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
Chief Compliance Officer
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