JDH Wealth Management, LLC

CIK 2022512 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +10.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas67,69%

Bobot 25 kepemilikan teratas90,78%

Posisi di atas 1%21

Jumlah posisi efektif17,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,41% Perkiraan pembelian $3.766.823 · penjualan $4.214.283

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 95,3% masih dipegang

Posisi baru8

Meningkat16

Menurun27

Tertutup1

Nilai Portofolio $164.3M #7.147 dari 9.337 berdasarkan nilai 13F · top 76.5%

Posisi 61

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 4,8%

Communication Services 0,9%

Retail 0,5%

Consumer Discretionary 0,5%

Financials 0,4%

Healthcare 0,4%

Industrials 0,2%

Lainnya/Tidak terpetakan 92,4%

Portofolio lengkap 61 posisi

					Rentetan
DFAC Dimensional ETF Trust	$21.240.532	12,93%	478.822	$2.392.315	Turun ×2
DFIV Dimensional ETF Trust	$15.547.936	9,46%	287.818	$132.538	Turun ×5
DFAT Dimensional ETF Trust	$15.232.128	9,27%	217.913	$1.309.245	Turun ×2
DFUV Dimensional ETF Trust	$11.743.736	7,15%	213.484	$1.134.856	Turun ×4
BSVO EA Bridgeway Omni Small-Cap Value ETF	$10.217.788	6,22%	350.048	$697.068	Turun ×2
DFUS Dimensional ETF Trust	$9.091.918	5,53%	110.958	$1.095.522	Turun ×2
DFAS Dimensional ETF Trust	$8.090.553	4,92%	98.258	$1.030.498	Turun ×4
DFAU Dimensional ETF Trust	$7.111.060	4,33%	137.571	$545.384	Turun ×1
DFIC Dimensional ETF Trust	$6.780.068	4,13%	181.966	$171.483	Turun ×3
VGIT Vanguard Intermediate-Term Treasury ETF	$6.174.127	3,76%	104.682	$399.998	Naik ×6
DFGR Dimensional ETF Trust	$5.508.625	3,35%	190.149	$811.527	Naik ×6
DISV Dimensional ETF Trust	$4.688.503	2,85%	116.833	$55.976	Turun ×4
DFEM Dimensional ETF Trust	$3.858.484	2,35%	94.943	$579.714	Naik ×1
AVUV AMERICAN CENTURY ETF TRUST	$3.843.357	2,34%	30.806	$338.807	Turun ×4
VLUE iShares MSCI USA Value Factor ETF	$3.215.742	1,96%	16.094	$843.586	Turun ×1
NVDA NVIDIA Corporation - Common Stock	$2.486.414	1,51%	12.426	$380.801	Naik ×2
DFAX Dimensional ETF Trust	$1.954.183	1,19%	53.045	$68.928	Turun ×6
AAPL Apple Inc. - Common Stock	$1.903.990	1,16%	6.580	$325.162	Naik ×3
DFAE Dimensional ETF Trust	$1.810.495	1,10%	45.026	$111.976	Turun ×1
ITOT iShares Trust	$1.720.893	1,05%	10.476	$211.420	Turun ×2
DFSD Dimensional ETF Trust	$1.657.164	1,01%	34.705	$278.555	Naik ×2
EFV iShares Trust	$1.410.357	0,86%	18.424	$24.399	Turun ×5
DFIS Dimensional ETF Trust	$1.367.151	0,83%	39.028	$53.078
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	$1.293.272	0,79%	25.747	$166.999	Naik ×2
VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF	$1.224.445	0,75%	7.936	$67.456
IVLU iShares Trust	$1.195.132	0,73%	28.578	$-211.127	Turun ×4
DFAI Dimensional ETF Trust	$945.986	0,58%	22.933	$52.516
DFNM Dimensional ETF Trust	$814.590	0,50%	16.853	$138.058	Naik ×4
AMZN Amazon.com, Inc. - Common Stock	$748.388	0,46%	3.140	$139.407	Naik ×4
GOOGL Alphabet Inc. - Class A Common Stock	$694.013	0,42%	1.942	$163.752	Naik ×2
TSLA Tesla, Inc. - Common Stock	$667.913	0,41%	1.588	$84.265	Naik ×2
VXUS Vanguard Total International Stock ETF	$662.975	0,40%	7.755	$64.987
DFSV Dimensional ETF Trust	$629.484	0,38%	16.228	$-42.653	Turun ×1
