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Jeffrey D. Munjack

Jdm Financial Group Llc

Assets Managed
$259.353M
Holdings
318
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
0.69%(2Q avg: 4.33%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Jdm Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 318 positions.

Assets under management

The assets under management (AUM) of Jdm Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 259.353M in assets, with a quarterly growth rate of 0.69% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Jeffrey D. Munjack, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
Increased 21.5%
11.74%
$30.446M
263,197 shares@ $115.68 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 13.7%
10.35%
$26.838M
744,083 shares@ $36.07 avg price
XHLF
Bondbloxx Bbg 6 Mth Us Treas
Recent Activity
Decreased -3.61%
10.34%
$26.796M
532,397 shares@ $50.33 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 24.29%
9.08%
$23.527M
283,950 shares@ $82.86 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -23.76%
6.93%
$17.952M
300,823 shares@ $59.68 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.38%
5.29%
$13.714M
20,997 shares@ $653.17 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 4.33%
4.62%
$11.973M
94,414 shares@ $126.82 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.98%
4.59%
$11.903M
84,539 shares@ $140.8 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 6.2%
4.52%
$11.7M
310,231 shares@ $37.72 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 5.88%
3.85%
$9.963M
140,723 shares@ $70.8 avg price

1-10 of 318