242 is the total number of securities JDM Financial Group LLC has owned. The longest JDM Financial Group LLC has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VOO | VANGUARD S&P 500 ETF | 4 | 4 | 24.73% | 25.00% | 25.20% | Q4 2022 | Q3 2023 | 4 |
IVV | ISHARES S&P 500 INDEX | 4 | 4 | 11.91% | 12.16% | 12.46% | Q4 2022 | Q3 2023 | 4 |
SPDW | SPDR PORTFOLIO DEVELOP... | 4 | 4 | 7.04% | 7.37% | 7.63% | Q4 2022 | Q3 2023 | 4 |
VO | VANGUARD MID CAP | 4 | 4 | 5.86% | 5.95% | 6.15% | Q4 2022 | Q3 2023 | 4 |
VB | VANGUARD SMALL-CAP ETF | 4 | 4 | 5.63% | 5.69% | 5.85% | Q4 2022 | Q3 2023 | 4 |
SPY | SPDR S&P 500 ETF TRUST | 4 | 4 | 4.25% | 4.39% | 4.54% | Q4 2022 | Q3 2023 | 4 |
SPYG | SPDR PORTFOLIO S&P 500... | 4 | 4 | 3.48% | 3.58% | 3.73% | Q4 2022 | Q3 2023 | 4 |
SPEM | SPDR PORTFOLIO EMERGIN... | 4 | 4 | 3.36% | 3.47% | 3.59% | Q4 2022 | Q3 2023 | 4 |
SPYV | SPDR PORTFOLIO S&P 500... | 4 | 4 | 3.36% | 3.43% | 3.54% | Q4 2022 | Q3 2023 | 4 |
SPLG | SPDR PORTFOLIO S&P 500... | 4 | 4 | 3.32% | 3.40% | 3.49% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 2.84% | 3.35% | 3.72% | Q4 2022 | Q3 2023 | 4 |
VNQ | VANGUARD REIT INDEX ETF | 4 | 4 | 2.83% | 2.98% | 3.11% | Q4 2022 | Q3 2023 | 4 |
VWO | VANGUARD FTSE EMERGING... | 4 | 4 | 2.66% | 2.78% | 2.90% | Q4 2022 | Q3 2023 | 4 |
VEA | VANGUARD FTSE DEVELOPE... | 4 | 4 | 2.48% | 2.54% | 2.62% | Q4 2022 | Q3 2023 | 4 |
IEFA | ISHARES CORE MSCI EAFE... | 4 | 4 | 1.58% | 1.65% | 1.72% | Q4 2022 | Q3 2023 | 4 |
IEMG | ISHARES CORE MSCI EMER... | 4 | 4 | 0.79% | 0.84% | 0.94% | Q4 2022 | Q3 2023 | 4 |
DIA | SPDR DOW JONES INDUSTR... | 4 | 4 | 0.73% | 0.76% | 0.82% | Q4 2022 | Q3 2023 | 4 |
IWM | ISHARES RUSSELL 2000 ETF | 4 | 4 | 0.71% | 0.72% | 0.75% | Q4 2022 | Q3 2023 | 4 |
EFA | ISHARES MSCI EAFE ETF | 4 | 4 | 0.47% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
EEM | ISHARES MSCI EMERGING ... | 4 | 4 | 0.42% | 0.44% | 0.46% | Q4 2022 | Q3 2023 | 4 |
SPG | SIMON PROPERTY GROUP INC | 4 | 4 | 0.37% | 0.41% | 0.53% | Q4 2022 | Q3 2023 | 4 |
NVDA | NVIDIA CORPORATION COM | 4 | 4 | 0.19% | 0.40% | 0.54% | Q4 2022 | Q3 2023 | 4 |
SCHX | SCHWAB U.S. LARGE-CAP ETF | 4 | 4 | 0.36% | 0.38% | 0.38% | Q4 2022 | Q3 2023 | 4 |
XOM | EXXON MOBIL CORP COM | 4 | 4 | 0.33% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
IBTE | ISHARES IBONDS DEC 202... | 4 | 4 | 0.24% | 0.32% | 0.37% | Q4 2022 | Q3 2023 | 4 |
MDY | SPDR S&P MIDCAP 400 ET... | 4 | 4 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q3 2023 | 4 |
SPSM | SPDR PORTFOLIO S&P 600... | 4 | 4 | 0.25% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
VTV | VANGUARD VALUE ETF | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.18% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
GOOGL | GOOGLE INC | 4 | 4 | 0.19% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
IBTI | ISHARES IBONDS DEC 202... | 4 | 4 | 0.13% | 0.22% | 0.37% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON.COM INC | 4 | 4 | 0.18% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
VUG | VANGUARD GROWTH ETF | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SPMD | SPDR PORTFOLIO S&P 400... | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
AOK | ISHARES CORE CONSERVAT... | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
IWN | ISHARES RUSSELL 2000 V... | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
VV | VANGUARD LARGE-CAP ETF | 4 | 4 | 0.15% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ITA | ISHARES U.S. AEROSPACE... | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ABNB | AIRBNB INC COM CL A | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
QQQ | POWERSHARES QQQ TR | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
XLK | TECHNOLOGY SELECT SECT... | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SCZ | ISHARES MSCI EAFE SMAL... | 4 | 4 | 0.11% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SRE | SEMPRA ENERGY | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
IWF | ISHARES RUSSELL 1000 G... | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
GILD | GILEAD SCIENCES INC COM | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHOLESALE CORP | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
IVW | ISHARES S&P 500 GROWTH... | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BA | BOEING CO COM | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BAX | BAXTER INTL INC COM | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SCHE | SCHWAB EMERGING MARKET... | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
VBK | VANGUARD SMALL-CAP GRO... | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
VBR | VANGUARD SMALL CAP VAL... | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
IJR | ISHARES CORE S&P SMALL... | 4 | 4 | 0.02% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
VTI | VANGUARD TOTAL STOCK M... | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
AMGN | AMGEN INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PSK | SPDR ICE PREFERRED SEC... | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
