Long-term investor
Jnba Financial Advisors @jnbafinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569118).
Record
- Tracked since 2025-12-31 (257 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.3%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 13.2% · long · since 2025-12-31
- SPDW · 9.3% · long · since 2025-12-31
- SGOV · 7.0% · long · since 2025-12-31
- AVDE · 5.2% · long · since 2026-03-31
- IJH · 4.6% · long · since 2025-12-31
- SPMD · 4.2% · long · since 2025-12-31
- VUG · 3.8% · long · since 2025-12-31
- SPEM · 3.1% · long · since 2025-12-31
- VEA · 2.9% · long · since 2025-12-31
- MOAT · 2.7% · long · since 2025-12-31
- APG · 2.2% · long · since 2025-12-31
- SPYG · 2.0% · long · since 2025-12-31