test

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
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -4.16%
1.13%
$11.159M
126,405 shares@ $88.29 avg price
IVLUIshares Tr
Recent Activity
Decreased -9.41%
1.11%
$11M
372,510 shares@ $29.54 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -26.51%
1.08%
$10.68M
134,411 shares@ $79.46 avg price
MDYGSpdr Ser Tr
Recent Activity
Decreased -6.61%
1.06%
$10.438M
118,963 shares@ $87.75 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -9.32%
0.86%
$8.442M
169,859 shares@ $49.7 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -6.19%
0.83%
$8.185M
154,839 shares@ $52.87 avg price
VVVanguard Index Fds
Recent Activity
Decreased -0.29%
0.82%
$8.101M
30,767 shares@ $263.29 avg price
AAPLApple Inc
Recent Activity
Decreased -2.25%
0.76%
$7.507M
32,220 shares@ $233.01 avg price
VOVanguard Index Fds
Recent Activity
Decreased -8.83%
0.73%
$7.232M
27,410 shares@ $263.83 avg price
IJKIshares Tr
Recent Activity
Decreased -1.37%
0.7%
$6.909M
75,160 shares@ $91.94 avg price