Instuitional Investor - Jdm Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Jdm Financial Group Llc |
| Portfolio Value | $211,915,908 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 65,784 | $37,367,157 | 17.63% | |
| 2. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 235,158 | $27,849,821 | 13.14% | |
| 3. | Spdr Portfolio Developed World Ex-Us Etf - ETF | 422,738 | $17,116,675 | 8.08% | |
| 4. | IEF | 24,404 | $15,152,407 | 7.15% | |
| 5. | Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf - ETF | 252,185 | $12,694,992 | 5.99% |
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