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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

Institutional Manager · CIK 0001960212

JDM Financial Group LLC

ENCINO, CA · File #028-22719

Latest AUM
$257.6M
Positions
248
Top-10 Concentration
72.0%
Filings
13

Sector Allocation

Materials
5.3%$13.7M
Technology
2.9%$7.4M
Financials
0.9%$2.3M
Energy
0.2%$474,248
Healthcare
0.1%$411,235
Consumer Staples
0.0%$87,708
Industrials
0.0%$73,454
Real Estate
0.0%$36,333
Utilities
0.0%$46,814

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BNY MELLON US LARGE CAP CORE EQUITY ETF09661T107216,631$28.3M11.41%
2BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF09789C788552,344$27.8M11.18%
3SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889654,429$23.4M9.41%
4ISHARES 0-3 MONTH TREASURY BOND ETF46436E718228,459$22.9M9.23%
5VANGUARD S&P 500 ETF922908363394,618$19.4M7.82%
6ISHARES S&P 500 INDEX46428720021,292$14.6M5.87%
7VANGUARD MID CAP92290862982,901$11.3M4.55%
8VANGUARD SMALL-CAP ETF92290875190,503$11.2M4.50%
9SPDR PORTFOLIO EMERGING MARKETS ETF78463X509292,134$10.8M4.36%
10VANGUARD REIT INDEX ETF922908553132,920$9.2M3.71%
11SPDR S&P 500 ETF TRUSTSPY8,858$6.0M2.43%
12APPLE INCAAPL19,318$5.3M2.11%
13INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYINHD104,059$4.9M1.97%
14STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40945,234$4.8M1.94%
15STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A50864,329$3.7M1.47%
16SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854135,762$3.4M1.37%
17VANGUARD FTSE DEVELOPED MARKETS ETF92194385853,787$3.4M1.35%
18STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A85440,746$3.3M1.32%
19INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARYINHD82,989$3.0M1.21%
20BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF09789C81264,897$3.0M1.21%