GOOG | ALPHABET INC CAP STK CL C | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PFF | ISHARES S&P U.S. PREFE... | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PG | PROCTER AND GAMBLE CO COM | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DVY | ISHARES SELECT DIVIDEN... | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON COM | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ICF | ISHARES COHEN & STEERS... | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PANW | PALO ALTO NETWORKS INC... | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CAH | CARDINAL HEALTH INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
EQIX | EQUINIX INC COM | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MRK | MERCK & CO INC COM | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SCHD | SCHWAB US DIVIDEND EQU... | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BIDU | BAIDU COM ADR | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VOOV | VANGUARD S&P 500 VALUE... | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW COM | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PGX | INVESCO PREFERRED ETF | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
XLE | ENERGY SELECT SECTOR SPDR | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VOOG | VANGUARD S&P 500 GROWT... | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
V | VISA INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
TXN | TEXAS INSTRS INC COM | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
OEF | ISHARES TR S&P 100 IND... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
VT | VANGUARD TOTAL WORLD S... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
VXUS | VANGUARD TOTAL INTERNA... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IWD | ISHARES RUSSELL 1000 V... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
VEU | VANGUARD FTSE ALL-WORL... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WMT | WALMART INC COM | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IOO | ISHARES GLOBAL 100 ETF | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
USMV | ISHARES MSCI USA MIN V... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
VIG | VANGUARD DIVIDEND APPR... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GENERAL ELECTRIC CO CO... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 | |
ABT | ABBOTT LABS COM | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PGF | INVESCO FINANCIAL PREF... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INDA | ISHARES MSCI INDIA ETF | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GLD | SPDR GOLD ETF | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KO | COCA COLA CO COM | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ETN | EATON CORP PLC SHS | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WFC | WELLS FARGO CO NEW COM | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IWS | ISHARES RUSSELL MID-CA... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IBB | ISHARES BIOTECHNOLOGY ETF | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ISR | PERSPECTIVE THERAPEUTI... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MET | METLIFE INC COM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SCHG | SCHWAB U.S. LARGE-CAP ... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ITOT | ISHARES CORE S&P TOTAL... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SGOL | ABRDN PHYSICAL GOLD SH... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IEV | ISHARES EUROPE ETF | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NVO | NOVO-NORDISK A S ADR | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BAUG | INNOVATOR U.S. EQUITY ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BFEB | INNOVATOR U.S. EQUITY ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EWH | ISHARES INC MSCI HONG ... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IYW | ISHARES U.S. TECHNOLOG... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COP | CONOCOPHILLIPS COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MCD | MCDONALDS CORP COM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
QCOM | QUALCOMM INC COM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IWP | ISHARES RUSSELL MIDCAP... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
UNH | UNITEDHEALTH GROUP INC... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VTHR | VANGUARD RUSSELL 3000 ETF | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EW | EDWARDS LIFESCIENCES C... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CAPITAL GROUP DIVIDEND... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 | |
SCHV | SCHWAB U.S. LARGE-CAP ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SCHA | SCHWAB U.S. SMALL-CAP ETF | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
XLP | CONSUMER STAPLES SELEC... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BABA | ALIBABA GROUP HLDG LTD... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
