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Home > Institutional Investor > Jnba Financial Advisors > Profile

Instuitional Investor - Jnba Financial Advisors

Fund Profile
Filing Period:
Fund Name: Jnba Financial Advisors
Portfolio Value $879,284,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust
 767,431 $65,131,835 7.4%
2.
Ishares Trust
 IEF 191,800 $53,157,240 6.04%
3.
Vanguard Specialized Funds
 254,743 $43,408,164 4.93%
4.
Schwab Strategic Trust
 FNDF 1,269,181 $42,809,478 4.86%
5.
Schwab Strategic Trust
 FNDF 466,890 $35,544,322 4.04%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)