JDM Financial Group LLC: 13F holdings
CIK 19602122026Q2
| Positions | 332 |
|---|
| Reported value | $292.9m |
|---|
| Filed | 2026-08-18 |
|---|
Change since last quarter
| Positions | 332 (+14 vs prior quarter) |
|---|
| Reported value | $292.9m (+6.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF | 343,702 | $34.5m | 11.8% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 884,654 | $32.5m | 11.1% |
| XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 498,806 | $25.1m | 8.6% |
| SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 274,586 | $22.5m | 7.7% |
| VOO VANGUARD S&P 500 ETF | 340,560 | $19.9m | 6.8% |
| IVV ISHARES S&P 500 INDEX | 20,687 | $15.5m | 5.3% |
| VB VANGUARD SMALL-CAP ETF | 120,569 | $13.6m | 4.6% |
| VO VANGUARD MID CAP | 229,896 | $13.2m | 4.5% |
| SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 337,825 | $12.8m | 4.4% |
| VNQ VANGUARD REIT INDEX ETF | 163,751 | $11.0m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1960212")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples