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CIK: 0001960212
Total reported value
$292.9M
$292.9M
406 檔
33.1%
At the close of Q3 2024, JDM Financial Group LLC disclosed equity holdings valued at approximately $292.9M, spread across 406 reported holdings.
In Q3 2024, JDM Financial Group LLC displayed an active expansion posture, initiating 49 new positions and adding to 70 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 406 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.34% | -0.14% | -9.24% | |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 10.90% | +0.03% | +9856.47% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 7.91% | -1.76% | +10231.65% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.77% | — | -23.23% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.84% | +0.73% | +7.40% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.62% | -0.09% | +10.56% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 5.48% | +0.01% | +10.94% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.52% | -0.14% | +19.95% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.17% | -0.09% | +20.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.07% | +0.05% | -13.25% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.01% | +1.78% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.10% | +0.22% | -42.54% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | +0.02% | -34.61% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.82% | +0.04% | -35.92% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.66% | +0.75% | -6.90% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.09% | -0.01% | -42.41% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.06% | -0.24% | — | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.06% | -1.37% | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | +0.14% | -18.32% | |
| 20 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.85% | -0.03% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | -0.10% | -1.18% | |
| 22 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.67% | -0.07% | -1.99% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | -0.21% | -3.36% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | -0.21% | +12.54% | |
| 25 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.43% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.02% | -20.17% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.01% | -34.01% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.34% | — | -0.93% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | -1.60% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.27% | +0.01% | -7.83% | |
| 31 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.24% | +0.02% | -28.20% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.23% | EXIT | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | +5.00% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | — | +3.63% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | +12.47% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | +0.14% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.02% | +3.07% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.19% | -0.01% | -39.41% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | — | +12.00% | |
| 40 | URTH | Ishares Msci World ETF | ETF-Other | 0.17% | — | -34.85% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.17% | — | -11.54% | |
| 42 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.17% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | +0.01% | — | |
| 44 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.15% | — | -5.64% | |
| 45 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.14% | — | -7.67% | |
| 46 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.14% | — | -7.39% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | -7.16% | |
| 48 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.12% | -0.02% | EXIT | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.12% | -0.01% | +5.68% | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.11% | — | -23.52% |
According to official SEC Form 13F filings, JDM Financial Group LLC reported a total U.S. public equity portfolio value of $292.9M across 406 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BKLC, XHLF) accounted for 33.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
IBDR
市值: $2.0M
Top Position Liquidated / Trimmed
AOK
前期市值: $424.6K
During Q3 2024, JDM Financial Group LLC's top holdings by market value included VOO (19.3%)、BKLC (10.9%)、XHLF (7.9%). The largest single position, VOO, represented 19.3% of total portfolio value.
In Q3 2024, JDM Financial Group LLC made 169 total portfolio adjustments, initiating 49 new buys, adding to 70 positions, trimming 37 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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