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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 Q2 2025 · Filed August 4, 2025 · Accession 0001095449-25-000060

Total Value
$211.9M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF92290836365,784$37.4M17.63%
2BNY MELLON US LARGE CAP CORE EQUITY ETF09661T107235,158$27.8M13.14%
3SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889422,738$17.1M8.08%
4ISHARES S&P 500 INDEX46428720024,404$15.2M7.15%
5BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF09789C788252,185$12.7M5.99%
6VANGUARD MID CAP92290862941,139$11.5M5.43%
7VANGUARD SMALL-CAP ETF92290875145,621$10.8M5.10%
8SPDR PORTFOLIO EMERGING MARKETS ETF78463X509200,763$8.6M4.05%
9VANGUARD REIT INDEX ETF92290855370,441$6.3M2.96%
10SPDR S&P 500 ETF TRUSTSPY9,318$5.8M2.72%
11SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40948,480$4.6M2.18%
12APPLE INCAAPL19,836$4.1M1.92%
13ISHARES 0-3 MONTH TREASURY BOND ETF46436E71839,722$4.0M1.89%
14SPDR PORTFOLIO S&P 500 ETF78464A85447,325$3.4M1.62%
15SPDR PORTFOLIO S&P 500 VALUE ETF78464A50865,699$3.4M1.62%
16VANGUARD FTSE DEVELOPED MARKETS ETF92194385856,469$3.2M1.52%
17INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYINHD58,000$2.6M1.21%
18VANGUARD FTSE EMERGING MARKETS ETF92204285840,702$2.0M0.95%
19INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFINHD40,843$1.9M0.91%
20ISHARES CORE MSCI EAFE ETF46432F84222,900$1.9M0.90%
21INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYINHD48,466$1.8M0.87%
22INVESCO NASDAQ 100 ETFIVZ7,814$1.8M0.84%
23NVIDIA CORPORATION COMNVDA10,369$1.7M0.83%
24FT VEST US EQUITY DEEP BUFFER ETF - JANUARY33740F63142,779$1.7M0.81%
25POWERSHARES QQQ TRIVZ2,403$1.3M0.63%
26BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF09789C72119,312$985,8780.47%
27ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA037,508$909,5690.43%
28INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD21,447$852,7330.40%
29ISHARES CORE MSCI EMERGING MARKETS ETF46434G10312,765$766,2680.36%
30ISHARES RUSSELL 2000 ETF4642876553,269$705,4130.33%
31JPMORGAN ULTRA-SHORT INCOME ETF46641Q83712,873$652,4040.31%
32SPDR DOW JONES INDUSTRIAL ETF78467X1091,428$629,2480.30%
33ISHARES MSCI EAFE ETF4642874656,681$597,2490.28%
34SIMON PROPERTY GROUP INC8288061093,357$539,6830.25%
35AMAZON.COM INCAMZN2,345$514,4700.24%
36INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARYINHD17,122$489,1880.23%
37TECHNOLOGY SELECT SECTOR SPDR81369Y8031,814$459,3020.22%
38ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,441$446,2640.21%
39SCHWAB U.S. LARGE-CAP ETF80852420117,799$435,0050.21%
40ISHARES MSCI EMERGING MARKETS ETF4642872348,462$408,2070.19%
41SPDR S&P MIDCAP 400 ETF TRUSTMDY689$390,3050.18%
42GOOGLE INCGOOG2,154$379,6840.18%
43EXXON MOBIL CORP COMXOM3,506$377,9470.18%
