Jfs Wealth Advisors, LLC ETFs

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PFF Ishares Trust Ishares Pfd And	$0	$14,000 0.0% of portfolio	463	Q1 2025 Added 0.65%
HFXI Indexiq Iq 50 Percent Hedged F	$0	$13,000 0.0% of portfolio	484	Q1 2025 New
FINX Global X Fds Fintech ETF (De)	$0	$11,000 0.0% of portfolio	421	Q1 2025 Added 0.48%
PBW Invesco Exchange Traded Fd Tr	$0	$11,000 0.0% of portfolio	759	Q3 2024 Reduced 6.53%
EPP Ishares Inc	$0	$11,000 0.0% of portfolio	250	Q1 2024 Reduced 0.79%
DGRW Wisdomtree Tr Us Quality Divid	$0	$11,000 0.0% of portfolio	138	Q4 2023 Reduced 51.58%
FIVG ETF Ser Solutions Defiance Nex	$0	$10,000 0.0% of portfolio	250	Q2 2024 Reduced 92.19%
SCHK Schwab Strategic Tr 1000 Index	$0	$10,000 0.0% of portfolio	394	Q4 2024 Added 100.0%
XLG Invesco Exchange Traded Fd Tr	$0	$8,000 0.0% of portfolio	190	Q1 2025 Added 175.36%
VFMV Vanguard Wellington Fd	$0	$8,000 0.0% of portfolio	65	Q3 2024 New
FV First Trust Dorsey Wright Focu	$0	$7,000 0.0% of portfolio	133	Q1 2025 New
XSLV Invesco ETF Tr Ii S&P Smallcap	$0	$7,000 0.0% of portfolio	158	Q1 2024 Reduced 0.63%
IGV Ishares Expanded Tech Software	$0	$7,000 0.0% of portfolio	85	Q1 2024 Added 400.0%
MTUM Ishares Msci Usa Momentum Fact	$0	$7,000 0.0% of portfolio	38	Q1 2025 Reduced 35.59%
AVDV American Centy ETF Tr Avantis	$0	$6,000 0.0% of portfolio	89	Q1 2024 New
VLUE Ishares Msci Usa Value Factor	$0	$6,000 0.0% of portfolio	59	Q3 2024 Reduced 18.06%
MUST Columbia ETF Tr I Multi Sector	$0	$5,000 0.0% of portfolio	255	Q1 2025 New
IBB Ishares Biotechnology ETF	$0	$5,000 0.0% of portfolio	45	Q1 2024 Reduced 93.44%
FNDE Schwab Fundamental Emerging Mk	$0	$5,000 0.0% of portfolio	192	Q4 2024 Added 4.35%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$5,000 0.0% of portfolio	178	Q1 2025 Added 0.56%
DFSV Dimensional ETF Tr Dimensional	$0	$4,000 0.0% of portfolio	155	Q1 2024 New
DES Wisdomtree Tr U.S. Smallcap Di	$0	$4,000 0.0% of portfolio	130	Q4 2024 Added 0.78%
SGOL Abrdn Gold ETF Trust	$4.55B	$3,000 0.0% of portfolio	114	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$3,000 0.0% of portfolio	49	Q4 2024 Added 2.08%
HEFA Ishares Currency Hedged Msci E	$0	$3,000 0.0% of portfolio	83	Q2 2024 New
ACWI Ishares Msci Acwi ETF	$0	$3,000 0.0% of portfolio	33	Q4 2024 Added 3.13%
NOBL Proshares S&P 500 Dividend Ari	$0	$3,000 0.0% of portfolio	36	Q1 2025 New
SCHO Schwab Short Term Us Treasury	$0	$3,000 0.0% of portfolio	144	Q1 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$2,000 0.0% of portfolio	131	Q1 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%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$1,000 0.0% of portfolio	30	Q3 2017 New
MGK Vanguard Mega Cap Growth ETF	$0	$1,000 0.0% of portfolio	5	Q1 2025 New
FEMS First Trust Emerging Markets S	$0	$0 0.0% of portfolio	1	Q1 2024 New
RNEM First Tr Vi Emerging Mkts Equi	$0	$0 0.0% of portfolio	2	Q1 2024 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$0 0.0% of portfolio	3	Q1 2025 New
RHS Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	798	Q1 2025 Added 0.63%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$0 0.0% of portfolio	17	Q1 2021 New
VDC Vanguard Consumer Staples ETF	$0	$0 0.0% of portfolio	1	Q3 2023 New

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