JFS Wealth Advisors

Latest statistics and disclosures from Jfs Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1994 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Jfs Wealth Advisors has 1994 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 8.0 $94M 3.9M 24.42
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.2 $85M +6% 2.9M 29.23
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Dimensional Etf Trust Us Equity Etf (DFUS) 6.2 $73M 1.4M 51.83
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Ishares Tr Rus 1000 Etf (IWB) 5.2 $61M +10% 232k 262.26
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Ishares Tr Core Us Aggbd Et (AGG) 4.3 $51M +12% 509k 99.25
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Ishares Tr National Mun Etf (MUB) 4.0 $47M +2% 429k 108.41
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Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $40M 143k 277.15
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Ishares Tr Core S&p Scp Etf (IJR) 2.8 $34M -2% 309k 108.25
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $33M -6% 92k 356.66
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Ishares Tr Core S&p500 Etf (IVV) 2.6 $30M -5% 64k 477.63
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.4 $28M +45% 975k 28.64
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $27M -5% 528k 51.05
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Apple (AAPL) 2.2 $26M -6% 133k 192.53
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $23M +14% 75k 303.17
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Ishares Tr S&p 500 Val Etf (IVE) 1.8 $22M +13% 125k 173.89
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $20M +30% 408k 47.90
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Ishares Tr Core Msci Eafe (IEFA) 1.6 $19M +20% 271k 70.35
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.4 $16M -3% 675k 24.11
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $16M +29% 221k 73.55
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.3 $15M -14% 319k 47.00
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.2 $14M -7% 224k 62.66
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $11M -2% 23k 475.32
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Ishares Core Msci Emkt (IEMG) 0.9 $11M +19% 210k 50.58
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Ishares Tr Russell 3000 Etf (IWV) 0.9 $11M 38k 273.74
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $10M -3% 134k 75.10
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $9.8M 296k 33.25
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.8 $9.6M +12% 191k 50.23
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.8 $9.3M 90k 103.07
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $9.3M +11% 226k 41.10
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.8 $9.1M -11% 172k 53.18
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $9.0M +29% 110k 82.04
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Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $7.9M +2% 48k 165.25
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $7.8M -3% 212k 36.96
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $7.5M 32k 237.22
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $7.0M 187k 37.22
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $6.7M 60k 111.63
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $6.4M -4% 77k 82.96
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $6.0M 108k 55.67
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $5.8M +19% 73k 79.22
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First Tr Morningstar Divid L SHS (FDL) 0.5 $5.7M 159k 35.88
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Wisdomtree Tr Us Midcap Divid (DON) 0.4 $5.2M 113k 45.69
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $5.1M -15% 116k 43.71
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $4.9M -5% 199k 24.79
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $4.6M 44k 105.43
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $4.6M +20% 37k 125.14
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Vanguard Index Fds Value Etf (VTV) 0.4 $4.4M 30k 149.50
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Wisdomtree Tr Intl Equity Fd (DWM) 0.4 $4.3M -3% 82k 52.51
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Microsoft Corporation (MSFT) 0.4 $4.3M +3% 11k 376.04
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $4.1M +2% 21k 200.71
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $4.0M +9% 53k 75.35
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Select Sector Spdr Tr Technology (XLK) 0.3 $3.9M 21k 192.48
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $3.8M 43k 88.50
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $3.5M +34% 30k 114.04
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Enterprise Products Partners (EPD) 0.3 $3.4M -2% 131k 26.35
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $3.3M 15k 218.15
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.2M 7.9k 409.50
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $3.2M +3% 80k 40.06
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Exxon Mobil Corporation (XOM) 0.3 $3.1M 31k 99.98
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Ishares Tr Select Divid Etf (DVY) 0.3 $3.0M +2% 26k 117.22
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $2.9M -4% 44k 66.49
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $2.9M +7% 21k 136.38
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $2.7M -8% 30k 91.41
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Procter & Gamble Company (PG) 0.2 $2.7M 18k 146.54
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Johnson & Johnson (JNJ) 0.2 $2.6M 17k 156.74
