JDH Wealth Management

JDH Wealth Management as of June 30, 2025

Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 49 positions in its portfolio as reported in the June 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) 13.6 $18M 496k 35.84
Dimensional Etf Trust Internatnal Val (DFIV) 10.1 $13M 308k 42.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.6 $13M 233k 53.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.4 $9.6M 228k 42.28
Dimensional Etf Trust Us Equity Market (DFUS) 6.0 $7.8M 116k 67.02
Ea Series Trust Ea Bridgeway Omn (BSVO) 5.5 $7.2M 355k 20.38
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.9 $6.4M 100k 63.71
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.7 $6.2M 146k 42.36
Dimensional Etf Trust Intl Core Equity (DFIC) 4.5 $5.9M 189k 31.09
Dimensional Etf Trust Intl Small Cap V (DISV) 3.3 $4.3M 130k 32.91
Dimensional Etf Trust Global Real Est (DFGR) 3.0 $3.9M 144k 26.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.9 $3.8M 64k 59.81
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $3.1M 34k 91.10
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.1 $2.7M 90k 29.68
Ishares Tr Msci Usa Value (VLUE) 1.5 $2.0M 18k 113.21
Dimensional Etf Trust World Ex Us Core (DFAX) 1.5 $1.9M 66k 29.37
Apple (AAPL) 1.4 $1.9M 9.1k 205.17
NVIDIA Corporation (NVDA) 1.4 $1.9M 12k 157.99
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.2 $1.6M 49k 32.89
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $1.6M 12k 135.04
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $1.5M 51k 28.95
Ishares Tr Eafe Value Etf (EFV) 1.0 $1.2M 20k 63.48
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.9 $1.1M 38k 29.84
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.1M 8.0k 134.39
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $1.0M 21k 48.01
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $877k 25k 34.57
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $795k 16k 50.27
Microsoft Corporation (MSFT) 0.5 $683k 1.4k 497.41
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $565k 19k 29.43
Amazon (AMZN) 0.4 $545k 2.5k 219.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $544k 7.9k 69.09
Tesla Motors (TSLA) 0.4 $505k 1.6k 317.66
Ishares Tr Core Msci Total (IXUS) 0.3 $441k 5.7k 77.31
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $385k 6.3k 61.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $375k 6.6k 57.01
Meta Platforms Cl A (META) 0.3 $371k 503.00 738.09
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $356k 7.5k 47.43
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $335k 4.2k 79.28
JPMorgan Chase & Co. (JPM) 0.3 $331k 1.1k 289.91
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $282k 12k 23.46
Alphabet Cap Stk Cl A (GOOGL) 0.2 $254k 1.4k 176.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $249k 513.00 485.77
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $248k 1.1k 226.49
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.2 $232k 22k 10.46
Broadcom (AVGO) 0.2 $223k 810.00 275.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $219k 1.2k 177.39
Danaher Corporation (DHR) 0.2 $214k 1.1k 197.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $207k 1.6k 128.52
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $205k 466.00 440.65