Jdm Financial Group LLC
CIK Number: 0001960212
197.05M
Market Value
327
# of Holdings
6 months
Avg. Holding Period
36.04%
Win Rate
36.18%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 67.75K | +0.51% | 36.5M | 361.41 | 18.97% |
| 2 | BKLC | BNY Mellon US L... | 114.29 | +0.04% | 191.51K | +4.65% | 21.46M | 109.62 | 11.15% |
| 3 | XHLF | Bondbloxx Bloom... | 50.19 | +0.01% | 367.86K | +27.62% | 18.46M | 50.38 | 9.59% |
| 4 | IVV | iShares Core S&... | 599.22 | +0.05% | 24.67K | -0.43% | 14.52M | 389.5 | 7.55% |
| 5 | SPDW | SPDR Portfolio ... | 40.23 | +0.52% | 383.11K | +14.39% | 13.08M | 31.67 | 6.80% |
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