Jfs Wealth Advisors, LLC ETFs

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VFMV Vanguard Wellington Fd	$0	$8,000 0.0% of portfolio	65	Q3 2024 New
AVDV American Centy ETF Tr Avantis	$0	$7,000 0.0% of portfolio	89	Q1 2024 New
XSLV Invesco ETF Tr Ii S&P Smallcap	$0	$7,000 0.0% of portfolio	158	Q1 2024 Reduced 0.63%
VLUE Ishares Msci Usa Value Factor	$0	$6,000 0.0% of portfolio	59	Q3 2024 Reduced 18.06%
FNDE Schwab Fundamental Emerging Mk	$0	$6,000 0.0% of portfolio	193	Q2 2025 Added 0.52%
IBB Ishares Biotechnology ETF	$0	$5,000 0.0% of portfolio	45	Q1 2024 Reduced 93.44%
DFSV Dimensional ETF Tr Dimensional	$0	$4,000 0.0% of portfolio	155	Q1 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$4,000 0.0% of portfolio	350	Q2 2025 Reduced 97.72%
ACWI Ishares Msci Acwi ETF	$0	$4,000 0.0% of portfolio	33	Q4 2024 Added 3.13%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$4,000 0.0% of portfolio	125	Q2 2025 Reduced 29.78%
DES Wisdomtree Tr U.S. Smallcap Di	$0	$4,000 0.0% of portfolio	131	Q2 2025 Added 0.77%
SGOL Abrdn Gold ETF Trust	$4.64B	$3,000 0.0% of portfolio	114	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$3,000 0.0% of portfolio	50	Q2 2025 Added 2.04%
HEFA Ishares Currency Hedged Msci E	$0	$3,000 0.0% of portfolio	83	Q2 2024 New
ITA Ishares Tr	$0	$3,000 0.0% of portfolio	17	Q2 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$3,000 0.0% of portfolio	36	Q1 2025 New
FNDC Schwab Fundamental Intl Small	$0	$3,000 0.0% of portfolio	72	Q2 2025 Reduced 91.94%
SCHO Schwab Short Term Us Treasury	$0	$3,000 0.0% of portfolio	144	Q1 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$2,000 0.0% of portfolio	68	Q2 2025 Reduced 90.75%
IBMP Ishares Tr Ibonds December 202	$0	$2,000 0.0% of portfolio	103	Q2 2025 New
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$1,000 0.0% of portfolio	68	Q2 2025 New
IFRA Ishares Tr	$0	$1,000 0.0% of portfolio	34	Q2 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$1,000 0.0% of portfolio	70	Q1 2022 Added 100.0%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$1,000 0.0% of portfolio	17	Q1 2021 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$1,000 0.0% of portfolio	30	Q3 2017 New
AAAU Goldman Sachs Physical Gold ETF	$1.1B	$0 0.0% of portfolio	20	Q2 2025 New
RHS Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	803	Q2 2025 Added 0.63%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$0 0.0% of portfolio	22	Q2 2025 New

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