Kimberlee Marie Brown

@Jnba Financial Advisors

Latest period2024 - Q3

Reported2mo 19d ago

Managed Assets$992.943M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares Tr Recent Activity Increased 14.14%	14.47%	$143.647M 249,033 shares@ $576.82 avg price	Increased 14.14%
SPDWSpdr Index Shs Fds Recent Activity Increased 11.18%	8.58%	$85.121M 2.266M shares@ $37.57 avg price	Increased 11.18%
MOATVaneck Etf Trust Recent Activity Increased 0.22%	7.97%	$79.086M 815,739 shares@ $96.95 avg price	Increased 0.22%
SPEMSpdr Index Shs Fds Recent Activity Increased 13.87%	4.57%	$45.311M 1.098M shares@ $41.29 avg price	Increased 13.87%
VUGVanguard Index Fds Recent Activity Increased 2.17%	2.85%	$28.278M 73,654 shares@ $383.93 avg price	Increased 2.17%
VEAVanguard Tax-managed Fds Recent Activity Increased 3.92%	2.01%	$19.91M 377,012 shares@ $52.81 avg price	Increased 3.92%
VWOVanguard Intl Equity Index F Recent Activity Increased 0.88%	1.44%	$14.244M 297,686 shares@ $47.86 avg price	Increased 0.88%
PRFInvesco Exchange Traded Fd T Recent Activity Increased 0.42%	1.18%	$11.625M 286,120 shares@ $40.64 avg price	Increased 0.42%
ESGDIshares Tr Recent Activity Increased 27.61%	0.57%	$5.589M 66,405 shares@ $84.18 avg price	Increased 27.61%
BNDXVanguard Charlotte Fds Recent Activity Increased 10.4%	0.42%	$4.109M 81,725 shares@ $50.28 avg price	Increased 10.4%