Fund HoldingsJDM Financial Group LLC

Total Portfolio Value
$259.35M
Total Bought
$11.99M
Total Sold
$9.57M
Net Transaction
+$2.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
654,429744,083+89,65423,36026,83810.35%+3,478
BNY MELLON US LARGE CAP CORE EQUITY ETF
US LRG CP CORE
0263,197+263,197030,44611.74%+30,446
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
292,134310,231+18,09710,83911,7004.51%+861
VANGUARD SMALL-CAP ETF90,50394,414+3,91111,17311,9734.62%+799
VANGUARD REIT INDEX ETF0140,723+140,72309,9633.84%+9,963
SCHWAB INTERNATIONAL EQUITY ETF14,83739,187+24,3503579700.37%+613
VANGUARD MID CAP82,90184,539+1,63811,29711,9034.59%+605
ISHARES 0-3 MONTH TREASURY BOND ETF237,166291,203+54,03723,09923,6609.12%+560
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
07,909+7,90901,8790.72%+1,879
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
013,990+13,99009760.38%+976
EXXON MOBIL CORP COM3,5063,50604225950.23%+173
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
023,667+23,66702,1430.83%+2,143
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
US EQTY PWR BUF
02,339+2,33901040.04%+104
SCHWAB 1-5 YEAR CORPORATE BOND ETF04,012+4,0120990.04%+99
VANGUARD FTSE DEVELOPED MARKETS ETF53,78753,935+1483,3603,4561.33%+96
ISHARES ESG OPTIMIZED MSCI USA ETF0696+6960920.04%+92
MICRON TECHNOLOGY INC COM(MU)0235+2350790.03%+79
ISHARES ESG MSCI KLD 400 ETF0445+4450540.02%+54
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
05,014+5,01406660.26%+666
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)68926,960+26,2714164510.17%+36
COSTCO WHOLESALE CORP(COST)0220+22002190.08%+219
AVANTIS CORE FIXED INCOME ETF9,91410,658+7444164430.17%+27
VANGUARD EUROPEAN0312+3120260.01%+26
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
0254+2540240.01%+24
AMAZON.COM INC(AMZN)02,608+2,60805430.21%+543
ISHARES U.S. EQUITY FACTOR ETF
U S EQUITY FACTR
0289+2890190.01%+19
ISHARES MSCI EMERGING MARKETS ETF8,1448,14404464620.18%+17
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
01,008+1,0080620.02%+62
BANCO SANTANDER SA ADR(SAN)01,474+1,4740170.01%+17
GE VERNOVA INC COM(GEV)7272047630.02%+16
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
64,32964,864+5353,6553,6701.42%+15
CHEVRON CORPORATION COM(CVX)0266+2660550.02%+55
AVANTIS SHORT-TERM FIXED INCOME ETF4,4354,768+3332092230.09%+14
ISHARES CURRENCY HEDGED MSCI EAFE ETF
HDG MSCI EAFE
0296+2960130.00%+13
SEMPRA ENERGY(SRE)01,400+1,40001360.05%+136
MKS INC. COM(MKSI)052+520120.00%+12
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
0241+2410110.00%+11
ISHARES CORE S&P MID-CAP ETF1,6951,815+1201121230.05%+11
LLOYDS BANKING GROUP PLC SPONSORED ADR(LYG)02,017+2,0170100.00%+10
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
INTRNL DEV JAN
82,98982,98903,0013,0111.16%+10
JOHNSON & JOHNSON COM(JNJ)0258+2580630.02%+63
EQUINIX INC COM(EQIX)045+450440.02%+44
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
06,537+6,53703160.12%+316
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
US SML CP PWR B
30,73330,73301,2731,2820.49%+9
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)027+27090.00%+9
BROADCOM INC COM(AVGO)438519+811521610.06%+9
NEWMONT CORP COM(NEM)080+80090.00%+9
WALMART INC COM(WMT)657657073820.03%+8
EAST WEST BANCORP INC COM(EWBC)076+76080.00%+8
NOVARTIS AG ADR(NVS)051+51080.00%+8
NVENT ELEC PLC SHS(NVT)065+65080.00%+8
GILEAD SCIENCES INC COM(GILD)668642-2682900.03%+7
ISHARES MSCI EAFE ETF6,4586,45806206270.24%+7
VANGUARD VALUE ETF01,341+1,34102630.10%+263
SIMON PROPERTY GROUP INC(SPG)03,361+3,36106270.24%+627
SHELL PLC SPON ADS(SHEL)072+72070.00%+7
WINTRUST FINL CORP COM(WTFC)047+47070.00%+7
TARGA RES CORP COM(TRGP)026+26070.00%+7
ISHARES U.S. AEROSPACE & DEFENSE ETF1,4951,496+13213270.13%+6
ISHARES MSCI EAFE VALUE ETF2,0882,08801491550.06%+6
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW(PHG)0219+219060.00%+6
SPDR GOLD ETF(GLD)171171068740.03%+6
PACKAGING CORP AMER COM(PKG)027+27060.00%+6
WILLIAMS SONOMA INC COM(WSM)031+31060.00%+6
BP PLC SPONSORED ADR(BP)0120+120060.00%+6
ISHARES RUSSELL 2000 VALUE0655+65501240.05%+124
HUBBELL INC COM(HUBB)011+11050.00%+5
AKRE FOCUS ETF
AKRE FOCUS ETF
098+98050.00%+5
ACUSHNET HLDGS CORP COM055+55050.00%+5
LEIDOS HOLDINGS INC COM(LDOS)033+33050.00%+5
SNAP ON INC COM(SNA)014+14050.00%+5
PERSPECTIVE THERAPEUTICS INC COM NEW03,500+3,5000150.01%+15
AMGEN INC(AMGN)0200+2000700.03%+70
CONOCOPHILLIPS COM(COP)0126+1260170.01%+17
LITTELFUSE INC COM(LFUS)014+14050.00%+5
NISOURCE INC COM(NI)0101+101050.00%+5
ALPHABET INC CAP STK CL C(GOOG)490552+621541580.06%+5
FIDELITY NATL FINL INC COM SHS(FNF)097+97040.00%+4
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY
EMRGNG MKT JAN
31,71331,71301,0721,0760.41%+4
EQUITABLE HLDGS INC COM0119+119040.00%+4
BRUNSWICK CORP COM(BC)060+60040.00%+4
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
0435+4350400.02%+40
CRANE COMPANY COMMON STOCK(CR)025+25040.00%+4
SONY GROUP CORP SPONSORED ADR(SONY)0205+205040.00%+4
LINCOLN ELEC HLDGS INC COM(LECO)017+17040.00%+4
STERIS PLC SHS USD(STE)019+19040.00%+4
RAYMOND JAMES FINL INC COM(RJF)029+29040.00%+4
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
3,1583,159+11831870.07%+4
LCI INDS COM(LCII)034+34040.00%+4
COMFORT SYS USA INC COM(FIX)03+3040.00%+4
ASSURED GUARANTY LTD COM(AGO)050+50040.00%+4
SCHWAB U.S. REIT ETF06,530+6,53001400.05%+140
HYATT HOTELS CORP COM CL A(H)026+26040.00%+4
EASTGROUP PPTYS INC COM(EGP)020+20040.00%+4
QUANTA SVCS INC COM029+290160.01%+16
HONDA MOTOR CO LTD ADR ECH CNV IN 3(HMC)0151+151040.00%+4
SANOFI SA SPONSORED ADR(SNY)076+76040.00%+4
SERVISFIRST BANCSHARES INC COM(SFBS)050+50040.00%+4
VANGUARD HIGH DIVIDEND YIELD INDEX ETF77777701111150.04%+4
CARDINAL HEALTH INC(CAH)61261201261290.05%+4
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