Notify me when JNBA Financial Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 796 | $1,144,917,688 | +$33,423,283 | -$15,812,850 | +$17,610,433 | IVV, SPDW, IJH, SPMD, VUG | 13F-HR | 26 Jan 2026, 13:36 |
| Q3 2025 | 651 | $1,100,611,502 | +$98,033,207 | -$98,845,915 | -$812,708 | IVV, SPDW, IJH, SPMD, VUG | 13F-HR | 28 Oct 2025, 12:33 |
| Q2 2025 | 651 | $1,039,704,300 | +$59,059,967 | -$59,068,797 | -$8,830 | IVV, SPDW, BIL, IJH, SPMD | 13F-HR | 24 Jul 2025, 16:11 |
| Q1 2025 | 647 | $964,634,733 | +$87,117,739 | -$84,805,047 | +$2,312,692 | IVV, SPDW, BIL, MOAT, IJH | 13F-HR | 25 Apr 2025, 16:43 |
| Q4 2024 | 648 | $979,275,093 | +$44,760,467 | -$19,044,895 | +$25,715,572 | IVV, MOAT, SPDW, IJH, SPMD | 13F-HR | 30 Jan 2025, 15:52 |
| Q3 2024 | 652 | $992,942,712 | +$39,325,616 | -$62,013,728 | -$22,688,112 | IVV, SPDW, MOAT, IJH, SPEM | 13F-HR | 30 Oct 2024, 17:57 |
| Q2 2024 | 640 | $947,803,766 | +$78,051,023 | -$79,375,629 | -$1,324,606 | IVV, SPDW, MOAT, SPMD, IJH | 13F-HR | 22 Jul 2024, 14:41 |
| Q1 2024 | 668 | $952,189,634 | +$203,432,254 | -$136,785,853 | +$66,646,401 | IVV, MOAT, SPDW, IJH, SCHD | 13F-HR | 26 Apr 2024, 17:20 |
| Q4 2023 | 712 | $879,284,120 | +$30,524,083 | -$33,031,038 | -$2,506,955 | MOAT, IJH, VIG, FNDF, SCHD | 13F-HR | 07 Feb 2024, 18:13 |
| Q3 2023 | 748 | $800,932,438 | +$31,051,415 | -$24,159,872 | +$6,891,543 | MOAT, IJH, VIG, FNDF, SCHD | 13F-HR | 02 Nov 2023, 14:35 |
| Q2 2023 | 705 | $834,120,787 | +$61,848,962 | -$23,645,861 | +$38,203,101 | MOAT, IJH, VIG, SCHD, FNDF | 13F-HR | 03 Aug 2023, 17:19 |
| Q1 2023 | 723 | $768,435,467 | +$27,983,592 | -$9,055,341 | +$18,928,251 | MOAT, IJH, VIG, FNDF, SCHD | 13F-HR | 01 May 2023, 17:59 |
| Q4 2022 | 659 | $719,627,878 | +$30,145,953 | -$22,335,049 | +$7,810,904 | MOAT, IJH, VIG, SCHD, FNDF | 13F-HR | 06 Feb 2023, 17:41 |
| Q3 2022 | 675 | $648,016,000 | +$50,577,021 | -$16,220,775 | +$34,356,246 | MOAT, IJH, VIG, SCHD, VNQ | 13F-HR | 07 Nov 2022, 15:35 |
| Q2 2022 | 709 | $659,233,000 | +$26,255,786 | -$15,183,033 | +$11,072,753 | MOAT, IJH, VIG, SCHD, VNQ | 13F-HR | 21 Jul 2022, 17:53 |
| Q1 2022 | 701 | $754,987,000 | +$36,541,362 | -$72,869,052 | -$36,327,690 | MOAT, IJH, VIG, SCHD, SPDW | 13F-HR | 28 Apr 2022, 17:32 |
| Q4 2021 | 816 | $818,740,000 | +$34,452,682 | -$10,504,858 | +$23,947,824 | MOAT, IJH, VIG, SCHD, VNQ | 13F-HR | 02 Feb 2022, 17:53 |
| Q3 2021 | 725 | $743,975,000 | +$30,226,486 | -$10,914,704 | +$19,311,782 | MOAT, IJH, VIG, SCHD, SPDW | 13F-HR | 09 Nov 2021, 18:51 |
| Q2 2021 | 677 | $738,382,000 | +$30,530,950 | -$16,565,369 | +$13,965,581 | MOAT, IJH, VIG, SCHD, SPDW | 13F-HR | 03 Aug 2021, 21:01 |
| Q1 2021 | 645 | $688,737,000 | +$37,827,431 | -$6,585,299 | +$31,242,132 | MOAT, IJH, VIG, SCHD, SPDW | 13F-HR | 03 May 2021, 13:39 |
| Q4 2020 | 604 | $608,016,000 | +$82,624,970 | -$34,110,681 | +$48,514,289 | MOAT, IJH, VIG, SCHD, SPDW | 13F-HR | 22 Jan 2021, 17:33 |
| Q3 2020 | 571 | $496,041,000 | +$14,359,302 | -$7,604,138 | +$6,755,164 | MOAT, VIG, IJH, AFL, SCHD | 13F-HR | 05 Nov 2020, 14:59 |
| Q2 2020 | 559 | $466,240,000 | +$16,429,685 | -$34,400,413 | -$17,970,728 | MOAT, VIG, IJH, AFL, SPDW | 13F-HR | 24 Jul 2020, 14:39 |
| Q1 2020 | 561 | $416,209,000 | +$33,483,768 | -$27,370,548 | +$6,113,220 | MOAT, VIG, IJH, AFL, VEA | 13F-HR | 01 May 2020, 16:13 |