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Blackrock Muniyield Quality Fund (MQY) 0.2 $2.5M 202k 12.19
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.4M -7% 18k 139.69
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Select Sector Spdr Tr Financial (XLF) 0.2 $2.4M +2% 64k 37.60
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $2.4M 64k 37.49
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.3M -6% 69k 34.01
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $2.3M -3% 66k 35.20
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Amazon (AMZN) 0.2 $2.3M +4% 15k 151.94
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Alphabet Cap Stk Cl C (GOOG) 0.2 $2.3M +5% 16k 140.93
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $2.2M -5% 44k 51.04
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Arch Cap Group Ord (ACGL) 0.2 $2.1M -18% 28k 74.27
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Chevron Corporation (CVX) 0.2 $2.1M 14k 149.16
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Ishares Tr Global Reit Etf (REET) 0.2 $2.0M 83k 24.18
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International Business Machines (IBM) 0.2 $2.0M -4% 12k 163.55
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $2.0M 42k 47.24
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Citizens Financial Services (CZFS) 0.2 $1.9M 30k 64.72
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Home Depot (HD) 0.2 $1.9M +9% 5.6k 346.55
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.9M 31k 59.62
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Pepsi (PEP) 0.2 $1.8M 11k 169.84
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $1.8M 51k 34.36
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Ishares Tr U S Equity Factr (LRGF) 0.1 $1.7M +344% 36k 48.29
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Kla Corp Com New (KLAC) 0.1 $1.7M +2% 3.0k 581.30
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.6M +38% 20k 77.73
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Merck & Co (MRK) 0.1 $1.5M +2% 14k 109.02
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Coca-Cola Company (KO) 0.1 $1.4M 25k 58.93
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.4M 26k 56.40
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Honeywell International (HON) 0.1 $1.4M 6.8k 209.71
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.4M -2% 36k 40.21
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Ishares Tr S&p 100 Etf (OEF) 0.1 $1.4M 6.3k 223.40
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Pfizer (PFE) 0.1 $1.4M 48k 28.79
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.4M -25% 18k 75.32
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McDonald's Corporation (MCD) 0.1 $1.4M 4.6k 296.49
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.4M -10% 23k 58.45
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M +28% 11k 122.75
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Rockwell Automation (ROK) 0.1 $1.3M 4.1k 310.45
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.2M 24k 52.33
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M -6% 14k 88.36
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Costco Wholesale Corporation (COST) 0.1 $1.1M 1.7k 660.20
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.1M -2% 31k 35.41
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Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.1M 16k 65.38
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.0M -2% 2.4k 436.80
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Caterpillar (CAT) 0.1 $1.0M 3.4k 295.63
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Walt Disney Company (DIS) 0.1 $1.0M -4% 11k 90.29
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Intuit (INTU) 0.1 $978k 1.6k 625.07
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JPMorgan Chase & Co. (JPM) 0.1 $952k -14% 5.6k 170.09
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $944k -7% 7.6k 124.97
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Ally Financial (ALLY) 0.1 $935k 27k 34.92
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Deere & Company (DE) 0.1 $900k +3% 2.3k 399.85
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $883k 11k 84.33
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Lowe's Companies (LOW) 0.1 $860k +4% 3.9k 222.55
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Select Sector Spdr Tr Energy (XLE) 0.1 $853k +38% 10k 83.84
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Ford Motor Company (F) 0.1 $844k 69k 12.19
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $828k -9% 33k 24.96
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Wells Fargo & Company (WFC) 0.1 $802k 16k 49.22
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $796k +10% 19k 42.22
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $796k 2.1k 376.95
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Comcast Corp Cl A (CMCSA) 0.1 $784k -4% 18k 43.85
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F.N.B. Corporation (FNB) 0.1 $753k 55k 13.77
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TJX Companies (TJX) 0.1 $742k 7.9k 93.81
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $729k 5.0k 145.01
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $726k -23% 16k 46.62
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Wal-Mart Stores (WMT) 0.1 $723k -3% 4.6k 157.66
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Meta Platforms Cl A (META) 0.1 $717k +2% 2.0k 353.96
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $706k 4.1k 170.41
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $705k -5% 2.8k 252.22
