0001840561-22-000001.txt : 20220211 0001840561-22-000001.hdr.sgml : 20220211 20220210193409 ACCESSION NUMBER: 0001840561-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JD Financial Services Inc. CENTRAL INDEX KEY: 0001840561 IRS NUMBER: 271439250 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20838 FILM NUMBER: 22616050 BUSINESS ADDRESS: STREET 1: 396 ALEXANDER SPRING ROAD STREET 2: SUITE 3 CITY: CARLISLE STATE: PA ZIP: 17015 BUSINESS PHONE: (717) 462-6422 MAIL ADDRESS: STREET 1: 396 ALEXANDER SPRING ROAD STREET 2: SUITE 3 CITY: CARLISLE STATE: PA ZIP: 17015 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001840561 XXXXXXXX 12-31-2021 12-31-2021 JD Financial Services Inc.
396 ALEXANDER SPRING ROAD SUITE 3 CARLISLE PA 17015
13F HOLDINGS REPORT 028-20838 N
JAMES A. DEGAETANO PRESIDENT (717) 462-6422 JAMES A. DEGAETANO CARLISLE PA 02-10-2022 0 39 121334 false
INFORMATION TABLE 2 13FDWAQ42021.xml SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF Large For Eq 78463X889 9091 249211 SH SOLE 0 0 249211 INVESCO S&P 500 EQUAL WEIGHT ETF Large US Bl Eq 46137V357 8997 55283 SH SOLE 0 0 55283 SPDR SERIES TRUST S&P 600 SMALL CAP ETF Small US Bl Eq 78464A813 4409 44353 SH SOLE 0 0 44353 SECTOR ENERGY SELECT SECTOR SPDR ETF Sector 81369Y506 3665 66041 SH SOLE 0 0 66041 SPDR INTERMEDIATE TERM TREASURY ETF Int Long Hi Qual US Bond 78464A672 1776 55414 SH SOLE 0 0 55414 SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF Sector 81369Y308 1090 14130 SH SOLE 0 0 14130 APPLE INC Large US Bl Eq 037833100 716 4031 SH SOLE 0 0 4031 ISHARES CORE S&P 500 ETF Large US Bl Eq 464287200 517 1084 SH SOLE 0 0 1084 SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF Small US Val Eq 78464A300 337 3975 SH SOLE 0 0 3975 PROCTER & GAMBLE CO Large US Bl Eq 742718109 311 1902 SH SOLE 0 0 1902 SELECT SECTOR TR REAL ESTATE SPDR ETF Real Est Inv Trust 81369Y860 303 5843 SH SOLE 0 0 5843 VANGUARD MID CAP ETF Mid Cap US Bl Eq 922908629 279 1095 SH SOLE 0 0 1095 VERIZON COMMUNICATIONS INC Large US Val Eq 92343V104 278 5352 SH SOLE 0 0 5352 GLOBAL X NASDAQ 100 COVERED CALL ETF Tactical 37954Y483 276 12419 SH SOLE 0 0 12419 SPDR SERIES TRUST S&P 400 MID CAP VALUE ETF Mid Cap US Val Eq 78464A839 256 3600 SH SOLE 0 0 3600 AT&T INC Large US Val Eq 00206R102 250 10162 SH SOLE 0 0 10162 SPDR PORTFOLIO EMERGING MARKETS ETF Emerging Markets Equity 78463X509 249 6007 SH SOLE 0 0 6007 ISHARES CORE MSCI EAFE ETF Large For Eq 46432F842 230 3083 SH SOLE 0 0 3083 AMAZON.COM INC Large US Gro Eq 023135106 223 67 SH SOLE 0 0 67 ISHARES RUSSELL 2000 ETF Small US Bl Eq 464287655 220 988 SH SOLE 0 0 988 UMB FINANCIAL CORP Small US Bl Eq 902788108 200 1882 SH SOLE 0 0 1882 INVESCO OPTIMUM YLD DIVERSIFIED COMMODITY STR K1 ETF Commodity 46090F100 174 12361 SH SOLE 0 0 12361 TITAN MEDICAL INC NEW Small US Bl Eq 88830X819 11 17920 SH SOLE 0 0 17920 WISDOMTREE U S LARGECAP ETF Large US Bl Eq 97717W588 14165 281271 SH SOLE 0 0 281271 WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF Int Long Hi Qual US Bond 97717X511 13030 252128 SH SOLE 0 0 252128 INVESCO QQQ ETF Large US Gro Eq 46090E103 9654 24266 SH SOLE 0 0 24266 WISDOMTREE U S MID CAP DIVIDEND ETF Mid Cap US Val Eq 97717W505 8085 182264 SH SOLE 0 0 182264 WISDOMTREE TRUST US DIV GRWTH FUND Large US Bl Eq 97717X669 7871 119513 SH SOLE 0 0 119513 WISDOMTREE EMERGING MKTS EX STATE OWNED ENTERPRISES ETF Emerging Markets Equity 97717X578 7001 189997 SH SOLE 0 0 189997 WISDOMTREE U S HIGH YIELD CORP BOND ETF Int Long HY Bond 97717X172 6214 118420 SH SOLE 0 0 118420 WISDOMTREE INTL SMALL CAP DIVIDEND ETF Small For Eq 97717W760 5917 80334 SH SOLE 0 0 80334 WISDOMTREE U S TOTAL DIVIDEND ETF Large US Val Eq 97717W109 5027 77649 SH SOLE 0 0 77649 WISDOMTREE MORTGAGE PLUS BOND ETF Int Long Hi Qual US Bond 97717Y725 2129 42365 SH SOLE 0 0 42365 WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF Short Int Hi Qual US Bond 97717Y808 1973 39060 SH SOLE 0 0 39060 WISDOMTREE EMERGING MARKETS SMALL CAP DIVIDEND ETF Emerging Markets Equity 97717W281 1963 37102 SH SOLE 0 0 37102 WISDOMTREE TRUST EMERGING MARKETS LOCAL DEBT FUND Em Mkt Bond 97717X867 1953 65162 SH SOLE 0 0 65162 INVESCO EXCHANGE KBW BK ETF Sector 46138E628 1900 28002 SH SOLE 0 0 28002 INVESCO S&P INTL DEVELOPED LOW VOLATILITY ETF Large For Eq 46138E230 381 11934 SH SOLE 0 0 11934 RAYTHEON TECHNOLOGIES CORP Large US Val Eq 75513E101 213 2477 SH SOLE 0 0 2477