StockDriftsStockDriftsTop 50 Jfs Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 8.8% | 4.05M | $157.2M | +8.59%(+320.26K) | $29.82(+44.93%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.1% | 3.74M | $127.0M | -1.39%(-52.65K) | $25.73(+45.85%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.39% | 1.36M | $96.3M | -2.50%(-34.84K) | $47.44(+70.17%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.98% | 199.4K | $71.1M | -1.51%(-3.06K) | $139.41(+190.03%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.89% | 700.6K | $69.6M | +5.64%(+37.38K) | $105.85(-6.78%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.24% | 88.6K | $57.9M | +7.78%(+6.39K) | $440.79(+69.18%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.8% | 104.4K | $50.0M | -1.68%(-1.78K) | $188.09(+158.13%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.7% | 713.4K | $48.2M | +0.39%(+2.80K) | $42.37(+72.59%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.29% | 386.0K | $41.0M | +1.08%(+4.14K) | $109.43(-2.55%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.26% | 811.2K | $40.5M | +2.79%(+22.04K) | $50.81(-1.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.51% | +38.67% |
| Top 20 Holdings Unweighted | +11.29% | +37.82% |
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