| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INV S&P 500 EQUAL ETF | 5 | Q4 2021 | 18.0% |
| SPDR INTERMED TRSY ETF | 5 | Q4 2021 | 14.0% |
| SPDR S&P SMALL CAP ETF | 5 | Q4 2021 | 7.8% |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 5 | Q4 2021 | 5.5% |
| SEL SECT RL EST SPDR ETF | 5 | Q4 2021 | 5.5% |
| INV OPTIMUM YLD K1 ETF | 5 | Q4 2021 | 4.4% |
| ISHS CORE S&P 500 ETF | 5 | Q4 2021 | 1.2% |
| APPLE INC | 5 | Q4 2021 | 0.6% |
| SPDR S&P SM CAP VALU ETF | 5 | Q4 2021 | 0.4% |
| VERIZON COMMUNICATIONS INC | 5 | Q4 2021 | 0.4% |
View JD Financial Services Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-16 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-18 |
| 13F-HR | 2021-02-16 |
View JD Financial Services Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.