13F HOLDINGS REPORT
JDH Wealth Management, LLC
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0002022512-25-000003
Total Value
$116.5M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 537,068 | $17.7M | 15.20% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 241,312 | $12.4M | 10.66% |
| 3 | DIMENSIONAL ETF TRUST | 25434V807 | 308,464 | $12.1M | 10.42% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 215,014 | $8.9M | 7.60% |
| 5 | DIMENSIONAL ETF TRUST | 25434V401 | 111,675 | $6.8M | 5.80% |
| 6 | EA SERIES TRUST | 02072L532 | 298,660 | $5.8M | 4.98% |
| 7 | DIMENSIONAL ETF TRUST | 25434V500 | 94,551 | $5.6M | 4.85% |
| 8 | DIMENSIONAL ETF TRUST | 25434V799 | 176,343 | $4.9M | 4.20% |
| 9 | DIMENSIONAL ETF TRUST | 25434V104 | 117,978 | $4.5M | 3.89% |
| 10 | DIMENSIONAL ETF TRUST | 25434V658 | 138,336 | $3.6M | 3.12% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 122,113 | $3.6M | 3.05% |
| 12 | DIMENSIONAL ETF TRUST | 25434V732 | 120,354 | $3.2M | 2.73% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C706 | 52,894 | $3.1M | 2.70% |
| 14 | AMERICAN CENTY ETF TR | 025072877 | 30,989 | $2.7M | 2.32% |
| 15 | APPLE INC | AAPL | 10,885 | $2.4M | 2.07% |
| 16 | DIMENSIONAL ETF TRUST | 25434V880 | 70,458 | $1.8M | 1.58% |
| 17 | ISHARES TR | 46432F388 | 15,884 | $1.7M | 1.45% |
| 18 | NVIDIA CORPORATION | NVDA | 13,895 | $1.5M | 1.29% |
| 19 | ISHARES TR | 46435G409 | 47,346 | $1.4M | 1.23% |
| 20 | ISHARES TR | 464288877 | 19,659 | $1.2M | 0.99% |
| 21 | DIMENSIONAL ETF TRUST | 25434V773 | 37,355 | $965,253 | 0.83% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042718 | 8,041 | $929,540 | 0.80% |
| 23 | DIMENSIONAL ETF TRUST | 25434V864 | 14,571 | $692,414 | 0.59% |
| 24 | DIMENSIONAL ETF TRUST | 25434V849 | 14,523 | $690,859 | 0.59% |
| 25 | VANGUARD MALVERN FDS | 922020805 | 13,497 | $673,500 | 0.58% |
| 26 | EXXON MOBIL CORP | XOM | 5,201 | $618,555 | 0.53% |
| 27 | MICROSOFT CORP | MSFT | 1,627 | $610,760 | 0.52% |
| 28 | AMAZON COM INC | AMZN | 2,806 | $533,870 | 0.46% |
| 29 | VANGUARD STAR FDS | 921909768 | 7,880 | $489,348 | 0.42% |
| 30 | DIMENSIONAL ETF TRUST | 25434V203 | 14,537 | $453,991 | 0.39% |
| 31 | ISHARES TR | 46432F834 | 6,397 | $446,575 | 0.38% |
| 32 | TESLA INC | TSLA | 1,462 | $378,892 | 0.33% |
| 33 | META PLATFORMS INC | META | 617 | $355,614 | 0.31% |
| 34 | AMERICAN CENTY ETF TR | 025072802 | 4,915 | $342,772 | 0.29% |
| 35 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,583 | $334,614 | 0.29% |
| 36 | ISHARES BITCOIN TRUST ETF | IBIT | 6,297 | $294,763 | 0.25% |
| 37 | DIMENSIONAL ETF TRUST | 25434V823 | 12,361 | $293,812 | 0.25% |
| 38 | ISHARES TR | 464287150 | 2,404 | $293,312 | 0.25% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 1,129 | $276,944 | 0.24% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 496 | $264,160 | 0.23% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,233 | $258,916 | 0.22% |
| 42 | JOHNSON & JOHNSON | JNJ | 1,495 | $247,931 | 0.21% |
| 43 | ISHARES TR | 464287457 | 2,976 | $246,222 | 0.21% |
| 44 | ALPHABET INC | GOOG | 1,533 | $237,063 | 0.20% |
| 45 | DANAHER CORPORATION | 235851102 | 1,118 | $229,190 | 0.20% |
| 46 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 22,211 | $225,220 | 0.19% |
| 47 | FORD MTR CO | 345370860 | 10,213 | $102,436 | 0.09% |