JDM Financial Group LLC
Q3 2025 13F Holdings
- Locationaustin, TX
- Num holdings
280
- Value ($000)
$238,576
- Date Filed10/21/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF | ETF | 09661T107 | $29.86M | 13 % | 232,605 | ||
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | ETF | 09789C788 | $26.59M | 11 % | 527,307 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $24.32M | 10 % | 58,199 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $23.10M | 10 % | 546,710 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $14.92M | 6 % | 22,290 | ||
VNQ VANGUARD REIT INDEX ETF | ETF | 922908553 | $11.86M | 5 % | 131,377 | ||
VO VANGUARD MID CAP | ETF | 922908629 | $11.19M | 5 % | 41,175 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $10.95M | 5 % | 46,027 | ||
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | $10.89M | 5 % | 108,179 | ||
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | $9.68M | 4 % | 208,948 |
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