XLI | INDUSTRIAL SELECT SECT... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IWO | ISHARES RUSSELL 2000 G... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CSCO | CISCO SYS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AVGO | BROADCOM INC COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IFN | INDIA FUND INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TGT | TARGET CORP COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IPG | INTERPUBLIC GROUP COS ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CVS | CVS HEALTH CORP COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JPM | JPMORGAN CHASE & CO COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SMIN | ISHARES MSCI INDIA SMA... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ORLY | OREILLY AUTOMOTIVE INC... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NOC | NORTHROP GRUMMAN CORP COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WM | WASTE MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JD | JD.COM INC SPON ADR CL A | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMD | ADVANCED MICRO DEVICES... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JPST | JPMORGAN ULTRA-SHORT I... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PPA | INVESCO AEROSPACE & DE... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MA | MASTERCARD INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DIS | DISNEY WALT CO COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RUN | SUNRUN INC COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TMUS | T-MOBILE US INC COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CNC | CENTENE CORP DEL COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PM | PHILIP MORRIS INTL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ADP | AUTOMATIC DATA PROCESS... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EXC | EXELON CORP COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DFS | DISCOVER FINANCIAL SER... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RTX | RTX CORPORATION COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INFL | HORIZON KINETICS INFLA... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MTZ | MASTEC INC COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SNPS | SYNOPSYS INC COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMT | AMERICAN TOWER CORP NE... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LLY | LILLY ELI & CO COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SBUX | STARBUCKS CORP COM | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SII | SPROTT INC COM NEW | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CREE INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 | |
TRV | TRAVELERS COMPANIES IN... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IEUS | ISHARES MSCI EUROPE SM... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CONSTELLATION ENERGY C... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 | |
NEE | NEXTERA ENERGY INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DHR | DANAHER CORPORATION COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CME | CME GROUP INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAH | BOOZ ALLEN HAMILTON HL... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TD | TORONTO DOMINION BK ON... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JETS | U.S. GLOBAL JETS ETF | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MOO | MARKET VECTORS ETF TRU... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WCN | WASTE CONNECTIONS INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CEF | SPROTT PHYSICAL GOLD &... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MRNA | MODERNA INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LIT | GLOBAL X LITHIUM & BAT... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
UNP | UNION PAC CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BND | VANGUARD TOTAL BOND MA... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ESGR | ENSTAR GROUP LIMITED SHS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SLYG | SPDR S&P 600 SMALL CAP... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LMT | LOCKHEED MARTIN CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VNOM | VIPER ENERGY PARTNERS ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRO | BROWN & BROWN INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XLU | UTILITIES SELECT SECTO... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PBW | POWERSHARES WILDERHILL... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VGK | VANGUARD EUROPEAN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
C | CITIGROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MJ | ETFMG ALTERNATIVE HARV... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CCL | CARNIVAL CORP COMMON S... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
F | FORD MOTOR COMPANY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
