0001095449-24-000029.txt : 20240509
0001095449-24-000029.hdr.sgml : 20240509
20240508200303
ACCESSION NUMBER: 0001095449-24-000029
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240509
DATE AS OF CHANGE: 20240508
EFFECTIVENESS DATE: 20240509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: JDM Financial Group LLC
CENTRAL INDEX KEY: 0001960212
ORGANIZATION NAME:
IRS NUMBER: 050526771
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22719
FILM NUMBER: 24928075
BUSINESS ADDRESS:
STREET 1: 110 SAN ANTONIO, #3711
CITY: AUSTIN
STATE: TX
ZIP: 78701
BUSINESS PHONE: (310) 479-4122
MAIL ADDRESS:
STREET 1: 1108 LAVACA ST., SUITE 110-523
CITY: AUSTIN
STATE: TX
ZIP: 78701
13F-HR
1
primary_doc.xml
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0001960212
XXXXXXXX
03-31-2024
03-31-2024
JDM Financial Group LLC
1108 LAVACA ST., SUITE 110-523
AUSTIN
TX
78701
13F HOLDINGS REPORT
028-22719
000122057
801-68063
N
Jeffrey D. Munjack
Managing Member
(310) 479-4122
Jeffrey D. Munjack
Austin
TX
04-10-2024
0
213
137161818
false
INFORMATION TABLE
2
table.2024-03.xml
13F INFORMATION TABLE FOR MARCH 31, 2024
AMAZON.COM INCStock0231351063778602095SHSOLE002095
POWERSHARES QQQ TRETF46090E1039726202191SHSOLE002191
TECHNOLOGY SELECT SECTOR SPDRETF81369Y8033346431607SHSOLE001607
STARBUCKS CORP COMStock855244109456850SHSOLE0050
SEMPRA ENERGYStock8168511091005621400SHSOLE001400
JOHNSON & JOHNSON COMStock47816010444530282SHSOLE00282
WASTE MANAGEMENT INCStock94106L1091129753SHSOLE0053
VANGUARD TOTAL STOCK MARKET ETFETF92290876979789307SHSOLE00307
POWERSHARES WILDERHILL CLEAN ENERGYETF46137V134158169SHSOLE0069
COSTCO WHOLESALE CORPStock22160K105126740173SHSOLE00173
ISHARES MSCI EMERGING MARKETS ETFETF46428723448525511812SHSOLE0011812
PROCTER AND GAMBLE CO COMStock74271810957112352SHSOLE00352
COCA COLA CO COMStock19121610013337218SHSOLE00218
VANGUARD REIT INDEX ETFETF922908553386846044732SHSOLE0044732
CARNIVAL CORP PAIRED CTFStock1436583001634100SHSOLE00100
CME GROUP INC COMStock12572Q105753535SHSOLE0035
NETFLIX INC COMStock64110L106607410SHSOLE0010
SPDR DOW JONES INDUSTRIAL ETFETF78467X1097050241772SHSOLE001772
MERCK & CO INC COMStock58933Y10552780400SHSOLE00400
SPDR S&P 500 ETF TRUSTETF78462F103593122011339SHSOLE0011339
MASTERCARD INC Stock57636Q104972920SHSOLE0020
ISHARES CORE CONSERVATIVE ALLOCATION ETFETF4642898833338359065SHSOLE009065
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFETF37954Y7156534205SHSOLE00205
EDWARDS LIFESCIENCES CORP COMStock28176E10812901135SHSOLE00135
ISHARES TR S&P 100 INDEX FUNDETF46428710145771185SHSOLE00185
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ISHARES COHEN & STEERS REIT ETFETF46428756456546980SHSOLE00980
INTERPUBLIC GROUP COS INC COMStock4606901008875272SHSOLE00272
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BAXTER INTL INC COMStock071813109703071645SHSOLE001645
AUTOMATIC DATA PROCESSING INC COMStock053015103749230SHSOLE0030
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GOOGLE INCStock02079K3053158962093SHSOLE002093
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QUANTA SVCS INC COMStock74762E102337713SHSOLE0013
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ISHARES RUSSELL MIDCAP GROWTH ETFETF46428748115252134SHSOLE00134
