Titelia

Holdings of JDH Wealth Management, LLC

46 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.6 % of the equity sleeve

Sector breakdown

  • Technology 4.3 %
  • Funds 1.5 %
  • Consumer discretionary 1.1 %
  • Communication 1.1 %
  • Health care 0.7 %
  • Financials 0.5 %
  • Industrials 0.2 %
  • Unattributed 90.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US45119.7M $99.68 %
2TW1388K $0.32 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 485,02918.8M $
2Dimensional International Value ETF 292,06915.4M $
3Dimensional U S Targeted Value ETF 222,94413.9M $
4DFA Dimensional US Marketwide Value ETF 218,92010.6M $
5Dimensional ETF Trust 112,7688M $
6Dimensional U S Small Cap ETF 99,2567.1M $
7Dimensional International Core 186,0006.6M $
8Vanguard Scottsdale Funds 96,9635.8M $
9Dimensional International Smal 117,4584.6M $
10American Century ETF Trust 31,7243.5M $
11iShares MSCI USA Value Factor ETF 16,6832.4M $
12NVIDIA Corp 12,0732.1M $
13Dimensional ETF Trust 50,1631.7M $
14Apple Inc 6,2211.6M $
15iShares Core S&P Total U.S. Stock Market ETF 10,5981.5M $
16iShares MSCI International Value Factor ETF 35,4401.4M $
17iShares Trust 18,6411.4M $
18Dimensional International Smal 39,0281.3M $
19Vanguard FTSE All World ex-US 7,9361.2M $
20Vanguard Malvern Funds 22,5481.1M $
21Dimensional ETF Trust 22,933893.5K $
22Microsoft Corp 1,928713.7K $
23DFA Dimensional National Municipal Bond ETF 14,115676.5K $
24Amazon.com Inc 2,924609K $
25Vanguard Total International S 7,755598K $
26Tesla Inc 1,570583.6K $
27Alphabet Inc 1,844530.3K $
28Vanguard FTSE Developed Markets ETF 6,583421.8K $
29iShares Core MSCI Total International Stock ETF 4,804416.2K $
30JPMorgan Chase & Co 1,387408K $
31Taiwan Semiconductor Manufacturing Co Ltd 1,148388K $
32Alphabet Inc 1,290370K $
33Meta Platforms Inc 635363.3K $
34Broadcom Inc 1,075332.7K $
35Johnson & Johnson 1,267309.7K $
36Avantis International Small Cap Value ETF 3,090308.6K $
37Eli Lilly & Co 298274.1K $
38iShares Bitcoin Trust ETF 6,297241.9K $
39Dimensional ETF Trust 10,174240.6K $
40Danaher Corp 1,264239.7K $
41Rambus Inc 2,579221.9K $
42Vanguard Total World Stock ETF 1,578218.3K $
43State Street Spdr Dow Jones Industrial Average Etf Trust 466215.8K $
44Comfort Systems USA Inc 152209.6K $
45Berkshire Hathaway Inc 430206.1K $
46Ford Motor Co 10,223118K $