Jdm Financial Group LLC

CIK Number: 0001960212

192.41M
Market Value
330
# of Holdings
5 months
Avg. Holding Period
36.17%
Win Rate
41.06%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VOO Vanguard 500 In...
472.95
-2.26% 67.75K +0.51% 36.5M 361.41 18.97%
2 BKLC BNY Mellon US L...
98.16
-2.33% 191.51K +4.65% 21.46M 109.62 11.15%
3 XHLF Bondbloxx Bloom...
50.29
+0.01% 367.86K +27.62% 18.46M 50.38 9.59%
4 IVV iShares Core S&...
516.96
-2.22% 24.67K -0.43% 14.52M 389.5 7.55%
5 SPDW SPDR Portfolio ...
36.15
-0.44% 383.11K +14.39% 13.08M 31.67 6.80%

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