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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $259M AUM 318 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 29 Added 25 Reduced 4 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 532,397.0 $26.8M 10.33% -20K -3.6% $50.33 -0.1%
2 VOO VANGUARD S&P 500 ETF 300,823.0 $18.0M 6.92% -94K -23.8% $59.68 +1044.3%
3 IVV ISHARES S&P 500 INDEX 20,997.0 $13.7M 5.29% -295.0 -1.4% $653.16 +14.2%
4 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 87,999.0 $2.2M 0.84% -48K -35.2% $24.91 -1.3%
5 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 40,367.0 $2.0M 0.77% -500.0 -1.2% $49.41 +5.9%
6 VWO VANGUARD FTSE EMERGING MARKETS ETF 34,563.0 $1.9M 0.72% -384.0 -1.1% $54.05 +8.6%
7 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 35,597.0 $1.6M 0.63% -29K -45.1% $45.86 -2.1%
8 XSVN BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF 32,626.0 $1.6M 0.60% -18K -35.1% $47.72 -1.8%
9 SCHO SCHWAB SHORT-TERM US TREASURY ETF 41,449.0 $1.0M 0.39% -18K -30.3% $24.27 -0.5%
10 JPMORGAN ULTRA-SHORT INCOME ETF 15,876.0 $803K 0.31% -314.0 -1.9% $50.61
11 IWM ISHARES RUSSELL 2000 ETF 3,103.0 $770K 0.30% -29.0 -0.9% $248.01 +13.9%
12 TAXX BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF 14,350.0 $725K 0.28% -2K -9.9% $50.55 +0.1%
13 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 5,856.0 $695K 0.27% -6K -50.5% $118.60 -1.2%
14 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 27,134.0 $658K 0.25% -796.0 -2.9% $24.24 -0.1%
15 QQQ POWERSHARES QQQ TR Financial Services 1,093.0 $631K 0.24% -15.0 -1.4% $577.12 +23.8%
16 TSLA TESLA MOTORS INC Consumer Cyclical 338.0 $126K 0.05% -187.0 -35.6% $371.75 +12.2%
17 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 4,883.0 $107K 0.04% -1K -22.9% $21.89 -0.6%
18 GILD GILEAD SCIENCES INC COM Healthcare 642.0 $90K 0.04% -26.0 -3.9% $139.42 -6.4%
19 GE GE AEROSPACE COM NEW Industrials 308.0 $87K 0.03% -26.0 -7.8% $284.04 +6.2%
20 BND VANGUARD TOTAL BOND MARKET ETF 488.0 $36K 0.01% -1K -73.7% $73.64 -1.0%
Page 1 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.7%
Technology 35.6%
Communication Services 4.8%
Consumer Cyclical 4.6%
Energy 3.5%
Real Estate 3.4%
Healthcare 2.6%
Consumer Defensive 1.7%
Industrials 1.5%
Utilities 1.3%