JDM Financial Group LLC
Q1 2025 13F Holdings
- Locationaustin, TX
- Num holdings
300
- Value ($000)
$197,053
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001960212
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $34.23M | 17 % | 66,601 | ||
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF | ETF | 09661T107 | $22.68M | 12 % | 213,344 | ||
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | ETF | 09789C788 | $17.74M | 9 % | 352,383 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $14.75M | 8 % | 405,031 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $13.73M | 7 % | 24,436 | ||
VO VANGUARD MID CAP | ETF | 922908629 | $10.35M | 5 % | 40,025 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $9.80M | 5 % | 44,174 | ||
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | $7.50M | 4 % | 190,498 | ||
VNQ VANGUARD REIT INDEX ETF | ETF | 922908553 | $6.20M | 3 % | 68,522 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $5.21M | 3 % | 9,317 |
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