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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
89
28
29
2
9
2
50
9
7
JFS WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings465

Total Value ($x1000)373,343
Activities
New33

Increased100

Unchanged187

Decreased145

Sold Out106

Top 10 Stock Holdingstotal 44.26%
IWB7.73

IJR6.48

BRK.B6.39

AGG5.1

IJH4.08

 
MUB3.14

FDL3.13

TFI2.82

RWO2.82

VYM2.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
7.73%
RUS 1000 ETF
IJR
6.48%
CORE S&P SCP ETF
BRK.B
6.39%
CL B NEW
AGG
5.1%
CORE TOTUSBD ETF
IJH
4.08%
CORE S&P MCP ETF
MUB
3.14%
NAT AMT FREE BD
FDL
3.13%
SHS
TFI
2.82%
NUVN BRCLY MUNI
RWO
2.82%
DJ GLB RL ES ETF
VYM
2.57%
HIGH DIV YLD
DON
2.03%
MIDCAP DIVI FD
PRF
1.88%
FTSE RAFI 1000
SHM
1.72%
NUVN BR SHT MUNI
VWO
1.71%
FTSE EMR MKT ETF
DLS
1.58%
INTL SMCAP DIV
SPLV
1.56%
S&P500 LOW VOL
SCHF
1.51%
INTL EQTY ETF
EMLP
1.5%
NO AMER ENERGY
VEA
1.48%
FTSE DEV MKT ETF
SCHZ
1.36%
US AGGREGATE B
DWM
1.25%
DEFA FD
EPD
1.16%
COM
SCHE
1.13%
EMRG MKTEQ ETF
PRFZ
1.09%
FTSE RAFI 1500
NEA
1.08%
COM
SCHB
1%
US BRD MKT ETF
AAPL
0.97%
COM
SCHG
0.94%
US LCAP GR ETF
XOM
0.78%
COM
BND
0.76%
TOTAL BND MRKT
PXF
0.72%
FTSE RAFI DEV
JNJ
0.71%
COM
SCHO
0.68%
SHT TM US TRES
DMB
0.65%
SHS
NZF
0.65%
COM SH BEN INT
IQI
0.63%
COM
NAD
0.63%
COM
EIM
0.62%
COM
PFE
0.62%
COM
VKQ
0.61%
COM
SCHA
0.61%
US SML CAP ETF
SCHM
0.58%
US MID-CAP ETF
MCD
0.57%
COM
VNQ
0.53%
REIT ETF
MUC
0.5%
COM
VMO
0.48%
COM
DIS
0.46%
COM DISNEY
MEN
0.46%
COM
PNC
0.46%
COM
VCV
0.45%
COM
PG
0.44%
COM
IWV
0.43%
RUSSELL 3000 ETF
PXH
0.4%
FTSE RAFI EMNG
SCHX
0.4%
US LRG CAP ETF
WBA
0.39%
COM
VTI
0.38%
TOTAL STK MKT
PEP
0.37%
COM
PDN
0.36%
FTSE RAFI SML
T
0.35%
COM
THRK
0.34%
RUSSELL 3000 ETF
CMCSA
0.34%
CL A
GOOGL
0.32%
CAP STK CL A
ACWX
0.31%
MSCI ACWI US ETF
CVX
0.29%
COM
IWM
0.29%
RUSSELL 2000 ETF
IWD
0.29%
RUS 1000 VAL ETF
IWF
0.29%
RUS 1000 GRW ETF
DTD
0.26%
TOTAL DIVID FD
GWL
0.26%
S&P WRLD EX US
DGS
