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Home > Institutional Investor > Jfs Wealth Advisors, Llc > Profile

Instuitional Investor - Jfs Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Jfs Wealth Advisors, Llc
Portfolio Value $1,477,338,790
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,290,013 $108,537,536 7.35%
2.
Dimensional Etf Trust
 3,817,600 $100,021,122 6.77%
3.
Dimensional Etf Trust
 1,387,839 $83,936,527 5.68%
4.
Ishares Trust
 IEF 207,639 $63,691,117 4.31%
5.
Ishares Trust
 IEF 586,372 $58,003,921 3.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)