Jfs Wealth Advisors, LLC
CIK Number: 0001568068
1.48B
Market Value
1,675
# of Holdings
16 months
Avg. Holding Period
42.41%
Win Rate
12.51%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 33.95 | -0.07% | 3.17M | +3.70% | 109.59M | 27.72 | 7.49% |
| 2 | DFAX | Dimensional Wor... | 28.20 | -0.16% | 3.8M | +0.36% | 94.36M | 25.63 | 6.45% |
| 3 | DFUS | Dimensional U.S... | 63.18 | -0.03% | 1.4M | -0.25% | 89.32M | 47.05 | 6.10% |
| 4 | IWB | iShares Russell... | 320.28 | -0.01% | 215.16K | -1.41% | 69.32M | 142.47 | 4.74% |
| 5 | AGG | iShares Core U.... | 97.08 | +0.27% | 563.71K | -0.28% | 54.62M | 108.19 | 3.73% |
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