JD Financial Services

JD Financial Services as of Dec. 31, 2021

Portfolio Holdings for JD Financial Services

JD Financial Services holds 39 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree U S Largecap Etf Large US Bl Eq (EPS) 11.7 $14M 281k 50.36
Wisdomtree Yield Enhanced Us Aggregate Bd Fd Etf Int Long Hi Qual US Bond (AGGY) 10.7 $13M 252k 51.68
Invesco Qqq Etf Large US Gro Eq (QQQ) 8.0 $9.7M 24k 397.84
Spdr Portfolio Developed World Ex-us Etf Large For Eq (SPDW) 7.5 $9.1M 249k 36.48
Invesco S&p 500 Equal Weight Etf Large US Bl Eq (RSP) 7.4 $9.0M 55k 162.74
Wisdomtree U S Mid Cap Dividend Etf Mid Cap US Val Eq (DON) 6.7 $8.1M 182k 44.36
Wisdomtree Trust Us Div Grwth Fund Large US Bl Eq (DGRW) 6.5 $7.9M 120k 65.86
Wisdomtree Emerging Mkts Ex State Owned Enterprises Etf Emerging Markets Equity (XSOE) 5.8 $7.0M 190k 36.85
Wisdomtree U S High Yield Corp Bond Etf Int Long HY Bond (WFHY) 5.1 $6.2M 118k 52.47
Wisdomtree Intl Small Cap Dividend Etf Small For Eq (DLS) 4.9 $5.9M 80k 73.66
Wisdomtree U S Total Dividend Etf Large US Val Eq (DTD) 4.1 $5.0M 78k 64.74
Spdr Series Trust S&p 600 Small Cap Etf Small US Bl Eq 3.6 $4.4M 44k 99.41
Sector Energy Select Sector Spdr Etf Sector (XLE) 3.0 $3.7M 66k 55.50
Wisdomtree Mortgage Plus Bond Etf Int Long Hi Qual US Bond (MTGP) 1.8 $2.1M 42k 50.25
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Short Int Hi Qual US Bond (SHAG) 1.6 $2.0M 39k 50.51
Wisdomtree Emerging Markets Small Cap Dividend Etf Emerging Markets Equity (DGS) 1.6 $2.0M 37k 52.91
Wisdomtree Trust Emerging Markets Local Debt Fund Em Mkt Bond (ELD) 1.6 $2.0M 65k 29.97
Invesco Exchange Kbw Bk Etf Sector (KBWB) 1.6 $1.9M 28k 67.85
Spdr Intermediate Term Treasury Etf Int Long Hi Qual US Bond (SPTI) 1.5 $1.8M 55k 32.05
Sector Consumer Staples Select Sector Spdr Etf Sector (XLP) 0.9 $1.1M 14k 77.14
Apple Large US Bl Eq (AAPL) 0.6 $716k 4.0k 177.62
Ishares Core S&p 500 Etf Large US Bl Eq (IVV) 0.4 $517k 1.1k 476.94
Invesco S&p Intl Developed Low Volatility Etf Large For Eq (IDLV) 0.3 $381k 12k 31.93
Spdr Series Trust S&p 600 Small Cap Value Etf Small US Val Eq (SLYV) 0.3 $337k 4.0k 84.78
Procter & Gamble Large US Bl Eq (PG) 0.3 $311k 1.9k 163.51
Select Sector Tr Real Estate Spdr Etf Real Est Inv Trust (XLRE) 0.2 $303k 5.8k 51.86
Vanguard Mid Cap Etf Mid Cap US Bl Eq (VO) 0.2 $279k 1.1k 254.79
Verizon Communications Large US Val Eq (VZ) 0.2 $278k 5.4k 51.94
Global X Nasdaq 100 Covered Call Etf Tactical (QYLD) 0.2 $276k 12k 22.22
Spdr Series Trust S&p 400 Mid Cap Value Etf Mid Cap US Val Eq (MDYV) 0.2 $256k 3.6k 71.11
At&t Large US Val Eq (T) 0.2 $250k 10k 24.60
Spdr Portfolio Emerging Markets Etf Emerging Markets Equity (SPEM) 0.2 $249k 6.0k 41.45
Ishares Core Msci Eafe Etf Large For Eq (IEFA) 0.2 $230k 3.1k 74.60
Amazon.com Large US Gro Eq (AMZN) 0.2 $223k 67.00 3328.36
Ishares Russell 2000 Etf Small US Bl Eq (IWM) 0.2 $220k 988.00 222.67
Raytheon Technologies Corp Large US Val Eq (RTX) 0.2 $213k 2.5k 85.99
Umb Financial Corp Small US Bl Eq (UMBF) 0.2 $200k 1.9k 106.27
Invesco Optimum Yld Diversified Commodity Str K1 Etf Commodity (PDBC) 0.1 $174k 12k 14.08
Titan Medical Small US Bl Eq (TMDIF) 0.0 $11k 18k 0.61