$440 Million is the total value of JNBA Financial Advisors's 466 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $100,000 | – | 1,475 | +100.0% | 0.02% | – |
| AABA | New | ALTABA INC | $36,000 | – | 658 | +100.0% | 0.01% | – |
| FSLR | New | FIRST SOLAR INC | $20,000 | – | 500 | +100.0% | 0.01% | – |
| DXC | New | DXC TECHNOLOGY CO | $18,000 | – | 239 | +100.0% | 0.00% | – |
| VOO | New | VANGUARD INDEX FDS | $18,000 | – | 80 | +100.0% | 0.00% | – |
| TISUQ | New | ORCHIDS PAPER PRODS CO DEL | $19,000 | – | 1,500 | +100.0% | 0.00% | – |
| TSO | New | TESORO CORP | $12,000 | – | 123 | +100.0% | 0.00% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $14,000 | – | 700 | +100.0% | 0.00% | – |
| ROST | New | ROSS STORES INC | $3,000 | – | 44 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $5,000 | – | 115 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC | $5,000 | – | 73 | +100.0% | 0.00% | – |
| LLL | New | L3 TECHNOLOGIES INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
| BTU | New | PEABODY ENERGY CORP NEW | $0 | – | 18 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.3% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 11.0% |
| VANGUARD TOTAL STOCK MARKET ET | 42 | Q3 2023 | 12.6% |
| ISHARES TR | 42 | Q3 2023 | 4.8% |
| VANGUARD MSCI EMERGING MARKETS | 42 | Q3 2023 | 4.6% |
| VANGUARD LARGE-CAP ETF | 42 | Q3 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 4.1% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES TR | 42 | Q3 2023 | 1.9% |
| MICROSOFT CORP. | 42 | Q3 2023 | 3.6% |
View JNBA Financial Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-03 |
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.