| Q4 2019 | 594 | $524,437,000 | +$22,347,867 | -$21,280,902 | +$1,066,965 | MOAT, AFL, VIG, IJH, VEA | 13F-HR | 10 Feb 2020, 14:05 |
| Q3 2019 | 580 | $491,637,000 | +$16,950,152 | -$17,528,806 | -$578,654 | MOAT, AFL, VIG, IJH, VEA | 13F-HR | 01 Nov 2019, 12:08 |
| Q2 2019 | 671 | $490,597,000 | +$28,618,192 | -$18,374,849 | +$10,243,343 | MOAT, AFL, IJH, VIG, VEA | 13F-HR | 25 Jul 2019, 17:58 |
| Q1 2019 | 543 | $465,181,000 | +$25,455,800 | -$43,314,821 | -$17,859,021 | MOAT, AFL, IJH, BIL, VIG | 13F-HR | 30 Apr 2019, 18:29 |
| Q4 2018 | 521 | $440,959,000 | +$402,668,877 | -$165,020,870 | +$237,648,007 | BIL, MOAT, IJH, AFL, VIG | 13F-HR | 06 Feb 2019, 17:32 |
| Q3 2018 | 475 | $219,230,000 | +$172,841,522 | -$441,963,169 | -$269,121,647 | MSFT, AAPL, JNJ, PFE, T | 13F-HR | 01 Nov 2018, 12:41 |
| Q2 2018 | 526 | $472,733,000 | +$13,185,327 | -$12,224,874 | +$960,453 | MOAT, IJH, IVV, VIG, AFL | 13F-HR | 17 Jul 2018, 14:39 |
| Q1 2018 | 491 | $467,059,000 | +$27,201,727 | -$15,917,607 | +$11,284,120 | IJH, MOAT, IVV, VIG, AFL | Restatement | 09 May 2018, 17:53 |
| Q4 2017 | 477 | $475,346,000 | +$17,803,867 | -$13,005,127 | +$4,798,740 | IJH, MOAT, IVV, VIG, VEA | 13F-HR | 30 Jan 2018, 18:56 |
| Q3 2017 | 471 | $447,961,000 | +$63,739,704 | -$69,751,443 | -$6,011,739 | IJH, MOAT, IVV, VIG, VEA | 13F-HR | 13 Nov 2017, 12:46 |
| Q2 2017 | 450 | $440,050,000 | +$9,714,903 | -$4,124,847 | +$5,590,056 | SHY, IJH, MOAT, VEA, VIG | 13F-HR | 14 Aug 2017, 12:15 |
| Q1 2017 | 462 | $423,545,000 | +$18,374,848 | -$14,314,572 | +$4,060,276 | SHY, IJH, MOAT, VEA, VIG | 13F-HR | 10 May 2017, 16:34 |
| Q4 2016 | 474 | $411,208,000 | +$329,102,539 | -$613,860,904 | -$284,758,365 | SHY, IJH, MOAT, VIG, VEA | 13F-HR | 03 Feb 2017, 12:15 |
| Q3 2016 | 1,573 | $684,554,000 | +$606,510,380 | -$289,888,006 | +$316,622,374 | VGK, DXJ, HYG, IWM, RWX | 13F-HR | 14 Nov 2016, 14:19 |
| Q2 2016 | 503 | $357,769,000 | +$111,694,794 | -$40,748,178 | +$70,946,616 | IJH, MOAT, VIG, IVV, AFL | 13F-HR | 22 Jul 2016, 14:05 |
| Q1 2016 | 536 | $277,945,000 | +$18,352,709 | -$8,101,560 | +$10,251,149 | SHY, IJH, VIG, MOAT, IAU | 13F-HR | 20 Apr 2016, 18:52 |
| Q4 2015 | 517 | $261,075,000 | +$30,544,736 | -$10,370,692 | +$20,174,044 | SHY, IJH, MOAT, VIG, VTI | 13F-HR | 26 Jan 2016, 18:43 |
| Q3 2015 | 525 | $234,798,000 | +$44,513,875 | -$51,351,879 | -$6,838,004 | SHY, IJH, MOAT, VIG, VTI | 13F-HR | 28 Oct 2015, 15:33 |
| Q2 2015 | 521 | $263,847,000 | +$11,718,348 | -$3,804,978 | +$7,913,370 | VTI, IVV, MOAT, IJH, VIG | 13F-HR | 29 Jul 2015, 15:21 |
| Q1 2015 | 529 | $259,899,000 | +$13,275,172 | -$3,173,509 | +$10,101,663 | VTI, IVV, MOAT, VIG, IJH | 13F-HR | 24 Apr 2015, 11:27 |
| Q4 2014 | 545 | $248,152,000 | +$27,443,379 | -$6,505,870 | +$20,937,509 | VTI, MOAT, IVV, VIG, IJH | 13F-HR | 28 Jan 2015, 10:57 |
| Q3 2014 | 585 | $220,440,000 | +$22,546,384 | -$4,500,024 | +$18,046,360 | VTI, MOAT, VIG, IJH, IVV | 13F-HR | 22 Oct 2014, 11:56 |
| Q2 2014 | 504 | $206,267,000 | +$15,548,761 | -$5,210,602 | +$10,338,159 | VTI, MOAT, VIG, IJH, IAU | 13F-HR | 24 Jul 2014, 11:43 |
| Q1 2014 | 473 | $189,884,000 | +$8,158,903 | -$4,275,634 | +$3,883,269 | VTI, MOAT, VIG, IJH, PRF | 13F-HR | 02 May 2014, 18:12 |
| Q4 2013 | 435 | $182,607,000 | $0 | $0 | $0 | VTI, VIG, MOAT, IJH, VEU | 13F-HR | 21 Jan 2014, 14:50 |