Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JD Financial Services Inc. (CIK 1840561) reported $121.3M across 39 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: EPS ($14.2M, 11.67%), AGGY ($13.0M, 10.74%), QQQ ($9.7M, 7.96%), SPDW ($9.1M, 7.49%), RSP ($9.0M, 7.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EPS | WISDOMTREE U S LARGECAP ETF | $14.2M | 11.67% | 281,271 | Added |
| 2 | AGGY | WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF | $13.0M | 10.74% | 252,128 | Trimmed |
| 3 | QQQ | INVESCO QQQ ETF | $9.7M | 7.96% | 24,266 | Trimmed |
| 4 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $9.1M | 7.49% | 249,211 | Added |
| 5 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $9.0M | 7.42% | 55,283 | Trimmed |
| 6 | DON | WISDOMTREE U S MID CAP DIVIDEND ETF | $8.1M | 6.66% | 182,264 | Added |
| 7 | DGRW | WISDOMTREE TRUST US DIV GRWTH FUND | $7.9M | 6.49% | 119,513 | Added |
| 8 | XSOE | WISDOMTREE EMERGING MKTS EX STATE OWNED ENTERPRISES ETF | $7.0M | 5.77% | 189,997 | Trimmed |
| 9 | QHY | WISDOMTREE U S HIGH YIELD CORP BOND ETF | $6.2M | 5.12% | 118,420 | Added |
| 10 | DLS | WISDOMTREE INTL SMALL CAP DIVIDEND ETF | $5.9M | 4.88% | 80,334 | Added |
| 11 | DTD | WISDOMTREE U S TOTAL DIVIDEND ETF | $5.0M | 4.14% | 77,649 | Added |
| 12 | SLY | SPDR SERIES TRUST S&P 600 SMALL CAP ETF | $4.4M | 3.63% | 44,353 | Added |
| 13 | XLE | SECTOR ENERGY SELECT SECTOR SPDR ETF | $3.7M | 3.02% | 66,041 | New |
| 14 | MTGP | WISDOMTREE MORTGAGE PLUS BOND ETF | $2.1M | 1.75% | 42,365 | Added |
| 15 | SHAG | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | $2.0M | 1.63% | 39,060 | New |
| 16 | DGS | WISDOMTREE EMERGING MARKETS SMALL CAP DIVIDEND ETF | $2.0M | 1.62% | 37,102 | New |
| 17 | ELD | WISDOMTREE TRUST EMERGING MARKETS LOCAL DEBT FUND | $2.0M | 1.61% | 65,162 | Added |
| 18 | KBWB | INVESCO EXCHANGE KBW BK ETF | $1.9M | 1.57% | 28,002 | New |
| 19 | SPTI | SPDR INTERMEDIATE TERM TREASURY ETF | $1.8M | 1.46% | 55,414 | Trimmed |
| 20 | XLP | SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1.1M | 0.90% | 14,130 | Trimmed |
| 21 | AAPL | APPLE INC | $716,000 | 0.59% | 4,031 | Trimmed |
| 22 | IVV | ISHARES CORE S&P 500 ETF | $517,000 | 0.43% | 1,084 | Trimmed |
| 23 | IDLV | INVESCO S&P INTL DEVELOPED LOW VOLATILITY ETF | $381,000 | 0.31% | 11,934 | Trimmed |
| 24 | SLYV | SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF | $337,000 | 0.28% | 3,975 | Trimmed |
| 25 | PG | PROCTER & GAMBLE CO | $311,000 | 0.26% | 1,902 | Hold |
Source: SEC Form 13F filings · as of 2021-12-31