JNBA Financial Advisors
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbloomington, MN
- CIK0001569118
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
648 | $979.28M | IVV, MOAT, SPDW, IJH | 13F-HR | Jan 30, 2025 | 000156911825000001 | ||
652 | $992.94M | IVV, SPDW, MOAT, IJH | 13F-HR | Oct 31, 2024 | 000156911824000005 | ||
640 | $947.80M | IVV, SPDW, MOAT, SPMD | 13F-HR | Jul 22, 2024 | 000156911824000004 | ||
668 | $952.19M | IVV, MOAT, SPDW, IJH | 13F-HR | Apr 26, 2024 | 000156911824000002 | ||
712 | $879.28M | MOAT, IJH, VIG, FNDF | 13F-HR | Feb 8, 2024 | 000156911824000001 | ||
748 | $800.93M | MOAT, IJH, VIG, FNDF | 13F-HR | Nov 2, 2023 | 000156911823000004 | ||
705 | $834.12M | MOAT, IJH, VIG, SCHD | 13F-HR | Aug 3, 2023 | 000156911823000003 | ||
723 | $768.44M | MOAT, IJH, VIG, FNDF | 13F-HR | May 2, 2023 | 000156911823000002 | ||
659 | $719.63M | MOAT, IJH, VIG, SCHD | 13F-HR | Feb 7, 2023 | 000156911823000001 | ||
709 | $648.06M | MOAT, IJH, VIG, SCHD | 13F-HR | Nov 7, 2022 | 000156911822000004 | ||
731 | $659.27M | MOAT, IJH, VIG, SCHD | 13F-HR | Jul 22, 2022 | 000156911822000003 | ||
718 | $755.03M | MOAT, IJH, VIG, SCHD | 13F-HR | Apr 29, 2022 | 000156911822000002 | ||
847 | $818.80M | MOAT, IJH, VIG, SCHD | 13F-HR | Feb 3, 2022 | 000156911822000001 | ||
749 | $744.01M | MOAT, IJH, VIG, SCHD | 13F-HR | Nov 10, 2021 | 000156911821000004 | ||
696 | $738.42M | MOAT, IJH, VIG, SCHD | 13F-HR | Aug 4, 2021 | 000156911821000003 | ||
663 | $688.76M | MOAT, IJH, VIG, SCHD | 13F-HR | May 3, 2021 | 000156911821000002 | ||
628 | $608.05M | MOAT, IJH, VIG, SCHD | 13F-HR | Jan 25, 2021 | 000156911821000001 | ||
591 | $496.07M | MOAT, VIG, IJH, AFL | 13F-HR | Nov 5, 2020 | 000156911820000004 | ||
575 | $466.27M | MOAT, VIG, IJH, AFL | 13F-HR | Jul 24, 2020 | 000156911820000003 | ||
582 | $416.25M | MOAT, VIG, IJH, AFL | 13F-HR | May 1, 2020 | 000156911820000002 | ||
608 | $524.47M | MOAT, AFL, VIG, IJH | 13F-HR | Feb 10, 2020 | 000156911820000001 | ||
593 | $491.66M | MOAT, AFL, VIG, IJH | 13F-HR | Nov 1, 2019 | 000156911819000004 | ||
703 | $490.64M | MOAT, AFL, IJH, VIG | 13F-HR | Jul 26, 2019 | 000156911819000003 | ||
556 | $465.20M | MOAT, AFL, IJH, KRE | 13F-HR | May 1, 2019 | 000156911819000002 | ||
534 | $441.19M | KRE, MOAT, IJH, AFL | 13F-HR | Feb 7, 2019 | 000156911819000001 | ||
496 | $222.91M | MSFT, AAPL, JNJ, PFE | 13F-HR | Nov 1, 2018 | 000156911818000011 | ||
534 | $473.03M | MOAT, IJH, IVV, VIG | 13F-HR | Jul 17, 2018 | 000156911818000010 | ||
504 | $467.08M | IJH, MOAT, IVV, VIG | RESTATEMENT | May 10, 2018 | 000156911818000008 | ||
489 | $475.36M | IJH, MOAT, IVV, VIG | 13F-HR | Jan 31, 2018 | 000156911818000001 | ||
486 | $447.98M | IJH, MOAT, IVV, VIG | 13F-HR | Nov 13, 2017 | 000156911817000004 | ||
466 | $440.07M | SHY, IJH, MOAT, VEA | 13F-HR | Aug 14, 2017 | 000156911817000003 | ||
477 | $423.56M | SHY, IJH, MOAT, VEA | 13F-HR | May 10, 2017 | 000156911817000002 | ||
490 | $411.23M | SHY, IJH, MOAT, VIG | 13F-HR | Feb 3, 2017 | 000156911817000001 | ||
1,611 | $684.64M | VGK, DXJ, HYG, IWM | 13F-HR | Nov 14, 2016 | 000156911816000008 | ||
523 | $357.79M | IJH, MARKET VECTORS ETF TR, VIG, IVV | 13F-HR | Jul 22, 2016 | 000156911816000007 | ||
562 | $277.97M | SHY, IJH, VIG, MARKET VECTORS ETF TR | 13F-HR | Apr 21, 2016 | 000156911816000006 | ||
538 | $261.10M | SHY, IJH, MARKET VECTORS ETF TR, VIG | 13F-HR | Jan 27, 2016 | 000156911816000005 | ||
552 | $234.83M | SHY, IJH, MARKET VECTORS ETF TR, VIG | 13F-HR | Oct 28, 2015 | 000156911815000004 | ||
545 | $263.87M | VTI, IVV, MARKET VECTORS ETF TR, IJH | 13F-HR | Jul 29, 2015 | 000156911815000003 | ||
552 | $259.93M | VTI, IVV, MARKET VECTORS ETF TR, VIG | 13F-HR | Apr 24, 2015 | 000156911815000002 | ||
568 | $248.19M | VTI, MARKET VECTORS ETF TR, IVV, VIG | 13F-HR | Jan 28, 2015 | 000156911815000001 | ||
603 | $220.46M | VTI, MARKET VECTORS ETF TR, VIG, IJH | 13F-HR | Oct 22, 2014 | 000156911814000004 | ||
516 | $206.28M | VTI, MARKET VECTORS ETF TR, VIG, IJH | 13F-HR | Jul 24, 2014 | 000156911814000003 | ||
483 | $189.90M | VTI, MARKET VECTORS ETF TR, VIG, IJH | 13F-HR | May 5, 2014 | 000156911814000002 | ||
442 | $182.62M | VTI, VIG, MARKET VECTORS ETF TR, IJH | 13F-HR | Jan 21, 2014 | 000156911814000001 |