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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

JDM Financial Group LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001095449-25-000043

Total Value
$197.1M
Positions
300
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (300)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF92290836366,601$34.2M17.37%
2BNY MELLON US LARGE CAP CORE EQUITY ETF09661T107213,344$22.7M11.51%
3BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF09789C788352,383$17.7M9.00%
4SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889405,031$14.7M7.48%
5ISHARES S&P 500 INDEX46428720024,436$13.7M6.97%
6VANGUARD MID CAP92290862940,025$10.4M5.25%
7VANGUARD SMALL-CAP ETF92290875144,174$9.8M4.97%
8SPDR PORTFOLIO EMERGING MARKETS ETF78463X509190,498$7.5M3.81%
9VANGUARD REIT INDEX ETF92290855368,522$6.2M3.15%
10SPDR S&P 500 ETF TRUSTSPY9,317$5.2M2.64%
11APPLE INCAAPL19,817$4.4M2.23%
12ISHARES 0-3 MONTH TREASURY BOND ETF46436E71842,900$4.3M2.19%
13SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40947,734$3.8M1.95%
14SPDR PORTFOLIO S&P 500 VALUE ETF78464A50865,747$3.4M1.70%
15SPDR PORTFOLIO S&P 500 ETF78464A85448,303$3.2M1.61%
16VANGUARD FTSE DEVELOPED MARKETS ETF92194385856,498$2.9M1.46%
17INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYINHD58,000$2.4M1.22%
18VANGUARD FTSE EMERGING MARKETS ETF92204285840,986$1.9M0.94%
19INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFINHD40,719$1.8M0.91%
20INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYINHD49,090$1.8M0.89%
21ISHARES CORE MSCI EAFE ETF46432F84222,649$1.7M0.87%
22FT VEST US EQUITY DEEP BUFFER ETF - JANUARY33740F63142,779$1.6M0.82%
23BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF09789C72128,702$1.5M0.74%
24NVIDIA CORPORATION COMNVDA10,344$1.2M0.63%
25POWERSHARES QQQ TRIVZ2,403$1.1M0.57%
26ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA044,032$1.1M0.54%
27INVESCO NASDAQ 100 ETFIVZ4,867$939,4900.48%
28JPMORGAN ULTRA-SHORT INCOME ETF46641Q83715,928$806,4350.41%
29INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD21,447$793,7530.40%
30ISHARES CORE MSCI EMERGING MARKETS ETF46434G10312,874$694,8200.35%
31ISHARES RUSSELL 2000 ETF4642876553,268$651,9760.33%
32SPDR DOW JONES INDUSTRIAL ETF78467X1091,428$599,5890.30%
33ISHARES MSCI EAFE ETF4642874656,681$546,0690.28%
34ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,870$490,4540.25%
35INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARYINHD17,342$464,6560.24%
36AMAZON.COM INCAMZN2,310$439,5010.22%
37SIMON PROPERTY GROUP INC8288061092,563$425,6440.22%
38EXXON MOBIL CORP COMXOM3,506$416,9690.21%
39BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A742$395,1740.20%
40ISHARES MSCI EMERGING MARKETS ETF4642872348,824$385,6090.20%
41SPDR S&P MIDCAP 400 ETF TRUSTMDY689$367,5680.19%
42SCHWAB U.S. LARGE-CAP ETF80852420115,802$348,9150.18%
43GOOGLE INCGOOG2,154$333,1220.17%
44TECHNOLOGY SELECT SECTOR SPDR81369Y8031,607$331,7670.17%
45VANGUARD VALUE ETF9229087441,635$282,4760.14%
46VANGUARD GROWTH ETF922908736744$275,8900.14%
47MICROSOFTMSFT730$274,0920.14%
48SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8536,662$271,5330.14%
49ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,492$228,4430.12%
50INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYINHD6,290$225,1820.11%
51ISHARES MSCI WORLD ETF4642863921,457$223,1830.11%
52COSTCO WHOLESALE CORP22160K105235$222,2580.11%
53SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8473,245$166,0700.08%
54TESLA MOTORS INCTSLA639$165,6030.08%
55AIRBNB INC COM CL AABNB1,194$142,6350.07%
56ISHARES RUSSELL 1000 GROWTH ETF464287614378$136,5710.07%
57VANGUARD TOTAL BOND MARKET ETF9219378351,855$136,2500.07%
58ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396645$130,3740.07%
59ISHARES MSCI EAFE VALUE ETF4642888772,088$123,0670.06%
60ISHARES RUSSELL 2000 VALUE464287630685$103,4210.05%
61PALO ALTO NETWORKS INC COMPANW322$101,7780.05%
62SEMPRA ENERGYSREA1,400$99,9040.05%
63ISHARES CORE S&P MID-CAP ETF4642875071,695$98,9030.05%
64ALPHABET INC CAP STK CL CGOOG593$92,7190.05%
65ISHARES S&P 500 GROWTH ETF464287309996$92,4590.05%
66CARDINAL HEALTH INCCAH612$84,3150.04%
67ISHARES CORE S&P SMALL CAP ETF464287804762$79,6820.04%
68DIMENSIONAL US MARKETWIDE VALUE ETF25434V7241,898$78,2170.04%
69GRAYSCALE BITCOIN TRUST ETFGBTC1,183$77,0960.04%
70AMGEN INCAMGN246$76,6410.04%
71VANGUARD TOTAL STOCK MARKET ETF922908769273$75,0310.04%
72SCHWAB U.S. REIT ETF8085248473,448$74,1660.04%
73GILEAD SCIENCES INC COMGILD656$73,4760.04%
74SCHWAB INTERNATIONAL EQUITY ETF8085248053,280$64,8780.03%
75VANGUARD SMALL CAP VALUE ETF922908611341$63,5250.03%
76VANGUARD LARGE-CAP ETF922908637241$61,9440.03%
77ISHARES SELECT U.S. REIT ETF464287564980$60,2990.03%
78BOEING CO COMBA-PA350$59,6930.03%
79ISHARES MSCI EAFE SMALL CAP ETF464288273929$59,0460.03%
80VISA INCV166$58,1330.03%
81WALMART INC COMWMT657$57,7060.03%
82JOHNSON & JOHNSON COMJNJ346$57,2980.03%
83VANGUARD DIVIDEND APPRECIATION ETF921908844293$56,8390.03%
84BAXTER INTL INC COM0718131091,645$56,3080.03%
85SCHWAB EMERGING MARKETS EQUITY ETF8085247062,029$55,9520.03%
86BROADCOM INC COMAVGO328$54,9170.03%
87GE AEROSPACE COM NEW369604301271$54,2990.03%
88VANGUARD S&P 500 GROWTH ETF921932505146$48,8340.02%
89ENERGY SELECT SECTOR SPDR81369Y506500$46,7250.02%
90GOLDMAN SACHS GROUP INC COMGSCE85$46,4350.02%
91VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718400$46,2400.02%
92SPDR GOLD ETFGLD155$44,6620.02%
93CHEVRON CORP NEW COMCVX266$44,4990.02%
94ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,104$43,8180.02%
95SPDR ICE PREFERRED SECURITIES ETF78464A2921,350$43,7270.02%
96VANGUARD TOTAL WORLD STOCK ETF922042742377$43,7130.02%
97ISHARES S&P U.S. PREFERRED STOCK ETF4642886871,405$43,1760.02%
98ISHARES RUSSELL 1000 VALUE ETF464287598217$40,8090.02%
99VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775637$38,6230.02%
100META PLATFORMS INC CL AMETA64$36,8870.02%
101EQUINIX INC COMEQIX45$36,6910.02%
102MERCK & CO INC COMMRK400$35,9040.02%
103ISHARES MSCI USA MIN VOL FACTOR ETF46429B697383$35,8720.02%
104WELLS FARGO CO NEW COM949746101486$34,8900.02%
105HOME DEPOTHD90$32,9840.02%
106ISHARES MSCI INDIA ETF46429B598636$32,7440.02%
107TEXAS INSTRS INC COM882508104178$31,9870.02%
108ABBOTT LABS COMABLZF240$31,8360.02%
109AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802431$30,0580.02%
110CISCO SYS INCCSCO487$30,0530.02%
111BAIDU COM ADRBAIDF325$29,9100.02%
112VANGUARD SMALL-CAP GROWTH ETF922908595108$27,1910.01%
113EATON CORP PLC SHSETN100$27,1830.01%
114ISHARES TR S&P 100 INDEX FUND464287101100$27,0830.01%
115INVESCO PREFERRED ETFIVZ2,370$26,5910.01%
116SCHWAB U.S. SMALL-CAP ETF8085246071,129$26,4520.01%
117INVESCO FINANCIAL PREFERRED ETFIVZ1,778$25,3840.01%
118ABRDN PHYSICAL GOLD SHARES ETF00326A104850$25,3470.01%
119WASTE MANAGEMENT INC94106L109103$23,8460.01%
120ISHARES RUSSELL 3000 ETF46428768973$23,1480.01%
121GE VERNOVA INC COMGEV72$21,9800.01%
122ISHARES U.S. TECHNOLOGY ETF464287721151$21,2470.01%
123SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755560$20,2380.01%
124MCKESSON CORP COMMCK30$20,1900.01%
125METLIFE INC COMMET-PF250$20,0730.01%
126INNOVATOR U.S. EQUITY BUFFER ETF - AUGUSTINHD456$19,3570.01%
127PALANTIR TECHNOLOGIES INC CL APLTR228$19,2430.01%
128INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARYINHD450$18,6890.01%
129BLACKROCK INC COMBLK19$17,9830.01%
130SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R523178$17,7090.01%
131INTUITIVE SURGICAL INC COM NEWISRG34$16,8390.01%
132SUPER MICRO COMPUTER INC COM NEWSMCI478$16,3670.01%
133QUALCOMM INC COMQCOM105$16,1290.01%
134AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF02507A101329$16,0030.01%
135JPMORGAN CHASE & CO. COMVYLD65$15,9450.01%
136HONEYWELL INTL INC COM43851610675$15,8810.01%
137OREILLY AUTOMOTIVE INC COM67103H10711$15,7580.01%
138ISHARES BIOTECHNOLOGY ETF464287556121$15,4680.01%
139T-MOBILE US INC COMTMUSZ57$15,2020.01%
140CAPITAL GROUP DIVIDEND VALUE ETF14020W106424$15,1110.01%
141AVANTIS U.S. SMALL CAP VALUE ETF025072877173$15,0800.01%
142PHILIP MORRIS INTL INC71817210995$15,0790.01%
143VANGUARD S&P 500 VALUE ETF92193270381$14,9190.01%
144VANGUARD RUSSELL 3000 ETF92206C59959$14,5590.01%
145ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY110$14,5450.01%
146ZOETIS INC CL AZTS83$13,6660.01%
147UNITEDHEALTH GROUP INC COMUNH26$13,6180.01%
148CONOCOPHILLIPS COMCOP126$13,2330.01%
149INDUSTRIAL SELECT SECTOR SPDR81369Y704100$13,1070.01%
150NETFLIX INC COMNFLX14$13,0550.01%
151SCHWAB U.S. LARGE-CAP VALUE ETF808524409483$12,8380.01%
152SCHWAB U.S. LARGE-CAP GROWTH ETF808524300512$12,8200.01%
153DISCOVER FINANCIAL SERVICES LLC25470910875$12,8030.01%
154DIREXION DAILY TECHNOLOGY BULL 3X SHARES25459W102217$12,7080.01%
155DISNEY WALT CO COM254687106128$12,6340.01%
156SCHWAB U.S. MID-CAP ETF808524508480$12,5760.01%
157AMDOCS LTD SHSDOX136$12,4440.01%
158ELI LILLY & CO COMLLY15$12,3890.01%
159JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206213$12,2050.01%
160ISHARES MSCI INDIA SMALL CAP ETF46429B614174$11,8380.01%
161INVESCO AEROSPACE & DEFENSE ETFIVZ101$11,7720.01%
162CONSTELLATION ENERGY CORP COMCEG58$11,6950.01%
163INDIA FUND INC454089103739$11,6570.01%
164AUTOMATIC DATA PROCESSING INC COMADP37$11,3050.01%
165SPDR EURO STOXX 50 ETF78463X202204$11,1000.01%
166HORIZON KINETICS INFLATION BENEFICIARIES ETF53656F623273$11,0970.01%
