JDM Financial Group LLC
Q4 2024 13F Holdings
- Locationaustin, TX
- Num holdings
357
- Value ($000)
$192,413
- Date Filed02/18/2025
- Form type13F-HR
- CIK0001960212
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $36.50M | 19 % | 67,750 | ||
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF | ETF | 09661T107 | $21.46M | 11 % | 191,515 | ||
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | ETF | 09789C788 | $18.46M | 10 % | 367,857 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $14.52M | 8 % | 24,666 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $13.08M | 7 % | 383,107 | ||
VO VANGUARD MID CAP | ETF | 922908629 | $10.29M | 5 % | 38,971 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $10.28M | 5 % | 42,766 | ||
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | $7.03M | 4 % | 183,168 | ||
VNQ VANGUARD REIT INDEX ETF | ETF | 922908553 | $5.81M | 3 % | 65,236 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $5.80M | 3 % | 9,896 |
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