JDH Wealth Management

JDH Wealth Management as of Dec. 31, 2025

Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 51 positions in its portfolio as reported in the December 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) 13.5 $20M 497k 39.59
Dimensional Etf Trust Internatnal Val (DFIV) 10.2 $15M 299k 49.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.2 $14M 226k 59.54
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.2 $10M 224k 46.59
Ea Series Trust Ea Bridgeway Omn (BSVO) 6.1 $8.9M 382k 23.30
Dimensional Etf Trust Us Equity Market (DFUS) 5.8 $8.4M 114k 74.17
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.7 $6.9M 99k 69.67
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.6 $6.7M 144k 46.80
Dimensional Etf Trust Intl Core Equity (DFIC) 4.6 $6.6M 193k 34.46
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.5 $5.1M 85k 59.93
Dimensional Etf Trust Intl Small Cap V (DISV) 3.3 $4.8M 125k 38.00
Dimensional Etf Trust Global Real Est (DFGR) 3.0 $4.4M 168k 26.42
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.2 $3.3M 32k 101.98
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.2 $3.3M 98k 33.08
Ishares Tr Msci Usa Value (VLUE) 1.6 $2.3M 17k 136.73
NVIDIA Corporation (NVDA) 1.5 $2.2M 12k 186.51
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $1.9M 57k 32.73
Apple (AAPL) 1.1 $1.7M 6.1k 271.86
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.1 $1.7M 44k 38.05
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $1.6M 50k 32.57
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $1.6M 11k 148.69
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.3M 19k 71.41
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.9 $1.3M 38k 32.94
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $1.2M 24k 47.95
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.1M 8.0k 143.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $948k 19k 49.46
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $906k 24k 38.11
Tesla Motors (TSLA) 0.5 $701k 1.6k 449.72
Microsoft Corporation (MSFT) 0.5 $690k 1.4k 483.62
Amazon (AMZN) 0.5 $663k 2.9k 230.82
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $631k 19k 32.89
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $598k 12k 48.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $595k 7.9k 75.44
Alphabet Cap Stk Cl A (GOOGL) 0.3 $458k 1.5k 313.00
Ishares Tr Core Msci Total (IXUS) 0.3 $443k 5.2k 84.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $411k 6.6k 62.47
Alphabet Cap Stk Cl C (GOOG) 0.3 $394k 1.3k 313.80
JPMorgan Chase & Co. (JPM) 0.3 $368k 1.1k 322.22
Meta Platforms Cl A (META) 0.2 $364k 551.00 660.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $332k 1.1k 303.89
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $320k 6.4k 49.65
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $296k 3.2k 93.97
Broadcom (AVGO) 0.2 $280k 810.00 346.10
Danaher Corporation (DHR) 0.2 $277k 1.2k 228.92
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $275k 12k 22.90
Rambus (RMBS) 0.2 $236k 2.6k 91.89
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $229k 1.6k 141.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $224k 466.00 480.57
Johnson & Johnson (JNJ) 0.1 $214k 1.0k 206.95
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $171k 16k 10.40
Ford Motor Company (F) 0.1 $134k 10k 13.12