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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $239M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 280 New
Page 1 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF 232,605.0 $29.9M 12.52% NEW $128.38 +9.3%
2 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 527,307.0 $26.6M 11.14% NEW $50.42 -0.3%
3 VOO VANGUARD S&P 500 ETF 58,199.0 $24.3M 10.19% NEW $417.86 +61.4%
4 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 546,710.0 $23.1M 9.68% NEW $42.25 +16.2%
5 IVV ISHARES S&P 500 INDEX 22,290.0 $14.9M 6.25% NEW $669.31 +10.1%
6 VNQ VANGUARD REIT INDEX ETF 131,377.0 $11.9M 4.97% NEW $90.29 +5.5%
7 VO VANGUARD MID CAP 41,175.0 $11.2M 4.69% NEW $271.81 -72.0%
8 VB VANGUARD SMALL-CAP ETF 46,027.0 $10.9M 4.59% NEW $237.90 +17.3%
9 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 108,179.0 $10.9M 4.57% NEW $100.70 -0.1%
10 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 208,948.0 $9.7M 4.06% NEW $46.34 +8.8%
11 SPY SPDR S&P 500 ETF TRUST Financial Services 8,932.0 $5.9M 2.49% NEW $666.14 +10.1%
12 AAPL APPLE INC Technology 19,889.0 $5.1M 2.12% NEW $254.62 +17.4%
13 SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 45,702.0 $4.8M 2.00% NEW $104.51 +11.4%
14 SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 64,750.0 $3.6M 1.50% NEW $55.33 +8.6%
15 SPYM SPDR PORTFOLIO S&P 500 ETF 42,088.0 $3.3M 1.38% NEW $78.34 +10.2%
16 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 54,882.0 $3.3M 1.38% NEW $59.92 +15.1%
17 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 58,000.0 $2.7M 1.11% NEW $45.80 +6.8%
18 VWO VANGUARD FTSE EMERGING MARKETS ETF 38,667.0 $2.1M 0.88% NEW $54.18 +6.8%
19 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 42,108.0 $2.1M 0.86% NEW $48.86 +6.5%
20 IEFA ISHARES CORE MSCI EAFE ETF 22,757.0 $2.0M 0.83% NEW $87.31 +9.2%
Page 1 of 14  ·  280 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 40.1%
Technology 37.8%
Consumer Cyclical 4.8%
Communication Services 4.5%
Real Estate 3.6%
Healthcare 2.6%
Energy 2.2%
Industrials 1.7%
Consumer Defensive 1.5%
Utilities 1.1%