| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | 3 | Q2 2024 | 15.7% |
| JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF BETABUILDERS INTERNATIONAL E | 3 | Q2 2024 | 9.1% |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3 | Q2 2024 | 6.3% |
| JPMORGAN CHASE & CO. COM | 3 | Q2 2024 | 5.8% |
| JPMORGAN CORE PLUS BOND ETF JPMORGAN CORE PLUS BOND FUND | 3 | Q2 2024 | 5.3% |
| JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | 3 | Q2 2024 | 3.9% |
| JPMORGAN ACTIVE GROWTH ETF | 3 | Q2 2024 | 4.1% |
| JPMORGAN ACTIVE VALUE ETF | 3 | Q2 2024 | 3.4% |
| AVANTIS U.S. EQUITY ETF | 3 | Q2 2024 | 2.7% |
| JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND | 3 | Q2 2024 | 3.3% |
View MN Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-13 |
View MN Wealth Advisors, LLC'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.