0.25%
EMG MKTS SMCAP
WMT
0.24%
COM
BNDX
0.24%
INTL BD IDX ETF
IEMG
0.24%
CORE MSCI EMKT
IBM
0.23%
COM
IVV
0.21%
CORE S&P500 ETF
KO
0.2%
COM
ACGL
0.2%
ORD
HD
0.19%
COM
MRK
0.19%
COM
CVS
0.18%
COM
DVY
0.18%
SELECT DIVID ETF
IEFA
0.18%
CORE MSCI EAFE
EFA
0.18%
MSCI EAFE ETF
PFF
0.18%
U.S. PFD STK ETF
MSFT
0.16%
COM
ISTB
0.16%
CORE STRM USBD
AMZN
0.16%
COM
JPM
0.15%
COM
FNB
0.15%
COM
TBT
0.14%
PSHS ULTSH 20YRS
IWO
0.14%
RUS 2000 GRW ETF
GMM
0.13%
EMERG MKTS ETF
VONE
0.13%
VNG RUS1000IDX
AOA
0.11%
AGGRES ALLOC ETF
VZ
0.11%
COM
HDV
0.11%
HIGH DIVIDND ETF
CAT
0.11%
COM
IWN
0.11%
RUS 2000 VAL ETF
MDY
0.11%
UTSER1 S&PDCRP
LAG
0.1%
BRCLYS AGG ETF
ICF
0.1%
COHEN&STEER REIT
SDS
0.1%
ULTRASHRT S&P500
GD
0.1%
COM
SBUX
0.1%
COM
RWR
0.1%
DJ REIT ETF
VOO
0.1%
SHS
AGNC
0.09%
COM
EEM
0.09%
MSCI EMG MKT ETF
SPY
0.09%
TR UNIT
TJX
0.09%
COM
FNF
0.08%
COM
DOL
0.08%
INTL LRGCAP DV
WSBC
0.08%
COM
DTH
0.08%
DEFA EQT INC ETF
FB
0.08%
CL A
DE
0.08%
COM
CSL
0.07%
COM
GOOG
0.07%
CAP STK CL C
GS
0.07%
COM
MTB
0.07%
COM
INTU
0.07%
COM
KLAC
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
AON
0.06%
SHS CL A
UNP
0.06%
COM
SST
0.06%
SHRT TRSRY ETF
CWI
0.06%
MSCI ACWI EXUS
SNY
0.06%
SPONSORED ADR
ABT
0.06%
COM
HON
0.05%
COM
FITB
0.05%
COM
VXF
0.05%
EXTEND MKT ETF
UTX
0.05%
COM
BK
0.05%
COM
PM
0.05%
COM
DOG
0.05%
PSHS SHORT DOW30
AMGN
0.05%
COM
EXC
0.05%
COM
ITOT
0.05%
CORE S&P TTL STK
PSQ
0.05%
SHORT QQQ NEW
AOR
0.05%
GRWT ALLOCAT ETF
NSC
0.05%
COM
SU
0.04%
COM
INTC
0.04%
COM
TGT
0.04%
COM
MYL
0.04%
SHS EURO
ERJ
0.04%
SP ADR REP 4 COM
COST
0.04%
COM
KMB
0.04%
COM
WY
0.04%
COM
NDAQ
0.04%
COM
MO
0.04%
COM
BLK
0.04%
COM
CHL
0.04%
SPONSORED ADR
CSCO
0.04%
COM
NEE
0.04%
COM
BKI
0.04%
COM
DEM
0.04%
EMERG MKTS ETF
E
0.03%
SPONSORED ADR
O
0.03%
COM
ONEK
0.03%
RUSSELL 1000 ETF
MMM
0.03%
COM
NOK
0.03%
SPONSORED ADR
EMR
0.03%
COM
PPL
0.03%
COM
ABBV
0.03%
COM
UBS
0.03%
SHS
VIV
0.03%
SPONSORED ADR
ILMN
0.03%
COM
ORCL
0.03%
COM
CI
0.03%
COM
VCIT
0.03%
