JWM

JDH Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$302K
3
+$235K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$231K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$211K

Top Sells

1
+$472K
2
+$357K
3
+$331K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$316K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$255K

Sector Composition

1 Technology 3.6%
2 Consumer Discretionary 0.88%
3 Communication Services 0.85%
4 Healthcare 0.56%
5 Financials 0.41%
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
$17.4B
$1.13M 0.76%
22,548
+3,381
DFAI icon
27
Dimensional International Core Equity Market ETF
DFAI
$15.6B
$893K 0.6%
22,933
-848
MSFT icon
28
Microsoft
MSFT
$3.15T
$714K 0.48%
1,928
+502
DFNM icon
29
Dimensional National Municipal Bond ETF
DFNM
$2.09B
$677K 0.46%
14,115
+1,696
DFSV icon
30
Dimensional US Small Cap Value ETF
DFSV
$7.33B
$672K 0.45%
19,182
AMZN icon
31
Amazon
AMZN
$2.84T
$609K 0.41%
2,924
+52
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$143B
$598K 0.4%
7,755
-125
TSLA icon
33
Tesla
TSLA
$1.41T
$584K 0.39%
1,570
+11
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.17T
$530K 0.36%
1,844
+380
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$219B
$422K 0.28%
6,583
IXUS icon
36
iShares Core MSCI Total International Stock ETF
IXUS
$56B
$416K 0.28%
4,804
-424
JPM icon
37
JPMorgan Chase
JPM
$826B
$408K 0.28%
1,387
+246
TSM icon
38
TSMC
TSM
$2.09T
$388K 0.26%
1,148
+55
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.14T
$370K 0.25%
1,290
+33
META icon
40
Meta Platforms (Facebook)
META
$1.71T
$363K 0.25%
635
+84
AVGO icon
41
Broadcom
AVGO
$2T
$333K 0.22%
1,075
+265
JNJ icon
42
Johnson & Johnson
JNJ
$548B
$310K 0.21%
1,267
+232
AVDV icon
43
Avantis International Small Cap Value ETF
AVDV
$18.6B
$309K 0.21%
3,090
-61
LLY icon
44
Eli Lilly
LLY
$790B
$274K 0.18%
+298
IBIT icon
45
iShares Bitcoin Trust
IBIT
$62B
$242K 0.16%
6,297
-147
DFAR icon
46
Dimensional US Real Estate ETF
DFAR
$1.68B
$241K 0.16%
10,174
-1,840
DHR icon
47
Danaher
DHR
$125B
$240K 0.16%
1,264
+55
RMBS icon
48
Rambus
RMBS
$17.1B
$222K 0.15%
2,579
+9
VT icon
49
Vanguard Total World Stock ETF
VT
$68B
$218K 0.15%
1,578
-42
DIA icon
50
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.3B
$216K 0.15%
466
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