JFS WEALTH ADVISORS, LLC Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$1.2T
Holdings
1,994
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (1,994 positions)
| Stock | Value |
|---|---|
DFAXDIMENSIONAL ETF TRUST | $94.4M |
DFACDIMENSIONAL ETF TRUST | $84.8M |
DFUSDIMENSIONAL ETF TRUST | $73.4M |
IWBISHARES TR | $60.8M |
AGGISHARES TR | $50.5M |
MUBISHARES TR | $46.5M |
IJHISHARES TR | $39.6M |
IJRISHARES TR | $33.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $32.7M |
IVVISHARES TR | $30.4M |
DFAIDIMENSIONAL ETF TRUST | $27.9M |
VTEBVANGUARD MUN BD FDS | $27.0M |
AAPLAPPLE INC | $25.6M |
IWFISHARES TR | $22.7M |
IVEISHARES TR | $21.7M |
VEAVANGUARD TAX-MANAGED FDS | $19.5M |
AQLTISHARES TR | $19.0M |
DFAEDIMENSIONAL ETF TRUST | $16.3M |
BNDVANGUARD BD INDEX FDS | $16.2M |
TFISPDR SER TR | $15.0M |
SPLVINVESCO EXCH TRADED FD TR II | $14.0M |
SPYSPDR S&P 500 ETF TR | $10.7M |
IEMGISHARES INC | $10.6M |
IWVISHARES TR | $10.5M |
IVWISHARES TR | $10.1M |
DFAUDIMENSIONAL ETF TRUST | $9.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $9.6M |
IJSISHARES TR | $9.3M |
VWOVANGUARD INTL EQUITY INDEX F | $9.3M |
XMLVINVESCO EXCH TRADED FD TR II | $9.1M |
SHYISHARES TR | $9.0M |
IWDISHARES TR | $7.9M |
SCHFSCHWAB STRATEGIC TR | $7.8M |
VTIVANGUARD INDEX FDS | $7.5M |
DFUVDIMENSIONAL ETF TRUST | $7.0M |
VYMVANGUARD WHITEHALL FDS | $6.7M |
SCHGSCHWAB STRATEGIC TR | $6.4M |
SCHBSCHWAB STRATEGIC TR | $6.0M |
IJKISHARES TR | $5.8M |
FDLFIRST TR MORNINGSTAR DIVID L | $5.7M |
DONWISDOMTREE TR | $5.2M |
RWOSPDR INDEX SHS FDS | $5.1M |
SCHESCHWAB STRATEGIC TR | $4.9M |
SUBISHARES TR | $4.6M |
IJTISHARES TR | $4.6M |
VTVVANGUARD INDEX FDS | $4.4M |
DWMWISDOMTREE TR | $4.3M |
MSFTMICROSOFT CORP | $4.3M |
IWMISHARES TR | $4.1M |
EFAISHARES TR | $4.0M |
XLKSELECT SECTOR SPDR TR | $3.9M |
VIOVVANGUARD ADMIRAL FDS INC | $3.8M |
IJJISHARES TR | $3.5M |
EPDENTERPRISE PRODS PARTNERS L | $3.4M |
VVVANGUARD INDEX FDS | $3.3M |
NDQINVESCO QQQ TR | $3.2M |
XLRESELECT SECTOR SPDR TR | $3.2M |
XOMEXXON MOBIL CORP | $3.1M |
AQLTISHARES TR | $3.0M |
VYMIVANGUARD WHITEHALL FDS | $2.9M |
XLVSELECT SECTOR SPDR TR | $2.9M |
IYRISHARES TR | $2.7M |
PGPROCTER AND GAMBLE CO | $2.7M |
JNJJOHNSON & JOHNSON | $2.6M |
MQYBLACKROCK MUNIYILD QULT FD I | $2.5M |
GOOGLALPHABET INC | $2.4M |
XLFSELECT SECTOR SPDR TR | $2.4M |
PRFZINVESCO EXCHANGE TRADED FD T | $2.4M |
SPDWSPDR INDEX SHS FDS | $2.3M |
PRFINVESCO EXCHANGE TRADED FD T | $2.3M |
AMZNAMAZON COM INC | $2.3M |
GOOGALPHABET INC | $2.3M |
ACWXISHARES TR | $2.2M |
ACGLARCH CAP GROUP LTD | $2.1M |
CVXCHEVRON CORP NEW | $2.1M |
REETISHARES TR | $2.0M |
IBMINTERNATIONAL BUSINESS MACHS | $2.0M |
SCHASCHWAB STRATEGIC TR | $2.0M |
CZFSCITIZENS FINL SVCS INC | $1.9M |
HDHOME DEPOT INC | $1.9M |
DFASDIMENSIONAL ETF TRUST | $1.9M |
PEPPEPSICO INC | $1.8M |
DFIVDIMENSIONAL ETF TRUST | $1.8M |
LRGFISHARES TR | $1.7M |
KLACKLA CORP | $1.7M |
IWRISHARES TR | $1.6M |
MRKMERCK & CO INC | $1.5M |
KOCOCA COLA CO | $1.4M |
SCHXSCHWAB STRATEGIC TR | $1.4M |
HONHONEYWELL INTL INC | $1.4M |
EEMISHARES TR | $1.4M |
OEFISHARES TR | $1.4M |
PFEPFIZER INC | $1.4M |
SCHMSCHWAB STRATEGIC TR | $1.4M |
MCDMCDONALDS CORP | $1.4M |
SPTMSPDR SER TR | $1.4M |
IYWISHARES TR | $1.3M |
ROKROCKWELL AUTOMATION INC | $1.3M |
DFATDIMENSIONAL ETF TRUST | $1.2M |
VNQVANGUARD INDEX FDS | $1.2M |
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