INT-TERM CORP
SCHV
0.03%
US LCAP VA ETF
LOW
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
CCI
0.03%
COM
FE
0.03%
COM
MMC
0.03%
COM
CS
0.03%
SPONSORED ADR
CAH
0.03%
COM
AXP
0.02%
COM
CSX
0.02%
COM
HMC
0.02%
AMERN SHS
GSK
0.02%
SPONSORED ADR
CX
0.02%
SPON ADR NEW
F
0.02%
COM PAR $0.01
ALL
0.02%
COM
NFG
0.02%
COM
NVR
0.02%
COM
TZA
0.02%
DAILY SM CAP BEA
BA
0.02%
COM
TI/A
0.02%
SPON ADR SVGS
HSY
0.02%
COM
PPG
0.02%
COM
EES
0.02%
SMLCAP EARN FD
BP
0.02%
SPONSORED ADR
HBAN
0.02%
COM
QQQ
0.02%
UNIT SER 1
XLE
0.02%
SBI INT-ENERGY
C
0.02%
COM NEW
AEP
0.02%
COM
GE
0.02%
COM
MPC
0.02%
COM
MTU
0.02%
SPONSORED ADR
EMCF
0.02%
COM
SIC
0.02%
CL A
SO
0.02%
COM
IVE
0.02%
S&P 500 VAL ETF
VV
0.02%
LARGE CAP ETF
TWOK
0.02%
SPDR RUSSEL 2000
KYN
0.02%
COM
MRO
0.02%
COM
CB
0.02%
COM
MDLZ
0.02%
CL A
GIS
0.02%
COM
NVS
0.02%
SPONSORED ADR
ELD
0.01%
EM LCL DEBT FD
CNNE
0.01%
COM
NXPI
0.01%
COM
WU
0.01%
COM
GPC
0.01%
COM
BAC
0.01%
COM
AEG
0.01%
NY REGISTRY SH
WFC
0.01%
COM
ATI
0.01%
COM
LMT
0.01%
COM
ENIC
0.01%
SPON ADR
KHC
0.01%
COM
PRU
0.01%
COM
HI
0.01%
COM
RAD
0.01%
COM
SHG
0.01%
SPN ADR RESTRD
TRV
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
PBA
0.01%
COM
PKX
0.01%
SPONSORED ADR
PBR/A
0.01%
SP ADR NON VTG
TAK
0.01%
SPONSORED ADS
LNG
0.01%
COM NEW
V
0.01%
COM CL A
RTN
0.01%
COM NEW
TDY
0.01%
COM
RS
0.01%
COM
EQT
0.01%
COM
GLD
0.01%
GOLD SHS
CBS
0.01%
CL B
MBT
0.01%
SPONSORED ADR
DRE
0.01%
COM NEW
BMY
0.01%
COM
FLGE
0.01%
LG CP GRTH ENH
AEM
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
MCK
0.01%
COM
GM
0.01%
COM
MMS
0.01%
COM
TOT
0.01%
SPONSORED ADR
SQ
0.01%
CL A
ETRN
0.01%
COM
NOC
0.01%
COM
RCII
0.01%
COM
SCHC
0.01%
INTL SCEQT ETF
HOG
0.01%
COM
TI
0.01%
SPON ADR ORD
QCOM
0.01%
COM
BHK
0.01%
SHS BEN INT
FIS
0.01%
COM
LH
0.01%
COM NEW
IP
0.01%
COM
RDS/A
0.01%
SPONS ADR A
MDT
0.01%
SHS
AIG
0.01%
COM NEW
PSX
0.01%
COM
WPP
0.01%
ADR
STT
0.01%
COM
AEE
0.01%
COM
BIDU
0.01%
SPON ADR REP A
AOM
0.01%
MODERT ALLOC ETF
TM