167MASTERCARD INCMA20$11,0730.01%
168CONSOLIDATED EDISON INC COMED100$11,0590.01%
169VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640684$10,8330.01%
170FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846170$10,7100.01%
171COHEN & STEERS INFRASTRUCTURE FUND19248A109418$10,6800.01%
172COHEN & STEERS REIT PREFERRED BALANCE INCOME19247X100482$10,6380.01%
173COCA COLA CO COMKO145$10,3850.01%
174CAMBRIA SHAREHOLDER YIELD ETF132061201162$10,3360.01%
175MCDONALDS CORP COMMCD33$10,3080.01%
176VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768163$10,1220.01%
177INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCHINHD386$9,9470.01%
178ASML HOLDING N V N Y REGISTRY SHSASMLF15$9,9390.01%
179EDWARDS LIFESCIENCES CORP COMEW135$9,7850.00%
180ISHARES INC MSCI HONG KONG INDEX FD464286871550$9,6310.00%
181CME GROUP INC COMCME35$9,2850.00%
182SOUTHERN CO COMSOMN100$9,1950.00%
183ADVANCED MICRO DEVICES INC COMAMD89$9,1440.00%
184RTX CORPORATION COMRTX69$9,1400.00%
185GRAYSCALE BITCOIN MINI TRUST ETF389930207236$8,6120.00%
186JD.COM INC SPON ADS CL AJDCMF207$8,5270.00%
187SPDR S&P AEROSPACE & DEFENSE ETF78464A63153$8,5170.00%
188MASTEC INC COMMTZ70$8,1700.00%
189EXELON CORP COMEXC176$8,1100.00%
190TRAVELERS COMPANIES INC COMTRV30$7,9340.00%
191SPROTT INC COM NEWSII175$7,8520.00%
192AUTOZONE INC COMAZO2$7,6260.00%
193AFLAC INC COMAFL68$7,5610.00%
194AFFIRM HLDGS INC COM CL AAFRM167$7,5470.00%
195PERSPECTIVE THERAPEUTICS INC COM NEWCATX3,500$7,4550.00%
196SYNOPSYS INC COMSNPS17$7,2900.00%
197GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC90$7,2700.00%
198VANGUARD S&P MID-CAP 400 ETF92193288572$7,1060.00%
199CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30884$6,8600.00%
200NOVO-NORDISK A S ADRNONOF95$6,5970.00%
201SPROTT PHYSICAL GOLD & SILVER TR UNITSII230$6,5340.00%
202ADOBE INC COMADBE17$6,5200.00%
203DIGITAL RLTY TR INC COM25386810345$6,4480.00%
204TARGET CORP COMTGT60$6,2620.00%
205CVS HEALTH CORP COMCVS90$6,0980.00%
206CENTENE CORP DEL COMCNC100$6,0710.00%
207JOBY AVIATION INC COMMON STOCKJOBY-WT1,000$6,0200.00%
208GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715206$5,8540.00%
209BROWN & BROWN INC COMBRO45$5,5980.00%
210U.S. GLOBAL JETS ETF26922A842250$5,1930.00%
211ISHARES FUTURE AI & TECH ETF46435U556163$5,1360.00%
212STARBUCKS CORP COMSBUX50$4,9050.00%
213BOOZ ALLEN HAMILTON HLDG CORP CL ABAH45$4,7060.00%
214SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888131$4,7000.00%
215ENSTAR GROUP LIMITED SHSG3075P10114$4,6530.00%
216CATERPILLAR INC COMCAT14$4,6170.00%
217VIPER ENERGY INC CL AVNOM100$4,5150.00%
218AMERICAN TOWER CORP NEW COM03027X10020$4,3520.00%
219UNION PAC CORP COMUNP18$4,2520.00%
220DANAHER CORPORATION COM23585110220$4,1000.00%
221NORTHROP GRUMMAN CORP COMNOC8$4,0960.00%
222SPROTT URANIUM MINERS ETFSII124$4,0230.00%
223HOLOGIC INC COMHOLX65$4,0150.00%
224DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781129$3,7560.00%
225ARM HOLDINGS PLC SPONSORED ADS04206820534$3,6310.00%
226INVESCO KBW PROPERTY & CASUALTY INSURANCE ETFIVZ29$3,6130.00%
227MARKET VECTORS ETF TRUST AGRIBUSINESS92189F70050$3,3950.00%
