0	$9.2k		89.00	102.82	View chart
Oreilly Automotive Stock (ORLY)	0.0	$9.1k		10.00	908.90	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$8.8k	+66%	15.00	588.67	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$8.7k		60.00	145.02	View chart
Mcdonalds Corp Stock (MCD)	0.0	$8.7k		33.00	263.45	View chart
Adobe Stock (ADBE)	0.0	$8.7k		17.00	509.94	View chart
Cvs Health Corp Stock (CVS)	0.0	$8.5k		122.00	69.82	View chart
Intuitive Surgical Stock (ISRG)	0.0	$8.5k	+20%	29.00	292.28	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$8.4k		37.00	227.08	View chart
Cisco Sys Stock (CSCO)	0.0	$8.3k		155.00	53.75	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.0	$8.3k		273.00	30.44	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$8.2k		164.00	50.18	View chart
Waste Management Stock (WM)	0.0	$8.1k		53.00	152.43	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$8.1k		101.00	79.98	View chart
Eli Lilly & Co Stock (LLY)	0.0	$8.1k		15.00	537.13	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$8.0k		18.00	446.72	View chart
Mastercard Stock (MA)	0.0	$8.0k		20.00	399.90	View chart
Synopsys Stock (SNPS)	0.0	$7.8k		17.00	458.94	View chart
Interpublic Group Cos Stock (IPG)	0.0	$7.8k		272.00	28.66	View chart
Automatic Data Processing Stock (ADP)	0.0	$7.2k		30.00	240.57	View chart
Cme Group Stock (CME)	0.0	$7.0k		35.00	200.23	View chart
T-mobile Us Stock (TMUS)	0.0	$7.0k		50.00	140.06	View chart
Philip Morris Intl Stock (PM)	0.0	$6.9k		75.00	92.59	View chart
Centene Corp Del Stock (CNC)	0.0	$6.9k		100.00	68.88	View chart
Exelon Corp Stock (EXC)	0.0	$6.7k		176.00	37.79	View chart
Target Corp Stock (TGT)	0.0	$6.6k		60.00	110.57	View chart
Constellation Energy Corp Stock (CEG)	0.0	$6.3k		58.00	109.09	View chart
Discover Financial Services Stock (DFS)	0.0	$6.2k		71.00	86.63	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$6.1k		90.00	68.10	View chart
Disney Walt Stock (DIS)	0.0	$6.1k		75.00	81.05	View chart
Jd.com Inc Spon Adr Cl A Adr (JD)	0.0	$6.0k		207.00	29.18	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$5.9k	+3%	53.00	112.09	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$5.8k	+4%	124.00	47.17	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$5.8k	-30%	84.00	68.81	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$5.7k	NEW	33.00	173.97	View chart
Sprott Stock (SII)	0.0	$5.3k		175.00	30.47	View chart
Ishares Msci Europe Small-cap Etf Etf (IEUS)	0.0	$5.3k		107.00	49.34	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$5.1k		205.00	24.77	View chart
Mastec Stock (MTZ)	0.0	$5.0k		70.00	71.97	View chart
Sunrun Stock (RUN)	0.0	$5.0k		400.00	12.56	View chart
Rtx Corporation Stock (RTX)	0.0	$5.0k		69.00	71.97	View chart
Danaher Corporation Stock (DHR)	0.0	$5.0k		20.00	248.10	View chart
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO)	0.0	$4.9k		162.00	30.49	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$4.9k		45.00	109.27	View chart
Travelers Companies Stock (TRV)	0.0	$4.9k		30.00	163.30	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$4.8k		80.00	60.26	View chart
Waste Connections Stock (WCN)	0.0	$4.6k		34.00	134.29	View chart
Starbucks Corp Stock (SBUX)	0.0	$4.6k	-52%	50.00	91.28	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$4.3k		250.00	17.03	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.0	$4.0k	+3%	230.00	17.32	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.0	$3.9k		50.00	78.70	View chart
Caterpillar Stock (CAT)	0.0	$3.8k		14.00	273.00	View chart
Cree Stock (WOLF)	0.0	$3.8k		100.00	38.10	View chart
Netflix Stock (NFLX)	0.0	$3.8k		10.00	377.40	View chart
Union Pac Corp Stock (UNP)	0.0	$3.7k		18.00	203.61	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$3.6k		167.00	21.27	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$3.5k		50.00	69.78	View chart
Enstar Group Stock (ESGR)	0.0	$3.4k		14.00	241.36	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$3.4k		61.00	55.03	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$3.3k		45.00	73.29	View chart
American Tower Corp Reit (AMT)	0.0	$3.3k		20.00	164.45	View chart
Brown & Brown Stock (BRO)	0.0	$3.1k		45.00	69.84	View chart
Moderna Stock (MRNA)	0.0	$3.1k		30.00	103.30	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$3.1k	NEW	129.00	23.78	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.9k		7.00	409.00	View chart
Viper Energy Partners Lp Com Unt Rp Int Stock (VNOM)	0.0	$2.8k		100.00	27.90	View chart
Nextera Energy Stock (NEE)	0.0	$2.6k	-52%	45.00	57.29	View chart
Invesco Kbw Property & Casualty Insurance Etf Etf (KBWP)	0.0	$2.4k	NEW	29.00	84.10	View chart
Quanta Svcs Stock (PWR)	0.0	$2.4k		13.00	187.08	View chart
Powershares Wilderhill Clean Energy Etf (PBW)	0.0	$2.1k		68.00	31.28	View chart
Etfmg Alternative Harvest Etfmg Alternative Harvest Etf (MJ)	0.0	$2.0k		550.00	3.65	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$1.9k		33.00	58.94	View chart
Vanguard European Etf (VGK)	0.0	$1.9k		32.00	58.53	View chart
Citigroup Stock (C)	0.0	$1.6k		38.00	41.13	View chart
Carnival Corp Stock (CCL)	0.0	$1.4k		100.00	13.72	View chart
Ford Motor Company Stock (F)	0.0	$994.000000		80.00	12.43	View chart
Vitesse Energy Stock (VTS)	0.0	$389.000800		17.00	22.88	View chart
Quince Therapeutics Stock (QNCX)	0.0	$381.004000		340.00	1.12	View chart
First Rep Bk San Francisco Cal Stock (FRCB)	0.0	$129.958000		1.8k	0.07	View chart
The Realreal Stock (REAL)	0.0	$60.998600		29.00	2.10	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 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

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