Instuitional Investor - Jdm Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Jdm Financial Group Llc |
| Portfolio Value | $197,052,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 66,601 | $34,227,009 | 17.37% | |
| 2. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 213,344 | $22,682,734 | 11.51% | |
| 3. | Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf - ETF | 352,383 | $17,744,222 | 9% | |
| 4. | Spdr Portfolio Developed World Ex-Us Etf - ETF | 405,031 | $14,747,191 | 7.48% | |
| 5. | IEF | 24,436 | $13,730,852 | 6.97% |
