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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $258M AUM 248 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 27 Added 63 Reduced 57 Exited
Page 1 of 13  ·  248 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 216,631.0 $28.3M 11.00% -16K -6.9% $130.80 +7.3%
2 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 552,344.0 $27.8M 10.78% +25K +4.8% $50.25 +0.0%
3 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 654,429.0 $23.4M 9.07% +108K +19.7% $35.70 +37.5%
4 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 228,459.0 $22.9M 8.90% +120K +111.2% $100.38 +0.2%
5 VOO VANGUARD S&P 500 ETF 394,618.0 $19.4M 7.54% +336K +578.0% $49.21 +1270.7%
6 IVV ISHARES S&P 500 INDEX 21,292.0 $14.6M 5.66% -998.0 -4.5% $684.95 +7.6%
7 VO VANGUARD MID CAP 82,901.0 $11.3M 4.39% +42K +101.3% $136.28 -44.1%
8 VB VANGUARD SMALL-CAP ETF 90,503.0 $11.2M 4.34% +44K +96.6% $123.46 +126.0%
9 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 292,134.0 $10.8M 4.21% +83K +39.8% $37.10 +35.9%
10 VNQ VANGUARD REIT INDEX ETF 132,920.0 $9.2M 3.58% +2K +1.2% $69.38 +37.3%
11 SPY SPDR S&P 500 ETF TRUST Financial Services 8,858.0 $6.0M 2.35% -74.0 -0.8% $681.91 +7.6%
12 AAPL APPLE INC Technology 19,318.0 $5.3M 2.04% -571.0 -2.9% $271.86 +10.0%
13 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 104,059.0 $4.9M 1.90% +46K +79.4% $47.02 +4.0%
14 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 45,234.0 $4.8M 1.87% -468.0 -1.0% $106.70 +9.1%
15 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 64,329.0 $3.7M 1.42% -421.0 -0.7% $56.81 +5.8%
16 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 135,762.0 $3.4M 1.32% NEW $25.08 -2.5%
17 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 53,787.0 $3.4M 1.30% -1K -2.0% $62.47 +10.4%
18 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 40,746.0 $3.3M 1.27% -1K -3.2% $80.22 +7.6%
19 IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY 82,989.0 $3.0M 1.17% NEW $36.16 +3.4%
20 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 64,897.0 $3.0M 1.16% NEW $46.22 -3.9%
Page 1 of 13  ·  248 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 41.4%
Technology 36.9%
Consumer Cyclical 4.9%
Communication Services 4.8%
Real Estate 3.3%
Energy 2.4%
Healthcare 2.3%
Consumer Defensive 1.5%
Industrials 1.3%
Utilities 1.1%