Jfs Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $147.52M | 8.3% |
| DIMENSIONAL ETF TRUST | $124.04M | 7.0% |
| DIMENSIONAL ETF TRUST | $103.27M | 5.8% |
| ISHARES TR | $75.60M | 4.3% |
| ISHARES TR | $66.24M | 3.7% |
| ISHARES TR | $56.29M | 3.2% |
| Warren E. Buffett | $53.39M | 3.0% |
| ISHARES TR | $46.90M | 2.6% |
| ISHARES TR | $40.90M | 2.3% |
| VANGUARD MUN BD FDS | $39.69M | 2.2% |
| DIMENSIONAL ETF TRUST | $38.59M | 2.2% |
| ISHARES TR | $38.27M | 2.2% |
| ISHARES TR | $38.11M | 2.1% |
| VANGUARD TAX-MANAGED FDS | $32.10M | 1.8% |
| ISHARES TR | $29.62M | 1.7% |
| Apple Inc. | $27.19M | 1.5% |
| ISHARES TR | $26.01M | 1.5% |
| DIMENSIONAL ETF TRUST | $22.03M | 1.2% |
| DIMENSIONAL ETF TRUST | $21.90M | 1.2% |
| ISHARES INC | $21.77M | 1.2% |
| VANGUARD BD INDEX FDS | $19.29M | 1.1% |
| ISHARES TR | $17.10M | 1.0% |
| VANGUARD INDEX FDS | $16.38M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $16.28M | 0.9% |
| DIMENSIONAL ETF TRUST | $15.16M | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $14.34M | 0.8% |
| BERKSHIRE HATHAWAY INC DEL | $14.34M | 0.8% |
| VANGUARD SPECIALIZED FUNDS | $14.01M | 0.8% |
| SPDR S&P 500 ETF TR | $13.72M | 0.8% |
| MICROSOFT CORP | $12.87M | 0.7% |
| ISHARES TR | $12.86M | 0.7% |
| INVESCO EXCH TRADED FD TR II | $11.71M | 0.7% |
| ISHARES TR | $11.41M | 0.6% |
| Alphabet Inc. | $10.74M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $10.48M | 0.6% |
| ISHARES TR | $9.40M | 0.5% |
| ISHARES TR | $9.14M | 0.5% |
| iShares MSCI UAE ETF | $9.02M | 0.5% |
| ISHARES TR | $8.73M | 0.5% |
| SCHWAB STRATEGIC TR | $8.32M | 0.5% |
| VANGUARD WHITEHALL FDS | $8.12M | 0.5% |
| ISHARES TR | $7.93M | 0.4% |
| SCHWAB STRATEGIC TR | $7.85M | 0.4% |
| Alphabet Inc. | $7.80M | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $7.30M | 0.4% |
| DIMENSIONAL ETF TRUST | $7.20M | 0.4% |
| DIMENSIONAL ETF TRUST | $7.16M | 0.4% |
| SPDR SERIES TRUST | $7.10M | 0.4% |
| VANGUARD INDEX FDS | $6.95M | 0.4% |
| SCHWAB STRATEGIC TR | $6.84M | 0.4% |