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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
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -10.57%
0.7%
$6.89M
134,782 shares@ $51.13 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -26.81%
0.67%
$6.556M
125,769 shares@ $52.14 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -32.87%
0.65%
$6.411M
99,235 shares@ $64.61 avg price
CFCf Inds Hldgs Inc
Recent Activity
Decreased -4.14%
0.58%
$5.736M
66,853 shares@ $85.81 avg price
GGGGraco Inc
Recent Activity
Decreased -1.09%
0.48%
$4.764M
54,441 shares@ $87.52 avg price
IJJIshares Tr
Recent Activity
Decreased -3.23%
0.47%
$4.64M
37,533 shares@ $123.63 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -8.85%
0.46%
$4.486M
26,755 shares@ $167.67 avg price
DFEMDimensional Etf Trust
Recent Activity
Decreased -15.49%
0.46%
$4.481M
159,192 shares@ $28.16 avg price
EFGIshares Tr
Recent Activity
Decreased -4.12%
0.43%
$4.234M
39,328 shares@ $107.66 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -3.66%
0.43%
$4.227M
53,228 shares@ $79.43 avg price