0001840561-21-000003.txt : 20210518 0001840561-21-000003.hdr.sgml : 20210518 20210517192920 ACCESSION NUMBER: 0001840561-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210518 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210518 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JD Financial Services Inc. CENTRAL INDEX KEY: 0001840561 IRS NUMBER: 271439250 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20838 FILM NUMBER: 21933249 BUSINESS ADDRESS: STREET 1: 396 ALEXANDER SPRING ROAD STREET 2: SUITE 3 CITY: CARLISLE STATE: PA ZIP: 17015 BUSINESS PHONE: (717) 462-6422 MAIL ADDRESS: STREET 1: 396 ALEXANDER SPRING ROAD STREET 2: SUITE 3 CITY: CARLISLE STATE: PA ZIP: 17015 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001840561 XXXXXXXX 03-31-2021 03-31-2021 JD Financial Services Inc.

396 ALEXANDER SPRING ROAD SUITE 3 CARLISLE PA 17015

13F HOLDINGS REPORT 028-20838 N James DeGaetano 717-462-6422 James DeGaetano Carlisle PA 05-17-2021 0 45 78840 false INFORMATION TABLE 2 13FDWAQ12021.xml APPLE INC Common stock 037833100 474 3882 SH SOLE 0 0 3882 AT&T INC Common stock 00206R102 357 11807 SH SOLE 0 0 11807 COMCAST CORP A NEW Common stock 20030N101 216 3984 SH SOLE 0 0 3984 CONS STPLS SEL SPDR ETF Consumer Defensive ETF 81369Y308 12525 183361 SH SOLE 0 0 183361 HONEYWELL INTL INC Common stock 438516106 445 2051 SH SOLE 0 0 2051 INV OPTIMUM YLD K1 ETF Commodities Broad Basket ETF 46090F100 2391 138747 SH SOLE 0 0 138747 INV QQQ ETF Large Cap ETF 46090E103 2194 6875 SH SOLE 0 0 6875 INV S&P 500 EQUAL ETF Large Cap ETF 46137V357 14178 100083 SH SOLE 0 0 100083 INV S&P 500 EQUAL ETF Large Cap ETF 46137V274 894 8642 SH SOLE 0 0 8642 INV S&P INTL L/VOL ETF Foreign Large Blend ETF 46138E230 9323 306677 SH SOLE 0 0 306677 ISHS 20 TRSY ETF Government Bond ETF 464287432 353 2609 SH SOLE 0 0 2609 ISHS CORE MSCI E/MKT ETF Emerging Markets ETF 46434G103 263 4089 SH SOLE 0 0 4089 ISHS CORE MSCI EAFE ETF Emerging Markets ETF 46432F842 211 2930 SH SOLE 0 0 2930 ISHS CORE S&P 500 ETF Large Cap ETF 464287200 665 1671 SH SOLE 0 0 1671 ISHS CORE S&P MDCP ETF Mid Cap ETF 464287507 326 1252 SH SOLE 0 0 1252 ISHS CORE TTL USD BD ETF Intermediate-Term Bond ETF 46434V613 251 4765 SH SOLE 0 0 4765 ISHS ESG AWARE MSCI ETF Emerging Markets ETF 46435G425 204 2244 SH SOLE 0 0 2244 ISHS MSCI USA QLTY ETF Large Cap ETF 46432F339 221 1816 SH SOLE 0 0 1816 ISHS MSCI USA VAL ETF Large Cap ETF 46432F388 205 1999 SH SOLE 0 0 1999 ISHS RUSS 2000 INDX ETF Small Cap ETF 464287655 279 1261 SH SOLE 0 0 1261 ISHS S&P U S GROWTH ETF US Growth ETF 464287671 272 2992 SH SOLE 0 0 2992 ISHS U S TREAS ETF Government Bond ETF 46429B267 226 8616 SH SOLE 0 0 8616 SCHWAB S/T US TRSY ETF Government Bond ETF 808524862 3006 58579 SH SOLE 0 0 58579 SEL SECT RL EST SPDR ETF Real Estate ETF 81369Y860 4335 109772 SH SOLE 0 0 109772 SPDR BLOOMBERG TBILL ETF Short Term Bond ETF 78468R663 453 4949 SH SOLE 0 0 4949 SPDR DEV WORLD EX-US ETF Global ETF 78463X889 1587 44891 SH SOLE 0 0 44891 SPDR INTERMED TRSY ETF Government Bond ETF 78464A672 670 20890 SH SOLE 0 0 20890 SPDR PORT E/MKTS ETF Emerging Markets ETF 78463X509 4298 98178 SH SOLE 0 0 98178 SPDR S&P 500 VALU ETF Large Cap ETF 78464A508 956 25226 SH SOLE 0 0 25226 SPDR S&P MID CAP VAL ETF Mid Cap ETF 78464A839 236 3600 SH SOLE 0 0 3600 SPDR S&P SM CAP VALU ETF Small Cap ETF 78464A300 326 3975 SH SOLE 0 0 3975 SPDR S&P SMALL CAP ETF Small Cap ETF 78464A813 539 5734 SH SOLE 0 0 5734 VERIZON COMMNS INC Common stock 92343V104 336 5773 SH SOLE 0 0 5773 VNGRD TTL BD MKT ETF Intermediate-Term Bond ETF 921937835 343 4054 SH SOLE 0 0 4054 WISDOMTREE MTG PLUS ETF Government Bond ETF 97717Y725 785 15459 SH SOLE 0 0 15459 WISDOMTREE US DV GRW ETF Large Value ETF 97717X669 747 13063 SH SOLE 0 0 13063 WSDMTR E/M HI DIV ETF Emerging Markets ETF 97717W315 278 6273 SH SOLE 0 0 6273 WSDMTR INTL SMCP DIV ETF Foreign Small Mid Value ETF 97717W760 516 7142 SH SOLE 0 0 7142 WSDMTR US LGCP ETF Large Blend ETF 97717W588 2280 52591 SH SOLE 0 0 52591 WSDMTR US MDCP DIV ETF Mid Cap Value ETF 97717W505 1300 32170 SH SOLE 0 0 32170 WSDMTR US TTL DIV ETF Large Value ETF 97717W109 1592 14082 SH SOLE 0 0 14082 WSDMTR YLD AGGR BD ETF Intermediate-Term Bond ETF 97717X511 3818 74570 SH SOLE 0 0 74570 WSDMTRE EMRGNG DEBT ETF Emerging Markets ETF 97717X867 765 23893 SH SOLE 0 0 23893 WSDMTRE US HI YLD BD ETF High Yield Bond ETF 97717X172 1592 30607 SH SOLE 0 0 30607 WSDMTREE EMRG MKTS ETF Emerging Markets ETF 97717X578 1609 39551 SH SOLE 0 0 39551