228QUANTA SVCS INC COM74762E10213$3,3040.00%
229ISHARES GOLD TRUSTIAU55$3,2430.00%
230INTL BUSINESS MACHINESINTR13$3,2330.00%
231NEXTERA ENERGY INC COMNEE-PW45$3,1900.00%
232LOCKHEED MARTIN CORP COMLMT7$3,1270.00%
233ORACLE CORP COMORCL-PD21$2,9360.00%
234TRISALUS LIFE SCIENCES INC COMTLSIW530$2,9260.00%
235ISHARES BITCOIN TRUST ETFIBIT62$2,9020.00%
236FISERV INC COMFISV13$2,8710.00%
237CITIGROUP INCC-PR38$2,6980.00%
238BOSTON SCIENTIFIC CORP COMBSX26$2,6230.00%
239AT&T INC COMT-PC92$2,6020.00%
240UTILITIES SELECT SECTOR SPDR FUND81369Y88633$2,6020.00%
241PROGRESSIVE CORP COM7433151039$2,5470.00%
242CARNIVAL CORP PAIRED CTFCUKPF125$2,4410.00%
243AMERICAN EXPRESS CO COMAXP9$2,4210.00%
244SALESFORCE COMCRM9$2,4150.00%
245SUNRUN INC COMRUN400$2,3440.00%
246FIDELITY NATL INFORMATION SVCS COM31620M10630$2,2400.00%
247BRISTOL-MYERS SQUIBB CO COMCELG-RI30$1,8300.00%
248HILTON WORLDWIDE HLDGS INC COMHLT8$1,8200.00%
249BLACKSTONE INC COMBX13$1,8170.00%
250ALLIANT ENERGY CORP COMLNT28$1,8020.00%
251ALTRIA GROUP INC COMMO29$1,7410.00%
252CINTAS CORP COMCTAS8$1,6440.00%
253WILLIAMS COS INC COM96945710027$1,6140.00%
254TARGA RES CORP COMTRGP8$1,6040.00%
255WELLTOWER INC COMWELL10$1,5320.00%
256BANK NEW YORK MELLON CORP COM06405810017$1,4260.00%
257SHERWIN WILLIAMS CO COMSHW4$1,3970.00%
258INTEL CORP COMINTC60$1,3630.00%
259BAKER HUGHES COMPANY CL ABKR30$1,3190.00%
260AUTODESK INC COMADSK5$1,3090.00%
261HOWMET AEROSPACE INC COMHWM10$1,2970.00%
262SCHWAB CHARLES CORP COMSCHW-PJ16$1,2520.00%
263PNC FINL SVCS GROUP INC COM6934751057$1,2300.00%
264PARKER-HANNIFIN CORP COMPH2$1,2160.00%
265AON PLC SHS CL AAON3$1,1970.00%
266ONEOK INC NEW COMOKE12$1,1910.00%
2673M CO COMMMM8$1,1750.00%
268MORGAN STANLEY COM NEWMS-PQ10$1,1670.00%
269FORTINET INC COMFTNT12$1,1550.00%
270CORNING INC COMGLW25$1,1450.00%
271WABTEC COM9297401086$1,0880.00%
272REGIONS FINANCIAL CORP NEW COMRF-PF46$1,0000.00%
273CITIZENS FINL GROUP INC COMCIA23$9420.00%
274CUMMINS INC COMCMI3$9400.00%
275CHENIERE ENERGY INC COM NEWLNG4$9260.00%
276XCEL ENERGY INC COMXELLL13$9200.00%
277KENVUE INC COMKVUE38$9110.00%
278M & T BK CORP COM55261F1045$8940.00%
279AIR PRODS & CHEMS INC COMAIIR3$8850.00%
280JOHNSON CTLS INTL PLC SHSG5150210511$8810.00%
281AMPLIFY ETF TR ALTRNTV HARV ETF03210847445$8780.00%
282MOTOROLA SOLUTIONS INC COM NEWMSI2$8760.00%
283MODERNA INC COMMRNA30$8510.00%
284SYNCHRONY FINANCIAL COMSYF-PB16$8470.00%
285INNOVATOR NASDAQ-100 MANAGED FLOOR ETFINHD31$8370.00%
286DELTA AIR LINES INC DEL COM NEWDAL19$8280.00%
287FORD MOTOR COMPANY34537086080$8020.00%
288CHARTER COMMUNICATIONS INC NEW CL A16119P1082$7370.00%
289VISTRA CORP COMVST6$7050.00%
290UNITED AIRLS HLDGS INC COMUNTCW10$6910.00%
291LULULEMON ATHLETICA INC COMLULU2$5660.00%
292WARNER BROS DISCOVERY INC COM SER AWBD52$5580.00%
293QUINCE THERAPEUTICS INC COMQNCX340$4520.00%
294WATERS CORP COM9418481031$3690.00%
295CROWDSTRIKE HLDGS INC CL ACRWD1$3530.00%
296CREE INCWOLF100$3060.00%
297THE REALREAL INC COM88339P10129$1560.00%
298INVESCO S&P 500 EQUAL WEIGHT ETFIVZ0$00.00%
299KIMBERLY-CLARK CORP COMKMB0$00.00%
300HP INC COMHPQ0$00.00%