44MICROSOFTMSFT730$363,2230.17%
45BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A742$360,4410.17%
46VANGUARD GROWTH ETF922908736744$326,1700.15%
47VANGUARD VALUE ETF9229087441,635$289,0170.14%
48SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8536,663$283,8480.13%
49ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,493$281,5990.13%
50INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYINHD6,980$263,7620.12%
51ISHARES MSCI WORLD ETF4642863921,457$246,7870.12%
52COSTCO WHOLESALE CORP22160K105235$232,6360.11%
53TESLA MOTORS INCTSLA674$214,1030.10%
54SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8473,186$173,2550.08%
55ISHARES RUSSELL 1000 GROWTH ETF464287614379$160,7410.08%
56AIRBNB INC COM CL AABNB1,194$158,0140.07%
57ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396645$155,0060.07%
58INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRILINHD3,808$142,0000.07%
59VANGUARD TOTAL BOND MARKET ETF9219378351,855$136,5840.06%
60ISHARES MSCI EAFE VALUE ETF4642888772,088$132,5460.06%
61BROADCOM INC COMAVGO398$109,7090.05%
62ISHARES S&P 500 GROWTH ETF464287309996$109,6600.05%
63ISHARES RUSSELL 2000 VALUE464287630685$108,0660.05%
64SEMPRA ENERGYSREA1,400$106,0780.05%
65ALPHABET INC CAP STK CL CGOOG594$105,2980.05%
66ISHARES CORE S&P MID-CAP ETF4642875071,695$105,1240.05%
67PALO ALTO NETWORKS INC COMPANW312$103,7440.05%
68CARDINAL HEALTH INCCAH612$102,8160.05%
69GRAYSCALE BITCOIN TRUST ETFGBTC1,183$100,3540.05%
70ISHARES CORE S&P SMALL CAP ETF464287804762$83,2790.04%
71DIMENSIONAL US MARKETWIDE VALUE ETF25434V7241,898$80,2470.04%
72BOEING CO COMBA-PA350$73,3360.03%
73GILEAD SCIENCES INC COMGILD660$73,1930.03%
74SCHWAB U.S. REIT ETF8085248473,448$72,9600.03%
75SCHWAB INTERNATIONAL EQUITY ETF8085248053,280$72,4880.03%
76GE AEROSPACE COM NEW369604301271$69,8270.03%
77VANGUARD LARGE-CAP ETF922908637241$68,7570.03%
78AMGEN INCAMGN246$68,6860.03%
79ISHARES MSCI EAFE SMALL CAP ETF464288273930$67,6100.03%
80VANGUARD SMALL CAP VALUE ETF922908611341$66,4980.03%
81WALMART INC COMWMT657$64,2730.03%
82SCHWAB EMERGING MARKETS EQUITY ETF8085247062,029$61,1680.03%
83VANGUARD DIVIDEND APPRECIATION ETF921908844293$59,9680.03%
84ISHARES SELECT U.S. REIT ETF464287564980$59,9370.03%
85VISA INCV166$58,8940.03%
86VANGUARD S&P 500 GROWTH ETF921932505146$57,8950.03%
87GOLDMAN SACHS GROUP INC COMGSCE80$56,6200.03%
88VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718400$53,7560.03%
89JOHNSON & JOHNSON COMJNJ346$52,7750.02%
90SPDR GOLD ETFGLD171$52,1260.02%
91BAXTER INTL INC COM0718131091,645$49,8110.02%
92VANGUARD TOTAL WORLD STOCK ETF922042742377$48,4520.02%
93META PLATFORMS INC CL AMETA64$47,2380.02%
94ISHARES S&P U.S. PREFERRED STOCK ETF4642886871,405$43,1050.02%
95VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775641$43,1030.02%