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Spdr Gold Tr Gold Shs (GLD) 0.1 $702k 3.7k 191.17
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Texas Instruments Incorporated (TXN) 0.1 $699k 4.1k 170.46
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $697k -4% 15k 47.39
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United Parcel Service CL B (UPS) 0.1 $678k 4.3k 157.22
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Goldman Sachs (GS) 0.1 $666k 1.7k 385.77
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Boeing Company (BA) 0.1 $661k +2% 2.5k 260.69
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NVIDIA Corporation (NVDA) 0.1 $647k -39% 1.3k 495.35
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Norfolk Southern (NSC) 0.1 $590k 2.5k 236.34
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Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $586k -23% 37k 15.97
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $581k 10k 56.14
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Visa Com Cl A (V) 0.0 $580k +5% 2.2k 260.35
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $578k +26% 8.0k 72.03
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $574k +6% 12k 49.37
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Northrop Grumman Corporation (NOC) 0.0 $564k 1.2k 468.14
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $561k +10% 5.3k 105.23
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $559k +64% 1.1k 507.38
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $557k -7% 8.6k 65.06
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.0 $556k 11k 50.52
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $528k +2% 3.4k 155.33
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At&t (T) 0.0 $521k -18% 31k 16.78
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PPG Industries (PPG) 0.0 $500k -8% 3.3k 149.55
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PNC Financial Services (PNC) 0.0 $472k -2% 3.0k 154.85
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CVS Caremark Corporation (CVS) 0.0 $464k -6% 5.9k 78.96
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $462k -3% 9.3k 49.92
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Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $445k 40k 11.13
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Eaton Corp SHS (ETN) 0.0 $434k +7% 1.8k 240.84
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Cisco Systems (CSCO) 0.0 $431k +7% 8.5k 50.52
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $425k 9.0k 47.49
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Verizon Communications (VZ) 0.0 $420k +54% 11k 37.70
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Abbott Laboratories (ABT) 0.0 $412k +3% 3.7k 110.07
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $401k +435% 2.7k 147.14
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Intel Corporation (INTC) 0.0 $391k 7.8k 50.25
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $376k -21% 6.4k 58.73
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UnitedHealth (UNH) 0.0 $370k +48% 703.00 526.32
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Roper Industries (ROP) 0.0 $369k 677.00 545.17
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Aon Shs Cl A (AON) 0.0 $363k +3% 1.2k 291.02
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $356k -4% 11k 32.48
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $353k -25% 1.6k 216.94
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Nasdaq Omx (NDAQ) 0.0 $352k 6.1k 58.14
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Petroleum & Res Corp Com cef (PEO) 0.0 $352k +2% 17k 20.63
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Raytheon Technologies Corp (RTX) 0.0 $347k +8% 4.1k 84.15
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Mastercard Incorporated Cl A (MA) 0.0 $346k +6% 811.00 426.26
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Fifth Third Ban (FITB) 0.0 $345k 10k 34.49
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $342k 2.9k 116.29
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $341k +47% 1.5k 232.70
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Union Pacific Corporation (UNP) 0.0 $341k +13% 1.4k 245.58
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General Dynamics Corporation (GD) 0.0 $334k 1.3k 259.67
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $330k 6.9k 47.79
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Ishares Tr Core High Dv Etf (HDV) 0.0 $325k 3.2k 101.99
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $325k 6.6k 49.26
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Allstate Corporation (ALL) 0.0 $324k +2% 2.3k 139.99
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Old Republic International Corporation (ORI) 0.0 $324k 11k 29.40
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Tesla Motors (TSLA) 0.0 $322k +5% 1.3k 248.46
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $319k +2888% 6.8k 47.09
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BlackRock (BLK) 0.0 $313k +3% 385.00 811.80
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Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $311k 3.3k 95.32
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Philip Morris International (PM) 0.0 $311k -2% 3.3k 94.08
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Msa Safety Inc equity (MSA) 0.0 $309k 1.8k 168.80
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $305k +75% 3.9k 78.03
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $304k -3% 16k 19.10
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Sherwin-Williams Company (SHW) 0.0 $303k -2% 970.00 311.90