0.01%
SP ADR REP2COM
LUV
0.01%
COM
BSM
0.01%
COM UNIT
ORAN
0.01%
SPONSORED ADR
HCA
0.01%
COM
OEF
0.01%
S&P 100 ETF
TSLA
0.01%
COM
SMG
0.01%
CL A
CBD
0.01%
SPN ADR PFD CL A
IJS
0.01%
SP SMCP600VL ETF
LAZ
0.01%
SHS A
BCS
0.01%
ADR
SYK
0.01%
COM
YPF
0.01%
SPON ADR CL D
VGT
0.01%
INF TECH ETF
RSCO
0.01%
SM CAP COMPLETE
VOD
< 0.01%
SPNSR ADR NO PAR
ENB
< 0.01%
COM
MUJ
< 0.01%
COM
YUMC
< 0.01%
COM
AVB
< 0.01%
COM
PACW
< 0.01%
COM
CLX
< 0.01%
COM
IJT
< 0.01%
SP SMCP600GR ETF
XRX
< 0.01%
COM NEW
VBR
< 0.01%
SM CP VAL ETF
JEF
< 0.01%
COM
HIG
< 0.01%
COM
SGEN
< 0.01%
COM
SIRI
< 0.01%
COM
AGRO
< 0.01%
COM
APU
< 0.01%
UNIT L P INT
ROK
< 0.01%
COM
R
< 0.01%
COM
DFEN
< 0.01%
DLY AEROSPC 3X
EPP
< 0.01%
MSCI PAC JP ETF
CRH
< 0.01%
ADR
KMI
< 0.01%
COM
NAVI
< 0.01%
COM
NUV
< 0.01%
COM
CE
< 0.01%
COM SER A
AFIN
< 0.01%
COM CLASS A
BDX
< 0.01%
COM
MFC
< 0.01%
COM
AVAL
< 0.01%
SPONSORED ADS
BAC/PL
< 0.01%
7.25%CNV PFD L
CAG
< 0.01%
COM
SONA
< 0.01%
COM
PEG
< 0.01%
COM
ITF
< 0.01%
JAPAN LG-CAP ETF
CPA
< 0.01%
CL A
SHPG
< 0.01%
SPONSORED ADR
AFL
< 0.01%
COM
LECO
< 0.01%
COM
SYMC
< 0.01%
COM
ADP
< 0.01%
COM
IEV
< 0.01%
EUROPE ETF
FCX
< 0.01%
COM
AGN
< 0.01%
SHS
HBC
< 0.01%
SPON ADR NEW
WTR
< 0.01%
COM
DVAX
< 0.01%
COM NEW
MPA
< 0.01%
COM
ADI
< 0.01%
COM
ITW
< 0.01%
COM
APA
< 0.01%
COM
TLO
< 0.01%
BRCLYS LG TRS ET
PAYX
< 0.01%
COM
UL
< 0.01%
SPON ADR NEW
CCL
< 0.01%
PAIRED CTF
AMPE
< 0.01%
COM
HRS
< 0.01%
COM
SYY
< 0.01%
COM
VFC
< 0.01%
COM
HBC/PA
< 0.01%
ADR A 1/40PF A
LIN
< 0.01%
COM
ATVI
< 0.01%
COM
ES
< 0.01%
COM
ABX
< 0.01%
COM
D
< 0.01%
COM
LLY
< 0.01%
COM
HAL
< 0.01%
COM
SCHK
< 0.01%
1000 INDEX ETF
PEI
< 0.01%
SH BEN INT
APD
< 0.01%
COM
NUE
< 0.01%
COM
RWX
< 0.01%
DJ INTL RL ETF
ELP
< 0.01%
SPON ADR PFD
FDS
< 0.01%
COM
AMX
< 0.01%
SPON ADR L SHS
GT
< 0.01%
COM
MRNA
< 0.01%
COM
CYD
< 0.01%
COM
TKR
< 0.01%
COM
COTY
< 0.01%
COM CL A
NKE
< 0.01%
CL B
MSI
< 0.01%
COM NEW
KRE
< 0.01%
S&P REGL BKG
PFG
< 0.01%
COM
TKC
< 0.01%
SPON ADR NEW
