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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 $1,571,276,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,389,273 $121,471,533 7.73%
2.
Dimensional Etf Trust
 3,792,745 $111,392,907 7.09%
3.
Dimensional Etf Trust
 1,411,720 $94,613,446 6.02%
4.
Ishares Trust
 IEF 206,774 $70,214,370 4.47%
5.
Ishares Trust
 IEF 594,977 $59,021,767 3.76%
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)