13F Filings for JSF Financial, LLC (CIK: 1802224)
View the most recent portfolio holdings disclosed by JSF Financial, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 131.98K | $81.95M | 19.48% | Decreased | 4.71K (3.0%, $5.14M) |
| CGGR - CAPITAL GROUP GROWTH ETF(Class: SHS CREATION UNI) | 915.19K | $37.20M | 8.84% | Decreased | 23.58K (2.0%, $5.05M) |
| N/A - ISHARES TR(Class: CORE MSCI EAFE) | 345.06K | $28.81M | 6.85% | Increased | 51.20K (17.0%, $6.58M) |
| STIP - ISHARES TR(Class: 0-5 YR TIPS ETF) | 216.39K | $22.27M | 5.29% | Decreased | 14.65K (6.0%, $1.64M) |
| IWX - ISHARES TR(Class: RUS TP200 VL ETF) | 256.92K | $21.63M | 5.14% | Increased | 2.63K (1.0%, $732.15K) |
| IWY - ISHARES TR(Class: RUS TP200 GR ETF) | 74.34K | $18.33M | 4.36% | Increased | 5.47K (7.0%, $3.80M) |
| AAPL - APPLE INC(Class: COM) | 86.21K | $17.69M | 4.20% | Increased | 633 (0.0%, $1.32M) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 25.38K | $14M | 3.33% | Increased | 2.04K (8.0%, $3.06M) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 169.05K | $10.48M | 2.49% | Increased | 11.52K (7.0%, $1.29M) |
| XLG - INVESCO EXCHANGE TRADED FD T(Class: SP 500 TOP 50) | 171.13K | $8.92M | 2.12% | Increased | 9.08K (5.0%, $1.46M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 53.55K | $8.46M | 2.01% | Decreased | 8.47K (13.0%, $1.74M) |
| XLI - SELECT SECTOR SPDR TR(Class: INDL) | 57.28K | $8.45M | 2.01% | Increased | 1.12K (2.0%, $1.09M) |
| MSFT - MICROSOFT CORP(Class: COM) | 15.63K | $7.78M | 1.85% | Increased | 449 (2.0%, $2.08M) |
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 12.90K | $5.48M | 1.30% | Decreased | 348 (2.0%, $693.20K) |
| AMZN - AMAZON COM INC(Class: COM) | 24.42K | $5.36M | 1.27% | Increased | 1.98K (8.0%, $1.09M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 10.90K | $5.29M | 1.26% | Increased | 1.10K (11.0%, $76.81K) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 80.40K | $4.83M | 1.15% | Increased | 2.13K (2.0%, $601.99K) |
| DV - DOUBLEVERIFY HLDGS INC(Class: COM) | 319.83K | $4.79M | 1.14% | Unchanged | |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 4.75K | $4.71M | 1.12% | Increased | 40 (0.0%, $247.95K) |
| ITOT - ISHARES TR(Class: CORE SP TTL STK) | 32.31K | $4.36M | 1.04% | Decreased | 1.64K (4.0%, $220.65K) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 18.60K | $3.28M | 0.78% | Increased | 65 (0.0%, $411.70K) |
| SPLG - SPDR SERIES TRUST(Class: PORTFOLIO SP500) | 41.52K | $3.02M | 0.72% | Increased | 1.54K (3.0%, $388.72K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 10.33K | $2.99M | 0.71% | Increased | 980 (10.0%, $701.04K) |
| JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM) | 50.39K | $2.86M | 0.68% | Increased | 6.83K (15.0%, $375.66K) |
| IWR - ISHARES TR(Class: RUS MID CAP ETF) | 28.40K | $2.61M | 0.62% | Increased | 84 (0.0%, $203.15K) |