ARNC
< 0.01%
COM
QUAL
< 0.01%
MSCI USA QLT FAC
NE
< 0.01%
SHS USD
CL
< 0.01%
COM
CMRX
< 0.01%
COM
IMGN
< 0.01%
COM
TRHC
< 0.01%
COM
CELG
< 0.01%
COM
USDU
< 0.01%
BLMBG US BULL
VB
< 0.01%
SMALL CP ETF
DGRW
< 0.01%
US DIVD GRT FD
CELH
< 0.01%
COM NEW
REZI
< 0.01%
COM
BBBY
< 0.01%
COM
MU
< 0.01%
COM
THW
< 0.01%
SHS
MAA
< 0.01%
COM
WLKP
< 0.01%
COM UNIT RP LP
VT
< 0.01%
TT WRLD ST ETF
VLUE
< 0.01%
MSCI USAVALFCT
CTL
< 0.01%
COM
PII
< 0.01%
COM
SLB
< 0.01%
COM
FLEX
< 0.01%
ORD
ERIE
< 0.01%
CL A
AVT
< 0.01%
COM
ADSK
< 0.01%
COM
AA
< 0.01%
COM
DLPH
< 0.01%
SHS
HBM
< 0.01%
COM
HUN
< 0.01%
COM
COMM
< 0.01%
COM
TEVA
< 0.01%
ADR
EQR
< 0.01%
SH BEN INT
VFH
< 0.01%
FINANCIALS ETF
MEDP
< 0.01%
COM
MET
< 0.01%
COM
CDK
< 0.01%
COM
PTR
< 0.01%
SPONSORED ADR
DAL
< 0.01%
COM NEW
JAX
< 0.01%
COM
VIG
< 0.01%
DIV APP ETF
UNFI
< 0.01%
COM
EV
< 0.01%
COM NON VTG
ORMP
< 0.01%
COM NEW
X
< 0.01%
COM
FCF
< 0.01%
COM
MTUM
< 0.01%
MSCI USAMOMFCT
VWOB
< 0.01%
EMERG MKT BD ETF
GMT
< 0.01%
COM
SWKS
< 0.01%
COM
SJM
< 0.01%
COM NEW
GTX
< 0.01%
COM
LARE
< 0.01%
TIERRA XP LATIN
CWCO
< 0.01%
ORD
DF
< 0.01%
COM NEW
ZMH
< 0.01%
COM
RDS/B
< 0.01%
SPON ADR B
NBR
< 0.01%
SHS
DBD
< 0.01%
COM
JCP
< 0.01%
COM
MHLD
< 0.01%
SHS
AKS
< 0.01%
COM
TIP
< 0.01%
TIPS BD ETF
AWX
< 0.01%
CL A
SCHD
< 0.01%
US DIVIDEND EQ
TMST
< 0.01%
COM
HAS
< 0.01%
COM
TRXC
< 0.01%
COM NEW
HCP
< 0.01%
COM
HQL
< 0.01%
SH BEN INT
UA/C
< 0.01%
CL C
ACER
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
AYTU
< 0.01%
COM PAR
ASUR
< 0.01%
COM
HQH
< 0.01%
SH BEN INT
SWN
< 0.01%
COM
ASIX
< 0.01%
COM
DBC
< 0.01%
UNIT
FTR
< 0.01%
COM NEW
PCG
< 0.01%
COM
ADXS
< 0.01%
COM NEW
NEM
< 0.01%
COM
CVM
< 0.01%
NEW
CGC
< 0.01%
COM
AMSC
< 0.01%
SHS NEW
ANTM
< 0.01%
COM
NVDA
0.04%
COM
ESRX
0.03%
COM
AET
0.02%
COM
CI
0.02%
COM
COL
0.01%
COM
XRT
0.01%
S&P RETAIL ETF
EL
0.01%
CL A
VBK
0.01%
SML CP GRW ETF
VMBS
0.01%
MORTG-BACK SEC
GWPH
0.01%
ADS
VEU
0.01%
ALLWRLD EX US
ANET
0.01%
COM
VO
0.01%
