Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JFS WEALTH ADVISORS LLC | 04-29-2024 | 03-31-2024 | 2009 | 1,259,576,039 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 101 | $1,294,949 | 23,791 | 0.00 | 0.00 | 2 | 0.01 | 03-31-2024 |
| MCDONALDS CORP | COM | 102 | $1,282,461 | 4,549 | 0.00 | 0.00 | -80 | -1.73 | 03-31-2024 |
| DISNEY WALT CO | COM | 103 | $1,268,501 | 10,367 | 0.00 | 0.00 | -744 | -6.70 | 03-31-2024 |
| CATERPILLAR INC | COM | 104 | $1,242,895 | 3,392 | 0.00 | 0.00 | -16 | -0.47 | 03-31-2024 |
