HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
170,518 | +143,692 | $89,646 |
| IVV | 170,518 | +143,692 | $89,646 |
| VANECK ETF TRUST (MOAT) |
790,994 | +23,563 | $71,110 |
| MOAT | 790,994 | +23,563 | $71,110 |
| SPDR INDEX SHS FDS (SPDW) |
1,640,660 | +836,770 | $58,801 |
| SPDW | 1,640,660 | +836,770 | $58,801 |
| ISHARES TR (IJH) |
784,796 | +592,996 | $47,669 |
| IJH | 784,796 | +592,996 | $47,669 |
| SCHWAB STRATEGIC TR |
491,361 | +24,471 | $39,618 |
| SCHD | 491,361 | +24,471 | $39,618 |
| SCHWAB STRATEGIC TR |
946,603 | -322,578 | $33,709 |
| FNDF | 946,603 | -322,578 | $33,709 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
176,796 | -77,947 | $32,285 |
| VIG | 176,796 | -77,947 | $32,285 |
| SPDR INDEX SHS FDS (SPEM) |
778,648 | +314,713 | $28,179 |
| SPEM | 778,648 | +314,713 | $28,179 |
| SPDR SER TR (SPMD) |
487,143 | +399,011 | $25,984 |
| SPMD | 487,143 | +399,011 | $25,984 |
| VANGUARD INDEX FDS (VUG) |
70,202 | +24,073 | $24,164 |
| VUG | 70,202 | +24,073 | $24,164 |
| SPDR SER TR (SPYG) |
285,256 | -65,773 | $20,867 |
| SPYG | 285,256 | -65,773 | $20,867 |
| SPDR SER TR (SPSM) |
453,188 | +258,888 | $19,505 |
| SPSM | 453,188 | +258,888 | $19,505 |
| SPDR SER TR (MDYV) |
256,430 | -91,936 | $19,489 |
| MDYV | 256,430 | -91,936 | $19,489 |
| AFLAC INC |
219,587 | -808 | $18,854 |
| AFL | 219,587 | -808 | $18,854 |
| VANGUARD TAX MANAGED FDS (VEA) |
364,635 | -45,820 | $18,294 |
| VEA | 364,635 | -45,820 | $18,294 |
| AMERICAN CENTY ETF TR (AVEM) |
243,107 | -95,820 | $14,090 |
| AVEM | 243,107 | -95,820 | $14,090 |
| ISHARES TR (IVLU) |
485,547 | -35,667 | $13,707 |
| IVLU | 485,547 | -35,667 | $13,707 |
| API GROUP CORP |
347,850 | -6,575 | $13,660 |
| APG | 347,850 | -6,575 | $13,660 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
325,093 | -51,732 | $13,579 |
| VWO | 325,093 | -51,732 | $13,579 |
| VANGUARD WHITEHALL FDS (VIGI) |
165,842 | -67,690 | $13,521 |
| VIGI | 165,842 | -67,690 | $13,521 |
| SPDR SER TR (MDYG) |
147,934 | -53,098 | $12,913 |
| MDYG | 147,934 | -53,098 | $12,913 |
| ISHARES TR (IJR) |
116,022 | -3,871 | $12,823 |
| IJR | 116,022 | -3,871 | $12,823 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
311,518 | -102,884 | $11,984 |
| PRF | 311,518 | -102,884 | $11,984 |
| MICROSOFT CORP |
26,971 | -545 | $11,347 |
| MSFT | 26,971 | -545 | $11,347 |
| WORLD GOLD TR |
252,617 | -122,135 | $11,128 |
| GLDM | 252,617 | -122,135 | $11,128 |
| SPDR SER TR (SPYV) |
200,540 | -79,955 | $10,047 |
| SPYV | 200,540 | -79,955 | $10,047 |
| VANGUARD MUN BD FDS (VTEB) |
178,486 | -12,776 | $9,031 |
| VTEB | 178,486 | -12,776 | $9,031 |
| ISHARES GOLD TR (IAU) |
207,623 | -31,032 | $8,722 |
| IAU | 207,623 | -31,032 | $8,722 |
| VANGUARD INDEX FDS (VO) |
31,588 | -710 | $7,893 |
| VO | 31,588 | -710 | $7,893 |
| VANGUARD INDEX FDS (VV) |
30,649 | +189 | $7,348 |
| VV | 30,649 | +189 | $7,348 |
| ISHARES TR (IJK) |
78,320 | -2,764 | $7,147 |
| IJK | 78,320 | -2,764 | $7,147 |
| WISDOMTREE TR |
139,530 | -138,725 | $6,805 |
| DON | 139,530 | -138,725 | $6,805 |
| SPDR SER TR (SLYG) |
69,695 | -23,540 | $6,079 |
| SLYG | 69,695 | -23,540 | $6,079 |
| CF INDS HLDGS INC |
70,744 | -1,051 | $5,887 |
| CF | 70,744 | -1,051 | $5,887 |
| APPLE INC |
34,020 | -2,351 | $5,834 |
| AAPL | 34,020 | -2,351 | $5,834 |
| VANGUARD BD INDEX FDS (BSV) |
72,892 | -29,583 | $5,589 |
| BSV | 72,892 | -29,583 | $5,589 |
| DIMENSIONAL ETF TRUST (DFEM) |
213,063 | -21,725 | $5,431 |
| DFEM | 213,063 | -21,725 | $5,431 |
| GRACO INC |
55,041 | UNCH | $5,144 |
| GGG | 55,041 | UNCH | $5,144 |
| LISTED FD TR |
151,676 | -118,618 | $4,939 |
| INFL | 151,676 | -118,618 | $4,939 |
| ISHARES TR (IJJ) |
41,155 | -1,589 | $4,868 |
| IJJ | 41,155 | -1,589 | $4,868 |
| VANGUARD INDEX FDS (VOE) |
30,793 | -1,737 | $4,801 |
| VOE | 30,793 | -1,737 | $4,801 |
| ISHARES TR (EFG) |
41,742 | -2,570 | $4,332 |
| EFG | 41,742 | -2,570 | $4,332 |
| AMERICAN CENTY ETF TR (AVUV) |
43,236 | -18,219 | $4,052 |
| AVUV | 43,236 | -18,219 | $4,052 |
| ISHARES TR (ESGD) |
50,354 | +5,112 | $4,024 |
| ESGD | 50,354 | +5,112 | $4,024 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
51,888 | -1,012 | $4,011 |
| VCSH | 51,888 | -1,012 | $4,011 |
| INTEL CORP |
78,553 | -650 | $3,470 |
| INTC | 78,553 | -650 | $3,470 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
59,089 | -1,079 | $3,466 |
| VEU | 59,089 | -1,079 | $3,466 |
| APPLIED MATLS INC |
16,284 | -352 | $3,358 |
| AMAT | 16,284 | -352 | $3,358 |
| SPDR SER TR (SLYV) |
38,367 | -3,310 | $3,183 |
| SLYV | 38,367 | -3,310 | $3,183 |
| VANGUARD INDEX FDS (VTI) |
10,500 | -157 | $2,729 |
| VTI | 10,500 | -157 | $2,729 |
See Full List: All Stocks Held By JNBA Financial Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By JNBA Financial Advisors
|
Size ($ in 1000's)
At 03/31/2024: $952,170 At 12/31/2023: $879,266 JNBA Financial Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JNBA Financial Advisors 13F filings. Link to 13F filings: SEC filings |
