Instuitional Investor - Jdm Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Jdm Financial Group Llc |
| Portfolio Value | $120,533,337 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf | 69,463 | $30,341,241 | 25.17% | |
| 2. | IEF | 31,095 | $14,851,839 | 12.32% | |
| 3. | Spdr Portfolio Developed World Ex-Us Etf | 254,926 | $8,670,049 | 7.19% | |
| 4. | Vanguard Mid Cap | 30,632 | $7,126,132 | 5.91% | |
| 5. | Vanguard Small-Cap Etf | 32,475 | $6,927,843 | 5.74% |
