JFS WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationhermitage, PA
- Num holdings
1,935
- Value ($000)
$1,477,339
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001568068
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $108.54M | 7 % | 3,290,013 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $100.02M | 7 % | 3,817,600 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $83.94M | 6 % | 1,387,839 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $63.69M | 4 % | 207,639 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $58.00M | 4 % | 586,372 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $56.39M | 4 % | 105,880 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $52.69M | 4 % | 499,700 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $42.76M | 3 % | 76,093 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $40.74M | 3 % | 698,268 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $39.58M | 3 % | 797,763 |
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