HoldingsChannel.com
JFS Wealth Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the JFS Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by JFS Wealth Advisors LLC. In the JFS Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by JFS Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the JFS Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAX) 3,816,949 +36,666 $81,835
     DFAX3,816,949+36,666$81,835
DIMENSIONAL ETF TRUST (DFAC) 2,673,496 -52,072 $62,292
     DFAC2,673,496-52,072$62,292
DIMENSIONAL ETF TRUST (DFUS) 1,502,656 +46,648 $61,233
     DFUS1,502,656+46,648$61,233
ISHARES TR (MUB) 468,333 +224,322 $49,812
     MUB468,333+224,322$49,812
ISHARES TR (AGG) 471,896 +5,951 $47,982
     AGG471,896+5,951$47,982
ISHARES TR (IWB) 210,223 -7,042 $43,676
     IWB210,223-7,042$43,676
ISHARES TR (IJH) 141,191 +769 $31,942
     IJH141,191+769$31,942
ISHARES TR (IJR) 323,712 +2,843 $29,914
     IJR323,712+2,843$29,914
BERKSHIRE HATHAWAY INC DEL      $27,002
     BRK.B98,901+2,236$27,002
VANGUARD MUN BD FDS (VTEB) 464,471 +316,243 $23,186
     VTEB464,471+316,243$23,186
ISHARES TR (IVV) 53,619 +3,792 $20,330
     IVV53,619+3,792$20,330
APPLE INC 140,468 -1,112 $19,205
     AAPL140,468-1,112$19,205
ISHARES TR (IVE) 115,626 +4,565 $15,894
     IVE115,626+4,565$15,894
INVESCO EXCH TRADED FD TR II (SPLV) 251,270 +6,351 $15,579
     SPLV251,270+6,351$15,579
ISHARES TR (IWF) 63,503 -1,003 $13,888
     IWF63,503-1,003$13,888
VANGUARD TAX MANAGED INTL FD (VEA) 301,786 +21,380 $12,313
     VEA301,786+21,380$12,313
INVESCO EXCH TRADED FD TR II (XMLV) 226,581 +1,046 $11,644
     XMLV226,581+1,046$11,644
INVESCO EXCH TRADED FD TR II (IDLV) 384,560 +5,224 $10,618
     IDLV384,560+5,224$10,618
VANGUARD BD INDEX FDS (BND) 133,187 +5,261 $10,024
     BND133,187+5,261$10,024
ISHARES TR (IJS) 104,084 -744 $9,267
     IJS104,084-744$9,267
ISHARES TR (SHY) 111,120 +1,016 $9,200
     SHY111,120+1,016$9,200
ISHARES TR (IWV) 40,968 -70 $8,906
     IWV40,968-70$8,906
SPDR SER TR (TFI) 194,118 +122,312 $8,902
     TFI194,118+122,312$8,902
SCHWAB STRATEGIC TR 253,097 +13,887 $7,960
     SCHF253,097+13,887$7,960
ISHARES TR (IEFA) 129,250 +5,200 $7,606
     IEFA129,250+5,200$7,606
ISHARES TR (IVW) 125,568 +11,563 $7,578
     IVW125,568+11,563$7,578
VANGUARD WHITEHALL FDS (VYM) 74,454 +795 $7,572
     VYM74,454+795$7,572
VANGUARD INTL EQUITY INDEX F (VWO) 174,739 +7,817 $7,278
     VWO174,739+7,817$7,278
ISHARES TR (IWD) 48,837 -657 $7,080
     IWD48,837-657$7,080
FIRST TR MORNINGSTAR DIVID L (FDL) 194,794 -933 $6,861
     FDL194,794-933$6,861
SPDR INDEX SHS FDS (RWO) 143,739 -1,705 $6,345
     RWO143,739-1,705$6,345
SPDR S&P 500 ETF TR (SPY) 15,186 -578 $5,729
     SPY15,186-578$5,729
SCHWAB STRATEGIC TR 127,268 +11,671 $5,624
     SCHB127,268+11,671$5,624
SCHWAB STRATEGIC TR 220,792 -8,949 $5,604
     SCHE220,792-8,949$5,604
DIMENSIONAL ETF TRUST (DFUV) 173,863 +173,863 $5,494
     DFUV173,863+173,863$5,494
SCHWAB STRATEGIC TR 90,211 -1,522 $5,231
     SCHG90,211-1,522$5,231
WISDOMTREE TR 129,246 +1,708 $5,038
     DON129,246+1,708$5,038
VANGUARD INDEX FDS (VTV) 36,105 -589 $4,762
     VTV36,105-589$4,762
VANGUARD INDEX FDS (VV) 25,046 +2 $4,317
     VV25,046+2$4,317
ISHARES INC (IEMG) 84,969 +6,789 $4,169
     IEMG84,969+6,789$4,169
ISHARES TR (IWM) 23,630 +267 $4,002
     IWM23,630+267$4,002
VANGUARD INDEX FDS (VTI) 20,920 -1,408 $3,946
     VTI20,920-1,408$3,946
VANGUARD ADMIRAL FDS INC (VIOV) 24,291 +18 $3,739
     VIOV24,291+18$3,739
MICROSOFT CORP 14,423 +1,037 $3,704
     MSFT14,423+1,037$3,704
ISHARES TR (IJK) 56,453 -78 $3,598
     IJK56,453-78$3,598
SELECT SECTOR SPDR TR (XLK) 27,779 -441 $3,531
     XLK27,779-441$3,531
WISDOMTREE TR 60,256 +954 $3,518
     DLS60,256+954$3,518
J P MORGAN EXCHANGE TRADED F (JPST) 70,109 +349 $3,512
     JPST70,109+349$3,512
ENTERPRISE PRODS PARTNERS L 136,525 -746 $3,327
     EPD136,525-746$3,327
ISHARES TR (ACWX) 72,980 -12,895 $3,284
     ACWX72,980-12,895$3,284

See Full List: All Stocks Held By JFS Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By JFS Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $947,065
At 03/31/2022: $1,059,455

JFS Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JFS Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

JFS Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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