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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 $1,463,361,604
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,168,271 $109,590,508 7.48%
2.
Dimensional Etf Trust
 3,795,593 $94,358,444 6.44%
3.
Dimensional Etf Trust
 1,401,173 $89,324,769 6.1%
4.
Ishares Trust
 IEF 215,164 $69,317,287 4.73%
5.
Ishares Trust
 IEF 563,712 $54,623,679 3.73%
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)