JDH Wealth Management

JDH Wealth Management as of Sept. 30, 2025

Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 51 positions in its portfolio as reported in the September 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 $19M 497k 38.57
Dimensional Etf Trust Internatnal Val (DFIV) 9.9 $14M 301k 46.12
Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.3 $13M 226k 58.21
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.2 $10M 226k 44.69
Ea Series Trust Ea Bridgeway Omn (BSVO) 6.1 $8.5M 377k 22.65
Dimensional Etf Trust Us Equity Market (DFUS) 5.8 $8.2M 113k 72.44
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $6.8M 100k 68.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.7 $6.6M 144k 45.76
Dimensional Etf Trust Intl Core Equity (DFIC) 4.5 $6.4M 194k 32.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.3 $4.6M 77k 60.03
Dimensional Etf Trust Intl Small Cap V (DISV) 3.3 $4.6M 129k 35.69
Dimensional Etf Trust Global Real Est (DFGR) 3.0 $4.3M 156k 27.31
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $3.2M 32k 99.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $3.2M 100k 32.07
NVIDIA Corporation (NVDA) 1.6 $2.2M 12k 186.59
Ishares Tr Msci Usa Value (VLUE) 1.5 $2.1M 17k 125.05
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $1.8M 58k 31.38
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.2 $1.7M 47k 35.48
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $1.6M 50k 31.53
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $1.5M 11k 145.65
Apple (AAPL) 1.1 $1.5M 6.1k 254.63
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.3M 19k 67.83
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.9 $1.2M 38k 31.63
Dimensional Etf Trust Short Duration F (DFSD) 0.9 $1.2M 25k 48.19
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.1M 8.0k 142.55
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $977k 19k 50.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $922k 25k 36.35
Microsoft Corporation (MSFT) 0.5 $742k 1.4k 517.95
Tesla Motors (TSLA) 0.5 $693k 1.6k 444.72
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $611k 19k 31.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $579k 7.9k 73.46
Amazon (AMZN) 0.4 $553k 2.5k 219.57
Ishares Tr Core Msci Total (IXUS) 0.3 $471k 5.7k 82.58
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $433k 9.0k 47.98
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $419k 6.4k 65.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $395k 6.6k 59.92
Meta Platforms Cl A (META) 0.3 $369k 503.00 734.38
JPMorgan Chase & Co. (JPM) 0.3 $360k 1.1k 315.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $356k 1.5k 243.10
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $332k 3.7k 89.03
Alphabet Cap Stk Cl C (GOOG) 0.2 $306k 1.3k 243.55
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $305k 1.1k 279.29
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $287k 12k 23.85
Rambus (RMBS) 0.2 $268k 2.6k 104.20
Broadcom (AVGO) 0.2 $267k 810.00 329.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $253k 504.00 502.74
Danaher Corporation (DHR) 0.2 $236k 1.2k 198.26
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $223k 1.6k 137.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $216k 466.00 463.74
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $175k 16k 10.65
Ford Motor Company (F) 0.1 $121k 10k 11.96