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Kimberlee Marie Brown

@Jnba Financial Advisors

Latest period2024 - Q3ReportedManaged Assets$992.943MTotal holdings652
Assets growth rate4.77%Assets growth rate (2-Q avg)2.16%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jnba Financial Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 652 positions.

Assets under management

The assets under management (AUM) of Jnba Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 992.943M in assets, with a quarterly growth rate of 4.77% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Kimberlee Marie Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
Decreased -0.71%
4.75%
$47.076M
755,387 shares@ $62.33 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -19.09%
3.91%
$38.782M
709,256 shares@ $54.68 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -8%
2.53%
$25.118M
126,821 shares@ $198.06 avg price
AFLAflac Inc
Recent Activity
Decreased -0.2%
2.46%
$24.36M
217,892 shares@ $111.81 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -26.53%
2.42%
$23.982M
283,708 shares@ $84.54 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -0.64%
2.32%
$23.003M
505,457 shares@ $45.51 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -16.39%
2.26%
$22.436M
600,369 shares@ $37.38 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -3.9%
2.14%
$21.153M
255,040 shares@ $82.95 avg price
IJRIshares Tr
Recent Activity
Decreased -1.92%
1.36%
$13.496M
115,392 shares@ $116.96 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.21%
1.13%
$11.17M
25,959 shares@ $430.31 avg price