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Kimberlee Marie Brown

Jnba Financial Advisors

Assets Managed
$1.201B
Holdings
819
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
4.89%(2Q avg: 4.46%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Jnba Financial Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 819 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.201B in assets, with a quarterly growth rate of 4.89% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Kimberlee Marie Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -33.64%
13.16%
$157.936M
241,784 shares@ $653.21 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 11.06%
9.54%
$114.444M
2.507M shares@ $45.66 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 66772.3%
7.11%
$85.286M
847,272 shares@ $100.67 avg price
AVDE
Avantis International Equity
Recent Activity
New Position
5.01%
$60.085M
708,211 shares@ $84.84 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.01%
4.52%
$54.209M
802,743 shares@ $67.54 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -3.82%
4.2%
$50.413M
851,280 shares@ $59.22 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.9%
3.56%
$42.694M
97,746 shares@ $436.79 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -1.08%
3.11%
$37.291M
794,939 shares@ $46.92 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -4.41%
2.89%
$34.625M
358,066 shares@ $96.71 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 10.42%
2.79%
$33.444M
521,916 shares@ $64.09 avg price

1-10 of 819