JDH Wealth Management, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in JDH Wealth Management, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 12.71% | 18.848 M $ | 485029 | 2024/12/31 | -362.623 K $ | -1.84 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 10.39% | 15.415 M $ | 292069 | 2024/12/31 | 860.549 K $ | 5.77 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 9.39% | 13.923 M $ | 222944 | 2024/12/31 | 658.032 K $ | 4.89 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 7.15% | 10.609 M $ | 218920 | 2024/12/31 | 419.096 K $ | 4.01 % |
| 2026/03/31 | BSVO | EA SERIES TRUST | 6.42% | 9.521 M $ | 375275 | 2024/12/31 | 790.292 K $ | 8.88 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 5.39% | 7.996 M $ | 112768 | 2024/12/31 | -370.143 K $ | -4.40 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 4.76% | 7.060 M $ | 99256 | 2024/12/31 | 145.008 K $ | 2.10 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 4.46% | 6.609 M $ | 186000 | 2024/12/31 | 206.108 K $ | 3.11 % |
| 2026/03/31 | DFAU | DIMENSIONAL ETF TRUST | 4.43% | 6.566 M $ | 145516 | 2024/12/31 | -241.582 K $ | -3.59 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 3.89% | 5.774 M $ | 96963 | 2024/12/31 | -32.306 K $ | -0.63 % |
| 2026/03/31 | DFGR | DIMENSIONAL ETF TRUST | 3.17% | 4.697 M $ | 176715 | 2024/12/31 | 26.901 K $ | 0.61 % |
| 2026/03/31 | DISV | DIMENSIONAL ETF TRUST | 3.12% | 4.633 M $ | 117458 | 2024/12/31 | 180.393 K $ | 3.79 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 2.36% | 3.505 M $ | 31724 | 2024/12/31 | 272.079 K $ | 8.33 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 2.21% | 3.279 M $ | 94899 | 2024/12/31 | 144.615 K $ | 4.44 % |
| 2026/03/31 | VLUE | ISHARES TR | 1.60% | 2.372 M $ | 16683 | 2024/12/31 | 91.089 K $ | 3.99 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.42% | 2.106 M $ | 12073 | 2024/12/31 | -143.179 K $ | -6.49 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 1.27% | 1.885 M $ | 55498 | 2024/12/31 | 71.013 K $ | 3.79 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETF TRUST | 1.15% | 1.699 M $ | 50163 | 2025/06/30 | 64.710 K $ | 3.96 % |
| 2026/03/31 | AAPL | APPLE INC | 1.06% | 1.579 M $ | 6221 | 2024/12/31 | -110.534 K $ | -6.65 % |
| 2026/03/31 | ITOT | ISHARES TR | 1.02% | 1.509 M $ | 10598 | 2024/12/31 | -66.349 K $ | -4.21 % |
| 2026/03/31 | IVLU | ISHARES TR | 0.95% | 1.406 M $ | 35440 | 2024/12/31 | 71.136 K $ | 4.28 % |
| 2026/03/31 | EFV | ISHARES TR | 0.93% | 1.386 M $ | 18641 | 2024/12/31 | 55.530 K $ | 4.12 % |
| 2026/03/31 | DFSD | DIMENSIONAL ETF TRUST | 0.93% | 1.379 M $ | 28793 | 2024/12/31 | -1.679 K $ | -0.15 % |
| 2026/03/31 | DFIS | DIMENSIONAL ETF TRUST | 0.89% | 1.314 M $ | 39028 | 2024/12/31 | 27.834 K $ | 2.22 % |
| 2026/03/31 | VSS | VANGUARD INTL EQUITY INDEX F | 0.78% | 1.157 M $ | 7936 | 2024/12/31 | 19.559 K $ | 1.72 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 0.76% | 1.126 M $ | 22548 | 2024/12/31 | 9.391 K $ | 0.99 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 0.60% | 893.470 K $ | 22933 | 2024/12/31 | 20.213 K $ | 2.23 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.48% | 713.688 K $ | 1928 | 2024/12/31 | -161.779 K $ | -23.46 % |
| 2026/03/31 | DFNM | DIMENSIONAL ETF TRUST | 0.46% | 676.532 K $ | 14115 | 2024/12/31 | -2.980 K $ | -0.50 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.45% | 672.137 K $ | 19182 | 2025/06/30 | 41.241 K $ | 6.54 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.41% | 608.981 K $ | 2924 | 2024/12/31 | -64.763 K $ | -9.77 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 0.40% | 597.988 K $ | 7755 | 2024/12/31 | 13.159 K $ | 2.21 % |
| 2026/03/31 | TSLA | TESLA INC | 0.39% | 583.648 K $ | 1570 | 2024/12/31 | -121.555 K $ | -17.34 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.36% | 530.261 K $ | 1844 | 2024/12/31 | -37.244 K $ | -8.13 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.28% | 421.839 K $ | 6583 | 2024/12/31 | 10.598 K $ | 2.58 % |
| 2026/03/31 | IXUS | ISHARES TR | 0.28% | 416.219 K $ | 4804 | 2024/12/31 | 10.456 K $ | 2.36 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.28% | 408.000 K $ | 1387 | 2024/12/31 | -32.016 K $ | -8.71 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.26% | 387.967 K $ | 1148 | 2024/12/31 | 37.227 K $ | 11.21 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.25% | 370.049 K $ | 1290 | 2024/12/31 | -33.863 K $ | -8.59 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.25% | 363.303 K $ | 635 | 2024/12/31 | -48.465 K $ | -13.33 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.22% | 332.723 K $ | 1075 | 2025/06/30 | -29.637 K $ | -10.57 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.21% | 309.705 K $ | 1267 | 2025/12/31 | 38.802 K $ | 18.12 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 0.21% | 308.567 K $ | 3090 | 2024/12/31 | 18.559 K $ | 6.27 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.18% | 274.091 K $ | 298 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBIT | ISHARES BITCOIN TRUST ETF | 0.16% | 241.931 K $ | 6297 | 2025/03/31 | -72.366 K $ | -22.62 % |
| 2026/03/31 | DFAR | DIMENSIONAL ETF TRUST | 0.16% | 240.624 K $ | 10174 | 2024/12/31 | 9.010 K $ | 3.28 % |
| 2026/03/31 | DHR | DANAHER CORP DEL | 0.16% | 239.654 K $ | 1264 | 2024/12/31 | -47.537 K $ | -17.18 % |
| 2026/03/31 | RMBS | RAMBUS INC DEL | 0.15% | 221.871 K $ | 2579 | 2025/09/30 | -15.060 K $ | -6.38 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.15% | 218.269 K $ | 1578 | 2024/12/31 | -4.438 K $ | -1.94 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.15% | 215.847 K $ | 466 | 2025/06/30 | -8.099 K $ | -3.62 % |
| 2026/03/31 | FIX | COMFORT SYS USA INC | 0.14% | 209.606 K $ | 152 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.14% | 206.056 K $ | 430 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGSR | MANAGER DIRECTED PORTFOLIOS | 0.11% | 169.743 K $ | 16432 | 2024/12/31 | -1.150 K $ | -0.67 % |
| 2026/03/31 | F | FORD MTR CO | 0.08% | 117.973 K $ | 10223 | 2024/12/31 | -16.177 K $ | -12.04 % |