$104 Million is the total value of JDM Financial Group LLC's 218 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 4 | Q3 2023 | 25.2% |
| ISHARES S&P 500 INDEX | 4 | Q3 2023 | 12.5% |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 4 | Q3 2023 | 7.6% |
| VANGUARD MID CAP | 4 | Q3 2023 | 6.1% |
| VANGUARD SMALL-CAP ETF | 4 | Q3 2023 | 5.9% |
| SPDR S&P 500 ETF TRUST | 4 | Q3 2023 | 4.5% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 4 | Q3 2023 | 3.7% |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 4 | Q3 2023 | 3.6% |
| SPDR PORTFOLIO S&P 500 VALUE ETF | 4 | Q3 2023 | 3.5% |
| SPDR PORTFOLIO S&P 500 ETF | 4 | Q3 2023 | 3.5% |
View JDM Financial Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR/A | 2023-01-18 |
| 13F-HR | 2023-01-11 |
View JDM Financial Group LLC'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.