MID CAP ETF
ATHN
0.01%
COM
ICPT
0.01%
COM
TDTF
0.01%
IBOXX 5YR TRGT
XLV
0.01%
SBI HEALTHCARE
SCPB
0.01%
BARC SHT TR CP
PAAS
0.01%
COM
FLOT
0.01%
FLTG RATE BD ETF
LQD
0.01%
IBOXX INV CP ETF
AMLP
0.01%
ALERIAN MLP
IEF
0.01%
7-10 Y TR BD ETF
IEI
< 0.01%
3-7 YR TR BD ETF
XLK
< 0.01%
TECHNOLOGY
VGIT
< 0.01%
INT-TERM GOV
BKLN
< 0.01%
SR LN ETF
MA
< 0.01%
CL A
BZUN
< 0.01%
SPONSORED ADR
OSTK
< 0.01%
COM
XLP
< 0.01%
SBI CONS STPLS
XLY
< 0.01%
SBI CONS DISCR
IIPR
< 0.01%
CL A
SHW
< 0.01%
COM
IYG
< 0.01%
U.S. FIN SVC ETF
JD
< 0.01%
SPON ADR CL A
NTNX
< 0.01%
CL A
ACN
< 0.01%
SHS CLASS A
EZU
< 0.01%
EMU ETF
CNI
< 0.01%
COM
UNH
< 0.01%
COM
TGNA
< 0.01%
COM
HRL
< 0.01%
COM
FDX
< 0.01%
COM
STIP
< 0.01%
0-5 YR TIPS ETF
SEDG
< 0.01%
COM
ERIC
< 0.01%
ADR B SEK 10
CRON
< 0.01%
COM
VOT
< 0.01%
MCAP GR IDXVIP
VOE
< 0.01%
MCAP VL IDXVIP
BCE
< 0.01%
COM NEW
KEY
< 0.01%
COM
ZTS
< 0.01%
CL A
HPQ
< 0.01%
COM
PX
< 0.01%
COM
XLC
< 0.01%
COMMUNICATION
TXN
< 0.01%
COM
CARS
< 0.01%
COM
TTC
< 0.01%
COM
CLNE
< 0.01%
COM
DUK
< 0.01%
COM NEW
AUPH
< 0.01%
COM
A
< 0.01%
COM
HPE
< 0.01%
COM
VPL
< 0.01%
MEGA CAP GRO ETF
UPS
< 0.01%
CL B
PSA
< 0.01%
COM
IEUR
< 0.01%
CORE MSCI EURO
NGG
< 0.01%
SPONSORED ADR NE
INFY
< 0.01%
SPONSORED ADR
OXY
< 0.01%
COM
IPAC
< 0.01%
CORE MSCI PAC
AYI
< 0.01%
COM
CM
< 0.01%
COM
AVGO
< 0.01%
COM
BBY
< 0.01%
COM
CBRL
< 0.01%
COM
MXIM
< 0.01%
COM
HCN
< 0.01%
COM
STI
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
DWDP
< 0.01%
COM
SIG
< 0.01%
SHS
AZN
< 0.01%
SPONSORED ADR
VEC
< 0.01%
COM
VREX
< 0.01%
COM
KEYS
< 0.01%
COM
AMGP
< 0.01%
COM SHS REPSTG
DXC
< 0.01%
COM
VTR
< 0.01%
COM
AAXJ
< 0.01%
MSCI AC ASIA ETF
RSX
< 0.01%
RUSSIA ETF
FCFS
< 0.01%
COM
BPI
< 0.01%
COM
SMIN
< 0.01%
MSCI INDIA SM CP
AAN
< 0.01%
COM PAR $0.50
IVZ
< 0.01%
SHS
AT
< 0.01%
COM NEW
NNVC
< 0.01%
COM NEW
MFGP
< 0.01%
SPON ADR NEW
ENVA
< 0.01%
COM
PDBC
< 0.01%
OPTIMUM YIELD
PIN
< 0.01%
INDIA ETF
PRSP
< 0.01%
COM
CY
< 0.01%
COM
GRPN
< 0.01%
COM CL A