Instuitional Investor - Jdm Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Jdm Financial Group Llc |
| Portfolio Value | $238,575,874 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 232,605 | $29,861,766 | 12.52% | |
| 2. | XONE | 527,307 | $26,586,818 | 11.14% | |
| 3. | Vanguard S&P 500 Etf - ETF | 58,199 | $24,319,317 | 10.19% | |
| 4. | Spdr Portfolio Developed World Ex-Us Etf - ETF | 546,710 | $23,099,620 | 9.68% | |
| 5. | IEF | 22,290 | $14,918,969 | 6.25% |
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