JD Financial Services Inc. 13F Holdings
CIK 0001840561 · CARLISLE, PA
As of Dec 31, 2021, JD Financial Services Inc. reported 39 positions worth
CIK 0001840561 · CARLISLE, PA
As of Dec 31, 2021, JD Financial Services Inc. reported 39 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US LARGECAP FUND | EPS | — | 281,271 | 4.2K | 11.67% |
| WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND | AGGY | — | 252,128 | 3.0K | 10.74% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 24,266 | $9.7K | 7.96% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 249,211 | $9.1K | 7.49% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 55,283 | $9.0K | 7.42% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 182,264 | $8.1K | 6.66% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 119,513 | $7.9K | 6.49% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | XSOE | — | 189,997 | $7.0K | 5.77% |
| WISDOMTREE US HIGH YIELD CORPORATE BOND FUND | QHY | — | 118,420 | $6.2K | 5.12% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 80,334 | $5.9K | 4.88% |
| WISDOMTREE US TOTAL DIVIDEND FUND | DTD | — | 77,649 | $5.0K | 4.14% |
| SPDR | SLY | — | 44,353 | $4.4K | 3.63% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 66,041 | $3.7K | 3.02% |
| WISDOMTREE MORTGAGE PLUS BOND FUND | MTGP | — | 42,365 | $2.1K | 1.75% |
| WISDOMTREE YIELD ENHANCED US SHORT-TERM AGGREGATE BOND FUND | SHAG | — | 39,060 | $2.0K | 1.63% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 37,102 | $2.0K | 1.62% |
| WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | ELD | — | 65,162 | $2.0K | 1.61% |
| INVESCO EXCH TRADED FD TR II | — | — | 28,002 | .9K | 1.57% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 55,414 | .8K | 1.46% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 14,130 | .1K | 0.90% |
| APPLE INC | AAPL | Technology | 4,031 | $716.0 | 0.59% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,084 | $517.0 | 0.43% |
| INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF | IDLV | — | 11,934 | $381.0 | 0.31% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 3,975 | $337.0 | 0.28% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1,902 | $311.0 | 0.26% |