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JDM Financial Group LLC

Q3 2025 Holdings

Filed 2025-10-21 | 280 holdings | $238.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Large-Cap ETF(VV)ETF922908637$74.2K2410.0%
Dimensional US Marketwide Value ETF(DFUV)ETF25434V724$84.8K1,8980.0%
Boeing Co COM(BA)Stock097023105$85.3K3950.0%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$89.7K7550.0%
GE Aerospace COM New(GE)Stock369604301$92.1K3060.0%
Cardinal Health Inc(CAH)Stock14149Y108$96.1K6120.0%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$106.2K1,1830.0%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$109.5K7770.0%
Palo Alto Networks Inc COM(PANW)Stock697435105$109.7K3420.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$110.6K1,6950.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$115.0K5330.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$120.2K9960.1%
Ishares Russell 2000 Value(IWN)ETF464287630$121.1K6850.1%
Sempra Energy(SRE)Stock816851109$126.0K1,4000.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$137.0K5630.1%
Vanguard Total Bond Market ETF(BND)ETF921937835$138.0K1,8550.1%
Ishares Ibonds DEC 2030 Term Corporate ETF(IBDV)ETF46436E726$141.1K6,3700.1%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$141.6K2,0880.1%
Broadcom Inc COM(AVGO)Stock11135F101$144.5K4380.1%
Airbnb Inc COM CL A(ABNB)Stock009066101$145.0K1,1940.1%
Innovator U.S. Equity Power Buffer ETF - April(PAPR)ETF45782C870$146.1K3,8080.1%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$165.4K6450.1%
Schwab U.S. REIT ETF(SCHH)ETF808524847$171.1K7,9330.1%
Meta Platforms Inc CL A(META)Stock30303M102$176.9K2410.1%
Spdr Portfolio S&P 400 Mid Cap ETF(SPMD)ETF78464A847$182.3K3,1870.1%
Costco Wholesale Corp(COST)Stock22160K105$217.5K2350.1%
Tesla Motors Inc(TSLA)Stock88160R101$231.7K5210.1%
Vanguard Value ETF(VTV)ETF922908744$258.3K1,3850.1%
Ishares Msci World ETF(URTH)ETF464286392$264.5K1,4570.1%
Innovator U.S. Equity Power Buffer ETF - MAY(PMAY)ETF45782C318$271.5K6,9800.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$307.0K11,6550.1%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)ETF78468R853$308.7K6,6640.1%
Ishares U.S. Aerospace & Defense ETF(ITA)ETF464288760$312.9K1,4950.1%
Schwab International Equity ETF(SCHF)ETF808524805$335.8K14,4250.1%
Vanguard Growth ETF(VUG)ETF922908736$356.8K7440.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$373.0K7420.2%
Microsoft(MSFT)Stock594918104$390.2K7530.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$395.3K3,5060.2%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$410.7K6890.2%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$441.2K8,2620.2%
Ishares Msci USA Quality Factor ETF(QUAL)ETF46432F339$474.8K2,4410.2%
Innovator International Developed Power Buffer ETF February(IFEB)ETF45783Y350$480.6K16,3610.2%
Google Inc(GOOGL)Stock02079K305$530.2K2,1810.2%
Amazon.com Inc(AMZN)Stock023135106$531.1K2,4190.2%
Ishares Msci Eafe ETF(EFA)ETF464287465$618.4K6,6230.3%
Technology Select Sector Spdr(XLK)ETF81369Y803$633.6K2,2480.3%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$665.7K13,1220.3%
Spdr DOW Jones Industrial ETF(DIA)ETF78467X109$697.9K1,5050.3%
Simon Property Group Inc(SPG)REIT828806109$717.4K3,8220.3%
Powershares QQQ TR(QQQ)ETF46090E103$720.9K1,2010.3%
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