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Ishares Tr usa min vo shares owned by JDM Financial Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by JDM Financial Group from 13F filings

Historical chart of JDM Financial Group investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo 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 Tr usa min vo by JDM Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $30k 383 78.03
2023-09-30 $28k 383 72.38
2023-06-30 $29k 383 74.33
2023-03-31 $28k 383 72.74
2022-12-31 $28k 383 72.10

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 Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo