JNBA Financial Advisors Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$440.1M

Holdings

466

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (466 positions)

#StockSharesValue% PortfolioType
1
SHYISHARES TR
706,287$59.7M13.56%
2
IJHISHARES TR
269,259$46.8M10.64%
3
MOATVANECK VECTORS ETF TR
866,205$34.3M7.78%
4
VEAVANGUARD TAX MANAGED INTL FD
727,798$30.1M6.83%
5
VIGVANGUARD SPECIALIZED PORTFOL
305,088$28.3M6.42%
6
AFLAFLAC INC
332,917$25.9M5.88%
7
IJRISHARES TR
261,065$18.3M4.16%
8
VWOVANGUARD INTL EQUITY INDEX F
435,085$17.8M4.04%
9
IAUUSDISHARES GOLD TRUST
1,334,668$15.9M3.62%
10
VOVANGUARD INDEX FDS
86,603$12.3M2.80%
11
VBVANGUARD INDEX FDS
66,222$9.0M2.04%
12
VEUVANGUARD INTL EQUITY INDEX F
153,243$7.7M1.74%
13
VVVANGUARD INDEX FDS
64,577$7.2M1.63%
14
PRFUSDPOWERSHARES ETF TRUST
64,845$6.7M1.52%
15
VOEVANGUARD INDEX FDS
61,521$6.3M1.44%
16
IJKISHARES TR
31,798$6.3M1.42%
17
PWVUSDPOWERSHARES ETF TRUST
126,819$4.6M1.04%
18
IJJISHARES TR
28,615$4.3M0.97%
19
MDTMEDTRONIC PLC
45,682$4.1M0.92%
20
BRWTEMPLETON GLOBAL INCOME FD
554,615$3.7M0.85%
21
INTCINTEL CORP
99,062$3.3M0.76%
22
VTIVANGUARD INDEX FDS
22,297$2.8M0.63%
23
IDV*ISHARES TR
81,334$2.7M0.60%
24
DISDISNEY WALT CO
24,559$2.6M0.59%
25
MSFTMICROSOFT CORP
34,719$2.4M0.54%
26
VANECK VECTORS ETF TR
94,957$2.3M0.52%
27
SCHWSCHWAB CHARLES CORP NEW
50,655$2.2M0.49%
28
GGGGRACO INC
18,901$2.1M0.47%
29
XOMEXXON MOBIL CORP
22,406$1.8M0.41%
30
IJSISHARES TR
12,280$1.7M0.39%
31
JNJJOHNSON & JOHNSON
12,199$1.6M0.37%
32
IJTISHARES TR
9,670$1.5M0.34%
33
DSLDOUBLELINE INCOME SOLUTIONS
70,325$1.5M0.33%
34
VOTVANGUARD INDEX FDS
12,279$1.4M0.33%
35
WTWISDOMTREE CONTINUOUS COMMOD
77,128$1.4M0.33%
36
BRK/BBERKSHIRE HATHAWAY INC DEL
8,320$1.4M0.32%
37
CFCF INDS HLDGS INC
46,880$1.3M0.30%
38
VUGVANGUARD INDEX FDS
10,006$1.3M0.29%
39
EXPRESS SCRIPTS HLDG CO
19,879$1.3M0.29%
40
UPSUNITED PARCEL SERVICE INC
11,401$1.3M0.29%
41
AAPLAPPLE INC
8,168$1.2M0.27%
42
AMATAPPLIED MATLS INC
25,165$1.0M0.24%
43
NVSNNOVARTIS A G
12,379$1.0M0.23%
44
MCDMCDONALDS CORP
6,532$1.0M0.23%
45
DEMWISDOMTREE TR
23,569$966K0.22%
46
JPMJPMORGAN CHASE & CO
10,496$959K0.22%
47
ABTABBOTT LABS
19,052$926K0.21%
48
IVWISHARES TR
6,657$911K0.21%
49
ABBVABBVIE INC
12,371$897K0.20%
50
QCOMQUALCOMM INC
16,117$890K0.20%
51
WFCWELLS FARGO CO NEW
15,369$852K0.19%
52
KOCOCA COLA CO
18,972$851K0.19%
53
IVVISHARES TR
3,449$840K0.19%
54
VTVVANGUARD INDEX FDS
8,642$834K0.19%
55
GOOGALPHABET INC
859$781K0.18%
56
METAFACEBOOK INC
5,061$764K0.17%
57
BRK-BBERKSHIRE HATHAWAY INC DEL
3$764K0.17%
58
AOAISHARES
14,620$757K0.17%
59
CSCOCISCO SYS INC
23,771$744K0.17%
60
VGTVANGUARD WORLD FDS
5,167$728K0.17%
61
SWEDISH EXPT CR CORP
140,444$687K0.16%
62
MMM3M CO
3,247$676K0.15%
63
SPYSPDR S&P 500 ETF TR
2,792$675K0.15%
64
AMZNAMAZON COM INC
690$668K0.15%
65
PGPROCTER AND GAMBLE CO
7,076$617K0.14%
66
DONWISDOMTREE TR
6,177$604K0.14%
67
GILDGILEAD SCIENCES INC
8,332$590K0.13%
68
AETNA INC NEW
3,726$566K0.13%
69
DESWISDOMTREE TR
6,924$557K0.13%
70
GOOGLALPHABET INC
582$541K0.12%
71
CVXCHEVRON CORP NEW
5,176$540K0.12%
72
PEPPEPSICO INC
4,609$532K0.12%
73
AIVLWISDOMTREE TR
6,313$520K0.12%
74
EFAISHARES TR
7,705$502K0.11%
75
TRVTRAVELERS COMPANIES INC
3,924$497K0.11%
76
CVSCVS HEALTH CORP
5,997$483K0.11%
77
NKENIKE INC
7,980$471K0.11%
78
GEGENERAL ELECTRIC CO
17,337$468K0.11%
79
ORCLORACLE CORP
9,290$466K0.11%
80
VVISA INC
4,955$465K0.11%
81
BIIBBIOGEN INC
1,495$406K0.09%
82
DEDEERE & CO
3,246$401K0.09%
83
BACBANK AMER CORP
15,988$388K0.09%
84
BLKCHFBLACKROCK INC
898$379K0.09%
85
GISGENERAL MLS INC
6,786$376K0.09%
86
GDXVANECK VECTORS ETF TR
16,370$361K0.08%
87
UNHUNITEDHEALTH GROUP INC
1,942$360K0.08%
88
DJPBARCLAYS BK PLC
15,713$356K0.08%
89
HDHOME DEPOT INC
2,324$356K0.08%
90
SUSAISHARES TR
3,473$355K0.08%
91
IBMINTERNATIONAL BUSINESS MACHS
2,281$351K0.08%
92
BKBANK NEW YORK MELLON CORP
6,757$345K0.08%
93
USBUS BANCORP DEL
6,543$340K0.08%
94
ENBENBRIDGE INC
7,905$315K0.07%
95
PIIPOLARIS INDS INC
3,375$311K0.07%
96
CNSLEURCONSOLIDATED COMM HLDGS INC
14,359$308K0.07%
97
XLYSELECT SECTOR SPDR TR
3,291$295K0.07%
98
CSXCSX CORP
5,375$293K0.07%
99
XLISELECT SECTOR SPDR TR
4,062$277K0.06%
100
VBRVANGUARD INDEX FDS
2,211$272K0.06%
Page 1 of 5Next