JDH Wealth Management

JDH Wealth Management as of March 31, 2025

Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.2 $18M 537k 32.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 10.7 $12M 241k 51.49
Dimensional Etf Trust Internatnal Val (DFIV) 10.4 $12M 309k 39.36
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.6 $8.9M 215k 41.21
Dimensional Etf Trust Us Equity Market (DFUS) 5.8 $6.8M 112k 60.48
Ea Series Trust Ea Bridgeway Omn (BSVO) 5.0 $5.8M 299k 19.44
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $5.6M 95k 59.75
Dimensional Etf Trust Intl Core Equity (DFIC) 4.2 $4.9M 176k 27.77
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.9 $4.5M 118k 38.44
Dimensional Etf Trust Global Real Est (DFGR) 3.1 $3.6M 138k 26.26
Dimensional Etf Trust Intl Small Cap V (DISV) 3.1 $3.6M 122k 29.12
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.7 $3.2M 120k 26.46
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.7 $3.1M 53k 59.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $2.7M 31k 87.17
Apple (AAPL) 2.1 $2.4M 11k 222.13
Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $1.8M 71k 26.20
Ishares Tr Msci Usa Value (VLUE) 1.5 $1.7M 16k 106.65
NVIDIA Corporation (NVDA) 1.3 $1.5M 14k 108.38
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.2 $1.4M 47k 30.31
Ishares Tr Eafe Value Etf (EFV) 1.0 $1.2M 20k 58.94
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.8 $965k 37k 25.84
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $930k 8.0k 115.60
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $692k 15k 47.52
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $691k 15k 47.57
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $674k 14k 49.90
Exxon Mobil Corporation (XOM) 0.5 $619k 5.2k 118.93
Microsoft Corporation (MSFT) 0.5 $611k 1.6k 375.39
Amazon (AMZN) 0.5 $534k 2.8k 190.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $489k 7.9k 62.10
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $454k 15k 31.23
Ishares Tr Core Msci Total (IXUS) 0.4 $447k 6.4k 69.81
Tesla Motors (TSLA) 0.3 $379k 1.5k 259.16
Meta Platforms Cl A (META) 0.3 $356k 617.00 576.36
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $343k 4.9k 69.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $335k 6.6k 50.83
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $295k 6.3k 46.81
Dimensional Etf Trust Us Real Estate E (DFAR) 0.3 $294k 12k 23.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $293k 2.4k 122.01
JPMorgan Chase & Co. (JPM) 0.2 $277k 1.1k 245.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $264k 496.00 532.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $259k 2.2k 115.95
Johnson & Johnson (JNJ) 0.2 $248k 1.5k 165.84
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $246k 3.0k 82.74
Alphabet Cap Stk Cl A (GOOGL) 0.2 $237k 1.5k 154.64
Danaher Corporation (DHR) 0.2 $229k 1.1k 205.00
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.2 $225k 22k 10.14
Ford Motor Company (F) 0.1 $102k 10k 10.03