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VANGUARD SMALL CAP VALUE ETFETF92290861177711405SHSOLE00405
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TRISALUS LIFE SCIENCES INC COMStock58507N1055168530SHSOLE00530
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ASML HOLDING N V N Y REGISTRY SHSADRN070592101456015SHSOLE0015
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PALO ALTO NETWORKS INC COMStock69743510573263258SHSOLE00258
HORIZON KINETICS INFLATION BENEFICIARIES ETFETF53656F6238889273SHSOLE00273
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BROADCOM INC COMStock11135F1011723013SHSOLE0013
METLIFE INC COMStock59156R10818528250SHSOLE00250
ISHARES CORE MSCI EAFE ETFETF46432F842208054028032SHSOLE0028032
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKStock36266G107818890SHSOLE0090
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NVIDIA CORPORATION COMStock67066G10411137411233SHSOLE001233
ISHARES CORE MSCI EMERGING MARKETS ETFETF46434G10393936518205SHSOLE0018205
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VANGUARD TOTAL BOND MARKET ETFETF921937835363250SHSOLE0050
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ZOETIS INC CL AStock98978V103558433SHSOLE0033
INVESCO FINANCIAL PREFERRED ETFETF46137V621255011673SHSOLE001673
INVESCO KBW PROPERTY & CASUALTY INSURANCE ETFETF46138E586312529SHSOLE0029
ISHARES RUSSELL 2000 GROWTH ETFETF4642876481018138SHSOLE0038
QUALCOMM INC COMStock74752510317775105SHSOLE00105
T-MOBILE US INC COMStock872590104816150SHSOLE0050
INTUITIVE SURGICAL INC COM NEWStock46120E6021157429SHSOLE0029
DISCOVER FINANCIAL SERVICES LLCStock254709108930771SHSOLE0071
MCDONALDS CORP COMStock580135101930433SHSOLE0033
CAMBRIA SHAREHOLDER YIELD ETFETF13206120111870162SHSOLE00162
CISCO SYS INCStock17275R1027735155SHSOLE00155
ADVANCED MICRO DEVICES INC COMStock0079031071606489SHSOLE0089
ENERGY SELECT SECTOR SPDRETF81369Y50641824443SHSOLE00443
ISHARES BIOTECHNOLOGY ETFETF46428755619062139SHSOLE00139
GE AEROSPACE COM NEWStock36960430147620271SHSOLE00271
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ISHARES U.S. TECHNOLOGY ETFETF46428772120433151SHSOLE00151
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ISHARES S&P 500 GROWTH ETFETF4642873091097721300SHSOLE001300
ISHARES S&P 500 INDEXETF4642872001692599132195SHSOLE0032195
WELLS FARGO CO NEW COMStock94974610126951465SHSOLE00465
UNION PAC CORP COMStock907818108442718SHSOLE0018
ISHARES S&P U.S. PREFERRED STOCK ETFETF464288687452831405SHSOLE001405
NORTHROP GRUMMAN CORP COMStock666807102878418SHSOLE0018
LOCKHEED MARTIN CORP COMStock53983010931847SHSOLE007
JPMORGAN CHASE & CO COMStock46625H100580929SHSOLE0029
SPDR PORTFOLIO EMERGING MARKETS ETFETF78463X5094519330124878SHSOLE00124878
CHEVRON CORP NEW COMStock16676410036596232SHSOLE00232
CONOCOPHILLIPS COMStock20825C10416037126SHSOLE00126
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WALMART INC COMStock93114210336061599SHSOLE00599
RTX CORPORATION COMStock75513E101673069SHSOLE0069
VANGUARD FTSE EMERGING MARKETS ETFETF922042858310247474275SHSOLE0074275
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TARGET CORP COMStock87612E1061063360SHSOLE0060
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TRAVELERS COMPANIES INC COMStock89417E109690430SHSOLE0030
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