JFS Wealth Advisors

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

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Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1944 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Jfs Wealth Advisors has 1944 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) 8.2 $83M 3.9M 21.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.2 $64M 2.6M 24.28
Dimensional Etf Trust Us Equity Etf (DFUS) 6.0 $62M 1.5M 41.61
Ishares Tr Core Us Aggbd Et (AGG) 4.7 $49M +5% 500k 96.99
Ishares Tr National Mun Etf (MUB) 4.3 $44M 420k 105.52
Ishares Tr Rus 1000 Etf (IWB) 4.3 $44M 209k 210.52
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $34M 142k 241.89
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $31M 328k 94.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $31M 100k 308.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $24M -10% 484k 49.49
Ishares Tr Core S&p500 Etf (IVV) 2.3 $23M +8% 61k 384.21
Apple (AAPL) 1.7 $18M -6% 137k 129.93
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.7 $17M +134% 378k 45.62
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.6 $16M 254k 63.90

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Ishares Tr S&p 500 Val Etf (IVE) 1.5 $15M -10% 104k 145.07
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.3 $14M +567% 628k 21.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $13M +11% 164k 81.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $13M +6% 314k 41.97
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.3 $13M +342% 517k 25.04
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $12M -11% 58k 214.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $12M +27% 172k 71.84
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 1.1 $11M -3% 213k 53.49
Ishares Tr Core Msci Eafe (IEFA) 1.1 $11M +24% 181k 61.64
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $9.6M +433% 92k 104.27
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.9 $9.2M -12% 343k 26.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $8.5M +11% 145k 58.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.8 $8.4M -9% 92k 91.31
Ishares Tr Russell 3000 Etf (IWV) 0.8 $8.2M -9% 37k 220.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $7.9M +16% 202k 38.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $7.6M -3% 70k 108.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $7.5M -5% 233k 32.21
First Tr Morningstar Divid L SHS (FDL) 0.7 $7.0M 191k 36.56
Ishares Core Msci Emkt (IEMG) 0.7 $7.0M +42% 149k 46.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $6.8M -13% 45k 151.65
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $6.4M +9% 190k 33.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $6.1M +52% 32k 191.19
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $5.9M +1217% 220k 27.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $5.9M 16k 382.42
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.5 $5.6M 137k 40.90
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $5.4M 131k 41.14
Ishares Tr Global Reit Etf (REET) 0.5 $5.4M +133% 236k 22.71
Vanguard Index Fds Value Etf (VTV) 0.5 $5.2M +2% 37k 140.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $5.0M -10% 111k 44.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $4.8M -7% 202k 23.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $4.6M -8% 83k 55.56
Vanguard Index Fds Large Cap Etf (VV) 0.4 $4.4M 25k 174.20
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.4 $3.8M 24k 157.05
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $3.7M +6% 74k 50.13
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $3.7M -5% 54k 68.30
Ishares Tr Russell 2000 Etf (IWM) 0.4 $3.6M -15% 21k 174.36
Exxon Mobil Corporation (XOM) 0.3 $3.5M 32k 110.30
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $3.5M 60k 57.96
Wisdomtree Tr Intl Equity Fd (DWM) 0.3 $3.3M +2% 69k 47.04
