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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

JDM Financial Group LLC

Quarter ended Q1 2023 · Filed January 18, 2023 · Accession 0001095449-23-000011

Total Value
$104.5M
Positions
218
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (218)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF92290836373,559$25.8M24.73%
2ISHARES S&P 500 INDEX46428720032,856$12.6M12.08%
3SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889268,601$8.0M7.63%
4VANGUARD MID CAP 92290862931,514$6.4M6.15%
5VANGUARD SMALL-CAP ETF92290875133,307$6.1M5.85%
6SPDR S&P 500 ETF TRUSTSPY11,606$4.4M4.25%
7SPDR PORTFOLIO EMERGING MARKETS ETF78463X509113,683$3.7M3.59%
8SPDR PORTFOLIO S&P 500 VALUE ETF78464A50895,043$3.7M3.54%
9SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40971,941$3.6M3.49%
10SPDR PORTFOLIO S&P 500 ETF78464A85479,238$3.6M3.41%
11VANGUARD REIT INDEX ETF92290855339,437$3.3M3.11%
12VANGUARD FTSE EMERGING MARKETS ETF92204285877,825$3.0M2.90%
13APPLE INCAAPL22,807$3.0M2.84%
14VANGUARD FTSE DEVELOPED MARKETS ETF92194385865,221$2.7M2.62%
15ISHARES CORE MSCI EAFE ETF46432F84226,724$1.6M1.58%
16ISHARES CORE MSCI EMERGING MARKETS ETF46434G10321,148$987,6130.95%
17SPDR DOW JONES INDUSTRIAL ETF78467X1092,592$858,6860.82%
18ISHARES RUSSELL 2000 ETF4642876554,478$780,8350.75%
19SIMON PROPERTY GROUP INC8288061094,680$549,7570.53%
20ISHARES MSCI EAFE ETF4642874657,925$520,1720.50%
21ISHARES MSCI EMERGING MARKETS ETF46428723412,760$483,6170.46%
22EXXON MOBIL CORP COMXOM3,506$386,7120.37%
23SCHWAB U.S. LARGE-CAP ETF8085242018,442$381,1510.36%
24SPDR S&P MIDCAP 400 ETF TRUSTMDY739$327,3820.31%
25SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8538,111$299,8490.29%
26BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A946$292,2190.28%
27VANGUARD VALUE ETF9229087441,871$262,6770.25%
28ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E87410,494$250,2830.24%
29ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E86610,715$249,4410.24%
30SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8475,308$225,5870.22%
31GOOGLE INCGOOG2,300$202,9290.19%
32ISHARES IBONDS DEC 2026 TERM TREASURY ETF46436E8588,744$198,6240.19%
33NVIDIA CORPORATION COMNVDA1,356$198,2180.19%
34VANGUARD GROWTH ETF922908736911$194,1430.19%
35AMAZON.COM INCAMZN2,200$184,8000.18%
36ISHARES RUSSELL 2000 VALUE4642876301,300$180,3270.17%
37MICROSOFTMSFT706$169,2840.16%
38ISHARES MSCI EAFE SMALL CAP ETF4642882732,876$162,4360.16%
39VANGUARD LARGE-CAP ETF922908637898$156,3730.15%
40ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,348$150,7550.14%
41ISHARES CORE CONSERVATIVE ALLOCATION ETF4642898834,220$141,8400.14%
42ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E8416,226$138,5000.13%
43ISHARES IBONDS DEC 2028 TERM TREASURY ETF46436E8336,269$137,5420.13%
44POWERSHARES QQQ TRIVZ459$122,2870.12%
