Jnba Financial Advisors

CIK Number: 0001569118

979.28M
Market Value
605
# of Holdings
25 months
Avg. Holding Period
35.16%
Win Rate
10.78%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
547.01
+9.67% 268.18K +7.69% 157.87M 527.04 16.12%
2 MOAT VanEck Mornings...
83.39
+8.96% 820.43K +0.58% 76.07M 48.11 7.77%
3 SPDW SPDR Portfolio ...
35.05
+7.33% 2.18M -3.95% 74.29M 33.53 7.59%
4 IJH iShares Core S&...
55.98
+9.42% 771.49K +2.13% 48.07M 37.32 4.91%
5 SPMD SPDR Portfolio ...
49.11
+9.40% 762.87K +7.56% 41.72M 50.27 4.26%

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Up to 30 years financial history
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