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  Name: JDM Financial Group LLC
  City: ENCINO
  State: CA
  Zip: 91436
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $137,169,000
  Total Value Change : $16,632,000
  Securities Held Change : 3
   
All Securities Held : 213
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 39
  Unchanged Positions : 151
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 20 New $0.00 $710,000 3,885 0.52% 710,000 3,885 0.004    N/A
   (URTH)1 Year Chart         URTH iShares Msci World 27 New $146.73 $444,000 3,061 0.32% 444,000 3,061 0.003    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 53 New $0.00 $75,000 1,183 0.05% 75,000 1,183 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 136 New $96.77 $11,000 112 0.01% 11,000 112 0    Closed - End Fund - E...
   (JHMM)1 Year Chart         JHMM John Hancock Multifactor Mi... 161 New $56.63 $7,000 128 0.01% 7,000 128 0    N/A
   (MTAC)1 Year Chart         MTAC Medtech Acquisition Ord Shs... 186 New $0.00 $5,000 530 0% 5,000 530 0    N/A

      6 Records Found
  1    
Page 1 of 1
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