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Eli Lilly & Co. (LLY) 0.0 $299k -2% 513.00 582.92
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $294k 12k 25.53
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American Express Company (AXP) 0.0 $292k 1.6k 187.35
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Vanguard World Mega Cap Index (MGC) 0.0 $290k NEW 1.7k 169.27
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Starbucks Corporation (SBUX) 0.0 $288k +9% 3.0k 96.00
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Ishares Tr Aggres Alloc Etf (AOA) 0.0 $288k -41% 4.2k 69.05
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Amgen (AMGN) 0.0 $287k +2% 997.00 287.90
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Oracle Corporation (ORCL) 0.0 $282k +13% 2.7k 105.43
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Abbvie (ABBV) 0.0 $279k +5% 1.8k 154.99
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Travelers Companies (TRV) 0.0 $278k +7% 1.5k 190.55
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Broadcom (AVGO) 0.0 $278k +56% 249.00 1116.25
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $278k 1.7k 164.42
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Ishares Tr Modert Alloc Etf (AOM) 0.0 $269k 6.5k 41.51
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $266k 2.7k 100.51
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Netflix (NFLX) 0.0 $260k +5% 534.00 486.64
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NVR (NVR) 0.0 $252k 36.00 7000.47
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $252k 4.9k 51.02
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $251k NEW 4.8k 52.34
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Toronto Dominion Bk Ont Com New (TD) 0.0 $251k -2% 3.9k 64.62
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $249k -13% 3.2k 77.02
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Automatic Data Processing (ADP) 0.0 $249k +6% 1.1k 233.05
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $248k +27% 2.4k 104.00
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $247k -66% 3.9k 63.85
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Mondelez Intl Cl A (MDLZ) 0.0 $240k +14% 3.3k 72.42
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Qualcomm (QCOM) 0.0 $238k +6% 1.6k 144.65
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Suncor Energy (SU) 0.0 $236k 7.4k 32.04
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $236k 8.7k 27.04
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Emerson Electric (EMR) 0.0 $232k 2.4k 97.33
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $231k 5.0k 46.04
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Constellation Energy (CEG) 0.0 $230k 2.0k 116.88
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $228k +630% 2.4k 96.40
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Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $226k NEW 4.2k 53.50
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Blackstone Group Inc Com Cl A (BX) 0.0 $224k +11% 1.7k 130.90
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Bank of New York Mellon Corporation (BK) 0.0 $220k 4.2k 52.05
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $218k 994.00 219.57
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $216k -30% 3.9k 55.90
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General Electric Com New (GE) 0.0 $216k +97% 1.7k 127.63
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $213k 2.5k 85.54
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Bristol Myers Squibb (BMY) 0.0 $213k +4% 4.1k 51.31
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Nextera Energy (NEE) 0.0 $212k +3% 3.5k 60.73
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $210k +2% 3.8k 54.97
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Stryker Corporation (SYK) 0.0 $210k -4% 702.00 299.31
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Bank of America Corporation (BAC) 0.0 $209k -2% 6.2k 33.67
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Exelon Corporation (EXC) 0.0 $208k 5.8k 35.90
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Novartis Sponsored Adr (NVS) 0.0 $207k 2.1k 100.97
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Cigna Corp (CI) 0.0 $205k 683.00 299.45
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Shell Spon Ads (SHEL) 0.0 $201k +2% 3.0k 65.80
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $200k 2.4k 85.06
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $199k 2.8k 70.10
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $197k 3.2k 60.86
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $192k +12% 4.2k 45.61
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Lockheed Martin Corporation (LMT) 0.0 $191k +11% 422.00 453.24
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $190k NEW 4.0k 47.74
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $186k NEW 2.0k 91.05
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FactSet Research Systems (FDS) 0.0 $181k -5% 380.00 477.05
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Fiserv (FI) 0.0 $181k +2% 1.4k 132.84
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $177k +4% 505.00 350.91
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Carrier Global Corporation (CARR) 0.0 $167k +27% 2.9k 57.44
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $164k NEW 1.5k 108.27
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $164k +56% 2.1k 77.39
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $162k -5% 3.1k 51.90
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Past Filings by Jfs Wealth Advisors

SEC 13F filings are viewable for Jfs Wealth Advisors going back to 2012

View all past filings