JDM Financial Group LLC 13F Holdings

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Disclosed positions

JDM Financial Group LLC: source evidence dated 2026-08-19T03:59:59.999Z.

Issuer: BNY MELLON US LARGE CAP CORE EQUITY ETF
Ticker: BKLC
Class: ETF
Reported value: $34,485,741
Reported amount: 343,702
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001960212-26-000003

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Disclosed positions

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BNY MELLON US LARGE CAP CORE EQUITY ETF	BKLC	ETF	$34,485,741	343,702	SH	None
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	SPDW	ETF	$32,455,641	884,654	SH	None
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF	XHLF	ETF	$25,089,893	498,806	SH	None
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	ETF	$22,541,223	274,586	SH	None
VANGUARD S&P 500 ETF	VOO	ETF	$19,859,088	340,560	SH	None
ISHARES S&P 500 INDEX	IVV	ETF	$15,491,162	20,687	SH	None
VANGUARD SMALL-CAP ETF	VB	ETF	$13,575,430	120,569	SH	None
VANGUARD MID CAP	VO	ETF	$13,172,090	229,896	SH	None
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	SPEM	ETF	$12,787,928	337,825	SH	None
VANGUARD REIT INDEX ETF	VNQ	ETF	$10,986,144	163,751	SH	None
STATE STREET SPDR S&P 500 ETF	SPY	ETF	$6,637,568	8,888	SH	None
JPMORGAN ULTRA-SHORT INCOME ETF	JPST	ETF	$6,369,483	125,954	SH	None
VANGUARD FTSE DEVELOPED MARKETS ETF	VEA	ETF	$6,092,750	85,512	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	SPYG	ETF	$5,730,985	48,164	SH	None
APPLE INC	AAPL	Stock	$5,574,077	19,263	SH	None
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY	PJAN	ETF	$5,124,640	103,549	SH	None
T. ROWE PRICE ULTRA SHORT-TERM BOND ETF	TBUX	ETF	$4,293,972	86,276	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	SPYV	ETF	$4,277,951	70,373	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 ETF	SPYM	ETF	$3,576,504	40,698	SH	None
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY	IJAN	ETF	$3,142,506	82,524	SH	None
ISHARES CORE MSCI EAFE ETF	IEFA	ETF	$2,835,493	29,359	SH	None
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF	BUFF	ETF	$2,159,933	41,001	SH	None
VANGUARD FTSE EMERGING MARKETS ETF	VWO	ETF	$2,067,087	34,630	SH	None
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY	DDFJ	ETF	$1,878,941	95,040	SH	None
ISHARES S&P 500 GROWTH ETF	IVW	ETF	$1,554,099	11,300	SH	None
INVESCO NASDAQ 100 ETF	QQQM	ETF	$1,498,413	4,946	SH	None
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY	KJAN	ETF	$1,394,498	30,561	SH	None
NVIDIA CORPORATION COM	NVDA	Stock	$1,380,474	6,899	SH	None
TECHNOLOGY SELECT SECTOR SPDR	XLK	ETF	$1,165,598	6,118	SH	None
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	SCHR	ETF	$1,157,246	46,928	SH	None
INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY	NJAN	ETF	$1,143,040	19,367	SH	None
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY	EJAN	ETF	$1,135,172	31,535	SH	None
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	ETF	$1,130,605	13,648	SH	None
SCHWAB INTERNATIONAL EQUITY ETF	SCHF	ETF	$1,092,028	39,423	SH	None
ISHARES RUSSELL 2000 ETF	IWM	ETF	$928,252	3,090	SH	None
SPDR DOW JONES INDUSTRIAL ETF	DIA	ETF	$786,121	1,505	SH	None
SIMON PROPERTY GROUP INC	SPG	REIT	$753,637	3,370	SH	None
SCHWAB SHORT-TERM US TREASURY ETF	SCHO	ETF	$744,552	30,843	SH	None
GOOGLE INC	GOOGL	Stock	$699,243	1,957	SH	None
ISHARES MSCI EAFE ETF	EFA	ETF	$670,897	6,458	SH	None
AMAZON.COM INC	AMZN	Stock	$631,124	2,648	SH	None
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF	TAXX	ETF	$627,908	12,375	SH	None
ISHARES MSCI EMERGING MARKETS ETF	EEM	ETF	$557,131	8,144	SH	None
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	ETF	$490,207	2,234	SH	None
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	MDY	ETF	$484,601	689	SH	None
EXXONMOBIL HOLDINGS CORP COM SHS	XOM	Stock	$479,340	3,506	SH	None
ISHARES 3-7 YEAR TREASURY BOND ETF	IEI	ETF	$417,240	3,552	SH	None
ISHARES U.S. AEROSPACE & DEFENSE ETF	ITA	ETF	$362,742	1,496	SH	None
BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK.B	Stock	$358,780	717	SH	None
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	SPSM	ETF	$353,462	6,129	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.