JDH Wealth Management

JDH Wealth Management as of March 31, 2026

Portfolio Holdings for JDH Wealth Management

JDH Wealth Management holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.7 $19M 485k 38.86
Dimensional Etf Trust Internatnal Val (DFIV) 10.4 $15M 292k 52.78
Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.4 $14M 223k 62.45
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.2 $11M 219k 48.46
Ea Series Trust Ea Bridgeway Omn (BSVO) 6.4 $9.5M 375k 25.37
Dimensional Etf Trust Us Equity Market (DFUS) 5.4 $8.0M 113k 70.91
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $7.1M 99k 71.13
Dimensional Etf Trust Intl Core Equity (DFIC) 4.5 $6.6M 186k 35.53
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.4 $6.6M 146k 45.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.9 $5.8M 97k 59.55
Dimensional Etf Trust Global Real Est (DFGR) 3.2 $4.7M 177k 26.58
Dimensional Etf Trust Intl Small Cap V (DISV) 3.1 $4.6M 118k 39.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.4 $3.5M 32k 110.47
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.2 $3.3M 95k 34.55
Ishares Tr Msci Usa Value (VLUE) 1.6 $2.4M 17k 142.19
NVIDIA Corporation (NVDA) 1.4 $2.1M 12k 174.41
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $1.9M 56k 33.97
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $1.7M 50k 33.86
Apple (AAPL) 1.1 $1.6M 6.2k 253.79
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $1.5M 11k 142.43
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.9 $1.4M 35k 39.68
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.4M 19k 74.35
Dimensional Etf Trust Short Duration F (DFSD) 0.9 $1.4M 29k 47.88
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.9 $1.3M 39k 33.67
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.2M 7.9k 145.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.1M 23k 49.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $894k 23k 38.96
Microsoft Corporation (MSFT) 0.5 $714k 1.9k 370.17
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.5 $677k 14k 47.93
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $672k 19k 35.04
Amazon (AMZN) 0.4 $609k 2.9k 208.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $598k 7.8k 77.11
Tesla Motors (TSLA) 0.4 $584k 1.6k 371.75
Alphabet Cap Stk Cl A (GOOGL) 0.4 $530k 1.8k 287.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $422k 6.6k 64.08
Ishares Tr Core Msci Total (IXUS) 0.3 $416k 4.8k 86.64
JPMorgan Chase & Co. (JPM) 0.3 $408k 1.4k 294.16
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $388k 1.1k 337.95
Alphabet Cap Stk Cl C (GOOG) 0.2 $370k 1.3k 286.86
Meta Platforms Cl A (META) 0.2 $363k 635.00 572.13
Broadcom (AVGO) 0.2 $333k 1.1k 309.51
Johnson & Johnson (JNJ) 0.2 $310k 1.3k 244.44
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $309k 3.1k 99.86
Eli Lilly & Co. (LLY) 0.2 $274k 298.00 919.77
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $242k 6.3k 38.42
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $241k 10k 23.65
Danaher Corporation (DHR) 0.2 $240k 1.3k 189.60
Rambus (RMBS) 0.1 $222k 2.6k 86.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $218k 1.6k 138.32
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $216k 466.00 463.19
Comfort Systems USA (FIX) 0.1 $210k 152.00 1378.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $206k 430.00 479.20
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $170k 16k 10.33
Ford Motor Company (F) 0.1 $118k 10k 11.54