Enterprise Products Partners (EPD) 0.3 $3.3M 135k 24.12
Ishares Tr Msci Eafe Etf (EFA) 0.3 $3.1M -3% 48k 65.64
Ishares Tr Select Divid Etf (DVY) 0.3 $3.1M +28% 25k 120.60
Johnson & Johnson (JNJ) 0.3 $3.0M -5% 17k 176.65
Ishares Tr Blackrock Ultra (ICSH) 0.3 $3.0M 60k 50.04
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $2.8M -9% 26k 108.07
Procter & Gamble Company (PG) 0.3 $2.8M 18k 151.56
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $2.6M -9% 31k 84.19
Microsoft Corporation (MSFT) 0.3 $2.6M -22% 11k 239.82
Invesco Van Kampen Muni Opp Trust (VMO) 0.2 $2.5M 254k 9.91
Invesco Van Kampen Municipal Trust (VKQ) 0.2 $2.5M 254k 9.90
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $2.5M +6% 68k 36.93
Eaton Vance Municipal Bond Fund (EIM) 0.2 $2.5M 240k 10.39
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $2.4M 215k 11.37
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $2.4M 207k 11.80
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $2.4M +240% 41k 59.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $2.4M -13% 18k 135.85
Select Sector Spdr Tr Technology (XLK) 0.2 $2.4M -30% 19k 124.44
Pfizer (PFE) 0.2 $2.4M 47k 51.24
Invesco Quality Municipal Inc Trust (IQI) 0.2 $2.4M 253k 9.42
Blackrock Muniyield Quality Fund (MQY) 0.2 $2.4M 203k 11.60
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.3M -7% 79k 29.69
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $2.3M -11% 15k 155.15
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $2.3M -32% 50k 45.50
Chevron Corporation (CVX) 0.2 $2.3M 13k 179.49
Citizens Financial Services (CZFS) 0.2 $2.3M -2% 30k 76.72
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $2.1M -4% 14k 158.41
Pepsi (PEP) 0.2 $2.1M 12k 180.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.0M -5% 7.7k 266.29
Select Sector Spdr Tr Financial (XLF) 0.2 $2.0M -9% 58k 34.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.9M -37% 19k 100.80
International Business Machines (IBM) 0.2 $1.8M +33% 13k 140.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.8M -2% 45k 40.51
Arch Cap Group Ord (ACGL) 0.2 $1.8M 28k 62.78
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.8M -3% 20k 88.23
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $1.7M +2% 57k 30.40
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.7M +51% 33k 51.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.7M -5% 26k 65.61
Home Depot (HD) 0.2 $1.6M 5.2k 315.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.6M -2% 19k 82.48
Honeywell International (HON) 0.1 $1.5M 7.0k 214.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.3M -18% 36k 37.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.3M 28k 45.15
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.3M -9% 27k 47.29
Merck & Co (MRK) 0.1 $1.2M 11k 110.95
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.2M 14k 88.73
McDonald's Corporation (MCD) 0.1 $1.2M -10% 4.6k 263.55
Amazon (AMZN) 0.1 $1.2M -9% 14k 84.00
JPMorgan Chase & Co. (JPM) 0.1 $1.1M -5% 8.5k 134.09
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.1M +13% 3.3k 331.28
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.1M -59% 6.4k 170.57
Kla Corp Com New (KLAC) 0.1 $1.1M 2.9k 377.03
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $1.1M -57% 100k 10.74
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.1M -7% 33k 32.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.0M +4% 23k 45.65
Walt Disney Company (DIS) 0.1 $1.0M -8% 12k 86.88
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.0M -3% 17k 60.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.0M 24k 43.95
Rockwell Automation (ROK) 0.1 $1.0M +614% 4.0k 257.57
Deere & Company (DE) 0.1 $996k 2.3k 428.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $980k -9% 15k 67.45
F.N.B. Corporation (FNB) 0.1 $974k 75k 13.05
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $961k +1256% 43k 22.46
