JFS WEALTH ADVISORS, LLC Q1 2020 Filing
Filed April 29, 2020
Portfolio Value
$333.5B
Holdings
526
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (526 positions)
| Stock | Value |
|---|---|
IWBISHARES TR | $28.4M |
AGGISHARES TR | $24.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18.4M |
IJRISHARES TR | $17.5M |
SPLVINVESCO EXCHANGE-TRADED FD T | $12.5M |
IJHISHARES TR | $11.2M |
RWOSPDR INDEX SHS FDS | $10.2M |
MUBISHARES TR | $9.9M |
FDLFIRST TR MORNINGSTAR DIVID L | $9.0M |
VYMVANGUARD WHITEHALL FDS | $8.6M |
IDLVINVESCO EXCHANGE-TRADED FD T | $7.9M |
SCHFSCHWAB STRATEGIC TR | $6.5M |
DONWISDOMTREE TR | $6.1M |
VWOVANGUARD INTL EQUITY INDEX F | $5.8M |
DLSWISDOMTREE TR | $4.9M |
VEAVANGUARD TAX-MANAGED INTL FD | $4.8M |
AAPLAPPLE INC | $4.7M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $4.6M |
SCHESCHWAB STRATEGIC TR | $4.5M |
DWMWISDOMTREE TR | $4.2M |
SCHBSCHWAB STRATEGIC TR | $4.2M |
PRFINVESCO EXCHANGE TRADED FD T | $4.1M |
EMLPFIRST TR EXCHANGE-TRADED FD | $3.7M |
IVVISHARES TR | $3.6M |
SCHGSCHWAB STRATEGIC TR | $3.6M |
NADNUVEEN QUALITY MUNCP INCOME | $2.6M |
NZFNUVEEN MUNICIPAL CREDIT INC | $2.6M |
EIMEATON VANCE MUN BD FD | $2.6M |
DMBBNY MELLON MUN BD INFRASTRUC | $2.6M |
SCHZSCHWAB STRATEGIC TR | $2.6M |
TFISPDR SER TR | $2.6M |
IQIINVESCO QUALITY MUNI INC TRS | $2.5M |
BNDVANGUARD BD INDEX FDS | $2.5M |
VKQINVESCO MUN TR | $2.5M |
PRFZINVESCO EXCHANGE TRADED FD T | $2.4M |
EPDENTERPRISE PRODS PARTNERS L | $2.3M |
ACWXISHARES TR | $2.2M |
VTIVANGUARD INDEX FDS | $2.1M |
JNJJOHNSON & JOHNSON | $2.0M |
SCHASCHWAB STRATEGIC TR | $2.0M |
PGPROCTER & GAMBLE CO | $2.0M |
—BLACKROCK MUNIENHANCED FD IN | $1.9M |
MCDMCDONALDS CORP | $1.9M |
VMOINVESCO MUN OPPORTUNITY TR | $1.9M |
SPDWSPDR INDEX SHS FDS | $1.8M |
IWVISHARES TR | $1.8M |
SCHMSCHWAB STRATEGIC TR | $1.7M |
PFEPFIZER INC | $1.7M |
SCHXSCHWAB STRATEGIC TR | $1.6M |
PEPPEPSICO INC | $1.5M |
PXFINVESCO EXCHANGE-TRADED FD T | $1.5M |
VNQVANGUARD INDEX FDS | $1.4M |
MUCBLACKROCK MUNIHLDNGS CALI QL | $1.4M |
DISDISNEY WALT CO | $1.4M |
XOMEXXON MOBIL CORP | $1.3M |
AMZNAMAZON COM INC | $1.2M |
VCVINVESCO CALIF VALUE MUN INCO | $1.2M |
IWFISHARES TR | $1.1M |
IEMGISHARES INC | $1.0M |
SCHOSCHWAB STRATEGIC TR | $1.0M |
SPTMSPDR SER TR | $946K |
AQLTISHARES TR | $930K |
EFAISHARES TR | $922K |
CMCSACOMCAST CORP NEW | $905K |
SPEMSPDR INDEX SHS FDS | $893K |
TAT&T INC | $893K |
IWDISHARES TR | $892K |
GOOGLALPHABET INC | $888K |
DTDWISDOMTREE TR | $883K |
PXHINVESCO EXCHANGE-TRADED FD T | $827K |
ACGLARCH CAP GROUP LTD | $791K |
KOCOCA COLA CO | $781K |
IWMISHARES TR | $780K |
PDNINVESCO EXCHANGE-TRADED FD T | $778K |
MSFTMICROSOFT CORP | $775K |
HDHOME DEPOT INC | $749K |
CVXCHEVRON CORP NEW | $742K |
DGSWISDOMTREE TR | $689K |
MRKMERCK & CO. INC | $651K |
PFFISHARES TR | $550K |
AQLTISHARES TR | $514K |
WMTWALMART INC | $500K |
JPMJPMORGAN CHASE & CO | $498K |
2JEFOCUS FINL PARTNERS INC | $486K |
VONEVANGUARD SCOTTSDALE FDS | $485K |
IWOISHARES TR | $479K |
IBMINTERNATIONAL BUSINESS MACHS | $459K |
ICFISHARES TR | $458K |
KMBKIMBERLY CLARK CORP | $441K |
EEMISHARES TR | $435K |
WBAWALGREENS BOOTS ALLIANCE INC | $426K |
SBUXSTARBUCKS CORP | $402K |
KLACKLA CORPORATION | $402K |
BACVERIZON COMMUNICATIONS INC | $401K |
IWNISHARES TR | $362K |
TJXTJX COS INC NEW | $353K |
HDVISHARES TR | $351K |
CSLCARLISLE COS INC | $333K |
CVSCVS HEALTH CORP | $309K |
INTUINTUIT | $302K |
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