JD Financial Services Inc.
Q4 2021 13F Holdings
- Locationcarlisle, PA
- Num holdings
39
- Value ($000)
$121,334
- Date Filed02/11/2022
- Form type13F-HR
- CIK0001840561
- 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 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EPS WISDOMTREE U S LARGECAP ETF | LARGE US BL EQ | 97717W588 | $14.16M | 12 % | 281,271 | ||
AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF | INT LONG HI QUAL US BOND | 97717X511 | $13.03M | 11 % | 252,128 | ||
NDQ INVESCO QQQ ETF | LARGE US GRO EQ | 46090E103 | $9.65M | 8 % | 24,266 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | LARGE FOR EQ | 78463X889 | $9.09M | 8 % | 249,211 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | LARGE US BL EQ | 46137V357 | $9.00M | 7 % | 55,283 | ||
DON WISDOMTREE U S MID CAP DIVIDEND ETF | MID CAP US VAL EQ | 97717W505 | $8.09M | 7 % | 182,264 | ||
DGRW WISDOMTREE TRUST US DIV GRWTH FUND | LARGE US BL EQ | 97717X669 | $7.87M | 7 % | 119,513 | ||
XSOE WISDOMTREE EMERGING MKTS EX STATE OWNED ENTERPRISES ETF | EMERGING MARKETS EQUITY | 97717X578 | $7.00M | 6 % | 189,997 | ||
QHY WISDOMTREE U S HIGH YIELD CORP BOND ETF | INT LONG HY BOND | 97717X172 | $6.21M | 5 % | 118,420 | ||
DLS WISDOMTREE INTL SMALL CAP DIVIDEND ETF | SMALL FOR EQ | 97717W760 | $5.92M | 5 % | 80,334 |
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