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $884k -12% 7.1k 125.11
Caterpillar (CAT) 0.1 $825k -23% 3.4k 239.59
At&t (T) 0.1 $824k +18% 45k 18.41
Ford Motor Company (F) 0.1 $818k +2% 70k 11.63
Costco Wholesale Corporation (COST) 0.1 $790k -2% 1.7k 456.45
Coca-Cola Company (KO) 0.1 $774k -15% 12k 63.61
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.1 $769k -8% 42k 18.36
United Parcel Service CL B (UPS) 0.1 $768k -4% 4.4k 173.83
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $761k 11k 70.63
Focus Finl Partners Com Cl A (FOCS) 0.1 $747k 20k 37.27
Ally Financial (ALLY) 0.1 $715k +5% 29k 24.45
Comcast Corp Cl A (CMCSA) 0.1 $711k -6% 20k 34.97
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $709k -11% 17k 41.54
Ishares Tr Core High Dv Etf (HDV) 0.1 $708k +38% 6.8k 104.24
Black Knight (BKI) 0.1 $706k -17% 11k 61.75
Starbucks Corporation (SBUX) 0.1 $705k -4% 7.1k 99.20
Wal-Mart Stores (WMT) 0.1 $704k 5.0k 141.80
Lowe's Companies (LOW) 0.1 $690k -2% 3.5k 199.22
Wells Fargo & Company (WFC) 0.1 $681k +56% 17k 41.29
Northrop Grumman Corporation (NOC) 0.1 $658k 1.2k 545.61
CVS Caremark Corporation (CVS) 0.1 $658k -2% 7.1k 93.18
Texas Instruments Incorporated (TXN) 0.1 $649k -4% 3.9k 165.22
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $640k -18% 16k 40.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $635k 3.0k 214.52
TJX Companies (TJX) 0.1 $626k -2% 7.9k 79.60
Norfolk Southern (NSC) 0.1 $624k 2.5k 246.39
Ishares Tr U.s. Tech Etf (IYW) 0.1 $607k 8.1k 74.49
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $604k -3% 4.0k 151.85
Intuit (INTU) 0.1 $604k 1.6k 389.34
Goldman Sachs (GS) 0.1 $600k -3% 1.7k 343.46
Select Sector Spdr Tr Energy (XLE) 0.1 $592k -32% 6.8k 87.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $575k +4% 12k 50.14
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $542k 11k 49.27
Ishares Tr Cohen Steer Reit (ICF) 0.1 $513k -2% 9.4k 54.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $512k +49% 3.8k 135.24
Raytheon Technologies Corp (RTX) 0.0 $492k +32% 4.9k 100.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $474k 6.4k 74.55
PPG Industries (PPG) 0.0 $457k -8% 3.6k 125.74
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $448k -12% 10k 43.99
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $432k +196% 9.3k 46.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $426k +2% 3.1k 138.67
PNC Financial Services (PNC) 0.0 $411k 2.6k 157.94
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $411k 6.9k 59.75
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $406k 2.3k 174.26
Boeing Company (BA) 0.0 $397k -10% 2.1k 190.52
Aon Shs Cl A (AON) 0.0 $393k 1.3k 300.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $381k +6% 4.5k 84.79
Verizon Communications (VZ) 0.0 $377k -17% 9.6k 39.40
General Dynamics Corporation (GD) 0.0 $375k 1.5k 248.11
Nasdaq Omx (NDAQ) 0.0 $374k 6.1k 61.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $371k -10% 1.1k 351.34
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $371k -12% 13k 29.62
Petroleum & Res Corp Com cef (PEO) 0.0 $360k +94% 17k 21.80
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $352k -50% 6.8k 51.79
Philip Morris International (PM) 0.0 $347k 3.4k 101.21
Fifth Third Ban (FITB) 0.0 $343k 11k 32.81
Spdr Gold Tr Gold Shs (GLD) 0.0 $338k 2.0k 169.64
Nextera Energy (NEE) 0.0 $318k -4% 3.8k 83.59
Allstate Corporation (ALL) 0.0 $312k -17% 2.3k 135.60
Kraft Heinz (KHC) 0.0 $311k +7% 7.6k 40.71
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $310k 2.9k 105.34
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $309k -19% 18k 17.62
Bristol Myers Squibb (BMY) 0.0 $306k 4.3k 71.96
Abbvie (ABBV) 0.0 $302k -3% 1.9k 161.64
Kimberly-Clark Corporation (KMB) 0.0 $301k -5% 2.2k 135.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $296k +21% 669.00 442.79
Amgen (AMGN) 0.0 $295k -7% 1.1k 262.64
