JNBA Financial Advisors

Institutional manager (13F) · CIK 1569118

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B

#	Issuer	Value	Shares
1	ISHARES TR	$158M	241,784
2	SPDR INDEX SHS FDS	$114M	2,506,993
3	ISHARES TR	$85M	847,272
4	AMERICAN CENTY ETF TR	$60M	708,211
5	ISHARES TR	$54M	802,743
6	SPDR SERIES TRUST	$50M	851,280
7	VANGUARD INDEX FDS	$43M	97,746
8	SPDR INDEX SHS FDS	$37M	794,939
9	VANECK ETF TRUST	$35M	358,066
10	VANGUARD TAX-MANAGED FDS	$33M	521,916
11	AFLAC INC	$24M	214,718
12	VANGUARD INDEX FDS	$23M	77,840
13	SPDR SERIES TRUST	$23M	231,595
14	VANGUARD SPECIALIZED FUNDS	$20M	92,589
15	SCHWAB STRATEGIC TR	$18M	370,177
16	API GROUP CORP	$17M	419,794
17	INVESCO EXCHANGE TRADED FD T	$16M	219,166
18	VANGUARD INTL EQUITY INDEX F	$16M	303,865
19	SPDR SERIES TRUST	$16M	322,548
20	VANGUARD INDEX FDS	$14M	49,982
21	ISHARES TR	$12M	99,452
22	MICROSOFT CORP	$12M	32,620
23	ISHARES GOLD TR	$12M	130,749
24	SPDR SERIES TRUST	$11M	139,795
25	INVESCO EXCHANGE TRADED FD T	$10M	218,649
26	VANGUARD WHITEHALL FDS	$8M	96,068
27	SPDR SERIES TRUST	$8M	85,630
28	CF INDUSTRIES HOLD	$8M	62,452
29	VANGUARD INDEX FDS	$8M	29,595
30	SPDR SERIES TRUST	$8M	88,612
31	APPLE INC	$7M	29,394
32	ISHARES TR	$7M	182,698
33	ISHARES TR	$7M	74,628
34	ISHARES TR	$6M	63,759
35	SCHWAB STRATEGIC TR	$5M	177,201
36	WORLD GOLD TR	$5M	57,661
37	APPLIED MATLS INC	$5M	13,733
38	GRACO INC	$5M	54,097
39	AMERICAN CENTY ETF TR	$5M	56,531
40	VANGUARD MUN BD FDS	$5M	90,994
41	ISHARES TR	$5M	34,147
42	VANGUARD INDEX FDS	$4M	23,002
43	ISHARES TR	$4M	85,643
44	VANGUARD INTL EQUITY INDEX F	$4M	54,858
45	CELCUITY INC	$4M	35,753
46	ISHARES TR	$4M	86,178
47	VANGUARD SCOTTSDALE FDS	$4M	49,030
48	SPDR SERIES TRUST	$4M	66,106
49	ISHARES TR	$4M	76,619
50	VANGUARD INDEX FDS	$4M	11,103

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.