JNBA Financial Advisors
Q1 2025 13F Holdings
- Locationbloomington, MN
- Num holdings
647
- Value ($000)
$964,635
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001569118
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $124.27M | 13 % | 221,167 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $74.75M | 8 % | 2,053,058 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $69.57M | 7 % | 758,389 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $57.16M | 6 % | 649,504 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $46.37M | 5 % | 794,715 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $42.65M | 4 % | 833,243 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $39.78M | 4 % | 1,010,439 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $33.72M | 4 % | 90,922 | ||
AFL AFLAC INC | COM | 001055102 | $24.09M | 3 % | 216,612 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $23.16M | 2 % | 455,580 |
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