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Investment manager · 13F filer · SEC CIK 1569118
JNBA Financial Advisors
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Reported value$1.32Bas of Sep 30, 2026
Positions914 126 new, 41 sold out
Top 10 weight55.0%IVV alone is 11%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.4%Trimmed −15%
SPDWSPDR Index SHS FDS
9.3%
SGOViShares Tr
7.6%Added +8%
AVDEAmerican Centy ETF Tr
5.5%Added +5%
IJHiShares Tr
4.1%Trimmed −5%
SPMDSPDR Series Trust
4.0%Added +2%
VUGVanguard Index FDS
3.7%Trimmed −6%
SPHQInvesco Exchange Traded Fd T
3.3%Added +168%
SPEMSPDR Index SHS FDS
3.1%
VEAVanguard Tax-Managed FDS
2.8%
MOATVaneck ETF Trust
2.6%Trimmed −5%
APGAPi Group Corp
2.0%
IVViShares Tr
11.4%Trimmed −15%
SPDWSPDR Index SHS FDS
9.3%
SGOViShares Tr
7.6%
AVDEAmerican Centy ETF Tr
5.5%
IJHiShares Tr
4.1%
SPMDSPDR Series Trust
4.0%
VUGVanguard Index FDS
3.7%
SPHQInvesco Exchange Traded Fd T
3.3%
SPEM
VEA2.8%
MOAT2.6%
APGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.4% Trimmed −15%
SPDW SPDR Index SHS FDS 9.3% Held
SGOV iShares Tr 7.6% Added +8%
AVDE American Centy ETF Tr 5.5% Added +5%
IJH iShares Tr 4.1% Trimmed −5%
SPMD SPDR Series Trust 4.0% Added +2%
VUG Vanguard Index FDS 3.7% Trimmed −6%
SPHQ Invesco Exchange Traded Fd T 3.3% Added +168%
SPEM SPDR Index SHS FDS 3.1% Held
VEA Vanguard Tax-Managed FDS 2.8% Held
MOAT Vaneck ETF Trust 2.6% Trimmed −5%
APG APi Group Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- DFUS $434K
- DFAT $287K
- OEF $105K
- DIHP $79.7K
arrow_upwardAdded
- SPHQ +168%
- SPYM +16%
- SGOV +8%
- NVDA +6%
arrow_downwardTrimmed
- IVV −15%
- XVV −11%
- MDYG −8%
- VTEB −8%
remove_circleSold out
- DFIC $242K
- NOBL $54.2K
- BSV $34.2K
- TWO $23.5K
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