The Analysis of JDH Wealth Management, LLC's Holdings
Currently, JDH Wealth Management, LLC holds 51 types of securities in its portfolio with a total value $145.9M. In the most recent quarter, they have increased their positions in VGIT (+8.4K shares, valued at $504.2K), DFGR (+12.3K shares, valued at $324.9K), JNJ (+1.0K shares, valued at $214.2K); decreased their positions in DFIV (-2.6K shares, valued at $130.1K), IVLU (-3.2K shares, valued at $121.9K), DISV (-3.2K shares, valued at $121.5K); initiated new positions in JNJ (+1.0K shares, valued at $214.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST496.7K shares0.03%2025-12-312026-01-05
DFIV DIMENSIONAL ETF TRUST298.8K shares-0.86%2025-12-312026-01-05 DFAT DIMENSIONAL ETF TRUST226.1K shares0.10%2025-12-312026-01-05 DFUV DIMENSIONAL ETF TRUST224.1K shares-0.61%2025-12-312026-01-05 BSVO EA SERIES TRUST381.8K shares1.27%2025-12-312026-01-05 DFUS DIMENSIONAL ETF TRUST113.5K shares0.09%2025-12-312026-01-05 DFAS DIMENSIONAL ETF TRUST99.3K shares-0.45%2025-12-312026-01-05 DFAU DIMENSIONAL ETF TRUST143.8K shares-0.18%2025-12-312026-01-05 DFIC DIMENSIONAL ETF TRUST192.6K shares-0.69%2025-12-312026-01-05 VGIT VANGUARD SCOTTSDALE FDS85.0K shares10.98%2025-12-312026-01-05 DISV DIMENSIONAL ETF TRUST125.3K shares-2.49%2025-12-312026-01-05 DFGR DIMENSIONAL ETF TRUST168.1K shares7.89%2025-12-312026-01-05 AVUV AMERICAN CENTY ETF TR32.0K shares-0.71%2025-12-312026-01-05 DFEM DIMENSIONAL ETF TRUST98.4K shares-1.15%2025-12-312026-01-05 VLUE ISHARES TR16.7K shares-2.56%2025-12-312026-01-05 NVDA NVIDIA CORPORATION11.8K shares0.00%2025-12-312026-01-05 DFAX DIMENSIONAL ETF TRUST57.3K shares-0.35%2025-12-312026-01-05 AAPL APPLE INC6.1K shares0.99%2025-12-312026-01-05 IVLU ISHARES TR43.6K shares-6.84%2025-12-312026-01-05 DFAE DIMENSIONAL ETF TRUST50.2K shares0.00%2025-12-312026-01-05 ITOT ISHARES TR10.6K shares0.00%2025-12-312026-01-05 EFV ISHARES TR18.9K shares-2.19%2025-12-312026-01-05 DFIS DIMENSIONAL ETF TRUST38.1K shares-0.52%2025-12-312026-01-05 DFSD DIMENSIONAL ETF TRUST24.0K shares-4.24%2025-12-312026-01-05 VSS VANGUARD INTL EQUITY INDEX F8.0K shares0.00%2025-12-312026-01-05 VTIP VANGUARD MALVERN FDS19.2K shares-0.64%2025-12-312026-01-05 DFAI DIMENSIONAL ETF TRUST23.8K shares-6.26%2025-12-312026-01-05 TSLA TESLA INC1.6K shares0.00%2025-12-312026-01-05 MSFT MICROSOFT CORP1.4K shares-0.49%2025-12-312026-01-05 AMZN AMAZON COM INC2.9K shares14.10%2025-12-312026-01-05 DFSV DIMENSIONAL ETF TRUST19.2K shares0.00%2025-12-312026-01-05 DFNM DIMENSIONAL ETF TRUST12.4K shares37.74%2025-12-312026-01-05 VXUS VANGUARD STAR FDS7.9K shares0.00%2025-12-312026-01-05 ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-01-05 IXUS ISHARES TR5.2K shares-8.33%2025-12-312026-01-05 VEA VANGUARD TAX-MANAGED FDS6.6K shares0.00%2025-12-312026-01-05 ALPHABET INC ALPHABET INC1.3K shares0.08%2025-12-312026-01-05 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-12-312026-01-05 META META PLATFORMS INC551 shares9.54%2025-12-312026-01-05 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-12-312026-01-05 IBIT ISHARES BITCOIN TRUST ETF6.4K shares0.00%2025-12-312026-01-05 AVDV AMERICAN CENTY ETF TR3.2K shares-15.61%2025-12-312026-01-05 BROADCOM INC BROADCOM INC810 shares0.00%2025-12-312026-01-05 DHR DANAHER CORPORATION1.2K shares1.68%2025-12-312026-01-05 DFAR DIMENSIONAL ETF TRUST12.0K shares-0.12%2025-12-312026-01-05 RMBS RAMBUS INC DEL2.6K shares-0.08%2025-12-312026-01-05 VT VANGUARD INTL EQUITY INDEX F1.6K shares0.19%2025-12-312026-01-05 DIA SPDR DOW JONES INDL AVERAGE466 shares0.00%2025-12-312026-01-05 JNJ JOHNSON & JOHNSON1.0K sharesnew addition2025-12-312026-01-05 VGSR MANAGER DIRECTED PORTFOLIOS16.4K shares0.00%2025-12-312026-01-05 F FORD MTR CO10.2K shares1.09%2025-12-312026-01-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available