Instuitional Investor - Jdm Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Jdm Financial Group Llc |
| Portfolio Value | $257,586,600 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 216,631 | $28,335,328 | 11% | |
| 2. | XONE | 552,344 | $27,755,262 | 10.78% | |
| 3. | Spdr Portfolio Developed World Ex-Us Etf - ETF | 654,429 | $23,359,986 | 9.07% | |
| 4. | Ishares 0-3 Month Treasury Bond Etf - ETF | 228,459 | $22,932,720 | 8.9% | |
| 5. | Vanguard S&P 500 Etf - ETF | 394,618 | $19,420,104 | 7.54% |
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