JNBA Financial Advisors
Q3 2025 13F Holdings
- Locationbloomington, MN
- Num holdings
651
- Value ($000)
$1,100,612
- Date Filed10/28/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $235.98M | 21 % | 352,580 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $89.71M | 8 % | 2,096,584 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $51.12M | 5 % | 783,300 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $49.24M | 5 % | 860,987 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $45.35M | 4 % | 94,566 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $37.94M | 3 % | 382,790 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $37.15M | 3 % | 793,680 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $28.22M | 3 % | 470,986 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $25.41M | 2 % | 243,173 | ||
AFL AFLAC INC | COM | 001055102 | $24.17M | 2 % | 216,415 |
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