JMN Financial LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JF JMN Financial LLC | Institutional Filer | — | $202.1M | 242 |
Current Portfolio Holdings
Showing top 382 reported positions by value (Total positions in database: 242)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | — | 68K | $5.3M | 2.63% |
| 2 | AAPL | Apple Inc. | Technology | 17K | $4.5M | 2.24% |
| 3 | AAPL | Apple Inc. | Technology | 18K | $4.5M | 2.24% |
| 4 | NVDA | NVIDIA Corporation | Technology | 22K | $4.1M | 2.02% |
| 5 | NVDA | NVIDIA Corporation | Technology | 23K | $4.1M | 2.02% |
| 6 | BSV | VANGUARD BD INDEX FDS | — | 51K | $4.0M | 1.98% |
| 7 | MSFT | Microsoft Corporation | Technology | 8K | $3.7M | 1.82% |
| 8 | VOO | VANGUARD INDEX FDS | — | 6K | $3.6M | 1.77% |
| 9 | VOO | VANGUARD INDEX FDS | — | 5K | $3.3M | 1.63% |
| 10 | MSFT | Microsoft Corporation | Technology | 7K | $2.5M | 1.22% |
| 11 | GOOG | Alphabet Inc. | Technology | 8K | $2.4M | 1.19% |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | — | 36K | $2.3M | 1.13% |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | — | 37K | $2.3M | 1.13% |
| 14 | GOOG | Alphabet Inc. | Technology | 8K | $2.3M | 1.13% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 9K | $1.8M | 0.90% |
Showing 1 to 15 of 382 holdings