96SPDR ICE PREFERRED SECURITIES ETF78464A2921,350$42,8760.02%
97ENERGY SELECT SECTOR SPDR81369Y506504$42,7440.02%
98ISHARES RUSSELL 1000 VALUE ETF464287598218$42,3110.02%
99CISCO SYS INCCSCO555$38,5060.02%
100GE VERNOVA INC COMGEV72$38,0990.02%
101CHEVRON CORP NEW COMCVX266$38,0890.02%
102VANGUARD TOTAL STOCK MARKET ETF922908769125$37,9910.02%
103WELLS FARGO CO NEW COM949746101465$37,2560.02%
104TEXAS INSTRS INC COM882508104178$36,9560.02%
105ISHARES MSCI USA MIN VOL FACTOR ETF46429B697383$35,9520.02%
106EQUINIX INC COMEQIX45$35,7960.02%
107EATON CORP PLC SHSETN100$35,6990.02%
108ISHARES MSCI INDIA ETF46429B598636$35,4160.02%
109PALANTIR TECHNOLOGIES INC CL APLTR258$35,1710.02%
110AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802431$34,1700.02%
111ABBOTT LABS COMABLZF240$32,6420.02%
112MERCK & CO INC COMMRK400$31,6640.01%
113ISHARES TR S&P 100 INDEX FUND464287101100$30,4350.01%
114VANGUARD SMALL-CAP GROWTH ETF922908595108$29,9100.01%
115SCHWAB U.S. SMALL-CAP ETF8085246071,129$28,5640.01%
116HOME DEPOTHD77$28,2310.01%
117BAIDU COM ADRBAIDF325$27,8720.01%
118ABRDN PHYSICAL GOLD SHARES ETF00326A104850$26,8090.01%
119INVESCO PREFERRED ETFIVZ2,370$26,3780.01%
120ISHARES U.S. TECHNOLOGY ETF464287721151$26,2130.01%
121ISHARES RUSSELL 3000 ETF46428768973$25,5790.01%
122INVESCO FINANCIAL PREFERRED ETFIVZ1,805$25,4720.01%
123WASTE MANAGEMENT INC94106L109103$23,5680.01%
124SUPER MICRO COMPUTER INC COM NEWSMCI478$23,4270.01%
125SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755560$22,4110.01%
126MCKESSON CORP COMMCK30$21,9830.01%
127INNOVATOR U.S. EQUITY BUFFER ETF - AUGUSTINHD456$20,9850.01%
128FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846270$20,4070.01%
129DIREXION DAILY TECHNOLOGY BULL 3X SHARES25459W102217$20,3070.01%
130METLIFE INC COMMET-PF250$20,1050.01%
131INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARYINHD450$20,0930.01%
132JPMORGAN CHASE & CO. COMVYLD65$18,8440.01%
133NETFLIX INC COMNFLX14$18,7480.01%
134CONSTELLATION ENERGY CORP COMCEG58$18,7200.01%
135AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF02507A101329$18,6280.01%
136BLACKROCK INC COMBLK17$17,8370.01%
137SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R523178$17,6990.01%
138HONEYWELL INTL INC COM43851610675$17,4660.01%
139PHILIP MORRIS INTL INC71817210995$17,3020.01%
140CAPITAL GROUP DIVIDEND VALUE ETF14020W106424$16,7440.01%
141QUALCOMM INC COMQCOM105$16,7220.01%
142VANGUARD RUSSELL 3000 ETF92206C59959$16,0920.01%
143AVANTIS U.S. SMALL CAP VALUE ETF025072877173$15,7600.01%
144INTUITIVE SURGICAL INC COM NEWISRG29$15,7590.01%
145CAPITAL ONE FINL CORP COM14040H10572$15,3190.01%
146ISHARES BIOTECHNOLOGY ETF464287556121$15,3000.01%
147VANGUARD S&P 500 VALUE ETF92193270381$15,2860.01%
148SCHWAB U.S. LARGE-CAP GROWTH ETF808524300512$14,9560.01%