45SEMPRA ENERGYSREA735$113,5870.11%
46TECHNOLOGY SELECT SECTOR SPDR81369Y803876$109,0520.10%
47AIRBNB INC COM CL AABNB1,194$102,0870.10%
48GILEAD SCIENCES INC COMGILD1,111$95,3990.09%
49BAXTER INTL INC COM0718131091,645$83,8460.08%
50JOHNSON & JOHNSON COMJNJ472$83,2900.08%
51ISHARES RUSSELL 1000 GROWTH ETF464287614373$79,9760.08%
52COSTCO WHOLESALE CORP22160K105173$78,9750.08%
53ISHARES S&P 500 GROWTH ETF4642873091,300$76,0500.07%
54SCHWAB EMERGING MARKETS EQUITY ETF8085247063,022$71,5260.07%
55SPDR ICE PREFERRED SECURITIES ETF78464A2922,165$71,0550.07%
56BOEING CO COMBA-PA370$70,4810.07%
57ISHARES S&P U.S. PREFERRED STOCK ETF4642886872,235$68,2350.07%
58AMGEN INCAMGN259$67,8920.06%
59PROCTER AND GAMBLE CO COM742718109442$66,9900.06%
60VANGUARD SMALL CAP VALUE ETF922908611405$64,3140.06%
61VANGUARD SMALL-CAP GROWTH ETF922908595320$64,1920.06%
62VANGUARD TOTAL STOCK MARKET ETF922908769307$58,6950.06%
63ISHARES SELECT DIVIDEND ETF464287168475$57,2850.05%
64ISHARES COHEN & STEERS REIT ETF464287564980$53,7430.05%
65MERCK & CO INC COMMRK469$52,0360.05%
66INVESCO PREFERRED ETFIVZ4,520$50,5340.05%
67CARDINAL HEALTH INCCAH612$47,0440.05%
68ALPHABET INC CAP STK CL CGOOG520$46,1400.04%
69SCHWAB US DIVIDEND EQUITY ETF808524797609$46,0170.04%
70PFIZER INC COMPFE847$43,4000.04%
71EQUINIX INC COMEQIX66$43,2320.04%
72TEXAS INSTRS INC COM882508104256$42,2960.04%
73CHEVRON CORP NEW COMCVX232$41,6420.04%
74COCA COLA CO COMKO654$41,5690.04%
75VANGUARD S&P 500 VALUE ETF921932703290$40,6170.04%
76ENERGY SELECT SECTOR SPDR81369Y506443$38,7490.04%
77BAIDU COM ADR BAIDF325$37,1740.04%
78VANGUARD S&P 500 GROWTH ETF921932505160$33,7500.03%
79VANGUARD TOTAL WORLD STOCK ETF922042742377$32,4940.03%
80VANGUARD DIVIDEND APPRECIATION ETF921908844213$32,3440.03%
81PALO ALTO NETWORKS INC COMPANW228$31,8150.03%
82ISHARES TR S&P 100 INDEX FUND464287101185$31,5550.03%
83ISHARES RUSSELL 1000 VALUE ETF464287598207$31,4510.03%
84VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768602$31,1260.03%
85VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775594$29,8020.03%
86VISA INCV140$29,1490.03%
87WALMART INC COMWMT198$28,0390.03%
88ISHARES MSCI USA MIN VOL FACTOR ETF46429B697383$27,6140.03%
89TESLA MOTORS INC TSLA216$26,6070.03%
90MCDONALDS CORP COMMCD100$26,3530.03%
91ABBOTT LABS COMABLZF240$26,3500.03%
92ISHARES CORE S&P SMALL CAP ETF464287804277$26,2570.03%
93ISHARES GLOBAL 100 ETF464287572408$26,1370.03%
94HOME DEPOTHD77$24,3210.02%
95GENERAL ELECTRIC CO COM NEW369604301271$22,6750.02%
96INVESCO FINANCIAL PREFERRED ETFIVZ1,550$22,3180.02%
97ISHARES MSCI INDIA ETF46429B598533$22,2500.02%
98METLIFE INC COMMET-PF280$20,2640.02%
99EATON CORP PLC SHSETN124$19,4620.02%
100WELLS FARGO CO NEW COM949746101465$19,2000.02%
101PAYCHEX INC COMPAYX162$18,7210.02%
102ISHARES BIOTECHNOLOGY ETF464287556139$18,1970.02%
