Jnba Financial Advisors
$1.2B Assets Reported
895 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 241,784 | $158M | 13.2% |
| SPDW | SPDR INDEX SHS FDS | 2,506,993 | $114M | 9.5% |
| SGOV | ISHARES TR | 847,272 | $85M | 7.1% |
| AVDE | AMERICAN CENTY ETF TR | 708,211 | $60M | 5.0% |
| IJH | ISHARES TR | 802,743 | $54M | 4.5% |
| SPMD | SPDR SERIES TRUST | 851,280 | $50M | 4.2% |
| VUG | VANGUARD INDEX FDS | 97,746 | $43M | 3.6% |
| SPEM | SPDR INDEX SHS FDS | 794,939 | $37M | 3.1% |
| MOAT | VANECK ETF TRUST | 358,066 | $35M | 2.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 521,916 | $33M | 2.8% |
Track Jnba Financial Advisors's 13F portfolio: $1.2B in reported holdings, 895 positions. Top holdings, AUM, and quarterly changes on SentiSense.