JNBA Financial Advisors Q2 2022 Filing

Filed July 22, 2022

Portfolio Value

$659.3M

Holdings

731

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (731 positions)

#StockSharesValue% PortfolioType
1
MOATVANECK ETF TRUST
774,857$49.4M7.49%
2
IJHISHARES TR
177,406$40.1M6.09%
3
VIGVANGUARD SPECIALIZED FUNDS
239,200$34.3M5.21%
4
SCHDSCHWAB STRATEGIC TR
407,578$29.2M4.43%
5
VNQVANGUARD INDEX FDS
245,120$22.3M3.39%
6
SPDWSPDR INDEX SHS FDS
727,850$21.0M3.18%
7
FNDFSCHWAB STRATEGIC TR
733,521$20.8M3.15%
8
MDYVSPDR SER TR
248,789$15.1M2.28%
9
AVEMAMERICAN CENTY ETF TR
285,198$14.8M2.25%
10
DONWISDOMTREE TR
376,458$14.7M2.23%
11
SPYGSPDR SER TR
273,343$14.3M2.17%
12
VWOVANGUARD INTL EQUITY INDEX F
320,790$13.4M2.03%
13
GLDMWORLD GOLD TR
368,089$13.2M2.00%
14
VEAVANGUARD TAX-MANAGED INTL FD
317,537$13.0M1.97%
15
AFLAFLAC INC
223,301$12.4M1.87%
16
IJRISHARES TR
132,337$12.2M1.85%
17
SPEMSPDR INDEX SHS FDS
319,037$11.1M1.68%
18
GNRSPDR INDEX SHS FDS
200,884$10.5M1.59%
19
PRFINVESCO EXCHANGE TRADED FD T
67,021$9.9M1.51%
20
MDYGSPDR SER TR
158,143$9.6M1.46%
21
SPYVSPDR SER TR
245,548$9.0M1.37%
22
IAU*ISHARES GOLD TR
255,227$8.8M1.33%
23
VIGIVANGUARD WHITEHALL FDS
124,408$8.5M1.29%
24
FTCSFIRST TR EXCHANGE-TRADED FD
116,083$8.1M1.23%
25
MSFTMICROSOFT CORP
29,707$7.6M1.16%
26
DEMWISDOMTREE TR
205,168$7.6M1.15%
27
VOVANGUARD INDEX FDS
36,724$7.2M1.10%
28
IDV*ISHARES TR
240,260$6.5M0.99%
29
VVVANGUARD INDEX FDS
37,715$6.5M0.99%
30
CFCF INDS HLDGS INC
74,443$6.4M0.97%
31
JPSTJ P MORGAN EXCHANGE TRADED F
122,203$6.1M0.93%
32
VTEBVANGUARD MUN BD FDS
117,784$5.9M0.89%
33
APGAPI GROUP CORP
390,942$5.9M0.89%
34
IJKISHARES TR
85,710$5.5M0.83%
35
AAPLAPPLE INC
39,178$5.4M0.81%
36
DESWISDOMTREE TR
176,387$5.0M0.76%
37
VOEVANGUARD INDEX FDS
35,803$4.6M0.70%
38
INFLLISTED FD TR
159,328$4.5M0.69%
39
IVVISHARES TR
11,661$4.4M0.67%
40
JHEMJOHN HANCOCK EXCHANGE TRADED
175,372$4.3M0.65%
41
IJJISHARES TR
44,956$4.2M0.64%
42
JMSTJ P MORGAN EXCHANGE TRADED F
79,804$4.0M0.61%
43
SPSMSPDR SER TR
107,987$3.9M0.59%
44
SPMDSPDR SER TR
91,343$3.6M0.55%
45
VEUVANGUARD INTL EQUITY INDEX F
67,671$3.4M0.51%
46
GGGGRACO INC
55,041$3.3M0.50%