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $288k 3.5k 82.32
Walgreen Boots Alliance (WBA) 0.0 $288k 7.7k 37.36
Abbott Laboratories (ABT) 0.0 $283k 2.6k 109.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $281k -47% 3.7k 75.28
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $281k -9% 3.2k 87.16
Fidelity National Financial Fnf Group Com (FNF) 0.0 $277k 7.4k 37.62
BlackRock (BLK) 0.0 $266k 375.00 708.63
Old Republic International Corporation (ORI) 0.0 $265k 11k 24.15
Union Pacific Corporation (UNP) 0.0 $263k 1.3k 207.10
Msa Safety Inc equity (MSA) 0.0 $260k NEW 1.8k 144.19
Cisco Systems (CSCO) 0.0 $258k +4% 5.4k 47.64
Toronto Dominion Bk Ont Com New (TD) 0.0 $257k -3% 4.0k 64.76
UnitedHealth (UNH) 0.0 $252k -5% 474.00 530.73
Travelers Companies (TRV) 0.0 $250k +26% 1.3k 187.49
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $248k 5.5k 44.98
Bank of America Corporation (BAC) 0.0 $244k -3% 7.4k 33.12
Exelon Corporation (EXC) 0.0 $239k 5.5k 43.23
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $237k -63% 3.1k 77.68
Oracle Corporation (ORCL) 0.0 $236k -12% 2.9k 81.74
Emerson Electric (EMR) 0.0 $233k 2.4k 96.06
Suncor Energy (SU) 0.0 $232k +7% 7.3k 31.73
Meta Platforms Cl A (META) 0.0 $226k +5% 1.9k 120.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $224k 1.7k 132.86
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $223k 5.1k 44.01
UGI Corporation (UGI) 0.0 $218k 5.9k 37.07
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $217k 9.0k 24.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $216k 4.8k 45.02
Sherwin-Williams Company (SHW) 0.0 $208k +282% 876.00 237.33
Eli Lilly & Co. (LLY) 0.0 $207k 567.00 365.84
Visa Com Cl A (V) 0.0 $207k -7% 994.00 207.76
Lockheed Martin Corporation (LMT) 0.0 $201k -5% 413.00 486.49
Cigna Corp (CI) 0.0 $198k -15% 598.00 331.34
Ishares Tr Modert Alloc Etf (AOM) 0.0 $197k +2% 5.2k 38.01
American Express Company (AXP) 0.0 $192k -4% 1.3k 147.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $191k 2.9k 66.02
Hershey Company (HSY) 0.0 $191k 824.00 231.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $190k +115% 3.5k 54.50
Bank of New York Mellon Corporation (BK) 0.0 $188k -2% 4.1k 45.51
Stryker Corporation (SYK) 0.0 $181k -22% 739.00 244.37
NVR (NVR) 0.0 $180k 39.00 4612.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $179k 994.00 179.76
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $177k +476% 3.5k 50.68
Eaton Corp SHS (ETN) 0.0 $176k -6% 1.1k 156.97
Shell Spon Ads (SHEL) 0.0 $174k -11% 3.1k 56.95
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $168k -7% 5.5k 30.39
Roper Industries (ROP) 0.0 $168k 389.00 432.09
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $167k 3.2k 51.53
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $163k 1.6k 102.46
Constellation Energy (CEG) 0.0 $162k 1.9k 86.19
Intel Corporation (INTC) 0.0 $162k +21% 6.1k 26.43
Mondelez Intl Cl A (MDLZ) 0.0 $158k -2% 2.4k 66.65
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $158k NEW 3.5k 45.12
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $155k +82% 2.4k 65.86
General Mills (GIS) 0.0 $154k -11% 1.8k 83.85
Qualcomm (QCOM) 0.0 $154k -3% 1.4k 109.91
Yum! Brands (YUM) 0.0 $150k 1.2k 128.08
M&T Bank Corporation (MTB) 0.0 $148k 1.0k 145.05
Vanguard World Fds Health Car Etf (VHT) 0.0 $147k -22% 592.00 248.05
Astrazeneca Sponsored Adr (AZN) 0.0 $146k -2% 2.2k 67.80
Altria (MO) 0.0 $141k -10% 3.1k 45.71
Direxion Shs Etf Tr Daily Finl Bear (FAZ) 0.0 $135k -11% 7.0k 19.28
Mastercard Incorporated Cl A (MA) 0.0 $135k -30% 388.00 347.29
Novartis Sponsored Adr (NVS) 0.0 $128k -41% 1.4k 90.72
Intellinetics (INLX) 0.0 $128k 30k 4.27
Vanguard Index Fds Small Cp Etf (VB) 0.0 $127k +80% 690.00 183.54
American Electric Power Company (AEP) 0.0 $124k +11% 1.3k 94.95
Vanguard World Fds Financials Etf (VFH) 0.0 $123k 1.5k 82.73

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