103ISHARES RUSSELL MID-CAP VALUE ETF464287473167$17,5490.02%
104ABBVIE INC COMABBV107$17,2920.02%
105SPDR GOLD ETFGLD100$16,9640.02%
106ISHARES INC MSCI HONG KONG INDEX FD464286871758$15,9300.02%
107CONOCOPHILLIPS COMCOP126$14,8680.01%
108ABRDN PHYSICAL GOLD SHARES ETF00326A104850$14,8500.01%
109ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150172$14,5860.01%
110STREETTRACKS INDEX SHS FDS MSCI ACWI EX US ETF78463X848600$14,4360.01%
111ISHARES EUROPE ETF464287861314$14,1990.01%
112CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308189$14,0900.01%
113QUALCOMM INC COMQCOM125$13,7430.01%
114AMCOR PLC ORDAMCCF1,141$13,5890.01%
115INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARYINHD450$13,4720.01%
116INNOVATOR U.S. EQUITY BUFFER ETF - JANUARYINHD406$13,4140.01%
117INNOVATOR U.S. EQUITY BUFFER ETF - AUGUSTINHD445$13,3290.01%
118SCHWAB U.S. LARGE-CAP GROWTH ETF808524300238$13,2230.01%
119TARGET CORP COMTGT88$13,1160.01%
120NOVO-NORDISK A S ADRNONOF95$12,8570.01%
121ISHARES RUSSELL 2000 GROWTH ETF46428764858$12,3440.01%
122JD.COM INC SPON ADR CL AJDCMF204$11,4470.01%
123CVS HEALTH CORP COMCVS122$11,3690.01%
124ISHARES U.S. TECHNOLOGY ETF464287721151$11,2500.01%
125ISHARES RUSSELL MIDCAP GROWTH ETF464287481133$11,1440.01%
126SCHWAB U.S. LARGE-CAP VALUE ETF808524409161$10,6290.01%
127CISCO SYS INCCSCO221$10,5280.01%
128JPMORGAN CHASE & CO COMVYLD77$10,3260.01%
129VANGUARD RUSSELL 3000 ETF92206C59959$10,1330.01%
130EDWARDS LIFESCIENCES CORP COMEW135$10,0720.01%
131NORTHROP GRUMMAN CORP COMNOC18$9,9220.01%
132INDUSTRIAL SELECT SECTOR SPDR81369Y704100$9,8210.01%
133ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY110$9,6900.01%
134SUNRUN INC COMRUN400$9,6080.01%
135AMERICAN TOWER CORP NEW COM03027X10045$9,5340.01%
136VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640687$9,4140.01%
137INTERPUBLIC GROUP COS INC COMINTR272$9,0600.01%
138CAPITAL GROUP DIVIDEND VALUE ETF14020W106379$8,9410.01%
139AMERICAN ELEC PWR CO INC COM02553710193$8,7830.01%
140ISORAY INC COMCATX35,000$8,6490.01%
141OREILLY AUTOMOTIVE INC COM67103H10710$8,4400.01%
142ISHARES MSCI INDIA SMALL CAP ETF46429B614162$8,3920.01%
143WASTE MANAGEMENT INC94106L10953$8,3150.01%
144SCHWAB U.S. SMALL-CAP ETF808524607204$8,2640.01%
145JPMORGAN ULTRA-SHORT INCOME ETF46641Q837164$8,2210.01%
146CENTENE CORP DEL COMCNC100$8,2010.01%
147INVESCO AEROSPACE & DEFENSE ETFIVZ101$7,9120.01%
148INDIA FUND INC454089103529$7,8410.01%
149GENUINE PARTS CO COMGPC44$7,6340.01%
150EXELON CORP COMEXC176$7,6080.01%
151PHILIP MORRIS INTL INC71817210975$7,5910.01%
152UNITEDHEALTH GROUP INC COMUNH14$7,4230.01%
153UNITED PARCEL SERVICE INC CL BUPS43$7,3880.01%
154BROADCOM INC COMAVGO13$7,2690.01%
155AUTOMATIC DATA PROCESSING INC COMADP30$7,1660.01%
156MASTERCARD INC MA20$7,0040.01%
157T-MOBILE US INC COMTMUSZ50$7,0000.01%
158HARTFORD FINL SVCS GROUP INC COMHIG-PG92$6,9760.01%
