Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 45 | Q2 2024 | 11.3% |
VANGUARD SPECIALIZED PORTFOL | 45 | Q2 2024 | 11.0% |
VANGUARD TOTAL STOCK MARKET ET | 45 | Q2 2024 | 12.6% |
ISHARES TR | 45 | Q2 2024 | 4.8% |
VANGUARD MSCI EMERGING MARKETS | 45 | Q2 2024 | 4.6% |
VANGUARD LARGE-CAP ETF | 45 | Q2 2024 | 4.7% |
VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 4.1% |
ISHARES TR | 45 | Q2 2024 | 2.7% |
ISHARES TR | 45 | Q2 2024 | 1.9% |
MICROSOFT CORP. | 45 | Q2 2024 | 3.6% |
View JNBA Financial Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-22 |
N-PX | 2024-07-12 |
13F-HR | 2024-04-26 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-07 |
13F-HR | 2022-07-22 |
View JNBA Financial Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.