StockDriftsStockDriftsTop 50 JDM Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 11.74% | 263.2K | $30.4M | +21.50%(+46.57K) | $111.13(+28.65%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 10.35% | 744.1K | $26.8M | +13.70%(+89.65K) | $36.33(+37.81%) | 2026-03-31 | |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 10.33% | 532.4K | $26.8M | -3.61%(-19.95K) | $50.36(-0.34%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 9.07% | 283.9K | $23.5M | +24.29%(+55.49K) | $100.56(-0.12%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 6.92% | 300.8K | $18.0M | -23.77%(-93.80K) | $579.86(+18.10%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX | 5.29% | 21.0K | $13.7M | -1.39%(-295) | $376.35(+98.86%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 4.62% | 94.4K | $12.0M | +4.32%(+3.91K) | $224.99(+33.49%) | 2026-03-31 | |
| VO | VANGUARD MID CAP | 4.59% | 84.5K | $11.9M | +1.98%(+1.64K) | $63.05(+27.70%) | 2026-03-31 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 4.51% | 310.2K | $11.7M | +6.19%(+18.10K) | $39.19(+30.44%) | 2026-03-31 | |
| VNQ | VANGUARD REIT INDEX ETF | 3.84% | 140.7K | $10.0M | +5.87%(+7.80K) | $87.38(+12.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.33% | +49.45% |
| Top 20 Holdings Unweighted | +14.20% | +48.94% |
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