149INDUSTRIAL SELECT SECTOR SPDR81369Y704100$14,7520.01%
150INVESCO AEROSPACE & DEFENSE ETFIVZ101$14,3110.01%
151OREILLY AUTOMOTIVE INC COM67103H10710$13,7770.01%
152DISNEY WALT CO COM254687106110$13,6410.01%
153T-MOBILE US INC COMTMUSZ57$13,5810.01%
154SCHWAB U.S. MID-CAP ETF808524508480$13,4640.01%
155ISHARES MSCI INDIA SMALL CAP ETF46429B614174$13,4180.01%
156SCHWAB U.S. LARGE-CAP VALUE ETF808524409483$13,3650.01%
157JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206213$13,0210.01%
158ZOETIS INC CL AZTS83$12,9440.01%
159ADVANCED MICRO DEVICES INC COMAMD89$12,6290.01%
160INDIA FUND INC454089103758$12,5340.01%
161ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY110$12,4750.01%
162AMDOCS LTD SHSDOX136$12,4090.01%
163SPROTT INC COM NEWSII175$12,0910.01%
164PERSPECTIVE THERAPEUTICS INC COM NEWCATX3,500$12,0400.01%
165CATERPILLAR INC COMCAT31$12,0350.01%
166ASML HOLDING N V N Y REGISTRY SHSASMLF15$12,0210.01%
167MASTEC INC COMMTZ70$11,9300.01%
168ELI LILLY & CO COMLLY15$11,6930.01%
169AFFIRM HLDGS INC COM CL AAFRM167$11,5460.01%
170HORIZON KINETICS INFLATION BENEFICIARIES ETF53656F623273$11,5120.01%
171MASTERCARD INCMA20$11,3520.01%
172CONOCOPHILLIPS COMCOP126$11,3070.01%
173GRAYSCALE BITCOIN MINI TRUST ETF389930207236$11,2690.01%
174COHEN & STEERS INFRASTRUCTURE FUND19248A109418$11,2650.01%
175VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768163$11,2620.01%
176SPDR S&P AEROSPACE & DEFENSE ETF78464A63153$11,1800.01%
177COHEN & STEERS REIT PREFERRED BALANCE INCOME19247X100482$10,9750.01%
178ISHARES INC MSCI HONG KONG INDEX FD464286871550$10,9230.01%
179EDWARDS LIFESCIENCES CORP COMEW135$10,5580.00%
180JOBY AVIATION INC COMMON STOCKJOBY-WT1,000$10,5500.00%
181CAMBRIA SHAREHOLDER YIELD ETF132061201162$10,5350.00%
182INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAYINHD365$10,3080.00%
183COCA COLA CO COMKO145$10,2590.00%
184INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCHINHD386$10,2350.00%
185RTX CORPORATION COMRTX69$10,0750.00%
186CONSOLIDATED EDISON INC COMED100$10,0350.00%
187CME GROUP INC COMCME35$9,6470.00%
188MCDONALDS CORP COMMCD33$9,6420.00%
189ISHARES BITCOIN TRUST ETFIBIT155$9,4880.00%
190AUTOMATIC DATA PROCESSING INC COMADP30$9,2520.00%
191SOUTHERN CO COMSOMN100$9,1830.00%
192SYNOPSYS INC COMSNPS17$8,7160.00%
193UNITEDHEALTH GROUP INC COMUNH26$8,1110.00%
194TRAVELERS COMPANIES INC COMTRV30$8,0260.00%
195MARKET VECTORS ETF TRUST AGRIBUSINESS92189F700104$7,6560.00%
196EXELON CORP COMEXC176$7,6420.00%
197AUTOZONE INC COMAZO2$7,4240.00%
198SPROTT PHYSICAL GOLD & SILVER TR UNITSII230$6,9230.00%
199CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30884$6,8010.00%
200JD.COM INC SPON ADS CL AJDCMF207$6,7680.00%
201GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715206$6,7160.00%
202ISHARES FUTURE AI & TECH ETF46435U556163$6,6960.00%
203GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC90$6,6720.00%
204ADOBE INC COMADBE17$6,5770.00%
205NOVO-NORDISK A S ADRNONOF95$6,5570.00%
206CVS HEALTH CORP COMCVS90$6,2080.00%
207SPROTT URANIUM MINERS ETFSII124$5,9430.00%
208TARGET CORP COMTGT60$5,9190.00%
209AFLAC INC COMAFL56$5,9060.00%
210U.S. GLOBAL JETS ETF26922A842250$5,7430.00%
211SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888131$5,5790.00%
212ARM HOLDINGS PLC SPONSORED ADS04206820534$5,4990.00%
213CENTENE CORP DEL COMCNC100$5,4280.00%
214WHEATON PRECIOUS METALS CORP COMWPM60$5,3880.00%
215INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRILINHD184$5,1480.00%
216BROWN & BROWN INC COMBRO45$4,9890.00%
217QUANTA SVCS INC COM74762E10213$4,9150.00%
218ROYAL GOLD INC COMRGLD27$4,8020.00%
219ENSTAR GROUP LIMITED SHSG3075P10114$4,7060.00%
220BOOZ ALLEN HAMILTON HLDG CORP CL ABAH45$4,6860.00%
221STARBUCKS CORP COMSBUX50$4,5820.00%
222SPDR S&P METALS & MINING ETF78464A75566$4,4430.00%
223AMERICAN TOWER CORP NEW COM03027X10020$4,4200.00%
224DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781129$4,2450.00%
225HOLOGIC INC COMHOLX65$4,2350.00%
226ISHARES U.S. INFRASTRUCTURE ETF46435U71384$4,1480.00%
227UNION PAC CORP COMUNP18$4,1410.00%
228MODERNA INC COMMRNA150$4,1390.00%
229SPDR EURO STOXX 50 ETF78463X20269$4,1210.00%
230NORTHROP GRUMMAN CORP COMNOC8$4,0000.00%
231DANAHER CORPORATION COM23585110220$3,9510.00%
232MATERIALS SELECT SECTOR SPDR FUND81369Y10044$3,8830.00%
233VANGUARD ENERGY ETF92204A30632$3,8420.00%
234INTL BUSINESS MACHINESINTR13$3,8320.00%
235VIPER ENERGY INC CL AVNOM100$3,8120.00%
236INVESCO KBW PROPERTY & CASUALTY INSURANCE ETFIVZ29$3,5620.00%
237ISHARES GOLD TRUSTIAU55$3,4300.00%
238LOCKHEED MARTIN CORP COMLMT7$3,2420.00%
239CITIGROUP INCC-PR38$3,2350.00%
240NEXTERA ENERGY INC COMNEE-PW45$3,1240.00%
241TRISALUS LIFE SCIENCES INC COMTLSIW530$2,8890.00%
242CARNIVAL CORP PAIRED CTFCUKPF100$2,8120.00%
243BOSTON SCIENTIFIC CORP COMBSX26$2,7930.00%
244UTILITIES SELECT SECTOR SPDR FUND81369Y88633$2,6950.00%
245AT&T INC COMT-PC92$2,6620.00%
246FIDELITY NATL INFORMATION SVCS COM31620M10630$2,4420.00%
247PROGRESSIVE CORP COM7433151039$2,4020.00%
248FISERV INC COMFISV13$2,2410.00%
249WILLIAMS COS INC COM96945710027$1,6960.00%
250WELLTOWER INC COMWELL10$1,5370.00%
251ISHARES COPPER AND METALS MINING ETF46436E18946$1,3750.00%
252FORTINET INC COMFTNT12$1,2690.00%
253UNITED STATES COPPER INDEX FUNDUNTCW37$1,1710.00%
254ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF46428856212$9940.00%
255RESIDENTIAL REIT ETF88636458754$9820.00%
256FORD MOTOR COMPANY34537086080$8680.00%
257AMPLIFY ETF TR ALTRNTV HARV ETF03210847445$8080.00%
258QUINCE THERAPEUTICS INC COMQNCX340$5610.00%
259THE REALREAL INC COM88339P10129$1390.00%
260CREE INCWOLF100$400.00%