MSFT Microsoft Corporation - Common Stock	$622.197	0,38%	1.668	$-91.491	Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$576.427	0,35%	1.207	$188.460	Naik ×2
GOOG Alphabet Inc. - Class C Capital Stock	$472.049	0,29%	1.336	$102.000	Naik ×4
VEA Vanguard FTSE Developed Markets ETF	$469.039	0,29%	6.583	$47.200
JPM JP Morgan Chase & Co. Common Stock	$449.751	0,27%	1.374	$41.751	Turun ×1
IXUS iShares Core MSCI Total International Stock ETF	$408.770	0,25%	4.283	$-7.449	Turun ×3
MU Micron Technology, Inc. - Common Stock	$399.384	0,24%	346		Naik ×1
AVGO Broadcom Inc. - Common Stock	$373.595	0,23%	989	$40.872	Turun ×1
LLY Eli Lilly and Company Common Stock	$352.632	0,21%	294	$78.541	Turun ×1
RMBS Rambus, Inc. - Common Stock	$342.735	0,21%	2.582	$120.864	Naik ×2
META Meta Platforms, Inc. - Class A Common Stock	$337.974	0,21%	600	$-25.329	Turun ×1
AVDV AMERICAN CENTURY ETF TRUST	$318.425	0,19%	3.090	$9.858
INTC Intel Corporation - Common Stock	$303.546	0,18%	2.174		Naik ×1
FIX Comfort Systems USA, Inc. Common Stock	$297.293	0,18%	150	$87.687	Turun ×1
JNJ Johnson & Johnson Common Stock	$271.240	0,17%	1.068	$-38.465	Turun ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$250.695	0,15%	501	$44.639	Naik ×1
VT Vanguard Total World Stock Index ETF	$247.667	0,15%	1.578	$29.398
DIA State Street SPDR Dow Jones Industrial Average ETF Trust	$243.434	0,15%	466	$27.587
DFAR Dimensional ETF Trust	$229.942	0,14%	8.790	$-10.682	Turun ×3
SPY SPY	$224.144	0,14%	300		Naik ×1
WDC Western Digital Corporation - Common Stock	$217.804	0,13%	341		Naik ×1
SCHH SCHWAB STRATEGIC TRUST	$217.311	0,13%	9.177		Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock	$216.679	0,13%	373		Naik ×1
AMAT Applied Materials, Inc. - Common Stock	$213.285	0,13%	295		Naik ×1
IBIT iShares Bitcoin Trust ETF	$209.627	0,13%	6.297	$-32.304
KLAC KLA Corporation - Common Stock	$203.051	0,12%	673		Naik ×1
VGSR Vert Global Sustainable Real Estate ETF	$187.078	0,11%	16.432	$17.335
F Ford Motor Company Common Stock	$143.212	0,09%	10.303	$25.239	Naik ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
VGIT	$6.174.127	3,76%	naik ×6
DFGR	$5.508.625	3,35%	naik ×6
AAPL	$1.903.990	1,16%	naik ×3
DFNM	$814.590	0,50%	naik ×4
AMZN	$748.388	0,46%	naik ×4
GOOG	$472.049	0,29%	naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
MU	$399.384	346	0,24%
INTC	$303.546	2.174	0,18%
SPY	$224.144	300	0,14%
WDC	$217.804	341	0,13%
SCHH	$217.311	9.177	0,13%
AMD	$216.679	373	0,13%
AMAT	$213.285	295	0,13%
KLAC	$203.051	673	0,12%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
DFAC	Dipangkas	-6K	+$2.4M
DFAT	Dipangkas	-5K	+$1.3M
DFUV	Dipangkas	-5K	+$1.1M
DFUS	Dipangkas	-2K	+$1.1M
DFAS	Dipangkas	-998	+$1.0M
VLUE	Dipangkas	-589	+$844K
DFGR	Beli lebih banyak	+13K	+$812K
BSVO	Dipangkas	-25K	+$697K
DFEM	Beli lebih banyak	+44	+$580K
DFAU	Dipangkas	-8K	+$545K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
XOM	30 Juni 2025	5.201	$618.555	52,1%
BRK-B (diajukan sebagai BRKB)	31 Des. 2025	504	$253.381	Tidak lagi dilacak
JNJ	30 Juni 2025	1.495	$247.931	65,6%
SHY	30 Juni 2025	2.976	$246.222
DHR	30 Juni 2026	1.264	$239.654	16,1%
F	30 Juni 2025	10.213	$102.436	12,0%