Jdh-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  "MSFT",
  null,
  "VGIT",
  "AAPL",
  "NVDA",
  null,
  null,
  null,
  "VSS",
  null,
  null,
  null,
  "F",
  "AMZN",
  null,
  null,
  "VEA",
  "VXUS",
  "VT",
  null,
  "IXUS",
  null,
  "BRK-B",
  "DHR",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "XOM",
  "JNJ",
  "TSLA",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 47
Total Value: 116547078
Accession Number: 0002022512-25-000003
Form Type: 13F-HR
CIK: jdh-wealth-management
Manager Name: Jdh-Wealth-Management

Data Enrichment

47% identified

22 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $116.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V773

Shares:37.4K

Value:$965.3K

% of Portfolio:0.8% ($965.3K/$116.5M)

922042718

VSS|922042718

Shares:8.0K

Value:$929.5K

% of Portfolio:0.8% ($929.5K/$116.5M)

25434V864

Shares:14.6K

Value:$692.4K

% of Portfolio:0.6% ($692.4K/$116.5M)

25434V849

Shares:14.5K

Value:$690.9K

% of Portfolio:0.6% ($690.9K/$116.5M)

922020805

Shares:13.5K

Value:$673.5K

% of Portfolio:0.6% ($673.5K/$116.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.2K

Value:$618.6K

% of Portfolio:0.5% ($618.6K/$116.5M)

MICROSOFT CORP

MSFT|594918104

Shares:1.6K

Value:$610.8K

% of Portfolio:0.5% ($610.8K/$116.5M)

AMAZON COM INC

AMZN|023135106

Shares:2.8K

Value:$533.9K

% of Portfolio:0.5% ($533.9K/$116.5M)

921909768

VXUS|921909768

Shares:7.9K

Value:$489.3K

% of Portfolio:0.4% ($489.3K/$116.5M)

25434V203

Shares:14.5K

Value:$454.0K

% of Portfolio:0.4% ($454.0K/$116.5M)

46432F834

IXUS|46432F834

Shares:6.4K

Value:$446.6K

% of Portfolio:0.4% ($446.6K/$116.5M)

Tesla, Inc.

TSLA|88160R101

Shares:1.5K

Value:$378.9K

% of Portfolio:0.3% ($378.9K/$116.5M)

Meta Platforms, Inc.

META|30303M102

Shares:617

Value:$355.6K

% of Portfolio:0.3% ($355.6K/$116.5M)

025072802

Shares:4.9K

Value:$342.8K

% of Portfolio:0.3% ($342.8K/$116.5M)

921943858

VEA|921943858

Shares:6.6K

Value:$334.6K

% of Portfolio:0.3% ($334.6K/$116.5M)

46438F101

Shares:6.3K

Value:$294.8K

% of Portfolio:0.3% ($294.8K/$116.5M)

25434V823

Shares:12.4K

Value:$293.8K

% of Portfolio:0.3% ($293.8K/$116.5M)

464287150

ITOT|464287150

Shares:2.4K

Value:$293.3K

% of Portfolio:0.3% ($293.3K/$116.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$276.9K

% of Portfolio:0.2% ($276.9K/$116.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:496

Value:$264.2K

% of Portfolio:0.2% ($264.2K/$116.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V773)✕	37.4K	QoQ +0.53% (+197) YoY-	All Managers (Combined)	$965.3K	0.8% ($965.3K/$116.5M)	QoQ +5.79% (+$52.8K) YoY-
(VSScusip922042718)	8.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$929.5K	0.8% ($929.5K/$116.5M)	QoQ +0.97% (+$9.0K) YoY-
(cusip25434V864)✕	14.6K	QoQ +36.27% (+3.9K) YoY-	All Managers (Combined)	$692.4K	0.6% ($692.4K/$116.5M)	QoQ +38.13% (+$191.2K) YoY-
(cusip25434V849)✕	14.5K	QoQ +235.09% (+10.2K) YoY-	All Managers (Combined)	$690.9K	0.6% ($690.9K/$116.5M)	QoQ +233.69% (+$483.8K) YoY-
(cusip922020805)✕	13.5K	QoQ +56.92% (+4.9K) YoY-	All Managers (Combined)	$673.5K	0.6% ($673.5K/$116.5M)	QoQ +61.72% (+$257.0K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	5.2K	QoQ -2.05% (-109) YoY-	All Managers (Combined)	$618.6K	0.5% ($618.6K/$116.5M)	QoQ +8.29% (-$47.4K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.6K	QoQ +12.28% (+178) YoY-	All Managers (Combined)	$610.8K	0.5% ($610.8K/$116.5M)	QoQ 0.00% (+$6) YoY-
AMAZON COM INC(AMZNcusip023135106)	2.8K	QoQ +0.03% (-1) YoY-	All Managers (Combined)	$533.9K	0.5% ($533.9K/$116.5M)	QoQ -13.24% (-$81.5K) YoY-
(VXUScusip921909768)	7.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$489.3K	0.4% ($489.3K/$116.5M)	QoQ +5.37% (+$25.0K) YoY-
(cusip25434V203)✕	14.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$454.0K	0.4% ($454.0K/$116.5M)	QoQ +6.95% (+$29.5K) YoY-
(IXUScusip46432F834)	6.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$446.6K	0.4% ($446.6K/$116.5M)	QoQ +5.54% (+$23.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.5K	QoQ +0.89% (-13) YoY-	All Managers (Combined)	$378.9K	0.3% ($378.9K/$116.5M)	QoQ -35.25% (-$206.3K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	617	QoQ +18.88% (+98) YoY-	All Managers (Combined)	$355.6K	0.3% ($355.6K/$116.5M)	QoQ +17.02% (+$51.7K) YoY-
(cusip025072802)✕	4.9K	QoQ +0.30% (+15) YoY-	All Managers (Combined)	$342.8K	0.3% ($342.8K/$116.5M)	QoQ +7.48% (+$23.9K) YoY-
(VEAcusip921943858)	6.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$334.6K	0.3% ($334.6K/$116.5M)	QoQ +6.29% (+$19.8K) YoY-
(cusip46438F101)✕	6.3K	QoQ NEW(+6.3K) YoY-	All Managers (Combined)	$294.8K	0.3% ($294.8K/$116.5M)	QoQ NEW(+$294.8K) YoY-
(cusip25434V823)✕	12.4K	QoQ 0.00% (+1) YoY-	All Managers (Combined)	$293.8K	0.3% ($293.8K/$116.5M)	QoQ +2.15% (+$6.2K) YoY-
(ITOTcusip464287150)	2.4K	QoQ -7.21% (-187) YoY-	All Managers (Combined)	$293.3K	0.3% ($293.3K/$116.5M)	QoQ -11.98% (-$39.9K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$276.9K	0.2% ($276.9K/$116.5M)	QoQ +2.33% (+$6.3K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	496	QoQ NEW(+496) YoY-	All Managers (Combined)	$264.2K	0.2% ($264.2K/$116.5M)	QoQ NEW(+$264.2K) YoY-