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JDM Financial Group LLC 13F holdings

Filed 2026-08-18 · JDM Financial Group LLC · 332 positions · $292.9M

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TickerCompanySharesValue% of portfolio
BKLCBNY MELLON US LARGE CAP CORE EQUITY ETF343.7K$34.5M11.8%
SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF884.7K$32.5M11.1%
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF498.8K$25.1M8.6%
SGOVISHARES 0-3 MONTH TREASURY BOND ETF274.6K$22.5M7.7%
VOOVANGUARD S&P 500 ETF340.6K$19.9M6.8%
IVVISHARES S&P 500 INDEX20.7K$15.5M5.3%
VBVANGUARD SMALL-CAP ETF120.6K$13.6M4.6%
VOVANGUARD MID CAP229.9K$13.2M4.5%
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF337.8K$12.8M4.4%
VNQVANGUARD REIT INDEX ETF163.8K$11.0M3.8%
SPYSTATE STREET SPDR S&P 500 ETF8.9K$6.6M2.3%
JPSTJPMORGAN ULTRA-SHORT INCOME ETF126.0K$6.4M2.2%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF85.5K$6.1M2.1%
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF48.2K$5.7M2.0%
AAPLAPPLE INC19.3K$5.6M1.9%
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY103.5K$5.1M1.7%
TBUXT. ROWE PRICE ULTRA SHORT-TERM BOND ETF86.3K$4.3M1.5%
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF70.4K$4.3M1.5%
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF40.7K$3.6M1.2%
IJANINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY82.5K$3.1M1.1%
IEFAISHARES CORE MSCI EAFE ETF29.4K$2.8M1.0%
BUFFINNOVATOR LADDERED ALLOCATION POWER BUFFER ETF41.0K$2.2M0.7%
VWOVANGUARD FTSE EMERGING MARKETS ETF34.6K$2.1M0.7%
DDFJINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY95.0K$1.9M0.6%
IVWISHARES S&P 500 GROWTH ETF11.3K$1.6M0.5%
QQQMINVESCO NASDAQ 100 ETF4.9K$1.5M0.5%
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY30.6K$1.4M0.5%
NVDANVIDIA CORPORATION COM6.9K$1.4M0.5%
XLKTECHNOLOGY SELECT SECTOR SPDR6.1K$1.2M0.4%
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF46.9K$1.2M0.4%
NJANINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY19.4K$1.1M0.4%
EJANINNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY31.5K$1.1M0.4%
ACWIISHARES CORE MSCI EMERGING MARKETS ETF13.6K$1.1M0.4%
SCHFSCHWAB INTERNATIONAL EQUITY ETF39.4K$1.1M0.4%
IWMISHARES RUSSELL 2000 ETF3.1K$928,2520.3%
DIASPDR DOW JONES INDUSTRIAL ETF1.5K$786,1210.3%
SPGSIMON PROPERTY GROUP INC3.4K$753,6370.3%
SCHOSCHWAB SHORT-TERM US TREASURY ETF30.8K$744,5520.3%
GOOGLGOOGLE INC2.0K$699,2430.2%
EFAISHARES MSCI EAFE ETF6.5K$670,8970.2%
AMZNAMAZON.COM INC2.6K$631,1240.2%
TAXXBONDBLOXX IRM TAX-AWARE SHORT DURATION ETF12.4K$627,9080.2%
EEMISHARES MSCI EMERGING MARKETS ETF8.1K$557,1310.2%
QUALISHARES MSCI USA QUALITY FACTOR ETF2.2K$490,2070.2%
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST689$484,6010.2%
XOMEXXONMOBIL HOLDINGS CORP COM SHS3.5K$479,3400.2%
IEIISHARES 3-7 YEAR TREASURY BOND ETF3.6K$417,2400.1%
ITAISHARES U.S. AEROSPACE & DEFENSE ETF1.5K$362,7420.1%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW717$358,7800.1%
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF6.1K$353,4620.1%
DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY7.6K$347,8050.1%
IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF14.2K$329,5640.1%
VUGVANGUARD GROWTH ETF3.6K$310,1040.1%
URTHISHARES MSCI WORLD ETF1.5K$295,2460.1%
VTVVANGUARD VALUE ETF1.3K$292,1860.1%
MSFTMICROSOFT723$269,6710.1%
GOOGALPHABET INC CAP STK CL C652$230,4700.1%
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF645$221,1250.1%
AVIGAVANTIS CORE FIXED INCOME ETF5.1K$211,5540.1%
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF3.1K$211,5360.1%
Top Fund Holdings
13F
Top Fund Holdings

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