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iShares S&P Conservative Allocatn Fd ETF shares owned by JDM Financial Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by JDM Financial Group from 13F filings

Historical chart of JDM Financial Group investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by JDM Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 7.5k 36.15
2023-09-30 $211k 6.2k 33.96
2023-06-30 $214k 6.1k 35.24
2023-03-31 $153k 4.4k 34.96
2022-12-31 $142k 4.2k 33.61

More positions owned by JDM Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core Msci Eafe Etf Etf (IEFA)

View all positions for JDM Financial Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
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Lido Advisors
Win Advisors
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Curran Financial Partners
Weaver Consulting Group
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WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Retireful
Thrive Capital Management

View all funds holding iShares S&P Conservative Allocatn Fd ETF