JNBA Financial Advisors Q3 2021 Filing

Filed November 10, 2021

Portfolio Value

$744.0M

Holdings

749

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (749 positions)

#StockSharesValue% PortfolioType
1
MOATVANECK ETF TRUST
898,439$65.8M8.85%
2
IJHISHARES TR
174,280$45.8M6.16%
3
VIGVANGUARD SPECIALIZED FUNDS
258,838$39.8M5.34%
4
SCHDSCHWAB STRATEGIC TR
465,755$34.6M4.65%
5
SPDWSPDR INDEX SHS FDS
688,313$24.9M3.35%
6
VNQVANGUARD INDEX FDS
228,245$23.2M3.12%
7
SPYGSPDR SER TR
309,961$19.8M2.67%
8
DONWISDOMTREE TR
391,308$16.2M2.18%
9
VWOVANGUARD INTL EQUITY INDEX F
307,268$15.4M2.07%
10
FTCSFIRST TR EXCHANGE-TRADED FD
202,136$15.1M2.03%
11
VEAVANGUARD TAX-MANAGED INTL FD
298,192$15.1M2.02%
12
IJRISHARES TR
133,166$14.5M1.95%
13
FNDFSCHWAB STRATEGIC TR
436,913$14.3M1.93%
14
SPYVSPDR SER TR
362,524$14.1M1.90%
15
MDYVSPDR SER TR
212,418$14.1M1.89%
16
AFLAFLAC INC
223,892$11.7M1.57%
17
GLDM1USDWORLD GOLD TR
640,159$11.2M1.50%
18
VOVANGUARD INDEX FDS
45,523$10.8M1.45%
19
MDYGSPDR SER TR
140,894$10.7M1.43%
20
IAU*GOLD TR
317,699$10.6M1.43%
21
AVEMAMERICAN CENTY ETF TR
160,327$10.3M1.39%
22
PRFINVESCO EXCHANGE TRADED FD T
63,840$10.1M1.36%
23
VVVANGUARD INDEX FDS
46,332$9.3M1.25%
24
GNRSPDR INDEX SHS FDS
180,730$9.3M1.25%
25
MSFTMICROSOFT CORP
32,495$9.2M1.23%
26
SPEMSPDR INDEX SHS FDS
206,851$8.8M1.18%
27
DESWISDOMTREE TR
281,539$8.7M1.17%
28
DEMWISDOMTREE TR
192,192$8.4M1.13%
29
APGAPI GROUP CORP
390,290$7.9M1.07%
30
VIGIVANGUARD WHITEHALL FDS
84,682$7.4M0.99%
31
IJKISHARES TR
91,206$7.2M0.97%
32
JPSTJ P MORGAN EXCHANGE-TRADED F
126,581$6.4M0.86%
33
IVVISHARES TR
14,712$6.3M0.85%
34
IDV*ISHARES TR
203,940$6.2M0.83%
35
AAPLAPPLE INC
42,528$6.0M0.81%
36
JHEMJOHN HANCOCK EXCHANGE TRADED
197,232$5.8M0.78%
37
SPSMSPDR SER TR
127,297$5.4M0.73%
38
VOEVANGUARD INDEX FDS
37,968$5.3M0.71%
39
IJJISHARES TR
46,353$4.8M0.64%
40
SPMDSPDR SER TR
101,159$4.7M0.63%
41
CFCF INDS HLDGS INC
79,970$4.5M0.60%
42
MDTMEDTRONIC PLC
33,811$4.2M0.57%
43
VEUVANGUARD INTL EQUITY INDEX F
68,535$4.2M0.56%
44
INTCINTEL CORP
76,874$4.1M0.55%
45
SLYVSPDR SER TR
47,793$3.9M0.53%
46
GGGGRACO INC
55,041$3.9M0.52%
47
AMZNAMAZON COM INC
910$3.0M0.40%
48
SPYMSPDR SER TR
59,056$3.0M0.40%
49
IYLDISHARES TR
122,904$2.9M0.40%
50
VBVANGUARD INDEX FDS
13,348$2.9M0.39%
51
VTIVANGUARD INDEX FDS
12,944$2.9M0.39%
52
BRK/BBERKSHIRE HATHAWAY INC DEL
10,525$2.9M0.39%
53
AMATAPPLIED MATLS INC
22,128$2.8M0.38%
54
DISDISNEY WALT CO
16,803$2.8M0.38%
55
JHMMJOHN HANCOCK EXCHANGE TRADED
52,391$2.7M0.36%
56
ESGDISHARES TR
31,367$2.5M0.33%
57
BRWTEMPLETON GLOBAL INCOME FD
445,434$2.4M0.32%
58
BBYBEST BUY INC
21,737$2.3M0.31%
59
JNJJOHNSON & JOHNSON
13,850$2.2M0.30%
60
GOOGLALPHABET INC
798$2.1M0.29%
61
VGTVANGUARD WORLD FDS
5,232$2.1M0.28%
62
JHSCJOHN HANCOCK EXCHANGE TRADED
59,681$2.1M0.28%
63
UNHUNITEDHEALTH GROUP INC
5,119$2.0M0.27%
64
GOOGALPHABET INC
735$2.0M0.26%
65
VUGVANGUARD INDEX FDS
6,519$1.9M0.25%
66
PWVINVESCO EXCHANGE TRADED FD T
42,273$1.9M0.25%
67
ABTABBOTT LABS
15,318$1.8M0.24%
68
JPMJPMORGAN CHASE & CO
10,964$1.8M0.24%
69
MCDMCDONALDS CORP
7,198$1.7M0.23%
70
SPYSPDR S&P 500 ETF TR
3,637$1.6M0.21%
71
ITMVANECK ETF TRUST
30,196$1.5M0.21%
72
IJTISHARES TR
11,756$1.5M0.21%
73
ESGEISHARES INC
34,927$1.4M0.19%
74
VOTVANGUARD INDEX FDS
5,999$1.4M0.19%
75
PGPROCTER AND GAMBLE CO
9,926$1.4M0.19%
76
QCOMQUALCOMM INC
10,556$1.4M0.18%
77
MMM3M CO
7,665$1.3M0.18%
78
INFLLISTED FD TR
46,043$1.3M0.18%
79
CSCOCISCO SYS INC
23,688$1.3M0.17%
80
MOTIVANECK ETF TRUST
37,109$1.2M0.17%
81
SUSAISHARES TR
12,963$1.2M0.17%
82
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.2M0.17%
83
IVWISHARES TR
16,429$1.2M0.16%
84
MUBISHARES TR
10,283$1.2M0.16%
85
ABBVABBVIE INC
10,861$1.2M0.16%
86
SCHWSCHWAB CHARLES CORP
16,059$1.2M0.16%
87
RAFEPIMCO EQUITY SER
38,185$1.2M0.16%
88
NANRSPDR INDEX SHS FDS
28,840$1.1M0.15%
89
VVISA INC
5,103$1.1M0.15%
90
KOCOCA COLA CO
18,278$959K0.13%
91
ORCLORACLE CORP
10,957$955K0.13%
92
NVSNNOVARTIS AG
11,537$943K0.13%
93
IJSISHARES TR
9,232$929K0.12%
94
DYHTARGET CORP
4,040$924K0.12%
95
HDHOME DEPOT INC
2,780$913K0.12%
96
XJHISHARES TR
24,685$892K0.12%
97
EAGGISHARES TR
15,973$881K0.12%
98
GISGENERAL MLS INC
14,647$876K0.12%
99
ESMLISHARES TR
21,527$840K0.11%
100
BACBK OF AMERICA CORP
19,756$839K0.11%
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