JDM Financial Group LLC - Portfolio overview

JDM Financial Group LLC has 379 reported holdings in this dataset, with the latest filing dated 2026-05-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BKLC - BNY MELLON US LARGE CAP CORE EQUITY ETF, 11.52%
2. SPDW - STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF, 10.15%
3. XHLF - BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF, 10.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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