Instuitional Investor - Jdm Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Jdm Financial Group Llc |
| Portfolio Value | $259,352,536 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 263,197 | $30,445,684 | 11.74% | |
| 2. | State Street Spdr Portfolio Developed World Ex-Us Etf - ETF | 744,083 | $26,838,284 | 10.35% | |
| 3. | XONE | 532,397 | $26,795,504 | 10.33% | |
| 4. | Ishares 0-3 Month Treasury Bond Etf - ETF | 283,950 | $23,527,026 | 9.07% | |
| 5. | Vanguard S&P 500 Etf - ETF | 300,823 | $17,952,405 | 6.92% |
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