JFS WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JW JFS WEALTH ADVISORS, LLC | Institutional Filer | ▲ 0.69% | $1.79B | 1889 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1889)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 4.0M | $157.2M | 8.80% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | — | 3.7M | $127.0M | 7.10% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | — | 1.4M | $96.3M | 5.39% |
| 4 | IWB | iShares Russell 1000 ETF | — | 199K | $71.1M | 3.98% |
| 5 | AGG | ISHARES TR | — | 701K | $69.6M | 3.89% |
| 6 | IVV | ISHARES TR | — | 89K | $57.9M | 3.24% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 104K | $50.0M | 2.80% |
| 8 | IJH | ISHARES TR | — | 713K | $48.2M | 2.70% |
| 9 | MUB | ISHARES TR | — | 386K | $41.0M | 2.29% |
| 10 | VTEB | VANGUARD MUN BD FDS | — | 811K | $40.5M | 2.26% |
| 11 | IJR | ISHARES TR | — | 319K | $39.6M | 2.22% |
| 12 | DFAI | DIMENSIONAL ETF TRUST | — | 1.0M | $39.5M | 2.21% |
| 13 | IWF | ISHARES TR | — | 78K | $33.4M | 1.87% |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | — | 510K | $32.7M | 1.83% |
| 15 | IEFA | ISHARES TR | — | 344K | $31.2M | 1.74% |
Showing 1 to 15 of 1000 holdings