REAL | THE REALREAL INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CRTX | QUINCE THERAPEUTICS IN... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IBTF | ISHARES IBONDS DEC 202... | 3 | 3 | 0.24% | 0.30% | 0.34% | Q4 2022 | Q2 2023 | 3 |
IBTG | ISHARES IBONDS DEC 202... | 3 | 3 | 0.19% | 0.24% | 0.27% | Q4 2022 | Q2 2023 | 3 |
IBTH | ISHARES IBONDS DEC 202... | 3 | 3 | 0.13% | 0.17% | 0.19% | Q4 2022 | Q2 2023 | 3 |
IJH | ISHARES CORE S&P MID-C... | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
VSS | VANGUARD FTSE ALL-WORL... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SCHF | SCHWAB INTERNATIONAL E... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BILS | SPDR BLOOMBERG 3-12 MO... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PJAN | INNOVATOR U.S. EQUITY ... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SCHM | SCHWAB U.S. MID-CAP ETF | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SYLD | CAMBRIA SHAREHOLDER YI... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FRC | FIRST REP BK SAN FRANC... | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 | |
ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ASML | ASML HOLDING N V N Y R... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BOTZ | GLOBAL X ROBOTICS & AR... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
IRBO | ISHARES ROBOTICS AND A... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
XAR | SPDR S&P AEROSPACE & D... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
XLV | HEALTH CARE SELECT SEC... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SPROTT URANIUM MINERS ETF | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 | |
NFLX | NETFLIX INC COM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AFRM | AFFIRM HLDGS INC COM CL A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BSX | BOSTON SCIENTIFIC CORP... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PFE | PFIZER INC COM | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
PAYX | PAYCHEX INC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ABBV | ABBVIE INC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
AMCR | AMCOR PLC ORD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
AEP | AMERICAN ELEC PWR CO I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ISRG | INTUITIVE SURGICAL INC... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UPS | UNITED PARCEL SERVICE ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
GPC | GENUINE PARTS CO COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
HIG | HARTFORD FINL SVCS GRO... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
JEF | JEFFERIES FINL GROUP I... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ENB | ENBRIDGE INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NTR | NUTRIEN LTD COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
VZ | VERIZON COMMUNICATIONS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CAT | CATERPILLAR INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VIR | VIR BIOTECHNOLOGY INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PWR | QUANTA SVCS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VITESSE ENERGY INC COM... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
SO | SOUTHERN CO COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
TSLA | TESLA MOTORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CWI | STREETTRACKS INDEX SHS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BJAN | INNOVATOR U.S. EQUITY ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VYM | VANGUARD HIGH DIVIDEND... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KBH | KB HOME COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ZTS | ZOETIS INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TSN | TYSON FOODS INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MAS | MASCO CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MKC | MCCORMICK & CO INC COM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DIMENSIONAL INTERNATIO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
MRTX | MIRATI THERAPEUTICS IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VCIT | VANGUARD INTERMEDIATE-... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SDY | SPDR S&P DIVIDEND ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KBWP | INVESCO KBW PROPERTY &... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOVT | ISHARES U.S. TREASURY ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PSI | INVESCO DYNAMIC SEMICO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ATVI | ACTIVISION BLIZZARD IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NIO | NIO INC SPON ADS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including VANGUARD S&P 500 ETF, ISHARES S&P 500 INDEX, and SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF, are the highest-conviction holdings of JDM Financial Group LLC.
The conviction is calculated by counting the number of quarters a security has been reported by JDM Financial Group LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that JDM Financial Group LLC owns currently or has owned in the past.