159RAYTHEON TECHNOLOGIES CORP COMRTX69$6,9630.01%
160DISCOVER FINANCIAL SERVICES LLC25470910871$6,9460.01%
161CREE INCWOLF100$6,9040.01%
162DISNEY WALT CO COM25468710675$6,5160.01%
163KB HOME COMKBH200$6,3700.01%
164MASTEC INC COMMTZ70$5,9730.01%
165SPROTT INC COM NEWSII175$5,8330.01%
166ADVANCED MICRO DEVICES INC COMAMD89$5,7650.01%
167TRAVELERS COMPANIES INC COMTRV30$5,6250.01%
168LILLY ELI & CO COMLLY15$5,4880.01%
169SYNOPSYS INC COMSNPS17$5,4280.01%
170MODERNA INC COMMRNA30$5,3890.01%
171DANAHER CORPORATION COM23585110220$5,3080.01%
172TORONTO DOMINION BK ONT COM NEWTORO80$5,1810.00%
173ISHARES MSCI EUROPE SMALL-CAP ETF464288497105$5,1680.00%
174HEALTH CARE SELECT SECTOR SPDR FUND81369Y20938$5,1620.00%
175JEFFERIES FINL GROUP INC COM47233W109149$5,1080.00%
176CONSTELLATION ENERGY CORP COMCEG58$5,0000.00%
177STARBUCKS CORP COMSBUX50$4,9600.00%
178TYSON FOODS INC CL ATSN78$4,8560.00%
179BOOZ ALLEN HAMILTON HLDG CORP CL ABAH45$4,7030.00%
180MASCO CORP COMMAS100$4,6670.00%
181ENBRIDGE INC COMENNPF119$4,6530.00%
182NUTRIEN LTD COMNTR63$4,6010.00%
183WASTE CONNECTIONS INC COMWCN34$4,5070.00%
184MARKET VECTORS ETF TRUST AGRIBUSINESS92189F70050$4,2920.00%
185U.S. GLOBAL JETS ETF26922A842250$4,2700.00%
186VERIZON COMMUNICATIONSVZ108$4,2360.00%
187SPROTT PHYSICAL GOLD & SILVER TR UNITSII234$4,1960.00%
188MCCORMICK & CO INC COM NON VTGMKC-V50$4,1450.00%
189NEXTERA ENERGY INC COMNEE-PW45$3,7620.00%
190UNION PAC CORP COMUNP18$3,7270.00%
191VANGUARD TOTAL BOND MARKET ETF92193783550$3,5920.00%
192GLOBAL X LITHIUM & BATTERY TECH ETF37954Y85560$3,5260.00%
193LOCKHEED MARTIN CORP COMLMT7$3,4050.00%
194MIRATI THERAPEUTICS INC COM60468T10575$3,3980.00%
195CME GROUP INC COMCME20$3,3630.00%
196ENSTAR GROUP LIMITED SHSG3075P10114$3,2350.00%
197SPDR S&P 600 SMALL CAP GROWTH ETF78464A20145$3,2300.00%
198VIPER ENERGY PARTNERS LP COM UNT RP INTVNOM100$3,1790.00%
199VIR BIOTECHNOLOGY INC COMVIR125$3,1640.00%
200BROWN & BROWN INC COMBRO45$2,5640.00%
201POWERSHARES WILDERHILL CLEAN ENERGYIVZ66$2,5300.00%
202SPDR S&P DIVIDEND ETF78464A76320$2,5020.00%
203HORIZON KINETICS INFLATION BENEFICIARIES ETF53656F62379$2,4870.00%
204ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST26924G508550$2,3430.00%
205UTILITIES SELECT SECTOR SPDR FUND81369Y88633$2,3270.00%
206VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87025$1,9380.00%
207VANGUARD EUROPEAN 92204287432$1,7460.00%
208CITIGROUP INCC-PR38$1,7190.00%
209INVESCO DYNAMIC SEMICONDUCTORS ETFIVZ13$1,3010.00%
210ISHARES U.S. TREASURY BOND ETF46429B26750$1,1360.00%
211FORD MOTOR COMPANY34537086080$9300.00%
212CARNIVAL CORP COMMON STOCKCUKPF100$8060.00%
213NETFLIX INC COMNFLX2$5900.00%
214NIO INC SPON ADSNIOIF28$2730.00%
215QUINCE THERAPEUTICS INC COMQNCX340$2170.00%
216ACTIVISION BLIZZARD INC COM00507V1091$770.00%
217THE REALREAL INC COM88339P10129$360.00%
218BOSTON SCIENTIFIC CORP COMBSX0$00.00%