47
INTCINTEL CORP
76,749$2.9M0.44%
48
ESGDISHARES TR
42,653$2.7M0.41%
49
UNHUNITEDHEALTH GROUP INC
5,203$2.7M0.41%
50
MDTMEDTRONIC PLC
29,682$2.7M0.40%
51
SLYVSPDR SER TR
36,247$2.6M0.40%
52
JNJJOHNSON & JOHNSON
13,278$2.4M0.36%
53
MOTIVANECK ETF TRUST
80,539$2.3M0.35%
54
VTIVANGUARD INDEX FDS
12,280$2.3M0.35%
55
JHMMJOHN HANCOCK EXCHANGE TRADED
49,058$2.2M0.33%
56
IEMGISHARES INC
39,734$1.9M0.30%
57
AMZNAMAZON COM INC
17,698$1.9M0.29%
58
VBVANGUARD INDEX FDS
10,128$1.8M0.27%
59
AMATAPPLIED MATLS INC
19,194$1.7M0.26%
60
SPYMSPDR SER TR
37,594$1.7M0.25%
61
VUGVANGUARD INDEX FDS
7,388$1.6M0.25%
62
ABTABBOTT LABS
14,880$1.6M0.25%
63
GOOGLALPHABET INC
736$1.6M0.24%
64
DISDISNEY WALT CO
16,963$1.6M0.24%
65
VGTVANGUARD WORLD FDS
4,844$1.6M0.24%
66
MCDMCDONALDS CORP
6,404$1.6M0.24%
67
PWVINVESCO EXCHANGE TRADED FD T
36,014$1.6M0.24%
68
ESGEISHARES INC
48,363$1.6M0.24%
69
ABBVABBVIE INC
10,204$1.6M0.24%
70
BSVVANGUARD BD INDEX FDS
19,936$1.5M0.23%
71
GOOGALPHABET INC
662$1.4M0.22%
72
IYLDISHARES TR
70,063$1.4M0.21%
73
BBYBEST BUY INC
21,137$1.4M0.21%
74
QCOMQUALCOMM INC
10,521$1.3M0.20%
75
MUBISHARES TR
12,502$1.3M0.20%
76
ITMVANECK ETF TRUST
28,090$1.3M0.19%
77
EAGGISHARES TR
25,565$1.3M0.19%
78
NANRSPDR INDEX SHS FDS
25,340$1.2M0.19%
79
JPMJPMORGAN CHASE & CO
10,894$1.2M0.19%
80
SPYSPDR S&P 500 ETF TR
3,248$1.2M0.19%
81
IJTISHARES TR
10,934$1.2M0.17%
82
PGPROCTER AND GAMBLE CO
7,962$1.1M0.17%
83
KOCOCA COLA CO
18,024$1.1M0.17%
84
GISGENERAL MLS INC
14,068$1.1M0.16%
85
JHSCJOHN HANCOCK EXCHANGE TRADED
36,033$1.1M0.16%
86
XJHISHARES TR
34,246$1.0M0.16%
87
SCHWSCHWAB CHARLES CORP
15,856$1.0M0.15%
88
CSCOCISCO SYS INC
23,143$987K0.15%
89
VOTVANGUARD INDEX FDS
5,523$969K0.15%
90
MMM3M CO
7,475$967K0.15%
91
VVISA INC
4,745$934K0.14%
92
NVSNNOVARTIS AG
10,490$887K0.13%
93
IVWISHARES TR
14,543$878K0.13%
94
SUSBISHARES TR
35,801$862K0.13%
95
SUSAISHARES TR
10,665$861K0.13%
96
RAFEPIMCO EQUITY SER
30,633$843K0.13%
97
PFEPFIZER INC
15,275$801K0.12%
98
HDHOME DEPOT INC
2,860$784K0.12%
99
SLYGSPDR SER TR
11,064$780K0.12%
100
MRKMERCK & CO INC
8,402$766K0.12%
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