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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 $1,176,593,045
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,864,942 $94,381,890 8.02%
2.
Dimensional Etf Trust
 2,900,899 $84,793,266 7.2%
3.
Dimensional Etf Trust
 1,416,942 $73,440,083 6.24%
4.
Ishares Trust
 IEF 231,883 $60,813,574 5.16%
5.
Ishares Trust
 IEF 509,310 $50,549,010 4.29%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)