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| Name: |
JDM Financial Group LLC |
| City: |
ENCINO |
| State: |
CA |
| Zip: |
91436 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
6 |
- |
$534.01 |
$5,931,000 |
11,339 |
4.32% |
490,000 |
-108 |
0 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
12 |
- |
$196.89 |
$3,518,000 |
20,514 |
2.56% |
-579,000 |
-765 |
0 |
Personal Computers |
|
|
VWO |
Vanguard Emerging Markets S... |
14 |
- |
$43.22 |
$3,102,000 |
74,275 |
2.26% |
-17,000 |
-1,622 |
0.001 |
Closed - End Fund - E... |
|
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IEFA |
Ishares Core Msci Eafe |
15 |
- |
$0.00 |
$2,081,000 |
28,032 |
1.52% |
108,000 |
-21 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
16 |
- |
$1,208.88 |
$1,114,000 |
1,233 |
0.81% |
442,000 |
-124 |
0 |
Semiconductor - Speci... |
|
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IEMG |
Ishares Core Msci Emerging ... |
18 |
- |
$52.95 |
$939,000 |
18,205 |
0.68% |
5,000 |
-269 |
0 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
19 |
- |
$201.20 |
$918,000 |
4,367 |
0.67% |
37,000 |
-20 |
0 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
21 |
- |
$388.49 |
$705,000 |
1,772 |
0.51% |
-217,000 |
-676 |
0.002 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
23 |
- |
$81.27 |
$577,000 |
7,221 |
0.42% |
6,000 |
-362 |
0.001 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
25 |
- |
$42.04 |
$485,000 |
11,812 |
0.35% |
-5,000 |
-385 |
0 |
Closed - End Fund - E... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
29 |
- |
$534.67 |
$383,000 |
689 |
0.28% |
8,000 |
-51 |
0.002 |
Closed - End Fund - E... |
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GOOGL |
Alphabet Inc |
34 |
- |
$174.46 |
$316,000 |
2,093 |
0.23% |
0 |
-167 |
0 |
Search Engines & Info... |
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VTV |
Vanguard Value VIPERS |
39 |
- |
$160.39 |
$230,000 |
1,410 |
0.17% |
1,000 |
-120 |
0 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
54 |
- |
$175.95 |
$74,000 |
483 |
0.05% |
1,000 |
-37 |
0 |
Search Engines & Info... |
|
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IJR |
iShares Core S&P Small-Cap |
60 |
- |
$106.93 |
$69,000 |
626 |
0.05% |
-19,000 |
-190 |
0 |
Closed - End Fund - E... |
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DVY |
iShares Dow Select Div |
95 |
- |
$121.96 |
$28,000 |
225 |
0.02% |
-28,000 |
-250 |
0 |
Closed - End Fund - E... |
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IOO |
iShares S&P Global 100 Index |
215 |
- |
$95.05 |
$0 |
0 |
0% |
-33,000 |
-414 |
0 |
Closed - End Fund - E... |
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