JWM

JDH Wealth Management Portfolio holdings

AUM $141M
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$500K
3
+$313K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$296K
5
RMBS icon
Rambus
RMBS
+$268K

Top Sells

1
+$779K
2
+$400K
3
+$297K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$272K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$209K

Sector Composition

1 Technology 3.79%
2 Consumer Discretionary 0.97%
3 Communication Services 0.73%
4 Financials 0.44%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTIP icon
26
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$977K 0.69%
19,291
+3,475
DFAI icon
27
Dimensional International Core Equity Market ETF
DFAI
$12.4B
$922K 0.65%
25,368
MSFT icon
28
Microsoft
MSFT
$3.59T
$742K 0.53%
1,433
+60
TSLA icon
29
Tesla
TSLA
$1.51T
$693K 0.49%
1,559
-30
DFSV icon
30
Dimensional US Small Cap Value ETF
DFSV
$5.86B
$611K 0.43%
19,182
VXUS icon
31
Vanguard Total International Stock ETF
VXUS
$115B
$579K 0.41%
7,880
AMZN icon
32
Amazon
AMZN
$2.45T
$553K 0.39%
2,517
+33
IXUS icon
33
iShares Core MSCI Total International Stock ETF
IXUS
$51.3B
$471K 0.33%
5,703
DFNM icon
34
Dimensional National Municipal Bond ETF
DFNM
$1.84B
$433K 0.31%
9,016
+1,505
IBIT icon
35
iShares Bitcoin Trust
IBIT
$69.5B
$419K 0.3%
6,444
+147
VEA icon
36
Vanguard FTSE Developed Markets ETF
VEA
$188B
$394K 0.28%
6,583
META icon
37
Meta Platforms (Facebook)
META
$1.7T
$369K 0.26%
503
JPM icon
38
JPMorgan Chase
JPM
$858B
$360K 0.26%
1,141
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$3.88T
$356K 0.25%
1,464
+25
AVDV icon
40
Avantis International Small Cap Value ETF
AVDV
$14.7B
$332K 0.24%
3,734
-485
GOOG icon
41
Alphabet (Google) Class C
GOOG
$3.89T
$306K 0.22%
1,256
+19
TSM icon
42
TSMC
TSM
$1.53T
$305K 0.22%
1,093
DFAR icon
43
Dimensional US Real Estate ETF
DFAR
$1.41B
$287K 0.2%
12,028
+3
RMBS icon
44
Rambus
RMBS
$10.9B
$268K 0.19%
+2,572
AVGO icon
45
Broadcom
AVGO
$1.84T
$267K 0.19%
810
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.09T
$253K 0.18%
504
-9
DHR icon
47
Danaher
DHR
$160B
$236K 0.17%
1,189
+107
VT icon
48
Vanguard Total World Stock ETF
VT
$58.7B
$223K 0.16%
1,617
+3
DIA icon
49
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43B
$216K 0.15%
466
VGSR icon
50
Vert Global Sustainable Real Estate ETF
VGSR
$447M
$175K 0.12%
16,432
-5,779
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