JDH Wealth Management, LLC
data from 31/12/2025
Capitalization
$ 145.854 M
3.53 %
Performance
$ 21.775 M
17.02 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | DIMENSIONAL ETF TRUST | 13.48% | 19.666 M $ | 496744 | 2024/12/31 | 506.529 K $ | 2.64 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 10.22% | 14.910 M $ | 298802 | 2024/12/31 | 1.139 M $ | 8.20 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 9.23% | 13.464 M $ | 226128 | 2024/12/31 | 300.448 K $ | 2.28 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 7.16% | 10.442 M $ | 224116 | 2024/12/31 | 428.417 K $ | 4.25 % | |
| 2025/12/31 | EA SERIES TRUST | 6.10% | 8.896 M $ | 381784 | 2024/12/31 | 245.057 K $ | 2.87 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 5.77% | 8.421 M $ | 113541 | 2024/12/31 | 196.246 K $ | 2.39 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 4.74% | 6.920 M $ | 99321 | 2024/12/31 | 120.718 K $ | 1.77 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 4.61% | 6.730 M $ | 143799 | 2024/12/31 | 149.820 K $ | 2.27 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 4.55% | 6.638 M $ | 192625 | 2024/12/31 | 323.903 K $ | 5.09 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 3.49% | 5.095 M $ | 85017 | 2024/12/31 | -7.660 K $ | -0.17 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 3.26% | 4.760 M $ | 125273 | 2024/12/31 | 296.768 K $ | 6.47 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 3.05% | 4.442 M $ | 168132 | 2024/12/31 | -138.691 K $ | -3.26 % | |
| 2025/12/31 | AMERICAN CENTY ETF TR | 2.24% | 3.268 M $ | 32047 | 2024/12/31 | 79.078 K $ | 2.46 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 2.23% | 3.254 M $ | 98378 | 2024/12/31 | 100.520 K $ | 3.15 % | |
| 2025/12/31 | ISHARES TR | 1.56% | 2.281 M $ | 16683 | 2024/12/31 | 199.984 K $ | 9.34 % | |
| 2025/12/31 | NVIDIA CORPORATION | 1.51% | 2.207 M $ | 11833 | 2024/12/31 | -828.000 $ | -0.04 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 1.29% | 1.874 M $ | 57269 | 2024/12/31 | 77.581 K $ | 4.30 % | |
| 2025/12/31 | APPLE INC | 1.14% | 1.663 M $ | 6117 | 2024/12/31 | 104.362 K $ | 6.77 % | |
| 2025/12/31 | ISHARES TR | 1.14% | 1.661 M $ | 43642 | 2024/12/31 | 120.394 K $ | 7.24 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 1.12% | 1.634 M $ | 50163 | 2025/06/30 | 52.169 K $ | 3.30 % | |
| 2025/12/31 | ITOT | ISHARES TR | 1.08% | 1.576 M $ | 10599 | 2024/12/31 | 32.220 K $ | 2.09 % |
| 2025/12/31 | ISHARES TR | 0.92% | 1.349 M $ | 18888 | 2024/12/31 | 69.129 K $ | 5.28 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.86% | 1.256 M $ | 38130 | 2024/12/31 | 50.209 K $ | 4.14 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.79% | 1.151 M $ | 23995 | 2024/12/31 | -6.013 K $ | -0.50 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 0.78% | 1.140 M $ | 7951 | 2024/12/31 | 6.201 K $ | 0.55 % | |
| 2025/12/31 | VANGUARD MALVERN FDS | 0.65% | 948.000 K $ | 19167 | 2024/12/31 | -22.570 K $ | -2.31 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.62% | 906.294 K $ | 23781 | 2024/12/31 | 44.647 K $ | 4.84 % | |
| 2025/12/31 | TESLA INC | 0.48% | 701.113 K $ | 1559 | 2024/12/31 | 7.795 K $ | 1.12 % | |
| 2025/12/31 | MICROSOFT CORP | 0.47% | 689.642 K $ | 1426 | 2024/12/31 | -49.194 K $ | -6.63 % | |
| 2025/12/31 | AMAZON COM INC | 0.45% | 662.915 K $ | 2872 | 2024/12/31 | 28.316 K $ | 5.12 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.43% | 630.896 K $ | 19182 | 2025/06/30 | 20.141 K $ | 3.30 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.41% | 598.223 K $ | 12419 | 2024/12/31 | 1.713 K $ | 0.40 % | |
| 2025/12/31 | VANGUARD STAR FDS | 0.41% | 594.467 K $ | 7880 | 2024/12/31 | 15.602 K $ | 2.70 % | |
| 2025/12/31 | ALPHABET INC | 0.31% | 458.232 K $ | 1464 | 2024/12/31 | 102.333 K $ | 28.75 % | |
| 2025/12/31 | ISHARES TR | 0.30% | 442.498 K $ | 5228 | 2024/12/31 | 11.748 K $ | 2.49 % | |
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 0.28% | 411.240 K $ | 6583 | 2024/12/31 | 16.786 K $ | 4.26 % | |
| 2025/12/31 | ALPHABET INC | 0.27% | 394.447 K $ | 1257 | 2024/12/31 | 88.234 K $ | 28.84 % | |
| 2025/12/31 | JPM | JPMORGAN CHASE & CO. | 0.25% | 367.653 K $ | 1141 | 2024/12/31 | 7.747 K $ | 2.15 % |
| 2025/12/31 | META PLATFORMS INC | 0.25% | 363.710 K $ | 551 | 2024/12/31 | -37.367 K $ | -10.12 % | |
| 2025/12/31 | TAIWAN SEMICONDUCTOR MFG LTD | 0.23% | 332.152 K $ | 1093 | 2024/12/31 | 26.887 K $ | 8.81 % | |
| 2025/12/31 | ISHARES BITCOIN TRUST ETF | 0.22% | 319.945 K $ | 6444 | 2025/03/31 | -98.915 K $ | -23.62 % | |
| 2025/12/31 | AMERICAN CENTY ETF TR | 0.20% | 296.099 K $ | 3151 | 2024/12/31 | 18.445 K $ | 5.55 % | |
| 2025/12/31 | BROADCOM INC | 0.19% | 280.341 K $ | 810 | 2025/06/30 | 13.113 K $ | 4.91 % | |
| 2025/12/31 | DANAHER CORPORATION | 0.19% | 276.764 K $ | 1209 | 2024/12/31 | 36.454 K $ | 15.46 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.19% | 275.125 K $ | 12014 | 2024/12/31 | -11.426 K $ | -3.98 % | |
| 2025/12/31 | RAMBUS INC DEL | 0.16% | 236.157 K $ | 2570 | 2025/09/30 | -31.661 K $ | -11.81 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 0.16% | 228.517 K $ | 1620 | 2024/12/31 | 5.271 K $ | 2.37 % | |
| 2025/12/31 | SPDR DOW JONES INDL AVERAGE | 0.15% | 223.946 K $ | 466 | 2025/06/30 | 7.842 K $ | 3.63 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.15% | 214.193 K $ | 1035 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | MANAGER DIRECTED PORTFOLIOS | 0.12% | 170.893 K $ | 16432 | 2024/12/31 | -4.108 K $ | -2.35 % | |
| 2025/12/31 | FORD MTR CO | 0.09% | 134.336 K $ | 10239 | 2024/12/31 | 11.749 K $ | 9.70 % | |
| 2025/12/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |